Main Explorer Tab

The Main Explorer tab allows you to log into environments and navigate through rules associated with companies, plans, plan rules, segments, transactions, plan data and funds.

In Main Explorer, you will use a folder structure to navigate to the appropriate rules for configuration. Each type of rule has its own folder. Each company also has its own folder, which has a subfolder for each plan. The plan folder organizes the rules into six main categories, which are as follows:

Main Explorer showing the six types of rules available

Business Rules: Any rules that are attached to the plan, interface, screen, system, user defined, calculate and CopyBooks.
Plan Rules: Any rules that are overridden at the plan level and are required for a plan to run in the application.
Segments: All the segments attached to the plan.
Transactions: All the transactions attached to the plan.
Plan Data: Constant values for a plan that can be used for configuration calculations.
Funds: Only for plans that use funds. This will store fund information.

Right-click Menus

Each main folder level in the Main Explorer has a right-click menu with available options that can be performed. Below is a list of the folder levels you can click and the associated right-click options that will display.

Company folder: Add New Company (Primary or Secondary)

Company Name: Edit Company (Primary or Secondary)

Plan folder: Add New Plan

Plan Name: Edit Plan, Edit Plan Fields or Refresh

Edit Plan: Allows you to update Currency Code, Market Maker, Effective Date and Expiration Date for the plan.
Edit Plan Fields: Opens the Plan screen business rule override for that plan so that you can make updates to the fields displayed on the Plan screen.
Refresh: Refreshes all information for the plan so that any recently added or updated information from other CSRs will display in your view of the Main Explorer.

Business Rules: No right-click menu available.
Plan Rules: No right-click menu available.
Segments: New Segment, Refresh or Compile

New Segment: Add a new segment to the plan.
Refresh: Refreshes all segment information for the plan so that any recently added or updated segment information from other CSRs will display in your view of the Main Explorer.
Compile Segments: The segments will compile and any errors will display in the Engine Error Output window.

Transactions: New Transaction, Refresh or Compile

New Transaction: Add a new transaction to the plan.
Refresh: Refreshes all transaction information for the plan so that any recently added or updated transaction information from other CSRs will display in your view of the Main Explorer.
Compile Transaction: The transaction will compile and any errors will display in the Engine Error Output window.
Plan Data: No right-click menu available.
Funds: Add New Fund

Searching in Main Explorer

You can also search for a specific company, plan or term through the search box at the top of the Main Explorer window. Enter your search criteria and then click the flashlight button. The number of results will display under the Search box and each search result will be highlighted in the navigation tree structure.

Search results from As Main Explorer Search feature

By double-clicking a rule’s XML file in the navigation tree window, you can open its configuration in the Configuration Area.

Main Explorer with business rule open in Configuration area