Types of XML Rules

The term Business Rules is a generic name used when discussing any of the following rules.  Refer to the Business Rules section of this help system for details on each of these types of rules.
 

• Attached Rules:  These rules are attached to transactions and provide the transaction with additional processing options.
   

• Calculate Rules:  These rules perform policy calculations.
   

• CopyBook Rules:  These rules store reusable configuration that can be used in other rules and across all configured plans.
   

• Function Rules:  These rules are reusable calculations that can be used across products.
   

• Plan Rules:  These rules are required in order to have a new plan.
   

• Screen Rules:  These rules are associated with screens that are available in the application.
   

• System Rules:  These rules control system processing.
  
   

• Transaction Rules are configured to be business events that end users (most likely Customer Service Representatives) need to process when an event occurs that affects a policy. Transactions become activities in OIPA.
   

• Segment Rules contain information about the base policy as well as additional riders or features of the policy.  Segment rules are used to configure segments for each plan.