Plans Overview
Each individual plan in the Rules Palette has six main categories of
data associated with that specific plan. You can
create new plans or edit existing plans from the Main Explorer tab. You
can also modify plan data fields
and values.
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Business Rules
- Any rules that are attached to the plan, interface, screen, or system,
rules that are user defined, and rules that apply to 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.
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Steps to Create a New Plan
Right-click on the plan folder where you want to add
the new plan.
Select New Plan.
The New Plan wizard will appear.
Enter the plan information.
Company Name:
You will not be able to change the company name.
New Plan Name:
Enter the name of your plan.
Currency Code:
Select the default currency for monies applied
to this plan. If the currency code is not listed,
go to Admin Explorer and open
the Currency folder. Add
the new currency code to the Currency.xml file. Refer
to the Currency section for
detailed steps on adding a new currency code.
Market Maker:
Select the Market
Maker you plan to use for any currency conversions. If
the Market Maker is not listed, go to Admin
Explorer and expand the Market
Maker folder. Open the MarketMaker.xml file
and add the new Market Maker. Refer to the Market
Maker section for more details.
Plan Effective
Date: Select the date when this plan will
take effect.
Plan Expiration
Date: Select the date when this plan will
expire.
Select Finish
when you have entered all of the plan information. The
Finish button will only become enabled when you have entered all of the
required plan information.
Note: You
cannot delete a plan once it has been created.
Edit Plan Properties
After a plan has been created, you can edit plan properties such as
the currency code associated with the plan, the Market Maker, the effective
date and the expiration date. You will not be able
to change the plan name or the company name. The
steps necessary to edit the plan properties are shown below.
Steps to Edit Plan Properties
From the Main Explorer window, right-click on the plan
name and select Edit Plan. The
Plan Maintenance window will appear.
Make the necessary changes to the plan properties by
clicking on the drop down box next to each property.
Select Finish.
