Math Pane 

The Math pane is used to perform the bulk of business processes. Calculations can be performed using math variables and the values calculated can be used by supporting rules.
 

Examples of when to use math:  

• add, subtract, multiply or divide values

• pull in policy data to be used within functions

• pick the next business day for an activity

• determine whether or not to spawn a transaction

The Math pane contains the definitions and calculations that process math variables and functions.  Literal values may also be applied to math variables.  You may also set-up conditions for evaluating if something is true or false and create an array of values.  Fields may also be referenced in the Math pane of a transaction in order to perform calculations.

Note:  Math variables are populated in the order in which they are configured.  If a math variable name is repeated in the configuration, the final value will display in the Math tab of the Activity Details screen.

Steps to Create a New Math Variable (Please see the V9 XML Configuration topic in this help system for a list of all elements, attributes and values needed for configuration.  View Transaction Rules | Transaction Elements | Math Elements.)

1. Drag the type of math variable you need from the Palette window to the Configuration Area.

• General:  Create commonly used math variables, such as EXPRESSION, VALUE, and POLICYFIELD.

• Array:  Create math variable types to create and perform operations on an array.  

• Commutation:  Contains math variables that are used to perform commutation functions.

• Conditional:  Perform IIF or MathIF operations.

• Loop:  Perform math loop operations, including FOR, SEGMENT and OBJECT.

• Rate Lookup:  Get a RateArray or Rate.

• Rule:  Call a CopyBook, FunctionCall or Function.

• Solve:  Create an IRR, SolveFor or Target math variable.

• SQL:  Get results from a SQL statement.

• WebService:  Create a Web Service call math variable.

• XML:  Uses XPATH to obtain a value from an XML blob.

2. Depending on the type of math variable you selected there will be various operations, behaviors and characteristics you can select. The following are required:

• Name your math variable.

• Select the DataType.

• Math variable type automatically is selected based on the drag and drop variable that was selected.

• Only those attributes associated with TYPE will be displayed and available for entry.
   

3. You can move your math variables in the hierarchy using the Up or Down buttons at the top of the Configuration Area.
    

4. You can create or delete math folder structures by using the Move Into and Move Out Of buttons at the top of the Configuration Area.  Promote means that a math variable will be moved inside a MathLoop or MathIF.  Demote means that a math variable will be moved outside and above the MathLoop or MathIF that it is currently inside.

5. You can use the Comment and Uncomment buttons to comment a math variable or uncomment a math variable.

Use an Existing Math Variable

From the SearchPalette window, you can use the DataDictionary to search for pre-existing math variables.  If you are unsure of the exact math variable name, then use the % sign as a wildcard.  This wildcard can be used at the beginning and/or the end of your partial search term.  You can also search the category section if you don’t know the math variable term name or if one exists.

Steps to Use an Existing Math Variable

1. Search for the math variable using the Search Field text box or Search Category list.

2. Select the Search button.

3. Select the math variable from the Search Results section in the Palette window.

4. Drag and drop the math variable from the Palette window to the Configuration Area.

5. Use the Up or Down button to place the math variable in the correct spot in the hierarchy.

6. Edit the math variable properties as necessary.

Note:  When configuring a general math variable that is a PlanField or PolicyField type, all applicable math variables from either the Plan or Policy screen are populated in a drop-down box for you to select.

Note:  If you are checking-out a transaction that contains a Disbursement section, you will receive a pop-up notification informing you that there is a Disbursement section in the transaction and that you need to refer to the XML Source pane for that transaction in order to edit it.  Once you have the XML Source pane open, scroll to the Disbursement section and make your changes.  Check the transaction back in to save your changes.