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Oracle® Insurance Rules Palette 9.4.1.0 E23637_01

# Create and Configure a File

When working with File, there are two steps to perform in the Rules Palette. You first need to create a new file through the Rules Palette Admin Explorer tab. Then you need to check-out the new file and configure the XMLData and XSLT sections.

## Steps to Create a New File

1. Click the Admin Explorer tab.

2. Double-click the Administration folder.

3. Right-click the Files folder.

4. Select New File.

5. Enter a File Name Format. This allows you to name the new interface, similar to the naming of a business rule or transaction.

6. Select the Company from the drop down box.

7. Enter a File ID, which allows the caller to specify the file to use to process the request. A File ID is limited to three characters and should be an acronym or abbreviation for the calling or process.

8. Click Finish.

New File Wizard

A folder with the file’s XML is created. Use the XML file to configure the file accordingly. You must check-in and out the file, similar to the checking-in and out of rules. Checking-in the file inserts/updates the record in the AsFile table in the database. When the file is checked-out, you may edit the File Name and File ID using the fields at the top of the Configuration area. Refer to the Check-Out and Check-in Rules section for further details.

## Steps to Configure File

1. Open the Admin Explorer window.

2. Double-click the Administration folder.

3. Expand the Files folder.

4. Open the folder containing the file you want to configure.

5. Right-click the XML file.

6. Select Check-out.

7. Configure in the XMLData section.

1. The <File> element must be the first tag in the XML section and its end tag last.

2. Configure all necessary <Attributes> tags in-between the <AssignAttributes> tag.

3. Configure the two required <Attributes> elements, using its NAME and TYPE attributes. The value of <Attributes> is only populated if it is a requirement of the associated TYPE attribute.

4. After the closing </AssignAttributes> element, you may configure pre and post insert operations if there is a need to call other functionality in the application. Use the <PreInsert> and <PostInsert> elements to do so.

8. Configure in the XSLT section

1. Configure the XLS stylesheet.

2. You can perform validations that allow you to handle validation prior to business processing. It also provides flexibility to perform validation on requests that will not insert an activity record. In addition, you can perform validation before it inserts any records into the database, using XSLT syntax.

9. Check-in the file, using the file’s right-click menu.

File XML Example

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