Context for Attached Rules
The following list of rules have the potential of a transaction override and operate during activity execution, affect activity data keeping or display. Many of these rules must be overridden at the transaction level and do not participate in the normal contextual progression through the hierarchy. The column second from the right indicates the rules with this unusual behavior.
CopyBooks and Functions contained within the rules may have a different context than the containing rule. This difference is restricted to contexts with similar hierarchies. A state override capability may also differ between the rule's creation and its resolution.
Rule Name | Activity Policy | Activity Client | Activity Plan | Activity Company | Rule may Contain CopyBooks and Functions | State Override for Rule Creation | State Override for Rule Resolution | Limit Rule Creation for Transaction Override Only | Packet Rule |
---|---|---|---|---|---|---|---|---|---|
ActivityResultsScreen | X | Yes | Yes | Yes | No | No | |||
ActivitySummary | X | X | X | X | Yes | No | Yes | Yes | No |
AddAgreementRoles | X | Yes | No | No | Yes | Yes | |||
AddImpairments | X | Yes | Yes | Yes | Yes | Yes | |||
AddRequirements | X | Yes | Yes | Yes | Yes | Yes | |||
AddRoles | X | Yes | No | Yes | Yes | Yes | |||
AddToListBill | X | X | Yes | Yes | Yes | Yes | Yes | ||
CheckEFTInformation | X | X | Yes | Yes | Yes | No | No | ||
ConfirmationScreen | X | X | Yes | No | Yes | Yes | No | ||
CopyToAddressFields | X | X | X | X | Yes | No | Yes | Yes | Yes |
CopyToAgreementFields | X | Yes | No | No | Yes | Yes | |||
CopyToAgreementRoleFields | X | Yes | No | No | Yes | Yes | |||
CopyToClassFields | X | Yes | No | No | Yes | Yes | |||
CopyToClassGroupFields | X | Yes | No | No | Yes | Yes | |||
CopyToClientAltIdFields | X | Yes | No | No | Yes | Yes | |||
CopyToClientFields | X | X | X | X | Yes | No | Yes | Yes | Yes |
CopyToClientRelationship | X | X | Yes | No | No | Yes | Yes | ||
CopyToClientRelationshipFields | X | X | Yes | No | No | Yes | Yes | ||
CopyToCommissionDetailFields | X | X | X | X | Yes | Yes | Yes | Yes | Yes |
CopyToGroupCustomer | X | Yes | No | No | Yes | Yes | |||
CopyToGroupCustomerFields | X | Yes | No | No | Yes | Yes | |||
CopyToIntakeFile | X | Yes | No | No | Yes | Yes | |||
CopyToIntakeFileFields | X | Yes | No | No | Yes | Yes | |||
CopyToIntakeProfileFields | X | Yes | No | No | Yes | Yes | |||
CopyToIntakeRecordFields | X | Yes | No | No | Yes | Yes | |||
CopyToListBillFields | X | Yes | No | No | Yes | Yes | |||
CopyToPendingActivityFields | X | X | X | X | Yes | No | Yes | Yes | Yes |
CopyToPolicyFields | X | Yes | No | No | Yes | Yes | |||
CopyToProgramFields | X | Yes | Yes | Yes | Yes | Yes | |||
CopyToRequirementFields | X | X | Yes | No | Yes | Yes | Yes | ||
CopyToRoleFields | X | Yes | No | Yes | Yes | Yes | |||
CopyToScheduledValuationFields | X | Yes | No | No | No | No | |||
CopyToSegmentFields | X | X | X | X | Yes | No | Yes | Yes | Yes |
CopyToWithholdingFields | X | X | X | X | Yes | No | Yes | Yes | Yes |
CreateAdditionalRates | X | Yes | No | No | Yes | Yes | |||
CreateClientAddress | X | Yes | No | No | Yes | Yes | |||
CreateClientAltId | X | Yes | No | No | Yes | Yes | |||
CreateClientAltIdFields | X | Yes | No | No | Yes | Yes | |||
CreateClients | X | Yes | No | No | Yes | Yes | |||
CreatePolicy | X | Yes | No | Yes | Yes | Yes | |||
CreateRates | X | X | Yes | No | No | Yes | Yes | ||
CreateSegments | X | Yes | No | Yes | Yes | Yes | |||
CycleProcessBehavior | X | Yes | No | No | Yes | No | |||
DeliveryRequirements | X | X | Yes | No | Yes | Yes | Yes | ||
DisbursementNumber | X | X | Yes | Yes | Yes | No | No | ||
DisbursementUpdate | X | X | Yes | No | No | Yes | Yes | ||
DoBenefitSplitChange | X | Yes | No | Yes | Yes | Yes | |||
DoSegmentRecalculations | X | Yes | No | Yes | Yes | Yes | |||
ExternalProcess | X | X | X | X | Yes | No | Yes | Yes | Yes |
FundListForAllocation | X | Yes | Yes | Yes | No | No | |||
GainLossCalculation | X | Yes | Yes | Yes | No | No | |||
GenerateBill | X | X | Yes | Yes | Yes | Yes | Yes | ||
GenerateBillDetail | X | X | Yes | Yes | Yes | Yes | Yes | ||
GenerateCommissionDetails | X | X | X | X | Yes | Yes | Yes | Yes | Yes |
GenerateDocument | X | X | X | X | Yes | No | Yes | Yes | No |
GeneratePendingRequirements | X | X | Yes | No | Yes | Yes | Yes | ||
GenerateSuspense | X | X | X | X | Yes | No | Yes | Yes | Yes |
MaintainBillDetail | X | X | X | X | Yes | Yes | Yes | Yes | Yes |
MaintainBillDetailReconciliation | X | X | X | X | Yes | Yes | Yes | Yes | Yes |
MaintainDisbursement | X | X | Yes | No | Yes | Yes | Yes | ||
MaintainProgram | X | Yes | Yes | Yes | Yes | Yes | |||
MaintainRelationships | X | X | Yes | Yes | Yes | Yes | Yes | ||
MaintainSuspense | X | X | X | X | Yes | No | Yes | Yes | Yes |
PostAssignmentValidateExpressions | X | Yes | No | Yes | Yes | No | |||
PriceCorrection | X | Yes | No | No | Yes | Yes | |||
ProcessChangeRequests | X | Yes | No | No | Yes | Yes | |||
ProcessRequirements | X | Yes | Yes | Yes | Yes | Yes | |||
QuoteScreen | X | X | Yes | No | Yes | Yes | No | ||
ReassignAllocations | X | Yes | No | Yes | Yes | Yes | |||
ReassignBenefitSplit | X | Yes | No | Yes | Yes | Yes | |||
ReinstateProgram | X | Yes | Yes | Yes | Yes | Yes | |||
RemoveFromListBill | X | X | Yes | Yes | Yes | Yes | Yes | ||
ResetProgram | X | Yes | Yes | Yes | Yes | Yes | |||
RolesExist | X | Yes | No | Yes | Yes | Yes | |||
ScheduledValuation | X | X | Yes | No | No | Yes | Yes | ||
ShadowPendingActivities | X | X | X | X | Yes | No | Yes | Yes | Yes |
StatusChange | X | Yes | No | Yes | Yes | Yes | |||
SuspendProgram | X | Yes | Yes | Yes | Yes | Yes | |||
TerminateProgram | X | Yes | Yes | Yes | Yes | Yes | |||
TransactionAllocationScreen | X | Yes | No | Yes | Yes | No | |||
TransactionBusinessRulePacket | X | X | X | X | Yes | No | Yes | Yes | No |
TransactionCosmetics | X | X | X | X | No | No | No | Yes | No |
TransactionTimes | X | Yes | Yes | Yes | No | No | |||
UpdateCommissionDetailStatus | X | X | X | X | Yes | Yes | Yes | Yes | Yes |
UpdateRoleStatus | X | X | Yes | No | Yes | Yes | Yes | ||
ValidateExpressions | X | X | X | X | Yes | No | Yes | Yes | Yes |
VerificationScreen | X | X | Yes | No | Yes | Yes | No | ||
WriteValuationElements | X | Yes | Yes | Yes | No |