Attached Rule Validation

Rules Attached to Transactions

The Rules Palette provides the Managed Attached Rules wizard to attach rules to a transaction or remove attached rules from it. The rule list in the wizard shows all business rules in the global configuration, and not just attached rules. Attaching any business rule that is not an attached rule can cause an error. Below is a list of the rules that are valid as attached rules for transactions.


Any rule that is not on the list below, even though it is listed in the wizard, should not be attached to a transaction.

  • ActivityResultsScreen

  • ActivitySummary

  • AddRequirements
  • AddRoles

  • CheckEFTInformation

  • ConfirmationScreen

  • CopyToAddressFields

  • CopyToClientFields

  • CopyToPendingActivityFields

  • CopyToPolicyFields

  • CopyToRequirementFields

  • CopyToRoleFields

  • CopyToScheduledValuationFields

  • CopyToSegmentFields

  • CopyToWithholdingFields

  • CreatePolicy

  • CreateRates

  • CreateSegments

  • CycleProcessBehavior

  • DeliveryRequirements

  • DisbursementNumber

  • DisbursementUpdate

  • DoBenefitSplitChange

  • DoSegmentRecalculations

  • ExternalProcess

  • FundListForAllocation

  • GainLossCalculation

  • GenerateDocument

  • GeneratePendingRequirements

  • GenerateSuspense

  • MaintainDisbursement

  • MaintainSuspense

  • MatchRequirementResult

  • PriceCorrection

  • ProcessActivities

  • ProcessRequirements

  • PostAssignmentValidateExpressions

  • QuoteScreen

  • ReassignAllocations

  • ReassignBenefitSplit
  • RolesExist

  • ScheduledValuation

  • ShadowPendingActivities

  • SpawnActivities

  • StatusChange
  • TransactionBusinessRulePacket

  • TransactionCosmetics

  • TransactionTimes

  • ValidateExpressions

  • VerificationScreen

  • WriteDefaultAllocation

The table below shows the context in which each attached rule may be configured to function effectively. It covers the following:

Configuration Contexts for Rules Attached to Transactions
Attached Rule Name in Rules Palette Transaction (Activity) Level May
contain CopyBooks
State Override Allowed[1] Override Limited to
Transaction
Only
(Creation)
Policy Client Plan Company Rule Context
(Creation)
CopyBook Context
(Resolution)
ActivityResultsScreen        X X X  
ActivitySummary X   X X
AddImpairments X       X   X X
AddRequirements X       X   X X
AddRoles       X   X X
AsynchronousActivity     X     X
AssignmentProcessing       X X X  
CheckEFTInformation     X X X  
Computation     X   X X X X
ConfirmationScreen     X   X X
CopyToAddressFields X   X X
CopyToClientFields X   X  
CopyToPendingActivityFields     X X
CopyToPolicyFields       X   X X
CopyToProgramFields        X X X X
CopyToRequirementFields         X  
CopyToRoleFields       X   X X
CopyToScheduledValuationFields       X      
CopyToSegmentFields X   X X
CopyToWithholdingFields X   X X
CreatePolicy       X   X X
CreateRates     X     X
CreateSegments       X   X X
CycleProcessBehavior       X     X
DeliveryRequirements     X   X X
DisbursementNumber     X X X  
DisbursementUpdate     X     X
DoBenefitSplitChange       X   X X
DoSegmentRecalculations       X   X X
ExternalProcess X   X X
FundListForAllocation       X X X  
GainLossCalculation       X X X  
GenerateDocument X   X X
GeneratePendingRequirements     X   X X
GenerateSuspense X   X X
MaintainDisbursement     X   X X
MaintainSuspense X   X X
MultiFields X X X  
PostAssignmentValidateExpressions       X   X X
PriceCorrection       X     X
ProcessRequirements X       X     X
QuoteScreen     X   X X
ReassignAllocations X


X   X X
ReassignBenefitSplit        X   X X
ResetProgram        X X X X
ReinstateProgram        X X X X
RolesExist       X   X X
ScheduledValuation     X   X
ShadowPendingActivities X   X X
SpawnActivities                
StatusChange        X   X X
SuspendProgram        X X X X
TerminateProgram        X X X X
TransactionAllocationScreen        X   X X
TransactionBusinessRulePacket  X   X X
TransactionCosmetics      X
TransactionTimes       X X X [2]
ValidateExpressions X   X X
VerificationScreen     X   X X
WriteDefaultAllocation       X   X X

[Notes]

  1. Where context allows state overrides.
  2. As an attached rule, TransactionTimes must always have a transaction override.

Rules Attached to Requirements

The following rules are valid as attached rules for requirements. These rules may be attached to all requirements, and do not depend on a certain context in order to be valid.

 

 

 

 

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