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.
The table below shows the context in which each attached rule may be configured to function effectively. It covers the following:
- The level of the transaction to which the rule is attached:
- Whether the rule may contain CopyBooks
- Whether State Overrides may be applied (where the context allows them) in:
- Rule creation
- CopyBook resolution
- Whether the rule overrides are limited to transactions only
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 |
X |
|
ActivitySummary |
X |
X |
X |
X |
X |
|
X |
X |
AddImpairments |
X |
|
|
|
X |
|
X |
X |
AddRequirements |
X |
|
|
|
X |
|
X |
X |
AddRoles |
X |
|
|
|
X |
|
X |
X |
AsynchronousActivity |
|
|
X |
X |
X |
|
|
X |
AssignmentProcessing |
X |
|
|
|
X |
X |
X |
|
CheckEFTInformation |
X |
X |
|
|
X |
X |
X |
|
Computation |
|
|
X |
|
X |
X |
X |
X |
ConfirmationScreen |
X |
X |
|
|
X |
|
X |
X |
CopyToAddressFields |
X |
X |
X |
X |
X |
|
X |
X |
CopyToClientFields |
X |
X |
X |
X |
X |
|
X |
|
CopyToPendingActivityFields |
X |
X |
X |
X |
|
|
X |
X |
CopyToPolicyFields |
X |
|
|
|
X |
|
X |
X |
CopyToProgramFields |
X |
|
|
|
X |
X |
X |
X |
CopyToRequirementFields |
X |
X |
|
|
|
|
X |
|
CopyToRoleFields |
X |
|
|
|
X |
|
X |
X |
CopyToScheduledValuationFields |
|
|
X |
|
X |
|
|
|
CopyToSegmentFields |
X |
X |
X |
X |
X |
|
X |
X |
CopyToWithholdingFields |
X |
X |
X |
X |
X |
|
X |
X |
CreatePolicy |
X |
|
|
|
X |
|
X |
X |
CreateRates |
|
|
X |
X |
X |
|
|
X |
CreateSegments |
X |
|
|
|
X |
|
X |
X |
CycleProcessBehavior |
|
|
|
X |
X |
|
|
X |
DeliveryRequirements |
X |
X |
|
|
X |
|
X |
X |
DisbursementNumber |
X |
X |
|
|
X |
X |
X |
|
DisbursementUpdate |
|
|
X |
X |
X |
|
|
X |
DoBenefitSplitChange |
X |
|
|
|
X |
|
X |
X |
DoSegmentRecalculations |
X |
|
|
|
X |
|
X |
X |
ExternalProcess |
X |
X |
X |
X |
X |
|
X |
X |
FundListForAllocation |
X |
|
|
|
X |
X |
X |
|
GainLossCalculation |
X |
|
|
|
X |
X |
X |
|
GenerateDocument |
X |
X |
X |
X |
X |
|
X |
X |
GeneratePendingRequirements |
X |
X |
|
|
X |
|
X |
X |
GenerateSuspense |
X |
X |
X |
X |
X |
|
X |
X |
MaintainDisbursement |
X |
X |
|
|
X |
|
X |
X |
MaintainSuspense |
X |
X |
X |
X |
X |
|
X |
X |
MultiFields |
X |
X |
X |
X |
X |
X |
X |
|
PostAssignmentValidateExpressions |
X |
|
|
|
X |
|
X |
X |
PriceCorrection |
|
|
|
X |
X |
|
|
X |
ProcessRequirements |
X |
|
|
|
X |
|
|
X |
QuoteScreen |
X |
X |
|
|
X |
|
X |
X |
ReassignAllocations |
X |
|
|
|
X |
|
X |
X |
ReassignBenefitSplit |
X |
|
|
|
X |
|
X |
X |
ResetProgram |
X |
|
|
|
X |
X |
X |
X |
ReinstateProgram |
X |
|
|
|
X |
X |
X |
X |
RolesExist |
X |
|
|
|
X |
|
X |
X |
ScheduledValuation |
|
|
X |
X |
X |
|
X |
X |
ShadowPendingActivities |
X |
X |
X |
X |
X |
|
X |
X |
SpawnActivities |
|
|
|
|
|
|
|
|
StatusChange |
X |
|
|
|
X |
|
X |
X |
SuspendProgram |
X |
|
|
|
X |
X |
X |
X |
TerminateProgram |
X |
|
|
|
X |
X |
X |
X |
TransactionAllocationScreen |
X |
|
|
|
X |
|
X |
X |
TransactionBusinessRulePacket |
X |
X |
X |
X |
X |
|
X |
X |
TransactionCosmetics |
X |
X |
X |
X |
X |
|
|
X |
TransactionTimes |
X |
|
|
|
X |
X |
X |
[2]
|
ValidateExpressions |
X |
X |
X |
X |
X |
|
X |
X |
VerificationScreen |
X |
X |
|
|
X |
|
X |
X |
WriteDefaultAllocation |
X |
|
|
|
X |
|
X |
X |
[Notes]
- Where context allows state overrides.
- 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.
- AddRequirements
- CopyToClientFields
- CopyToPolicyFields
- CopyToRequirementFields
- MatchRequirementResult
- ProcessActivities
- SpawnActivities
- StatusChange