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

 

 

 

 

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