Context for System Rules
The following rules are discovered under a specific hierarchy as identified by the context. 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 | State Override at Rule Creation | State Override at Rule Resolution |
---|---|---|
ActivityWidget | No | No |
AgreementRelationship | No | No |
AutomaticCustomerNumber | No | No |
ChartOfAccountsResults | No | No |
ChartOfAccountsSpecifications | No | No |
ClientAddressTypes | No | No |
ClientGroupAddFieldsEditMode | No | No |
ClientWidget | No | No |
CompanyCosmetics | No | No |
CustomerWidget | No | No |
DuplicateClient | No | No |
PolicyWidget | No | No |
SearchWidget | No | No |
ShadowClient | No | No |
SystemPlans | No | No |
TaggedCaseWidget | No | No |
TaggedClientWidget | No | No |
TaggedCustomerWidget | No | No |
TaggedPolicyWidget | No | No |
ValuationDetails | No | No |
WidgetSettings | No | No |

Rule Name | State Override at Rule Creation | State Override at Rule Resolution |
---|---|---|
AutomaticPolicyNumber | Yes | Yes |
EligibleRequirementsByPolicyStatus | No | Yes |
EligibleSegmentNamesByPolicyStatus | Yes | Yes |
EligibleTransactionsByPolicyStatus | Yes | Yes |
InterestRateCriteria | Yes | Yes |
PointInTimeValuation | Yes | Yes |
PolicyComputation | Yes | Yes |
PolicyValues | Yes | Yes |
PrecisionValues | Yes | Yes |
RedemptionAmountFormula | Yes | Yes |
SegmentComputation | Yes | Yes |
ValuationCalculationOrder | Yes | Yes |

Rule Name | State Override at Rule Creation | State Override at Rule Resolution |
---|---|---|
DataDictionaryEnforcement | No | No |
DuplicatePolicy | No | No |

Rule Name | State Override at Rule Creation | State Override at Rule Resolution |
---|---|---|
ProductPlanOrder | No | No |
StoreFundValuationInterestRates | No | No |

Rule Name | State Override at Rule Creation | State Override at Rule Resolution |
---|---|---|
GuaranteedRate | Yes | Yes |
IterestRateCode | Yes | Yes |
MVAAmountFormula | Yes | Yes |

Rule Name | Context for Rule Creation | Context for Rule Resolution | State Override at Rule Creation | State Override at Rule Resolution |
---|---|---|---|---|
AssignmentProcessing | Plan | Subsidiary Plan | No | No |
AutoProcess | Primary Company / Plan / Policy | Primary Company / Plan / Policy | Yes | Yes |
CycleSequence | Global only | Global only | No | No |
InterestRateCalculation | Fund Only | Fund | No | Yes |
MembershipRuleDictionary | Class | N/A | No | N/A |
PlanOrder | Subsidiary Company | Subsidiary Company | Yes | Yes |