TransactionBusinessRulePacket Business Rules
The TransactionBusinessRulePacket controls the processing order for any of a transaction's attached business rules. All rules attached to a transaction must be listed in the TransactionBusinessRulePacket business rule in the order that they should process. Exceptions to this are rules that do not require transaction processing for the rule to be invoked.
| Include / Exclude | Rule Name |
| Attached Rules to Include | AddAgreementRoles |
| AddImpairments | |
| AddRequirements | |
| AddRoles | |
| AddToListBill | |
| CopyToAddressFields | |
| CopyToAgreementFields | |
| CopyToAgreementRoleFields | |
| CopyToClaimFields | |
| CopyToClassFields | |
| CopyToClassGroupFields | |
| CopyToClientAltIdFields | |
| CopyToClientFields | |
| CopyToClientRelationship | |
| CopyToClientRelationshipFields | |
| CopyToCommissionDetailFields | |
| CopyToGroupCustomerFields | |
| CopyToIntakeFile | |
| CopyToIntakeFileFields | |
| CopyToIntakeProfileFields | |
| CopyToIntakeRecordFields | |
| CopyToListBillFields | |
| CopyToPendingActivityFields | |
| CopyToPhoneFields | |
| CopyToPolicyFields | |
| CopyToProgramFields | |
| CopyToRequirementFields | |
| CopyToRoleFields | |
| CopyToSegmentFields | |
| CopyToWithholdingFields | |
| CreateAdditionalRates | |
| CreateClaim | |
| CreateClientAddress | |
| CreateClientAltId | |
| CreateClients | |
| CreatePhone | |
| CreatePolicy | |
| CreateRates | |
| CreateSegments | |
| DeliveryRequirements | |
| DisbursementUpdate | |
| DoBenefitSplitChange | |
| DoSegmentRecalculations | |
| ExternalProcess | |
| GenerateBill | |
| GenerateBillDetail | |
| GenerateCommissionDetails | |
| GeneratePendingRequirements | |
| GenerateSuspense | |
| MaintainBill | |
| MaintainBillDetail | |
| MaintainBillDetailReconciliation | |
| MaintainDisbursement | |
| MaintainProgram | |
| MaintainRelationships | |
| MaintainSuspense | |
| PriceCorrection | |
| ProcessRequirements | |
| ReassignAllocations | |
| ReassignBenefitSplit | |
| ReinstateProgram | |
| RemoveFromListBill | |
| ResetProgram | |
| RolesExist | |
| ScheduledValuation | |
| ShadowPendingActivities | |
| StatusChange | |
| SuspendProgram | |
| TerminateProgram | |
| UpdateClaimStatus | |
| UpdateCommissionStatus | |
| UpdateCommissionDetailStatus | |
| UpdateRoleStatus | |
| ValidateExpressions | |
| WriteDefaultAllocation | |
| Attached Rules to Exclude | ActivitySummary |
| CheckEFTInformatin | |
| ConfirmationScreen | |
| CopyToScheduledValuationFields | |
| CycleProcessBehavior | |
| DisbursementNumber | |
| FundListForAllocation | |
| GainLossCalculation | |
| GenerateDocument | |
| PostAssignmentValidateExpressions | |
| ProcessChangeRequests | |
| QuoteScreen | |
| TransactionAllocationScreen | |
| TransactionBusinessRulePacket | |
| TransactionCosmetics | |
| TransactionTimes | |
| VerificationScreen |
Rules Palette View of Attached Rules
Example TransactionBusinessRulePacket Business Rule XML
Important: The Rules Palette automatically updates the TransactionBusinessRulePacket business rule’s XML when you override an attached business rule with the rule's name. Depending on when you attach various attached business rules to a transaction they might not be listed in the correct processing order in the TransactionBusinessRulePacket business rule.
EligibleTransactionsByPolicyStatus
Policy level transactions for a plan must be listed in the EligibleTransactionsByPolicyStatus business rule according to policy status. If transaction information is not added or it is added in the wrong status the transaction will not show in the OIPA Activity drop-down box. Do NOT attach this business rule to the transaction. This is a plan rule override business rule. This configuration needs to run prior to transaction configuration in order for the transaction to be listed in the Activities drop-down box for that plan and the user. The transaction may be listed multiple times in this business rule so it is available in different policy statuses, if applicable. This business rule also allows configuration to identify when the transaction is processed by an end user or automated by the system.
Example EligibleTransactionByPolicyStatus Rule XML
In the Rules Palette, when a transaction is initially created, Step 2 of the wizard asks for the status the transaction to appear in. When this information is provided, the EligibleTransactionsByPolicyStatus business rule must still be configured.
Security Access
See the Security section of the Rules Palette help system for steps on how to add a transaction to a security group.
