Check-out and Check-in Rules

Oracle Insurance Rules Workbench uses a check-out and check-in process to manage configuration changes, ensuring change tracking and minimizing conflicts between contributors.

Checking Out a Rule

  1. If a rule is available for check-out, it appears in gray text in the Navigation Explorer (left navigation panel).

  2. To check out the rule:

    1. Select the required rule in the Navigation Explorer (left panel).

    2. The rule text changes from gray to white.

    3. In the Configuration Panel toolbar, select the required Config Package from the dropdown.

    4. Click the Check-Out icon in the toolbar.

    5. The rule text changes from white to orange, indicating the rule is checked out and ready for editing.

Checking In a Rule

After completing configuration changes to a rule:

  1. Click the Check-In icon in the Configuration Panel toolbar.

  2. The changes are saved to the database.

  3. The rule text in the Navigation Explorer updates from yellow (draft) or orange (checked out) to white, indicating the rule is checked in and available.

Discarding Changes

To discard unsaved configuration changes:

  1. Click the Revert Modifications icon in the toolbar.

  2. This action discards all unsaved edits and restores the rule to its last saved version.

Rule Scheme

Rule and node status in the Navigation Explorer.

Description Status Example

Newly created, not yet checked in

 New or Draft
Available for editing Checked-In

Checked out by user and enabled for editing

 Checked-Out

 

XML Schema Validation

The OIRW application introduces an on-demand XML Schema (XSD) validation option for rule configurations. This utility allows authorised users to validate rule XML against the corresponding rule-type-specific XSD schema before saving or checking in the rule, helping ensure schema compliance without affecting existing workflows.

The XML Schema Validation utility enables users to manually validate a rule’s XML at any stage of development, whether the XML is incomplete, in progress, or finalised. By using the Validate XML action, users can verify structural and schema-level correctness for the selected rule type before proceeding with save or check-in.

Important: The Validate XML button is available only for plan rules in this release.

Note: XML validation is executed only when the user explicitly clicks Validate XML. The system does not trigger validation during Save or Check-in operations.

Prerequisite

Only users assigned to the Configurer role can access the XML Schema Validation option.

Access to XML Schema Validation

  • Sign in to the Oracle Insurance Rules Workbench (OIRW) application.

  • Open a rule configuration screen.

  • Click Validate XML, available next to the Checkout button.

XML Validation Workflow

  • Create a new rule or modify an existing rule in OIRW.

  • Click Validate XML to manually start schema validation.

  • The system validates the XML against the schema by checking the following:

    • Required elements and attributes

    • Element order

    • Parent-child relationships

    • Data type constraints

    • Allowed multiplicity

    • Unsupported elements or attributes

  • Review the validation outcome.

    • It displays a success message as a notification when validation succeeds.

    • It displays all identified issues in the drawer when validation fails.

  • Update the XML as required and re-run Validate XML until the XML passes validation.

  • Proceed with Save or Check-in after validation is complete.

Review and Completion

The validation process displays the result in the Rule Validation Results drawer, allowing users to review issues, correct the XML, and validate again as needed.

Note: Users can proceed with Save or Check-in operations regardless of the XML validation outcome.