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.

Palette's Attached Rule Names	Activity Policy	Activity Client	Activity Plan	Activity Company	Requirements	Rule may contain CopyBooks	State Override -Rule Context ** (Rule Creation)	State Override -CopyBook Context ** (Rule Resolution)	Rule override limited to Transaction only (Rule Creation)	Packet Rule
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				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
ClaimScreen	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
CopyToCaseFields				X		Yes	No	No	Yes	Yes
CopyToClaimFields	X	X				No	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	X	Yes	No	Yes	Yes	Yes
CopyToClientRelationshipFields		X		X		Yes	No	No	Yes	Yes
CopyToCommissionDetailFields	X	X	X	X		Yes	Yes	Yes	Yes	Yes
CopyToGroupCustomerFields				X		Yes	No	No	Yes	Yes
CopyToImpairmentFields	X	X				Yes	Yes	Yes	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			No	Yes	Yes	Yes
CopyToPhoneFields		X				Yes	No	No	Yes	Yes
CopyToPolicyFields	X				X	Yes	No	Yes	Yes	Yes
CopyToProgramFields	X					Yes	Yes	Yes	Yes	Yes
CopyToRequirementFields	X	X			X		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
CreateClaim				X		Yes	No	No	Yes	Yes
CreateClientAddress		X				Yes	No	No	Yes	Yes
CreateClientAltId				X		Yes	No	No	Yes	Yes
CreateClients				X		Yes	No	No	Yes	Yes
CreatePhones	X	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	X	X	X		Yes	No	No	Yes	No
DeliveryRequirements	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
GenerateComments	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					Yes	No	Yes	Yes	Yes
GenerateSuspense	X	X	X	X		Yes	No	Yes	Yes	Yes
MaintainBill	X	X	X	X		Yes	Yes	Yes	Yes	Yes
MaintainBillDetail	X	X	X	X		Yes	Yes	Yes	Yes	Yes
MaintainBillDetailReconciliation	X	X	X	X		Yes	Yes	Yes	Yes	Yes
MaintainComments	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
MatchRequirementResult					X	Yes	No	No	No	No
PostAssignmentValidateExpressions	X					Yes	No	Yes	Yes	No
PriceCorrection				X		Yes	No	No	Yes	Yes
ProcessActivities					X	Yes	No	No	No	No
ProcessChangeRequests				X	X	Yes	No	No	No	No
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
SpawnActivities	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
UpdateClaimStatus		X				Yes	No	No	Yes	Yes
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
WriteDefaultAllocation	X					Yes	No	Yes	Yes	Yes
WriteValuationElements	X					Yes	Yes	Yes	No	No