Rules Context

OIPA's rules are discovered through predefined hierarchies which are named Contexts. Each context lists the levels in which a rule may be discovered. The system moves right to left through the hierarchy levels stopping at the first definition found. The Global level is the last place to look for a rule's definition. If no rule has been found anywhere along the hierarchy (including Global level), an error occurs.

Context	Hierarchy
Primary Company Only	Primary Company
Plan Only	Plan (of Subsidiary Company)
Subsidiary Plan	Global -> Subsidiary Company -> Product(0) -> Product(n) -> Plan
Plan	Global -> Subsidiary Company -> Product(0) -> Product(n) -> Plan OR Global -> Primary Company -> Plan
Activity Plan	Global -> Subsidiary Company -> Product(0) -> Product(n) -> Plan -> Transaction
Activity Policy	Global -> Subsidiary Company* -> Product(0) *-> Product(n)* -> Plan* -> Transaction*
Fund	Global -> Subsidiary Company* -> Product(0)* -> Product(n)* -> Plan* -> Fund*
Policy	Global -> Subsidiary Company* -> Product(0) *-> Product(n)* -> Plan*
Subsidiary Company	Global -> Subsidiary Company
Activity Client	Global -> Primary Company -> Plan -> Transaction
Activity Company	Global -> Primary Company -> Plan -> Transaction
Class	Global -> Primary Company -> Group Customer -> Class Group -> Class(0) -> Class(n)
Primary Company	Global -> Primary Company
Fund Only	Fund

 

Note: * Context in this hierarchy levels can be combined with the State Override at any level.