Types of XML Rules

The term Business Rules is a generic name used when discussing any of the following rules. Refer to the Business Rules section of this help system for details on each of these type. 

• Attached Rules:  Attached to transactions and provide additional processing options.  

• Calculate Rules:  Perform policy and segment calculations. 

• CopyBook Rules:  Store reusable configuration for use in other rules, transactions and across all configured plans. 

• Function Rules:  Contain reusable logic or calculations. 

• Plan Rules: Define a plan prior to establishing a policy. 

• Screen Rules: Associated with screens that are available in the application. 

• System Rules: Control system processing.

• User Defined Rules: Created and defined by users. The rule's type sets the context of the rule.

• Widget Rules: Configured to administer widgets in OIPA.

• Transaction Rules: Configured as business events that end users (most likely Customer Service Representatives) process when an event occurs that affects a policy. Transactions become activities in OIPA.
  

• Segment Rules:Contain information about the base policy as well as additional riders or features of the policy. Used to configure segments for each plan.