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How to use Input option in a business rule

Inputs can be used as parameters to build more accurate logic within the Business Rule.  For information about how to use the variable input option, click here.  This article looks at how the other in

Updated over 2 weeks ago

Inputs can be used as parameters to build more accurate logic within the Business Rule. For information about how to use the variable input option, click here. This article looks at how the other input options may be used.

When using Input, its recommended to compare it with a Fixed Value data source for any options such as Cost Estimate Year, Cost Estimate Year Total of Years, Cost Estimate Post Assignment Year and Origin). This allows the system to understand and display the available options for the selected Input. The Origin and Cost Estimate Year inputs are explained below.

The screenshot example uses the Origin input for Step 3 - Check Origin (Comp Cal or Cost Estimate). Origin is useful as it allows users to create and set one single Business Rule for different processes - in this case, it is only Compensation Calculations and Cost Estimates (if desired). Origin can be:

  • Benefit Set

  • Checklist

  • Company Risk (option or Permanent Establishment Risk Assessment)

  • Compensation Calculation

  • Cost Estimate

  • Election Set

  • Invoice Auditing

  • Pulse Check

  • Quick Workflow

  • Receivable Date

  • Resource Allocation Rule

  • Resource Allocation Ruleset

  • What-If Cost Estimate

In this example, IF Origin (of the calculated rule) = Compensation Calculation, THEN retrieve 800 USD, ELSE "jump to Step 4). For the logic to jump to Step 4, the origin of the calculated rule must be a Cost Estimate. It is recommended that Fixed Value is selected as the second operand so that the user can choose from "Compensation Calculation" or "Cost Estimate".

Screenshot of Input setup for CE Year

The Cost Estimate Year input is used for Step 4 in the below example. Selecting Fixed Value as the data source to compare with the Cost Estimate Year input gives a drop down list of the Years 1-6. IF Cost Estimate Year = Year 1 THEN retrieve the Bonus Amount, ELSE retrieve the Bonus Amount + 20%. For the logic to retrieve the Bonus Amount + 20%, the Cost Estimate Year was either Year 2, Year3, Year 4, Year 5 or Year 6 but not Year 1.

Screenshot of Cost Estimate Year

The Cost Estimate Year input is useful as it allows users to create different steps for a specified year with different outcomes all within a single Business Rule.

Finally, check that the business rules work by pressing [Save & Run] to test the rule and see an outcome.

Screenshot of configured business rule
Input - Example.png
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