The flexibility of where a business rule can be used now extends beyond the context of an Assignment. One single business rule can be set up to be used in What-If Cost Estimates in the context of a Company, Benefit Set Core Flex in the context of an Authorization and in Cost Estimates, in the context of an Assignment.
As part of creating a new business rule, select from at least one of the three contexts:
Assignment - Applies the Business Rule in the context of an Assignment such as Cost Estimates Compensation Calculations, Invoice Auditing, Election Sets, Quick Workflows, Checklists, Pulse Checks, Resource Allocation Rulesets and Rules
Authorization - Applies the Business Rule in the context of an Authorization such as Benefit Sets Core Flex
Company - Applies the Business Rule in the context of a Company such as What-If Cost Estimates
Converting to Multi Context Rules
Here is an example of a saved single context business rule using two database fields: Assignment: Start Date and Assignment: From Country. Click on the Details bar to expand the section. Once a business rule has been saved, the context can be edited by clicking the Context
.
The Context Selector modal appears. To select a context, simply tick the box of the context you wish to include and click the
.
The Business Rule Context Converter modal appears when the Business Rule has completed the conversion. Each of the fields used in the saved business rule will be transformed into multi-context sources. Multi-context sources allow you to map, depending on where the business rule is run, what field in which data type context it calls. Click on the link for each field to add the field for other selected context(s).
When a field link is clicked on, the Multi-Context modal is displayed. Define the field for the desired context and adjust the name of the Multi-Context component to make it meaningful. Click
for the changes to reflect in the configuration.
Checking Multi Context Rules
To check that all fields have been defined in the new context, click on
. The Context Selection modal is displayed. Click on one of the context boxes.
The Context Fulfilment modal for the selected context displays either any fields that have not been mapped or a success message. Here is an example where one field has yet to be mapped. Click on the link to configure the field for that context.
Here is an example where no further action is required because all fields have been mapped correctly in the selected context.
Click
to return to the Business Rule Calculation screen or
to return to the Context Selector modal to select another context to check. After changes have been made to multi-context components, changes to the name field of the multi-context modal is displayed on the step section.
Adding Multi Context Rules
When a Business Rule converts to a multi-context rule, Fixed Value and Table Lookup options are not displayed as options and are replaced by the Multi-Context option. Use this option when using values from the database or table lookups.
When multi context components is selected, a pop-up window is displayed giving the possibility of performing one out of three actions:
Create New - to create a new record
Select Existing - to reuse a previously created record
Copy Existing - to create a new record from copy an existing one
Things to Note
When a multi-context component is saved, it will automatically appear on the Business Rules Components grid