Create a New Rule or Rule Override
There are two ways to add business rules through the Rules Palette. A new global rule can be created or an existing rule can be overridden and configured specifically for a company, plan, transaction, state or fund. All rules and rule overrides are created in the Global Explorer.
Steps to Create a New Global Rule
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Navigate to the Global Rules Explorer.
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Open the Business Rules folder.
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Right-click on a rule category and select New Global Rule for category " ".
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Type the rule name in the first step of the wizard and click Next.
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Select the TypeCode from the drop down box.
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Click Finish on step three of the wizard. The template information is not required.
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Configure the rule.
The new global rule will appear in the category folder where it was created.
Attached Rules Right-Click Option
Overrides
When a rule override is created, a copy of the original rule (usually the global version) is used as the starting point for configuration. Then any changes made to the rule can be saved and used at the specified override level in OIPA. For example, a plan override of the PolicyScreen rule would allow a particular plan to have a Policy screen that is different from the Policy screens used by other plans. A rule without any overrides is a global version of the rule. OIPA always looks for override levels starting with the most specific override level and moving up to the least specific (global - meaning no override) level. Override levels are listed below from most specific to least specific.
- Fund
- State
- Requirement
- Transaction
- System (if functionality is enabled)
- Plan
- Child Product (if functionality is enabled)
- Product (if functionality is enabled)
- Subsidiary Company
- Primary Company
The System override level will only be available if New Business Underwriting is enabled. The Product and Child Product override levels will only be available if Products are enabled.
Overrides can be created for the various types of rules and attached to specific plans. From the Global Rules Explorer, new global business rules can be created for each of the rule categories. Right-click on a rule’s folder and select New Override to open a wizard window, which will step through the creation process.
A list of all rules and the override levels that are supported in OIPA for that rule (the rule's context) can be found in the XML Configuration Guide. The Transaction Rules book contains a page called Attached Rule Validation, which lists all rules and their corresponding context.
If Product functionality is enabled, then an additional override level will be available between the Company and Plan fields. Once the company is selected, the Product drop down will list the applicable Products for that company. Once the Product is selected the Plan drop down will list the applicable plans for that Product.
If Product is disabled (in Properties setting) and there are existing Products, then they will appear in the Plan drop down box.
Product Option in Rule Override Wizard
Steps to Create a Rule Override
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Navigate to the Global Rules Explorer.
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Open Business Rules and the category folder of the rule to override.
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Right-click on the global rule to override and select the override menu option.
Activity Summary Right-Click Option
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Cick Next on the first screen of the wizard. The name of the business rule cannot be changed.
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Select the appropriate override settings for the business rule. The level of override selected will determine what folder the override appears in under the Global Explorer. When looking for the rule, make sure to open the appropriate Override folder.
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Click Finish.
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Configure the rule.
Locate Override in Global Explorer
Override folders are provided for each level supported in OIPA. To find a rule override, open the rule in the Global Explorer. The global rule is listed first and all overrides reside in the corresponding Override folder.
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