Summary Diff Reports

Oracle Insurance Rules Palette

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Summary Diff Reports

The Rules Palette allows for the comparison of the entities (i.e. business rules, segments, transactions, etc.) in one environment to those in another, and for the creation of reports that summarize these differences. The comparison of two environments may be needed in order to determine why one is behaving differently from another, among other reasons.

 

Two types of diff reports are available in the Rules Palette: Summary Diff Report and Detail Diff Report. This page explains Summary Diff Reports, which allow for the comparison of multiple entity types across the two environments. See the instructions below for information on creating and interpreting Summary Diff Reports.

 

Creating a Summary Diff Report

  1. Click on the Tools option in the main menu at the top of the screen and select Summary Diff Report.
  2. The OIPAS Full Environment Difference Report wizard will open. In the Items to Compare section, check the Select All box to compare all the entities within the two environments, or check the boxes next to the individual entity types to compare only those types of entities. Any number of entity types may be selected.
  3. The OIPAS Source Data Source field will be disabled and populated with the name of the environment that the user is logged in to. Choose the second environment from the OIPAS Target Data Source drop-down box.
  4. Click Finish. The Summary Report will generate, and the Full Environment Difference Report window will display, summarizing the differences between the two environments.

 

Full Environment Difference Report Window

The Full Environment Difference Report window presents all of the differences found between the two environments. See the descriptions of each of this window's columns below.

 

  • Entity Type: The type of entity (e.g. business rule, segment, transaction, etc.) for which the difference is found.
  • Entity Name: The name of the entity. An entity's name will be pulled from the appropriate column of the entity's database table.
  • Entity GUID: If applicable, the entity's GUID. An entity's GUID will be pulled from the appropriate column of the entity's database table.
  • Override Level: If applicable, the entity's override hierarchy.
  • Difference Type: The way that the entity differs between the two environments. There are three types of differences.

    • Source Only: The entity is only found in the source environment.

    • Target Only: The entity is only found in the target environment.

    • Matched Diff: The entity is found in both environments, but differs.
  • Difference Column: The column in the entity's database table where the difference is found. If differences are found in multiple database columns, the column names will be separated by commas.
  • Source VersionNumber: The version number of the source environment. This column will only be populated with data if the environments are connected to the same IVS database.
  • Source LastModifiedBy: The last user to modify the entity in the source environment. This column will only be populated with data if the environments are connected to the same IVS database.
  • Source LastModifiedGMT: The time (in GMT) that the entity was last modified in the source environment. This column will only be populated with data if the environments are connected to the same IVS database.
  • Target VersionNumber: The version number of the target environment. This column will only be populated with data if the environments are connected to the same IVS database.
  • Target LastModifiedBy: The last user to modify the entity in the target environment. This column will only be populated with data if the environments are connected to the same IVS database.
  • Target LastModifiedGMT: The time (in GMT) that the entity was last modified in the target environment. This column will only be populated with data if the environments are connected to the same IVS database.

 

The Full Environment Difference Report window also offers two options for further analyzing and utilizing diff report data: the Show Detail button and the Export to CSV button. To use these buttons, select a row in the Full Environment Difference Report window and click the desired button.

  • Show Detail launches a Detailed Diff Report illustrating the differences between two entities. Detailed Diff Report can only be generated for entities with the Matched Diff difference type. See the Detailed Diff Report Window section below for more information on using and interpreting the Detailed Diff Report window.
  • Export to CSV allows the user to save the summary diff report as a comma-separated values (CSV) file, complete with the column headings from the Summary Diff Report. This file may be imported into Excel and manipulated/sorted if necessary.

 

Entities Available for Summary Diff Report

The following entities are able to be compared using Summary Diff Report, each with its own checkbox in the OIPAS Full Environment Difference Report wizard. Also included below are the database tables that are compared for each entity in order to generate the diff reports.

 

  • Activity Filters
    • Database tables compared: AsFilter
  • Allocation Models
    • Database tables compared: AsModelDefinition, AsModel, AsModelFund, AsModelAssetClass, AsModelAssetClassFund
  • Asset Classes
    • Database tables compared: AsAssetClass, AsAssetClassFund
  • Batch Classes
    • Database tables compared: AsBatchScreen
  • Business Rules
    • Database tables compared: AsBusinessRules
  • Chart of Accounts
    • Database tables compared: AsChartOfAccounts, AsChartOfAccountsEntity, AsChartOfAccountsEntry, AsChartOfAccountsMoneyType, AsChartOfAccountsCriteria, AsChartOfAccountsResults
  • Codes
    • Database tables compared: AsCode
  • Countries
    • Database tables compared: AsCountry
  • Currency
    • Database tables compared: AsCurrency
  • Companies
    • Database tables compared: AsCompany, AsCompanyField
  • Comment Templates
    • Database tables compared: AsCommentsTemplate
  • Error Catalogs
    • Database tables compared: AsErrorCatalog
  • Exposed Computations
    • Database tables compared: AsExposedComputation
  • Files
    • Database tables compared: AsFile
  • Funds
    • Database tables compared: AsFund, AsFundField
  • Fund Relations
    • Database tables compared: AsFundRelation, AsFundRelationField
  • Inquiry Screens
    • Database tables compared: AsInquiryScreen
  • Map Groups
    • Database tables compared: AsMapGroup, AsMapValue, AsMapCriteria
  • Market Makers
    • Database tables compared: AsMarketMaker, AsMarketMakerCurrency
  • Masks Details
    • Database tables compared: AsMaskDetail
  • Plans
    • Database tables compared: AsPlan, AsPlanField, AsWithholding (RelatedGUID = PlanGUID), AsWithholdingField, AsPlanDefaultAllocation, AsAllocation (if using old Allocation method), AsPlanDefaultAllocationModel, AsPlanDefaultAllocationFund

    Note: If Model Supported Plan Allocation is used, then AsPlanDefaultAllocation, AsPlanDefaultAllocationModel, and AsPlanDefaultAllocationFund will be compared instead of AsAllocation.

  • Plan Funds
    • Database tables compared: AsPlanFund, AsPlanFundStatus
  • Plan Models
    • Database tables compared: AsPlanModelDefinition, AsPlanModelDefintionStatus
  • Plan State Approvals
    • Database tables compared: AsPlanStateApproval
  • Program Definitions
    • Database tables compared: AsProgramDefinition, AsPlanProgramDefinition, AsSegmentProgramDefinition
  • Requirements
    • Database tables compared: AsRequirementDefinition, AsRequirementGroup, AsRequirementCriteria
  • Segments
    • Database tables compared: AsSegmentName
  • Segment State Approvals
    • Database tables compared: AsSegmentStateApproval
  • System Dates
    • Database tables compared: AsSystemDate
  • Transactions
    • Database tables compared: AsTransactions
  • Web Services
    • Database tables compared: AsAuthWebService

 

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