Business Rules Maintenance Function - Fields Description

At this function, user will come across various fields or columns that needs to be maintained with relevant data.

The descriptions of the respective field or column, are as follows:-

Business Rules Maintenance (Panel)

<Business Rules Search Criteria> (Panel)

Rule Type

This is the category of the rules to drive the way a business process, or a sub-process, or a component, to work or validated in system.

Some possible options, are as follows:-

If Domain is AP - Credit application:-

  • LOSWF - LOS Workflow Rule

  • LOSAA - LOS Authority Routing Rule

  • FSCORESCHEME - Full Credit Scoring Scheme Rule

  • QCHALLENGE - Quick Challenger Scoring Scheme

If Domain is CR - Credit:-

  • DDREQ - Drawdown Request Workflow Rule

  • DDREQAUTH - Drawdown Authority Routing Rule

Note: Each rule type has a list of pre-mapped possible relevant fields or criteria.

Rule Code

This is the code associated with a set of rules to be applied for a certain business processes, or sub-processes, or a component, to work or validated in system.

<List of Business Rules' Codes> (Sub-Panel)

Rule Type

This is the category of rules to drive the way a business process, or a sub-process, or a component, to work or validated in system.

Some possible options, are as follows:-

If Domain is AP - Credit application:-

  • LOSWF - LOS Workflow Rule

  • LOSAA - LOS Authority Routing Rule

  • FSCORESCHEME - Full Credit Scoring Scheme Rule

  • QCHALLENGE - Quick Challenger Scoring Scheme

If Domain is CR - Credit:-

  • DDREQ - Drawdown Request Workflow Rule

  • DDREQAUTH - Drawdown Authority Routing Rule

Note: Each rule type has a list of pre-mapped possible relevant fields or criteria.

Rule Code

This is the code associated with a set of rules to be applied for a certain business processes, or sub-processes, or a component, to work or validated in system.

Rule Description

This is the name of code associated with a set of rules to be applied for a certain business processes, or sub-processes, or a component, to work or validated in system.

Domain

This is the code associated with the respective broad group of areas in system, of which the respective set of business rules belongs, e.g. AP - Credit Application, and CR - Credit.

Last Approved Date

This is the most recent date that the respective business rule code has been approved for use in system.

Pending Approval

This is the indicator that the respective business rule code has been submitted for approval, and is still pending for approval before it can be effective for use in system.

Checked checkbox indicates that the business rules' code is pending approval. Otherwise, the business rules' code is either still in a draft form, or it has been approved or rejected.

  • This panel will be displayed when the function screen has opened.

  • The purposes of this panel, are as follows:-

    • Access point to maintain business rules' codes.

    • View the list of business rules' codes, maintained earlier.
Business Rules Details (Panel)

<Rules Code> (Sub-Panel)

Domain

This is the code associated with the respective broad group of areas in system, of which the respective set of business rules belongs, e.g. AP - Credit Application, and CR - Credit.

Rule Type

This is the category of rules to drive the way a business process, or a sub-process, or a component, to work or validated in system.

Some possible options, are as follows:-

If Domain is AP - Credit application:-

  • LOSWF - LOS Workflow Rule

  • LOSAA - LOS Authority Routing Rule

  • FSCORESCHEME - Full Credit Scoring Scheme Rule

  • QCHALLENGE - Quick Challenger Scoring Scheme

If Domain is CR - Credit:-

  • DDREQ - Drawdown Request Workflow Rule

  • DDREQAUTH - Drawdown Authority Routing Rule

Note: Each rule type has a list of pre-mapped possible relevant fields or criteria.

Rule Code

This is the code associated with a set of rules to be applied for a certain business processes, or sub-processes, or a component, to work or validated in system.

Rule Description

This is the name of code associated with a set of rules to be applied for a certain business processes, or sub-processes, or a component, to work or validated in system.

Edit Details

Click once on this button to overwrite the 'Rule Description' field value, if applicable.

Rule List (Sub-Panel)

This sub-panel displays all the available versions (differentiated by the effective date) of the same business rules' code.

However, the latest approved version of the same business rules' code will supersede the previous version.

Effective Date

This is the date that the respective business rules' code will be effective and valid for use in system.

Status

This is the status of the respective business rules' code, e.g., N - New, P - Pending, A - Approved, D - Discarded and R - Rejected.

In Effect

This is to indicate that the respective business rules' code has become effective and can be used in system.

Note: Each business rules' code will become effective, after it has been approved and upon the completion of the first End-of-Day (EOD) periodic process in the system, which will supersede the previous version of the same business rules' code.

Create By

This is the User ID of the user who has created the respective business rules' code.

Create On

This is the date the respective business rules' code has been created.

Rules Details (Sub-Panel)

Condition Description

This is the brief definition of the respective rule containing in each business rules' code, e.g., <10K, and >10K <50K.

Priority

This is the sequence order of the respective rule contained in a business rules' code for validation purpose, e.g., 1 and 2.

Result Field

This is the name of the database table column (e.g., AUTHORITY_CD), that has been pre-mapped to the respective rule (subject to the domain, and rule type) contained in a business rules' code to be validated (subject to the 'Filter' field oolumn, if any) to derive or get the value inputted at the 'Result' column.

Result

This is the expected output of the respective rule (subject to the value inputted at the 'Filter' column, if any) contained in a business rules' code, e.g., if Result Field: AUTHORITY_CD, then Result: AUTO_APPR - AUTO APPROVE.

Filter

This is the syntax of SQL ‘WHERE’ clause to define the business logic to apply for the respective rule, contained in a business rules' code for validation purpose towards deriving the value inputted at then 'Result' column.

Test Conditions

Click once on this button to access the 'Test Conditions' window, in order to input the relevant attribute values to check to ensure the expected output will be retrieved.

Copy Conditions

Click once on this button to select an existing business rules' code to copy the related business rules for use towards creating a new business rules' code.

  • This panel will be displayed in the following manners:-

    • After user has clicked once on the CreateNewRecord button, and then clicked once on the 'New Rule Code' button displayed at the 'Confirmation Message' pop-up window.

    • After user has clicked once on the CreateNewRecord button, and then clicked once on the 'Existing Rule Code' button displayed at the 'Confirmation Message' pop-up window, and lastly double-clicked on an existing business rules' code at the 'Select a Process Code' pop-up window.

    • Click once on the Details icon, of an existing business rules' code.

  • The purposes of this panel, are as follows:-

    • To maintain the details of each business rules code (with feature to test to ensure the respective attribute’s value will display the correct expected output).

    • To view the details of the selected business rules' code.
Rule Details (Pop-Up Window)

Effective Date

This is the date that the respective business rules' code will be effective and valid for use in system.

Status

This is the status of the respective business rules' code, e.g., N - New, P - Pending, A - Approved, D - Discarded and R - Rejected.

In Effect

This is to indicate that the respective business rules' code has become effective and can be used in system.

Note: Each business rules' code will become effective, after it has been approved and upon the completion of the first End-of-Day (EOD) periodic process in the system, which will supersede the previous version of the same business rules' code.

  • This window will be displayed, after user has clicked once on the Details icon of a new version record of a business rules' code at the 'Rule List' sub-panel.

  • The purpose of this window is to allow user to overwrite the value of the 'Effective Date' field.
Configure Condition (Panel)

Rule Criterion (Sub-Panel)

This sub-panel displays the list of available characteristics, that can possible used for the respective rule’s definition.

Attribute

This is the characteristic of the data in system (e.g., Product Line, Debt Service Ratio, Customer Category, and Total Amount) that can be used as the filter criterion for the result of a business condition or rule, contained in a business rules' code.

Value Code

This is the possible value codes of each characteristic that can be used to filter the result of a business condition or rule, contained in a business rules' code, e.g., Attribute: Product Line, then Value Code: PL and Value Description: Personal Loan.

Value Description

This is the definition of the respective value code of each characteristic that can be used to filter the result of a business condition or rule, contained in a business rules' code, e.g., Attribute: Product Line, then Value Code: PL and Value Description: Personal Loan.

Configure Condition (Sub-Panel)

Condition Description

This is the brief definition of the respective rule containing in each business rules' code, e.g., <10K, and >10K <50K.

Priority

This is the sequence order of the respective rule contained in a business rules' code for validation purpose, e.g., 1 and 2.

Result Field

This is the name of the database table column (e.g., AUTHORITY_CD), that has been pre-mapped to the respective rule (subject to the domain, and rule type) contained in a business rules' code to be validated (subject to the 'Filter' field oolumn, if any) to derive or get the value inputted at the 'Result' column.

Result

This is the expected output of the respective rule (subject to the value inputted at the 'Filter' column, if any) contained in a business rules' code, e.g., if Result Field: AUTHORITY_CD, then Result: AUTO_APPR - AUTO APPROVE.

Attribute

This is the characteristic of the data in system (e.g., Product Line, Debt Service Ratio, Customer Category, and Total Amount) that can be used as the filter criterion for the result of a business condition or rule, contained in a business rules' code.

Operator

This is the symbol or function representing the respective mathematical operation, that is required to derive the filter for the expected output result for the respective rule.

Some available options, are follows:-

  • Normal Operator (for main rule)

Symbol Symbol Description

<

less than

< =

less than or equal to

<>

not equal to

=

equal to

>

greater than

>=

greater than or equal to

  • Others - 1 to Many Relationship (for main rule)

Symbol Symbol Description

-=

not exist; equal

-<>

not exist; not equal

+=

exist; equal

+<>

exist; not equal

  • Sub-Rule for 1 to Many Relationship (for sub rule of a main rule)

Symbol Symbol Description

--<>

not exist; not equal; and

++<>

exist; not equal; and

Note:

  • Each rule type has a list of pre-mapped attributes.

  • Each rule may be pre-defined with a main rule with or without a sub rule, dependent on the rule type.

Value

This is the expected output or value for the respective characteristic that can be used to filter the result of a business condition or rule, contained in a business rules' code, e.g., Attribute: Product Line, then Value: PL.

Note: The value of this column is dependent on the selected rule type and attribute or characteristic.

And

This is the 'AND' clause value to be added to into the 'Filter' field to filter the result of a business condition or rule, contained in a business rules' code.

Or

This is the 'OR' clause value to be added to into the 'Filter' field to filter the result of a business condition or rule, contained in a business rules' code.

Filter

This is the syntax of SQL ‘WHERE’ clause to define the business logic to apply as the filter of the result for the respective business rule contained in a business rules' code.

  • This panel will be displayed, after user has done the followings:-

    • Clicked once on the Add button, located at the 'Rule Details' sub-panel.

    • Clicked once on the Details icon, of a rule or condition record at the 'Rule Details' sub-panel.

  • The purposes of this panel, are basically to define and maintain the relevant attribute values to form the relevant filters for various rules contained in the respective business rules' code
Test Conditions (Pop-Up Window)

Attributes and Values (Sub-Panel)

This sub-panel display the available list of attributes can be used as the filter criteria to derive the expected result for the respective rule or condition, contained in a business rules' code.

Some available options, are as follows:-

  • Debt Service Ratio

  • Margin of Finance

  • Term of Loan

  • Total Amount

  • Credit Score

  • Credit Score Grade

Results (Sub-Panel)

Condition Met

This indicates whether the business condition or rule has been fulfilled based on the related attribute’s value inputted, e.g., Product Line.

Result

This is the expected output based on the respective attribute’s value inputted., e.g., PL.

Priority

This is the sequence order of the respective rule contained in a business rules' code for validation purpose, e.g., 1 and 2.

  • This window will be displayed, after user has clicked once on the 'Test Condition' button, located under the 'Rules Details' sub-panel.

  • The purpose of this window is to allow user to input the value for each relevant attibutes, to test to ensure the expected result will be retrieved.
Confirmation Message (Pop-Up Window)

Do You Want To Proceed With Existing Rule Code Or Create New Rule Code?

This is the message to be confirmed with a selection of the following buttons:-

  • Existing Rule Code

  • New Rule Code

  • Cancel

Existing Rule Code

Click once on this button to proceed to create a business rules' code based on an existing business rules' code.

New Rule Code

Click once on this button to proceed to create an entirely business rules' code.

Cancel

Click once on this button, not to proceed further and exit from the message box.

  • This window will be displayed, as follows:-

    • After user has clicked once on the CreateNewRecord button.

    • After user has clicked once on the Details icon of a business rules' code.

  • The purpose of this window is to allow user to confirm whether to proceed to create new business rules' code, as follows:-

    • Based on an existing business rules code, to be modified (Existing Rule Code).

    • Entirely new business rules code (New Rule Code).
Select a Process Code (Pop-Up Window)

Search

This is the keyword to filter the list of existing business rules' codes displayed below.

Rule Type

This is the category of the rules to drive the way a business process, or a sub-process, or a component, to work or validated in system.

Some possible options, are as follows:-

If Domain is AP - Credit application:-

  • LOSWF - LOS Workflow Rule

  • LOSAA - LOS Authority Routing Rule

  • FSCORESCHEME - Full Credit Scoring Scheme Rule

  • QCHALLENGE - Quick Challenger Scoring Scheme

If Domain is CR - Credit:-

  • DDREQ - Drawdown Request Workflow Rule

  • DDREQAUTH - Drawdown Authority Routing Rule

Note: Each rule type has a list of pre-mapped possible relevant fields or criteria.

Rule Code

This is the code associated with a set of rules to be applied for a certain business processes, or sub-processes, or a component, to work or validated in system.

Rule Description

This is the name of code associated with a set of rules to be applied for a certain business processes, or sub-processes, or a component, to work or validated in system.

Domain

This is the code associated with the respective broad group of areas in system, of which the respective set of business rules belongs, e.g. AP - Credit Application, and CR - Credit.

  • This window will be displayed after user has clicked once on the 'Existing Rule Code' button at the 'Confirmation Message' message box, triggered from clicking once on the CreateNewRecord button.

  • The purpose of this window is to allow user to select the relevant existing business rules' code for updates or changes.
Copy From (Pop-Up Window)

Search

This is the keyword to filter the list of existing business rules' codes displayed below.

Rule Type

This is the category of the rules to drive the way a business process, or a sub-process, or a component, to work or validated in system.

Some possible options, are as follows:-

If Domain is AP - Credit application:-

  • LOSWF - LOS Workflow Rule

  • LOSAA - LOS Authority Routing Rule

  • FSCORESCHEME - Full Credit Scoring Scheme Rule

  • QCHALLENGE - Quick Challenger Scoring Scheme

If Domain is CR - Credit:-

  • DDREQ - Drawdown Request Workflow Rule

  • DDREQAUTH - Drawdown Authority Routing Rule

Note: Each rule type has a list of pre-mapped possible relevant fields or criteria.

Rule Code

This is the code associated with a set of rules to be applied for a certain business processes, or sub-processes, or a component, to work or validated in system.

Effective Date

This is the date that the respective business rules' code will be effective and valid for use in system.

In Effect

This is to indicate that the respective business rules' code has become effective and can be used in system.

Note: Each business rules' code will become effective, after it has been approved and upon the completion of the first End-of-Day (EOD) periodic process in the system, which will supersede the previous version of the same business rules' code.

Status

This is the status of the respective business rules' code, e.g., N - New, P - Pending, A - Approved, D - Discarded and R - Rejected.

  • This window will be displayed, after user has clicked once on the 'Copy From' button, located at the 'Rules Details' sub-panel for new business rules' code.

  • The purpose of this window is to allow user to select by double-clicking on an existing business rules' code to copy the related business rules.