Business Rules Maintenance Function - Update Scenarios

Scenario 1: Make Changes to a Rule of a Business Rules' Code that has not been Submitted for Approval or is Pending for Approval

Details

Step 1

From the Tree Menu, search for the Business Rules function, and then click once on the function name.

Step 2

By default, system will display the unfiltered data.

Note:

  • All the available business rules' codes will be listed.

  • User needs to either go through the entire list or input relevant search criteria, and then click once on the Refresh button.

Step 3

Click once on the Details icon of a business rules' code.

Step 4

The details of the selected business rules' code will be displayed at the 'Business Rules Details' panel in the following sub-panels:

  • <Rule Code> located at the top part of the panel

  • Rules List

  • Rules Details

Step 5

Click once on the 'Edit' button at the <Rule Code> sub-panel, located at the top part of the panel to overwrite any enabled field values.

Step 6

Mouse over the Details button' of a record at the 'Rules List' sub-panel and then click once on it. Then input field values at the 'Rule Details' pop-up window and then click once on the OK button.

Step 7

Mouse over the Details button' of a record at the 'Rules Details' sub-panel and then click once on it. Then input field values at the 'Configure Conditions' panel and then click once on the OK button.

Note:

  • At the 'Rules Details' panel:

    • Click once on the Add button.

    • System will display the 'Configure Condition' panel containing the following sub-panels:-

      • Rule Criterion

      • Configure Condition

    • Proceed to input value into each relevant field at the 'Configure Condition' sub-panel and then click once on the 'And', and/ or 'Or' operator button for the required Structured Query Language (SQL) statements for data filtering purpose to be displayed at the 'Filters' column.

    • Upon satisfied on the input made at the 'Configure Condition' sub-panel, click once on the OK button.

  • Click once on the Cancel button, to discard all changes made.

  • Click once on the Remove Delete icon, of a business rule or condition record to remove it.

Step 8

Click once on the Save button to save all data. Upon confirmation on data saving, system will proceed to capture and save data inputted.

Note:

  • Click once on the Submit button, to send the rule code for approval.

  • Click once on the Cancel button, to discard all changes made.

Scenario 2: Approve a Business Rules' Code

Details

Step 1

From the Tree Menu, search for the Business Rules function, and then click once on the function name.

Step 2

By default, system will display the unfiltered data.

Note:

  • All the available business rules' codes will be listed.

  • User needs to either go through the entire list or input relevant search criteria, and then click once on the Refresh button.

Step 3

Click once on the Details icon of a business rules' code.

Step 4

The details of the selected business rules' code will be displayed at the 'Business Rules Details' panel in the following sub-panels:

  • <Rule Code> located at the top part of the panel

  • Rules List

  • Rules Details

Note:

  • Mouse over the Details button' of a record at the 'Rules List' sub-panel and then click once on it, to view more details.

  • Mouse over the Details button' of a record at the 'Rules Details' sub-panel and then click once on it, to view more details.

Step 5

Thereafter, click on the Approve button and system will update the status of the rule code as 'Approved'.

Note: Click once on the Cancel button, to discard all changes made.

Scenario 3: Send a Business Rules' Code for Rework

Details

Step 1

From the Tree Menu, search for the Business Rules function, and then click once on the function name.

Step 2

By default, system will display the unfiltered data.

Note:

  • All the available business rules' codes will be listed.

  • User needs to either go through the entire list or input relevant search criteria, and then click once on the Refresh button.

Step 3

Click once on the Details icon of a business rules' code.

Step 4

The details of the selected business rules' code will be displayed at the 'Business Rules Details' panel in the following sub-panels:

  • <Rule Code> located at the top part of the panel

  • Rules List

  • Rules Details

Note:

  • Mouse over the Details button' of a record at the 'Rules List' sub-panel and then click once on it, to view more details.

  • Mouse over the Details button' of a record at the 'Rules Details' sub-panel and then click once on it, to view more details.

Step 5

Thereafter, click on the Rework button and system will update the status of the rule code as 'P - Pending'.

Note: Click once on the Cancel button, to discard all changes made.