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Rules Management allows the administrator to maintain a library of all business rules needed by the Lifecycle Management Suite, such as decisioning and data validation. After business policy rules are authored using this application, they are appropriately assigned throughout the Lifecycle Management Suite's loan origination solution to ensure execution at the appropriate time for the appropriate products.

Rules Management Home Screen

At the top of the Rules Management home screen, institutions are able to:

• Refresh the Rules Management home screen. Refreshing the home screen allows user to verify if Rules Management remains checked-out to another user.
• View if the rule application is currently checked-out to another user.
• View the last date and time that the rule application was saved.
• View the date and time that the compiled rule application became current in the Lifecycle Management Suite.

The Rules Management home screen is organized into two tabs:

• Edit Rules
• Upgrade Rules

Edit Rules

Within the Edit Rules tab, users are able to launch the Rules Management and view the RuleApp Difference Report. To launch rules management, click . Rules Management opens in a new window. For more information on creating rules, see the Rules Management Topic.

In addition to launching rules management, users are able to see an overview of the edits made to rules management from the Edit Rules tab. For more information on viewing rule modifications, see the Rule Application Difference Report topic.

Upgrade Rules

The Upgrade Rules tab allows users to upgrade their institution's Rules Management application to a newer version.

 

 

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