Temenos Lifecycle Management Suite - Recovery Product Guide
Rules Management - Tips and Tricks

This topic includes the following tips and tricks for creating Business Rules:

Removing Rules Management

Two Rules changing the Same Field

Displaying the Caret Extender (^)

Selecting from a Value List

Selecting from a Value List in the Set the Value of a Field Template

Deleting/Editing a Field

Modifying a Rule Type

Completing Placeholders

Using the Concatenate Function

Using Conditional Expressions

Using Expression Builder

Converting Date Formats

Naming Rules

Warm-Up Process

Removing Rules Management

To remove the Rules Management application, navigate to windows explorer and enter the following path into the address bar: C:\Users\user name (John Doe: Jdoe)\AppData\Local\Apps\2.0. Delete the folders within this location.

The next time Rules Management is launched, it must be installed. 

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Two Rules changing the Same Field

If two rules are configured to change the same field and are being run at the same point in processing, an infinite loop occurs. To avoid this, put all rule logic to set the field into one rule.

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Displaying the Caret Extender (^)

After selecting a [value], press the right arrow on your keyboard to highlight the selection and display the caret extender (^). Select the enter key to display the list of value options.

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Selecting from a Value List

To define a value for a field, select from a list of lookup values. After a field is selected, click the to display a list of available fields to add to the expression. Enter has a value of or does not have a value of within the top of the drop-down list:

A placeholder for [list value] appears. Click [list value] to select the appropriate lookup value from the Value list that displays:

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Selecting from a Value List in the Set the Value of a Field Template

When setting the value of a lookup field using the set the value of a field action template, enter value within the top of the list drop-down and select value from list to select a value from the field’s lookup list.

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Deleting/Editing a Field

To undo or add to a selection, right click on the selected item and choose an edit option from the list that displays:

When deleting a field, expression, etc., all additional criteria after the deleted item is also removed.

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Modifying a Rule Type

To modify the rule type selected, click the "If" at the top of the rule being authored.

Changing the type of rule determines whether or not the existing criteria is retained or deleted. For example: 

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Completing Placeholders

When using templates, all placeholders MUST be completed or a compile error is returned when saving the rule or decision table.

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Using the Concatenate Function

Using Conditional Expressions

When building If/Then type rules in Business Language that require the placement of parenthesis, it is recommended to use one of the following Conditional Expressions:

Conditional Expressions can be nested and should be used instead of parenthesis to handle precedence. They can also be used in conjunction with logical operators (and/or).

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Using Expression Builder

When using the action template set the value of a field, use Expression Builder to add complex values to the expression. Use the following example to assist with accessing and using Expression Builder.

Expression Builder can also be used to populate a NULL value for a field using the steps below:

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Converting Date Formats

Through Business Language Editor, a date can be converted to string format by using the format function. Select a format option such as Long date or Short date or enter a custom date/time format.

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Naming Rules

When creating a rule, do not configure a rule name that is identical to the name of a field being used within the rule. Rules under the same entity must also be named differently in order to save the Rule Application. If this field is the same for more than one rule under the same entity, an error message is received when trying to save the Rule Application.

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See Also

 

 


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