Rules Management - Optimize Rules

The Rule Optimizer functionality provides institutions with the ability to increase the load efficiency of their rule application by disabling fields and action templates that are not being used in rule logic.

From the Optimize Rules tab in Rules Management, system administrators are able to manually enable/disable unused fields and rule templates based on their institution's business needs, or run the Auto-Optimize process to automatically disable fields and templates that are not being used in rule logic.

Upon selecting the Optimize Rules tab, an exclusive lock is placed on the rule application by the user. If another user already has an exclusive lock in place, the Optimize Rules tab opens in read-only mode, and error message is received stating that another user has a lock on the rule application.

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The Optimize Rules tab includes the following sections, which display a list of all available Entities and Templates in the Rules Management application, and provide a view of the rules authored under a specific Entity:

Show Entities Tab

The Entities tab displays a list of all Entities and fields in the rule application schema. This tab is automatically open upon selecting the Optimize Rules tab.

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Show Templates Tab

The Templates tab displays list of all templates in the rule application.

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Show Rules Panel

The Rules panel displays an overview of the rules authored for a specific Entity, and provides system administrators with the ability to review the rule if desired. When an Entity is selected in the Entities tab, any rules authored under that Entity populate as a row in the panel grid.

Rules only populate within this panel when an Entity is selected within the Entities tab. Rules do not populate when a template is selected within the Templates tab.

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The grid in this panel displays the following columns of information for each rule:

Column	Description
Category	Displays the name of the category used to author the rule.
Entity	Displays the name of the Entity used to author the rule.
Name	Displays the name of the rule. When the row is double-clicked, a read-only version of the rule populates within the Rules panel.

Optimizing the Rule Application

From the Optimize Rules tab, system administrators are able to manually enable/disable fields and templates in their rule application based on their business needs, or run the auto-optimization process, which automatically reviews each field and template in the rule application to determine if they should be active or disabled based on their appearance in a rule.

Manually Optimizing the Rule Application

The Entities and Templates tabs in the left navigation panel provide the ability to manually enable and disable fields and templates to determine the options that are available in the rule application.

By default, all Entities and Templates are active in the rule application.

If uncheck an entity, all fields under are automatically unchecked.

If select certain fields under the entity, entity box turns green to identify the entity is partially used.

Checked = used

Uncheck = not used

Green = partially used

If try to disable a field or entity that is currently used, will get a message stating that the field/entity is used in one or more rules and cannot be disabled. Rule name populates in the screen, and can open the rule to view the logic.

If a user attempts to navigate to a different tab in Rules Management without saving the Optimize Rules tab, a message is received to confirm whether the exclusive lock should be released.

If the Optimize Rules tab is not saved, and the user attempts to navigate to an area of Temenos Infinity that is outside of Rules Management, a message is NOT received to confirm check in, and the exclusive lock remains of the application. When the user attempts to re-access the Optimize Rules tab, the tab opens in read-only mode, and an error stating that the rule application is currently checked out to their user is received. To break the lock, a user with the appropriate permission can navigate to the Rule Sessions tab, select the applicable session, and click

Auto Optimization Process

It is recommended to run the auto-optimization process after each upgrade to a new release of the Lifeycle Management; however, it is further advised for institutions to not run the process until a few months after they are live on the new release to ensure that all fields and templates they need are in the rule application.

The <auto> button within the top of the Optimize Rules tab provides the ability to automatically optimize the rule application. Upon clicking <auto>, the system reviews each field and template in the rule application to see if they are currently used in a rule.

If a field or template appear in a rule, the Active flag is set to true for the field and/or template, and they remain available as options to select when authoring a rule in the rule application.
If a field or template are not used in a rule, the process sets the Active flag to false for the field and/or template, and removes them as options to select in the rule application.

When the optimization process completes successfully, a message appears to confirm that the rule application was optimized. Clicking OK closes the window, releases the user's exclusive lock on the rule application, and automatically navigates the user to the Edit Rules tab.

If the optimization process fails, a message appears to inform that optimization failed. When this occurs, the user remains on the Optimize Rules tab, and continues to have an exclusive lock on the rule application.