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Specifying Calculation Rules


Calculations are entered as calculation rules in a list, similar to how validation rules or Siebel personalization rules are administered.

Calculation rules are specified in three stages:

  1. Specify a calculation rule-set.

    See To specify a calculation rule-set.

  2. Specify variables used in the calculation.

    See To specify variables.

  3. Specify calculation details.

    See To specify calculation details.

To specify a calculation rule-set

  1. Navigate to the Administration - Application screen > Calculation Manager view.
  2. In the Rule Sets list, create a new record, and complete the fields.

    Some fields are described in the following table.

    Field
    Comments

    Name

    Calculation rule set name. Rule-set names are language independent.

    Comments

    Rule set description.

    Business Object

    Business object context for evaluating the rules.

    Array Output Business Component

    Business component context for writing the output of an array calculation, such as Amortization table calculation.

    Active Flag

    Flag to activate the calculation rule set. By default a calculation rule set is inactive.

    Script Flag

    Flag to indicate that the calculation rule is specified as a script, rather than declarative rules.

    Type

    List of values that provide the ability to categorize rules for easier administration.

    Applet Title

    Title for the pop-up applet that appears when the calculation manager is invoked in the interactive mode.

To specify variables

  1. Navigate to the Administration - Application screen > Calculation Manager view.
  2. Select a Rule Set for which you want to specify variables.
  3. in the Variables list, create a new record and complete the fields.

    Some fields are described in the following table.

    Field
    Comments

    Sequence Number

    Sequence number for the variable specification. The variables on the pop-up applet appear in the sequence specified.

    Name

    Internal name for the variable used when specifying the calculation rule.

    Variable names can contain a maximum of 35 characters and cannot include spaces or arithmetic operators.

    Display Format

    Display format for the variable. Example,

    $###.##

    Display Name

    Label for the variable when presented to the user.

    Type

    Type of variable. Values are Input, Output, or Output Array.

    Business Component

    Business component context for the variable.

    BC Field Name

    Business Component field name.

    If the variable is an:

    • Input variable, the run-time value of the business component field name is assigned to this variable.
    • Output variable, the value calculated for the variable is written into the business component field name.

    Optional

    Optional variables are variables not critical to the calculation, but may be specified to alter the calculation.

    This flag defaults to No.

    Default Value

    Default value for the variable in the calculations. This value appears in the dialog box for the variable.

    Testing Value

    Value for the variable when the Calculation Manager is invoked in the simulator.

    Suppress Display

    Flag to indicate that the variable is hidden, and not displayed when calculation manager is invoked in the interactive mode.

    Variable Include

    Include the variable in the script generation.

To specify calculation details

  1. Navigate to the Administration - Application screen > Calculation Manager view.
  2. Select a Rule Set for which you want to specify calculation details.
  3. In the Rules list, create a new record, and complete the fields.

    Some fields are described in the following table.

    Field
    Comments

    Sequence Number

    Sequence number for the rule execution.

    Expression

    Calculation expression. The expression is guided by the following:

    • Operator Support. All basic arithmetic operators, including exponents, are supported (+,-,*,/,^). Nested quantities (that is parentheses) are also supported.
    • Simple Calculations. Simple calculations, such as a+b=c, are defined in a single row.
    • Compound Calculations. Multiple rows of calculations specified in a single Template. This enables multiple variables to be calculated independently, and then used in subsequent calculations.
    • For-Next Logic. Simple looping enables the generation of arrays. Use a For statement and a Next statement to accomplish looping. Example:
      • row 1: For N=1 to Period,
      • row 2: [calculation]
      • row3: Next N

        For-Next loops may be nested.

    • If-Then-Else Logic. Simple If-Then-Else logic is supported declaratively. As in the case of For-Next, If-Then-Else statements appear on multiple rows of the calculation set. Nesting of If-Than-Else statements is supported.
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