Siebel Insurance Guide > Business Services for Siebel Financial Services > Using the Calculation Manager >
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:
- Specify a calculation rule-set.
- Specify variables used in the calculation.
- Specify calculation details.
To specify a calculation rule-set
- Navigate to the Administration - Application screen, and then the Calculation Manager view.
- In the Rule Sets list, create a new record, and complete the fields.
Some fields are described in the following table.
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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. |
Specifying Variables
After specifying a calculation rule-set, you must specify variables. To specify variables
- Navigate to the Administration - Application screen, and then the Calculation Manager view.
- Select a Rule Set for which you want to specify variables.
- in the Variables list, create a new record and complete the fields.
Some fields are described in the following table.
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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.
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Optional |
Optional variables are variables not critical to the calculation, but might 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. |
Specifying Calculation Details
After specifying variables, you can specify calculation details. To specify calculation details
- Navigate to the Administration - Application screen, and then the Calculation Manager view.
- Select a Rule Set for which you want to specify calculation details.
- In the Rules list, create a new record, and complete the fields.
Some fields are described in the following table.
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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:
- 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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