You are here: Configuration > Business Rules > Create a New Rule Override

Create a New Rule or Rule Override

There are two ways to add business rules through the Rules Palette. A new global rule can be created or an existing rule can be overridden and configured specifically for a company, plan, transaction, state or fund. All rules and rule overrides are created in the Global Explorer.

Steps to Create a New Global Rule

Navigate to the Global Rules Explorer.
Open the Business Rules folder.
Right-click on a rule category and select New Global Rule for category " ".
Type the rule name in the first step of the wizard and click Next.
Select the TypeCode from the drop down box.
Click Finish on step three of the wizard. The template information is not required.
Configure the rule.

The new global rule will appear in the category folder where it was created.

New Global Rule

Attached Rules Right-Click Option

Overrides

Overrides can be created for the various types of rules and attached to specific plans. From the Global Rules Explorer, new global business rules can be created for each of the rule categories. Right-click on a rule’s folder and select New Global Rule for category to open a wizard window, which will step through the creation process.

A list of all rules and the override levels that are supported in OIPA for that rule (the rule's context) can be found in the XML Configuration Guide. The Configuration Standards section contains a page called Rule Context, which lists all rules and their corresponding context.

Steps to Create a Rule Override

Navigate to the Global Rules Explorer.
Open Business Rules and the category folder of the rule to override.
Right-click on the global rule to override and select the override menu option.

override right-click menu

Activity Summary Right-Click Option

Cick Next on the first screen of the wizard. The name of the business rule cannot be changed.
Select the appropriate override settings for the business rule. The level of override selected will determine what folder the override appears in under the Global Explorer. When looking for the rule, make sure to open the appropriate Override folder.
Click Finish.
Configure the rule.

Locate Override in Global Explorer

Override folders are provided for each level supported in OIPA. To find a rule override, open the rule in the Global Explorer. The global rule is listed first and all overrides reside in the corresponding Override folder.

Override Folders in Global Explorer

Global Explorer Override Folder Structure