Creating a Business Rule

You can create a business rule from the System View. You can also create a business rule from the List, Custom, and Deployment views.

  To create a new business rule:

  1. In New Rule, enter the rule's name.

  2. Enter the Application Type (Financial Management, Planning, or Essbase).

    Note:

    The application type is populated by default with the application type in which you are creating the new rule.

  3. Select an Application Name. The application name must be a valid Performance Management Architect application, a Classic Financial Management or Planning application, or an Essbase aggregate or block storage application.

  4. Do one of these tasks:

    • If you selected Financial Management, select the Calculation Type.

    • If you selected Planning, select the Plan Type.

    • If you selected Essbase, select the Database.

      Note:

      If you right-click Rules and select New to create a new business rule, the New Rule dialog is populated with the application type, the application, and the calculation type, the plan type, or the database you are working in within the System View.

  5. Click OK.

    The new rule is displayed in the Rule Designer. To design the rule, see Designing a Business Rule.