Setting Up Rule Metadata

This topic provides an overview of rule metadata and discusses how to define rule metadata.

Page Used to Set Up Rule Metadata

Page Name	Definition Name	Navigation	Usage
Rule Metadata	PF_METARULE_TBL	select EPM Foundation, then select Foundation Metadata, then select Metadata Creation and Editing, then select Rule Metadata	Define rule metadata. Rule metadata is delivered with EPM and generates the SQL that is needed to resolve rules.

Understanding Rule Metadata

Rule metadata is used in conjunction with the Rule Resolver to specify the relationship between parent and child models. Unless you create a new PeopleSoft EPM engine, you will not likely need to create any rule metadata. PeopleSoft EPM engines use rule metadata to recursively determine inheritance rules between models.

Understanding the Rule Resolver

The Rule Resolver is an application engine program that is called by most PeopleSoft EPM engines to gather the rule sets that are used in processing. The main function of the Rule Resolver is to gather the rules for a given process run based on the standard keys of SetID, business unit, model ID, fiscal year, accounting period, and effective date. The system does this by passing the Rule Resolver a list of parent tables that need to be resolved. The related child tables (as defined in the Rule Metadata page) are also resolved as part of the Rule Resolver. In addition, if a table is keyed by model ID, the Rule Resolver determines what the parent models are and resolves rules for them.

Rule Metadata Page

Use the Rule Metadata page (PF_METARULE_TBL) to define rule metadata. Rule metadata is delivered with EPM and generates the SQL that is needed to resolve rules.

Navigation

select EPM Foundation, then select Foundation Metadata, then select Metadata Creation and Editing, then select Rule Metadata

Image: Rule Metadata page

This example illustrates the fields and controls on the Rule Metadata page. You can find definitions for the fields and controls later on this page.

Resolve

The settings in this group box are set by default based on the table name that you select. You cannot update this information.

Child Record Name

Select the appropriate record name. This includes all child tables that must be resolved along with the parent table.

Record Stub

Select the appropriate record stub.

When you have completed your rule metadata setup, click the Compile button to generate the SQL objects. You must also build your SQL anytime you make changes to the rule metadata.