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Example of Configuring Survivorship for Haley Rules Engine


The following example considers the Account Completeness sample rule to show how to configure a custom survivorship rule. The Account Completeness rule requires that the Survivor account record must keep its name and main phone number field values only when both fields have a value. If the Survivor account record does not contain both field values, then those field values from the victim record will be substituted.

To import account related concepts into HaleyAuthority

  1. From HaleyAuthority, select File, Import, then Siebel Object to start the Siebel Object Importer.
  2. Specify the design database and run-time database.
  3. Select the Account business object and the Account business component.
  4. For the Account business component, select the following three fields: ID, Name, and Main Phone Number.
  5. Replace the Field ID in the Survivorship business service with Master for the survivor record, and with Slave for the victim record, before passing both records to HaleyAuthority.
  6. In HaleyAuthority, create a new module called, Account Completeness.
  7. Add a submodule called Combined Fields Rule, then write the rule as follows:
    1. Set the Name field with an account whose ID is Master to the name of the account whose ID is Slave.
    2. Set the Main Phone Number field of an account whose ID is Master to the main phone number of an account whose ID is Slave.
  8. Add the Applicability conditions under the following conditions:
    1. If the account whose ID is Master does not have a main phone number.
    2. If the account whose ID is Master does not have a name.
    3. Only if an account whose ID is Slave has a main phone number
    4. Only if an account whose ID is Slave has a name.
  9. Reparse all the statements in HaleyAuthority.

    When no errors are reported from HaleyAuthority, click Tools, Siebel Deployments, then select the newly created module Account Completeness, and deploy it in the run-time database.

  10. Activate the rules just deployed in the Siebel run-time database by doing the following:
    1. Navigate to Administration, Business Rules, then Business Rule Knowledge Base.
    2. Query for the newly deployed knowledge base.
    3. Add the business object Account and rule module relations.
    4. Activate the module, and restart the Siebel Server.

To configure survivorship to use Haley Rules Engine, see Configuring Survivorship to Use Haley Rules Engine.

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