The two main calculation rule and eligibility criteria BOs provided in base use conditional expressions in their rule logic. These expressions are supported in turn by a common set of variable elements that are defined in a data area to allow reuse across rules.
The following topics highlight some of the available features for using conditional variables.
The Calculation Engine Variable List DA incorporates the following elements:
Variable is the unique identifier for the variable. Variable identifiers must be single letter from a to z.
Variable Type defines the type of variable to be used. Valid types are Calculation Line, Characteristic, Constant, Factor and Value Detail
Value Class defines the type of value this variable represents. Valid types are Alphanumeric, Money, Number and Percentage
Variable Details are additional details need to derive the variable value. These are described in the section below.
Value Required indicates whether a value should exist for the variable. If a value is required and the value cannot be determined, the calculation processor will report an exception; if not, the value will be treated as zero or blank in the expression, as applicable.
Most variable types require additional configuration details, as follows:
Calculation Line Category Type is the category type of the targeted calculation line or lines
Calculation Line Category Value is the category value of the targeted calculation line or lines.
Calculation Characteristic Entity is the source entity for the characteristic value. Valid entities are: Account, Address, Asset, Characteristic Collection and Tax Role
Characteristic Type is the type of characteristic from which the variable value is derived.
Effective Date Source is the source of the effective date to use when fetching the characteristic value. Valid values are: Calculation Period Start Date , Calculation Period End Date, Revenue Period Start Date and Revenue Period End Date
Factor is the factor from which the variable value is derived.
Effective Date Source is the source of the effective date to use when fetching the factor value. Valid values are: Calculation Period Start Date, Calculation Period End Date, Revenue Period Start Date and Revenue Period End Date
With the exception of factors and characteristics, the calculation processor derives variable values from details within the calculation data area maintained in memory. The following highlights important details about the logic used to derive the values for certain variable types.
If the source is Characteristic Collection, the processor will look only within the internal calculation data characteristic collection for the value
If the source is one of the valid entities, the processor will derive the entity ID from the obligation passed to the internal calculation data area. If the source is Tax Role, the processor assumes that the obligation is linked to a tax role. If the source is Asset, the processor assumes that the obligation’s tax role is linked to an asset. Note that an entity of Address is assumed to be an asset billing address.
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