Context for User Defined Rules

These rules can have any name of the user's choosing with the rule's type dictating the available contexts. There are configuration naming standards for many of these rules, but no systematic enforcement. CopyBooks and Functions contained within the rules may have a different context than the containing rule. This difference is restricted to contexts with similar hierarchies. A state override capability may also differ between the rule's creation and its resolution.

 
Rule Type Context for Rule Creation Context for Rule Resolution State Override for Rule Creation State Override for Rule Resolution
Calculate general rules Policy Policy Yes Yes
CopyBooks Fund / Plan / Policy / All Activity contexts Fund / Plan / Policy / All Activity contexts Yes Yes
Exposed Computations Global only Global only No No
Functions Fund / Plan / Policy / All Activity contexts Fund / Plan / Policy / All Activity contexts Yes Yes
MultiFields Fund / Plan / Policy / All Activity contexts Fund / Plan / Policy / All Activity contexts Yes Yes
Requirements Plan / Policy / Primary Company Plan / Policy / Primary Company Yes Yes
SegmentName Plan Only Plan Only No Yes