Create Function Override

After a global function rule is created, it can be overridden at a variety of levels. The override levels in order from highest to lowest level are listed below:

  • Company
  • Product (if Product functionality is turned on)
  • Plan
  • Transaction
  • State (this level can only be used in conjunction with another override level.)
  • Fund (this level can only be used if funds exist on the Plan chosen for the override.)

Steps to Create a Function Override

  1. Navigate to Global Explorer | Business Rules | Functions.
  2. Double-click the Functions folder to reveal a list of existing function rules.
  3. Right-click on the name of the function rule to override and click the option to override the function rule.
  4. Click Next, as the name of the override must be the same as the original function rule.
  5. Select the Company where the function rule override will apply. Selecting the Company will enable the available override levels for plans, transactions, states and funds associated with that particular company.
  6. Select any additional override levels.
  7. Click Finish. The new function rule override will display in the Configuration Area.
  8. Configure the override using the steps in the section below.

Steps to Configure a Function Override

  1. Make sure the Function is open in the Configuration Area. If not, double-click the .xml file to open it.

  2. Click the Parameters tab.

Function Parameters

Function Parameters Tab

  1. Enter the name of the function.

  2. Enter the return value. It is a best practice to begin the value with the letter r.

  3. Select the Data type.

  4. Click the radio button for Yes or No if function is an array.

  5. Click Add and click in the blank field to enter the input parameters.

    • input parameter name (best practice is to begin with the letter p)

    • select the data type from the drop down box.

    • specify whether it is an array.

  6. Click Add and click in the blank field to enter the output parameters.

    • output parameter name (best practice is to begin with the letter o).

    • select the data type from the drop down box.

    • specify whether it is an array.

  1. Click the Math tab and configure the math section. Use all functionality available in the MathVariables section of Math with the exception of LOG.

    2. Important: Refer to the Math Pane section for additional information on configuring in the Math Pane.

  2. Check-in the XML file to save your changes to the database.

The Rules Palette validates that the signature of the function override matches that of the global version before the override may be checked in. This is to enforce that the same signature used by the global function is applied across all overrides.