Types of XML Rules

The term Business Rules is a generic name used when discussing any of the following rules. Refer to the Business Rules section of this help system for details on each of these types of rules. 

• Attached Rules:  These rules are attached to transactions and provide the transaction with additional processing options.  

• Calculate Rules:  These rules perform policy and segment calculations. 

• CopyBook Rules:  These rules store reusable configuration for use in other rules, transactions and across all configured plans. 

• Function Rules:  These rules are reusable logic or calculations. 

• Plan Rules:  These rules are used to define a plan prior to establishing a policy. 

• Screen Rules:  These rules are associated with screens that are available in the application. 

• System Rules:  These rules control system processing.
  

• Transaction Rules are configured to be business events that end users (most likely Customer Service Representatives) need to process when an event occurs that affects a policy. Transactions become activities in OIPA.
  

• Segment Rules contain information about the base policy as well as additional riders or features of the policy. Segment rules are used to configure segments for each plan.