Class Membership Rules (Class Rules and Class Rule Variables)
Membership Rules are comprised of various screens, buttons, and tabs to provide the capability to create and edit logic that controls membership in a Group Customer's Classes. The screens, buttons, and tabs exist within OIPA for ease of configuration as opposed to the Rules Palette. The accessibility to Membership Rules (Class Rules and Class Rule Variables) within OIPA allows for a shorter duration in terms of making the change and implementing the change immediately.
Class Membership Rules will be used to evaluate employee / sponsor clients to determine if they can be included in a Class, become a Member of a Class.
- Class Membership Rules are used to associate an Employee Client record to an applicable Class.
- The Rules evaluate whether a provided data set meets the requirements for Class Membership.
- This evaluation of the data set takes place during Transaction processing.
- If Membership cannot be determined, the client will resolved to a default (Orphan) Class.
- In order for Membership to be evaluated, a Client must have an established relationship to/with the Group Customer as an Employee (Primary Relationship Type).
How it Works
Class Rule Variables are implemented to allow users to select similar characteristics for Group Customers directly in the application. The Class Rule Variables can be defined at the Global, Group Customer, and Class Group levels, but they are used in the XML created, stored, and executed at the Class level for each specific Class. Class Rule Variables are presented at the following levels:
- Global: The Global is override able at the Group Customer or Class Group levels. The system loads the rules by Class Group > Group Customer > Global as the "best match" method for determination of the applicable membership rules working from lowest to highest.
- Group Customer: Similar to Global Class Rule Variables. ClassRuleVariables will be available at the Group Customer level. The system will load the rule according to the "best match" method with the following hierarchy: Group Customer > Global. At the Group Customer level variables are defined and redefined to extend the Global rules, adding new characteristics where applicable.
- Class Group: The ClassGroupRule Screen contains the ClassGroup Rules within the context of the selected ClassGroup within an existing Group Customer. Users can view the rule definitions of each of the Classes as well as those of the parent or ancestor Classes. Variables can be defined and redefined to override and extend the Global rules by adding new characteristics where applicable.
- Class : The user can add new variables that may be applicable to a particular Class and variables defined at the Class level are not visible to other Classes. If newly added variables have the same name as existing predefined variables the Global variables will be overridden. See Add Class Variables.
Configuring Class Rule Variables and Class Rules
- In order for the Membership Processing to evaluate membership properly, the Class Rules and Class Rules Variables must be configured.
- Class Rule Variables must first be configured in OIPA at the Global, Group Customer, Class Group, or Class level according to the business requirements.
Class Rules must be configured to properly set up conditions and tests using the pre-defined variables.
- Security must be provided for the Company Pages: Class Rules, ClassRuleVariables.
- The Primary Relationship must be set up for the Employee as Employment/Employee to the Group Customer.
- Any dynamic fields at the Group Customer, Client, Relationship, or Address must configured that will be used within the Class Rule Variables.
- The Membership Transaction must be configured to include the Membership element.
Operators Used for Test Conditions and Expressions within Class Membership Rule
| Operator | Description |
|---|---|
| And | Used for logical conjunctions returning true or false. (Can also be used as a bit wise operator & endash; bit by bit 1 and 0=0, 1 and 1=1). |
| Mod | Divides two numbers and returns the remainder. |
| Not | Used to perform a logical negation of an expression. |
| Or | Used for logical disjunctions returning true or false. (Can also be used as a bitwise operator & endash; bit by bit 1 or 0=1, 0 or 0=0.) |
| () | Parentheses for ordering/nesting within expression. |
| = | Compares values for equivalence. |
| < | Compares values for less than. Use in Rules Palette. |
| > | Compares values for greater than. Use in Rules Palette. |
| <= | Compares values for less than or equal to. Use in Rules Palette. |
| >= | Compares values for more than or equal to. Use in Rules Palette. |
| <> | Compares values for non-equivalence. Use in Rules Palette. |
| + | Add two numeric values. |
| - | Subtracts a number from another. |
| / | Divides a number by another. |
| \ | Integer divide. |
| * | Multiplies two numbers. |
| ^ | Exponential. |
