Creating Check Rules

Each line of a Check Rule report represents a check rule.

To create check rules:

1. On the Setup tab, under Data Load Setup, select Check Rule Group.
2. Optional: In Check Rules, select the POV Location, POV Period, or POV Category.

   See Using the POV Bar.

3. In the Check Rule Group summary grid, select the check rule group.
4. In the Rule Item details grid, click Add.

   A row is added to the grid.

5. In each field, enter check rule information:

   • Display Value—See Example 5-1.

   • Description (optional)—See Example 5-4.

   • Rule Name—See Example 5-5.

   • Rule Text—See Example 5-6.

   • Category—See Example 5-7.

   • Sequence—See Example 5-8.

   • Rule Logic (optional)

6. Click Save.

Example 5-1 Display Value

The Display Value field, which controls how Oracle Hyperion Financial Data Quality Management, Enterprise Edition formats the data rows of check reports, is used to select target accounts or report format codes. For fields that contain report format codes, no value lookup is attempted.

Example 5-2 Browse for Target Account

This option, which displays the Search and Select: Target Value screen, enables you to search and insert a target account (from a list of target-system application accounts) into the check rules form.

Example 5-3 Select Format Code

This option enables you to enter format codes into the Target Account column.

Format codes determine the display of check reports.

Table 5-1 Format Codes and Corresponding Actions Performed on Check Reports

Format Code	Action Performed on Check Reports
#ModeList	Sets the report to display the Display Value, Description, and Amount column values. The system defaults to #ModeRule if nothing is specified.
#ModeRule	(Default) Sets the report to display the Rule Name, Rule Text, and Amount column values. The report evaluates each expression of the Rule Logic column and tests the True or False condition of each rule. The status of each rule (OK or Error) is displayed in the report.
#Title	Inserts the text of the associated Description field as a title line on the check report.
#Subtitle	Inserts the text of the associated Description field as a subtitle line on the check report.

Example 5-4 Description

Displayed only for check reports in #ModeList mode, the Description column displays account descriptions (which may be designated as titles or subtitles).

Example—Description

Out-of-Balance Account

Example 5-5 Rule Name

Displayed only for check reports in #ModeRule mode, the Rule Name column, stores identifiers for check rules. Rule Name values should be unique and easy to identify.

Example—Rule Name

Out-of-Balance Check

Example 5-6 Rule Text

Displayed only for reports in #ModeRule mode, the Rule Text column defines the logic behind rules. In check reports, the primary statement for a rule is the text of the Rule Text field associated with the rule.

Example—Rule Text

This account must be between [+10 and –10].

Example 5-7 Category

In the Category column, select the FDMEE category to restrict a check rule to one FDMEE category. The rule is displayed in the check report only when the FDMEE category that is selected in the Category field associated with the rule is the FDMEE category set in the POV. To display the check rule in the check report regardless of the category set in the POV, you must select All.

Example 5-8 Sequence

Sequence column values (numbers) determine the order in which format codes and rules are processed. It is good practice to increment sequence numbers by 10—to provide a range for the insertion of format codes and rules.