Business rules enable you to launch and manage sophisticated rules when loading data to Planning applications. This feature empowers you to invoke rule logic without programmer assistance and without a need for an additional tool like EPM Automate. You can run business rules for Numeric Data Only and All data type load methods. In addition, you can run an individual business rule or rule set. A rule set enables you to combine multiple rules to be executed simultaneously or sequentially.
Examples of business rules include:
- clear data before a data load
- perform calculations
- aggregate data
- copy data to one slice of a cube
You register business rules at the application or integration level. Business Rules registered at the application level can be executed for all integrations loading data to the application. At the integration level, you register business rules to be executed for a selected integration on the Options tab.
To begin using a business rule, you go to a new Business Rules page in Applications and then register the business rule on either the Independent or Embedded mode.
Use the Independent mode to register rules that can be run in response to system events in the Data Integration workflow. The registration includes the system Event, rule or rule set name, any runtime parameters, and run sequences.
The Embedded mode is used to register business rules that are executed after the data load process. This mode is embedded as part of the data load process and provides access to the data intersections loaded. This mode is available only when using the All Data Type load method. Embedded rules are not triggered by an Event and do not support runtime parameters.
You can execute a business rule that runs a calculation script. For more information on designing and creating business rules using calculation script, see Designing Business Rules.
You can execute a business rule that runs a Groovy script. For more information on designing and creating business rules using Groovy script, see Creating a Groovy Business Rule.