Overview of Check Rules

System administrators use check rules to enforce data integrity. A set of check rules is created within a check rule group, and the check rule group is assigned to a location. Then, after data is loaded to the target system, a check report is generated.

If a check entities group is assigned to the location, then check report runs for all entities that are defined in the group. If no check entities group is assigned to the location, the check report runs for each entity that was loaded to the target system. Data Management check reports retrieve values from the target system, Data Management source data, or Data Management converted data.

Data Management analyzes the check report and inserts a status entry in the process monitoring table. The location associated with the report shows a status of True only when all rules within the check report pass. For rules used only for warning, no rule logic is assigned.

Check reports run as data is loaded. You can also run the reports manually.

Note:

Check rules are not applicable when loading to Accounts Reconciliation Manager.

Note:

If the Entity dimension has shared hierarchies, then members must be specified in parent.child format in the check entity group or data load mappings for check rules to work with Financial Consolidation and Close and Tax Reporting.

Note:

If you use the Simple Workflow mode to load data (see Using Workflow Modes and you run a check rule with target intersections, then include a check entity group (see Creating Check Entity Groups). Otherwise the check rule fails. In addition, other than the Full workflow mode, no check reports are not available after the export step has completed.