Renaming On-Demand Rules

You can rename a rule if it has not been deployed, since the rule resides only in Calculation Manager before deployment.

After a rule is deployed, a copy of the rule resides in Calculation Manager and the deployed rule exists in your Financial Consolidation and Close application. If you rename a rule after it has been deployed, the deployed rule in the application retains the original name, but it will have a new name in Calculation Manager. Although you can continue to execute the rule with the old name in your application, you cannot edit the rule in Calculation Manager since the rule with the original name no longer exists in Calculation Manager. You will not be able to remove the deployed rule from your application.

If you need to rename a deployed rule, you must create a new rule in Calculation Manager with the same name as the deployed rule in Financial Consolidation and Close with the old rule name. You can leave the rule content empty but you need to deploy the new rule to replace the previously deployed rule. You can then delete this rule in Calculation Manager and select the option to also delete the deployed object. After it is deleted, the old rule will no longer exist in Calculation Manager or Financial Consolidation and Close.

Another workaround to rename a deployed rule is to assign a different label to a rule object using an Artifact Label. In Calculation Manager, the rule will exist with the original name, but when it is associated with the deployed rule object in Financial Consolidation and Close, it is linked to a new name using the artifact label created for the rule. Using this method you will see the new artifact label for the original rule rather than the old rule name.