Create a rule hierarchy

post

/fscmRestApi/resources/11.13.18.05/incentiveCompensationRuleHierarchies

Request

Header Parameters
  • If the REST API supports runtime customizations, the shape of the service may change during runtime. The REST client may isolate itself from these changes or choose to interact with the latest version of the API by specifying this header. For example: Metadata-Context:sandbox="TrackEmployeeFeature".
  • The protocol version between a REST client and service. If the client does not specify this header in the request the server will pick a default version for the API.
  • Contains one of the following values: true or false. If true, the server performs an Upsert operation instead of a Create operation. During an Upsert operation, the server attempts to find an existing resource that matches the payload. If a match is found, the server updates the existing resource instead of creating a new one. If not found or false (default), the server performs a Create operation. Note that the Upsert operation isn't supported for date-effective REST resources.
Supported Media Types
Request Body - application/json ()
Root Schema : schema
Type: object
Show Source
  • Title: Description
    Maximum Length: 1000
    The description of the rule.
  • Title: Enabled
    Maximum Length: 1
    Default Value: true
    Indicates whether the rule is enabled.
  • Title: End Date
    The date and time when the rule becomes inactive. The acceptable format is yyyy-mm-dd.
  • Title: Name
    Maximum Length: 160
    The name of the rule.
  • Title: Number of Winners
    Default Value: 1
    The number of rules that can win based on the matching criteria and rank. This value is applicable for Credit and Participant Assignments rule types.
  • Title: Business Unit
    The unique identifier of the business unit.
  • Title: Parent
    The unique identifier of the parent rule. This value is defaulted to the rule identifier of the parent rule.
  • Qualifying Criteria
    Title: Qualifying Criteria
    The qualifying criteria resource is used create and view how the transactions are matched for classification and credit processing. Use the Configure Tables and Columns task in the Setup and Maintenance work area to enable application table columns for use as qualifying criteria attributes in classification, direct credit, and participant assignment rules. You can also define your own qualifiers based on a descriptive flex field.
  • Title: Rank
    The preference of a rule. This value is useful for breaking ties between other winning rules during the assignment. The rule with the lowest rank number is preferred against other winning rules in the same hierarchy level. This value is applicable for Classification, Credit, and Participant Assignments rule types.
  • Rule Assignments
    Title: Rule Assignments
    The rule assignments resource is used create, view, update, or delete the receiver of the credits, for a matching transaction, when a rule wins. Classification adds credit categories to matching transactions, and Participant role assignment rules assign eligible roles to matching participants. The rule assignments for Rollup and Team rules are used to create indirect credits.
  • Title: Rule Number
    Maximum Length: 30
    The unique identifier for the rule. This value can be system-generated or user-provided during a create action.
  • Rules
    Title: Rules
    The rules resource is used to create, view, update, or delete the child nodes for the rule hierarchy. The rules form the building blocks of a rule hierarchy and are date effective.
  • Title: Rule Type
    The unique identifier of the rule type.
  • Title: Start Date
    The date and time when the rule becomes active. The acceptable format is yyyy-mm-dd.
Nested Schema : Qualifying Criteria
Type: array
Title: Qualifying Criteria
The qualifying criteria resource is used create and view how the transactions are matched for classification and credit processing. Use the Configure Tables and Columns task in the Setup and Maintenance work area to enable application table columns for use as qualifying criteria attributes in classification, direct credit, and participant assignment rules. You can also define your own qualifiers based on a descriptive flex field.
Show Source
Nested Schema : Rule Assignments
Type: array
Title: Rule Assignments
The rule assignments resource is used create, view, update, or delete the receiver of the credits, for a matching transaction, when a rule wins. Classification adds credit categories to matching transactions, and Participant role assignment rules assign eligible roles to matching participants. The rule assignments for Rollup and Team rules are used to create indirect credits.
Show Source
Nested Schema : Rules
Type: array
Title: Rules
The rules resource is used to create, view, update, or delete the child nodes for the rule hierarchy. The rules form the building blocks of a rule hierarchy and are date effective.
Show Source
Nested Schema : schema
Type: object
Show Source
Nested Schema : Qualifying Attribute Values
Type: array
Title: Qualifying Attribute Values
The attribute values resource, along with the operators such as Equal to, Like etc., is used create, view, update, or delete the qualifying criterion for a rule.
Show Source
Nested Schema : schema
Type: object
Show Source
  • Title: Operator
    Maximum Length: 30
    Default Value: EQUAL_TO
    The comparison operators such as equal to, like, and between. A list of accepted values is defined in the lookup type CN_RS_COMPARISON_OPERATORS. Review the values for this attribute using the Setup and Maintenance, Manage Incentive Compensation Lookups task.
  • Title: Character High Value
    Maximum Length: 360
    The high value of a character attribute. This value is applicable if the qualifying criteria is a free text and the operator is between.
  • Title: High Value Number
    The high value of a number attribute. This value is applicable if the qualifying criteria is a number and the operator is between.
  • Title: Character Low Value
    Maximum Length: 360
    The low value of a character attribute. This value is applicable if the qualifying criteria is a free text.
  • Maximum Length: 360
    The lookup code for the qualifying criteria value. This value is applicable if the qualifying criteria is based on a lookup value set, such as transaction type.
  • The unique identifier of the attribute value. Applicable if the qualifying criteria is based on user defined object value set such as credit category.
  • Title: Low Value Number
    The low value of a number attribute. This value is applicable if the qualifying criteria is a number and the operator is between.
  • The unique identifier of the business unit.
  • The unique identifier of the rule attribute.
Nested Schema : incentiveCompensationRuleHierarchies-RuleAssignments-item-post-request
Type: object
Show Source
  • Title: Name
    The unique identifier of the assigned object.
  • Title: Type
    Maximum Length: 30
    The type of assignment, such as participant, role, team, group, or eligible category.
  • Title: End Date
    The date and time when the rule assignment becomes inactive. The acceptable format is yyyy-mm-dd. This value is applicable for Credit, Rollup, Team, Analyst Hierarchy, and Participant Assignments rule types.
  • Title: Receive direct credit
    Maximum Length: 1
    Default Value: false
    Indicates whether a member of the group will get credit for other group member direct credits. This value is applicable for Rollup and Analyst Hierarchy rule types.
  • The unique identifier of the business unit.
  • Title: Revenue Type
    Maximum Length: 30
    Default Value: REVENUE
    The type of the generated credit, such as revenue or non-revenue. This value is applicable for Credit and Rollup rule types. A list of accepted values is defined in the lookup type CN_RS_REVENUE_TYPE. Review the values for this attribute using the Setup and Maintenance, Manage Incentive Compensation Lookups task.
  • Title: Role
    The unique identifier of a role associated with a participant. This value is applicable if the assigned object type is participant.
  • Title: Roll Up to Parents
    Maximum Length: 1
    Default Value: false
    Indicates whether rollup credits will be generated for the credit receiver. This value is applicable for Credit rule type.
  • Title: Parent
    The unique identifier of the rule.
  • Title: Split Percent
    Default Value: 100
    The percentage number applied against the transaction amount to calculate the credit amount. This value is applicable for the Credit rule type.
  • Title: Start Date
    The date and time when the rule assignment becomes active. The acceptable format is yyyy-mm-dd. This value is applicable for Credit, Rollup, Team, Analyst Hierarchy, and Participant Assignments rule types.
  • Title: Summarize rollups
    Maximum Length: 1
    Default Value: false
    Indicates whether participant will receive summarized direct credit or individual direct credit as indirect credits. This value is applicable for Credit and Rollup rule types.
Nested Schema : schema
Type: object
Show Source
  • Title: Description
    Maximum Length: 1000
    The description of the rule.
  • Title: Enabled
    Maximum Length: 1
    Default Value: true
    Indicates whether the rule is enabled.
  • Title: End Date
    The date and time when the rule becomes inactive. The acceptable format is yyyy-mm-dd.
  • Title: Name
    Maximum Length: 160
    The name of the rule.
  • Title: Number of Winners
    Default Value: 1
    The number of rules that can win based on the matching criteria and rank. This value is applicable for Credit and Participant Assignments rule types.
  • Title: Business Unit
    The unique identifier of the business unit.
  • Title: Parent
    The unique identifier of the parent rule. This value is defaulted to the rule identifier of the parent rule.
  • Title: Rank
    The preference of a rule. This value is useful for breaking ties between other winning rules during the assignment. The rule with the lowest rank number is preferred against other winning rules in the same hierarchy level. This value is applicable for Classification, Credit, and Participant Assignments rule types.
  • Title: Rule Number
    Maximum Length: 30
    The unique identifier for the rule. This value can be system-generated or user-provided during a create action.
  • Title: Rule Type
    The unique identifier of the rule type.
  • Title: Start Date
    The date and time when the rule becomes active. The acceptable format is yyyy-mm-dd.
Back to Top

Response

Supported Media Types

Default Response

The following table describes the default response for this task.
Headers
  • If the REST API supports runtime customizations, the shape of the service may change during runtime. The REST client may isolate itself from these changes or choose to interact with the latest version of the API by specifying this header. For example: Metadata-Context:sandbox="TrackEmployeeFeature".
  • The protocol version between a REST client and service. If the client does not specify this header in the request the server will pick a default version for the API.
Body ()
Root Schema : incentiveCompensationRuleHierarchies-item-response
Type: object
Show Source
  • Read Only: true
    Maximum Length: 64
    The user who created the rule hierarchy.
  • Read Only: true
    The date when the hierarchy was created.
  • Title: Description
    Maximum Length: 1000
    The description of the rule.
  • Title: Enabled
    Maximum Length: 1
    Default Value: true
    Indicates whether the rule is enabled.
  • Title: End Date
    The date and time when the rule becomes inactive. The acceptable format is yyyy-mm-dd.
  • Read Only: true
    The date when the hierarchy was last updated.
  • Read Only: true
    Maximum Length: 64
    The user who last updated the hierarchy.
  • Read Only: true
    Maximum Length: 32
    The login of the user who last updated the hierarchy.
  • Links
  • Title: Name
    Maximum Length: 160
    The name of the rule.
  • Title: Number of Winners
    Default Value: 1
    The number of rules that can win based on the matching criteria and rank. This value is applicable for Credit and Participant Assignments rule types.
  • Title: Business Unit
    The unique identifier of the business unit.
  • Title: Parent
    The unique identifier of the parent rule. This value is defaulted to the rule identifier of the parent rule.
  • Title: Name
    Read Only: true
    Maximum Length: 160
    The name of the parent rule.
  • Title: Rule Number
    Read Only: true
    Maximum Length: 30
    The unique identifier of the parent rule.
  • Qualifying Criteria
    Title: Qualifying Criteria
    The qualifying criteria resource is used create and view how the transactions are matched for classification and credit processing. Use the Configure Tables and Columns task in the Setup and Maintenance work area to enable application table columns for use as qualifying criteria attributes in classification, direct credit, and participant assignment rules. You can also define your own qualifiers based on a descriptive flex field.
  • Title: Rank
    The preference of a rule. This value is useful for breaking ties between other winning rules during the assignment. The rule with the lowest rank number is preferred against other winning rules in the same hierarchy level. This value is applicable for Classification, Credit, and Participant Assignments rule types.
  • Rule Assignments
    Title: Rule Assignments
    The rule assignments resource is used create, view, update, or delete the receiver of the credits, for a matching transaction, when a rule wins. Classification adds credit categories to matching transactions, and Participant role assignment rules assign eligible roles to matching participants. The rule assignments for Rollup and Team rules are used to create indirect credits.
  • Read Only: true
    The unique identifier of a rule. This values is generated during a create action.
  • Title: Rule Number
    Maximum Length: 30
    The unique identifier for the rule. This value can be system-generated or user-provided during a create action.
  • Rules
    Title: Rules
    The rules resource is used to create, view, update, or delete the child nodes for the rule hierarchy. The rules form the building blocks of a rule hierarchy and are date effective.
  • Title: Rule Type
    The unique identifier of the rule type.
  • Title: Start Date
    The date and time when the rule becomes active. The acceptable format is yyyy-mm-dd.
Nested Schema : Qualifying Criteria
Type: array
Title: Qualifying Criteria
The qualifying criteria resource is used create and view how the transactions are matched for classification and credit processing. Use the Configure Tables and Columns task in the Setup and Maintenance work area to enable application table columns for use as qualifying criteria attributes in classification, direct credit, and participant assignment rules. You can also define your own qualifiers based on a descriptive flex field.
Show Source
Nested Schema : Rule Assignments
Type: array
Title: Rule Assignments
The rule assignments resource is used create, view, update, or delete the receiver of the credits, for a matching transaction, when a rule wins. Classification adds credit categories to matching transactions, and Participant role assignment rules assign eligible roles to matching participants. The rule assignments for Rollup and Team rules are used to create indirect credits.
Show Source
Nested Schema : Rules
Type: array
Title: Rules
The rules resource is used to create, view, update, or delete the child nodes for the rule hierarchy. The rules form the building blocks of a rule hierarchy and are date effective.
Show Source
Nested Schema : incentiveCompensationRuleHierarchies-QualifyingCriteria-item-response
Type: object
Show Source
Nested Schema : Qualifying Attribute Values
Type: array
Title: Qualifying Attribute Values
The attribute values resource, along with the operators such as Equal to, Like etc., is used create, view, update, or delete the qualifying criterion for a rule.
Show Source
Nested Schema : incentiveCompensationRuleHierarchies-QualifyingCriteria-QualifyingAttributeValues-item-response
Type: object
Show Source
  • Title: Operator
    Maximum Length: 30
    Default Value: EQUAL_TO
    The comparison operators such as equal to, like, and between. A list of accepted values is defined in the lookup type CN_RS_COMPARISON_OPERATORS. Review the values for this attribute using the Setup and Maintenance, Manage Incentive Compensation Lookups task.
  • Read Only: true
    Maximum Length: 64
    The user who created the qualifying attribute value.
  • Read Only: true
    The date when the qualifying attribute value was created.
  • Title: Character High Value
    Maximum Length: 360
    The high value of a character attribute. This value is applicable if the qualifying criteria is a free text and the operator is between.
  • Title: High Value Number
    The high value of a number attribute. This value is applicable if the qualifying criteria is a number and the operator is between.
  • Read Only: true
    The date when the qualifying attribute value was last updated.
  • Read Only: true
    Maximum Length: 64
    The user who last updated the qualifying attribute value.
  • Read Only: true
    Maximum Length: 32
    The login of the user who last updated the qualifying attribute value.
  • Links
  • Title: Character Low Value
    Maximum Length: 360
    The low value of a character attribute. This value is applicable if the qualifying criteria is a free text.
  • Maximum Length: 360
    The lookup code for the qualifying criteria value. This value is applicable if the qualifying criteria is based on a lookup value set, such as transaction type.
  • The unique identifier of the attribute value. Applicable if the qualifying criteria is based on user defined object value set such as credit category.
  • Title: Low Value Number
    The low value of a number attribute. This value is applicable if the qualifying criteria is a number and the operator is between.
  • The unique identifier of the business unit.
  • The unique identifier of the rule attribute.
  • Read Only: true
    The unique identifier of the rule attribute value.
Nested Schema : incentiveCompensationRuleHierarchies-RuleAssignments-item-response
Type: object
Show Source
  • Title: Name
    The unique identifier of the assigned object.
  • Read Only: true
    The name of the assigned object.
  • Title: Type
    Maximum Length: 30
    The type of assignment, such as participant, role, team, group, or eligible category.
  • Read Only: true
    Maximum Length: 64
    The user who created the rule assignment.
  • Read Only: true
    The date when the rule assignment was created.
  • Title: End Date
    The date and time when the rule assignment becomes inactive. The acceptable format is yyyy-mm-dd. This value is applicable for Credit, Rollup, Team, Analyst Hierarchy, and Participant Assignments rule types.
  • Title: Receive direct credit
    Maximum Length: 1
    Default Value: false
    Indicates whether a member of the group will get credit for other group member direct credits. This value is applicable for Rollup and Analyst Hierarchy rule types.
  • Read Only: true
    The date when the rule assignment was last updated.
  • Read Only: true
    Maximum Length: 64
    The user who last updated the rule assignment.
  • Read Only: true
    Maximum Length: 32
    The login of the user who last updated the rule assignment.
  • Links
  • The unique identifier of the business unit.
  • Title: Revenue Type
    Maximum Length: 30
    Default Value: REVENUE
    The type of the generated credit, such as revenue or non-revenue. This value is applicable for Credit and Rollup rule types. A list of accepted values is defined in the lookup type CN_RS_REVENUE_TYPE. Review the values for this attribute using the Setup and Maintenance, Manage Incentive Compensation Lookups task.
  • Title: Role
    The unique identifier of a role associated with a participant. This value is applicable if the assigned object type is participant.
  • Title: Name
    Read Only: true
    Maximum Length: 60
    The name of the role associated with the participant assigned to the rule.
  • Title: Roll Up to Parents
    Maximum Length: 1
    Default Value: false
    Indicates whether rollup credits will be generated for the credit receiver. This value is applicable for Credit rule type.
  • Read Only: true
    The unique identifier of rule assignment. This value is generated during a create action.
  • Title: Parent
    The unique identifier of the rule.
  • Title: Split Percent
    Default Value: 100
    The percentage number applied against the transaction amount to calculate the credit amount. This value is applicable for the Credit rule type.
  • Title: Start Date
    The date and time when the rule assignment becomes active. The acceptable format is yyyy-mm-dd. This value is applicable for Credit, Rollup, Team, Analyst Hierarchy, and Participant Assignments rule types.
  • Title: Summarize rollups
    Maximum Length: 1
    Default Value: false
    Indicates whether participant will receive summarized direct credit or individual direct credit as indirect credits. This value is applicable for Credit and Rollup rule types.
Nested Schema : incentiveCompensationRuleHierarchies-Rules-item-response
Type: object
Show Source
Back to Top