Maintaining a Rule

Introduction

Maintaining a Rule ensures that the configurations are aligned with the changing business requirements and legal regulations. Maintaining a Rule involves editing the rule configuration or deleting the rule, if it is no longer required.

Editing a Rule

While editing a Rule configuration, you can perform the following actions:
To edit a Rule, navigate to Update Rule page by following these steps:
  1. Access the Oracle Financial Services Cloud application.
  2. From Menu, select Configuration.
  3. Select Rule, and then select Rule.
  4. To edit a Rule, follow either one of these steps from the Rule landing page:
    • Select Edit from More Menu in Action column.
    • Select the Rule you want to edit to view its Summary page. From the Summary page, select Edit.
    This opens the Update Rule page.

Editing Basic Information

You can edit identification details such as, Name, Long Name, and Description of a Rule or a Rule Version from the Update Rule page.

Replacing Rule Category of a Rule

You can reorganize rules by replacing their Rule Category.

To replace the Rule Category of a Rule, follow these steps:
  1. Navigate to the Update Rule page.
  2. In the Rule Category section, select Replace from Action.
  3. Select another Rule Category.
  4. Select Save to save the changes, or Save & Exit to save the Rule and return to the landing page.

Adding a Rule Version

To add a new Rule Version to the Rule, follow the steps below:
  1. Navigate to the Update Rule page.
  2. From the left pane, navigate to a Version.
  3. From the Actions menu, select either Add Sibling or Duplicate to Create New Version.
    • Add Sibling: Select this option to create a new Rule Version and configure all its details.
    • Duplicate to Create New Version: Select this option to create a new Rule Version by duplicating an existing Rule Version. This action duplicates all details and associations except the Name, Long Name, and Active Date to create the new Rule Version.
  4. Add or edit the details under Basic Information section.
  5. Add, modify, or delete Rule Statement(s) within the Rule Version.
  6. To change the date on which the Rule Version becomes active, edit the Active Date to another future date.
  7. Select Save to save the changes, or Save & Exit to save the Rule and return to the landing page.

Adding a Rule Statement to a Rule Version

To add a Rule Statement to a Rule Version, follow the steps below:
  1. Navigate to the Update Rule page.
  2. From the left pane, navigate to the Version to which you want to add a Rule Statement.
  3. Select Add Another Rule Statement under Rule Statement(s) section.
  4. Configure Condition and Result under Rule Statement(s).

    Note:

    You can change the order of Rule Statements within a Rule Version by dragging and dropping them, or by using Move up and Move Down options in More Menu.
  5. Select Save to save the changes, or Save & Exit to save the Rule and return to the landing page.

Removing a Rule Statement from a Rule Version

To remove a Rule Statement from a Rule Version, follow the steps below:
  1. Navigate to the Update Rule page.
  2. From the left pane, navigate to the Version from which you want to remove a Rule Statement.
  3. Select Remove from Actions against the Rule Statement you want to remove.

    Note:

    While removing Rule Statement(s), ensure that at least two Rule Statements that meet the minimum configuration criteria exist within the Rule Version.
  4. Select Save to save the changes, or Save & Exit to save the Rule and return to the landing page.

Adding a Condition to a Rule Statement

To add a Condition to a Rule Statement, follow the steps below:
  1. Navigate to the Update Rule page.
  2. From the left pane, navigate to the required Version.
  3. Expand the Rule Statement to which you want to add a Condition. You can add a new Condition by following either one of these options:
    • Select Add Condition and then select either AND or OR as operator to connect the newly created Condition to existing one. By default, the Condition is added as the last one in the Rule Statement.
    • Navigate to a Condition and select either Insert Above or Insert Below from Actions, and select either AND or OR as operator to connect the newly created Condition to existing one.

    Note:

    You can change the order of conditions within a Rule Statement by using the Move up and Move Down options in More Menu.
  4. Select Save to save the changes, or Save & Exit to save the Rule and return to the landing page.

Remove a Condition from a Rule Statement

To remove a Condition from a Rule Statement, follow the steps below:
  1. Navigate to the Update Rule page.
  2. From the left pane, navigate to the required Version.
  3. Expand the Rule Statement from which you want to remove a Condition.
  4. Expand the Condition and from Actions, select Remove.
  5. Select Save to save the changes, or Save & Exit to save the Rule and return to the landing page.

Deleting a Rule Version

To delete a Rule Version, follow the steps below:
  1. Navigate to the Update Rule page.
  2. From the left pane, navigate to the Version you want to delete.
  3. From Actions, select Delete.

    Note:

    If a Rule has only one version and you delete that version, then the corresponding Rule is also deleted.

Deleting a Rule

You can delete a Rule if it is no longer required. Before deleting a Rule, you must ensure that the Config ID used for creating the Rule is not closed.

To delete a Rule, follow the steps below:
  1. Access the Oracle Financial Services Cloud application.
  2. From Menu, select Configuration.
  3. Select Rule and then select Rule. This opens the Rule landing page.
  4. To delete a Rule, follow either one of these options:
    • From More Menu in Action of the Rule you want to delete, select Delete.
    • From More Menu in Action of the Rule you want to delete, select Edit. This opens the Update Rule page. From Actions on the top right corner, select Delete.