1.21 Process Refresh Rule

This topic provides the systematic instructions to process Refresh Rule screen.

In service provider installations, if a new rule is maintained or an existing rule is modified at any of the Line of Business (LOB) schemas available, the same needs to be replicated to all available LOB schemas for that particular installation.

You can replicate the rules maintained in one LOB schema to all available schemas in Refresh Rule batch screen.

  1. On Home screen, type UTDREFRU in the text box, and click Next.
    The Refresh Rule screen is displayed.

    Figure 1-17 Refresh Rule


    Description of Figure 1-17 follows
    Description of "Figure 1-17 Refresh Rule"

  2. On Refresh Rule, click New to enter the details.
    For more information on fields, refer to the field description table.

    Table 1-29 Refresh Rule - Field Description

    Field Description
    Refresh Option Mandatory

    Select any of the following refresh options:

    • All - the system will replicate all new/modified rules in Service Provider (SP) schema to LOB schema
    • Specific - the system will replicate the Rule mentioned in Rule ID field from SP schema to LOB schema
    Rule ID Alphanumeric; 5 Characters; Optional

    Specify the rule Id to be replicated to LOB schemas or select the rule Id from the option list provided.

    Note: This is applicable only if you have selected Specific as the refresh option.

    Rule Description Display

    The description associated with the Rule Id selected gets displayed here.
    Action Optional

    Select the option to indicate whether the rules should be refreshed during EOD or immediately. The following options are available in the drop-down list:

    • Immediate
    • EOD
  3. Click the Execute button to refresh the rules as per the options specified.
  4. Use the EOD batch Refresh PF Rules across LOB to refresh all available LOB schemas of a given service provider, whenever a new rule is created or existing rule is modified.
    Refer the topic Maintaining Rules for Performance Fee Calculation in this user manual for more details on maintaining rules for performance fee calculation.

Parent topic: End of Day Activities