9.1 Rule Summary Page

The Rule summary page is the gateway to all rules and related functionality of the application. From there, you can navigate to other related pages. On the header of the Rule summary page, you can per­form simple queries on Folder, Rule Name, and in many cases, the dimension upon which the rule is based.

For example, the following table shows the Rule Summary page components of the Payment Pattern Rule.

Table 9-1 List of key terms used in Common Rule Summary page

Name	Description
Folder	Filter the rules under the folder. The default value must be set in Application Preferences.
(Rule) Name	You can specify all or part of a rule name. For example, if you want to see only those Rules which start with 'A' – Enter A in the text field.
Dimension	The default value must be set in Application Preferences.
Search	Initiates rule search based on specified criteria.
Reset	Restores default search criteria.
Add	Initiates the Data or Ledger Loader rule creation process
(Rule) Name	Hover over this to show the rule description and in some cases also dis-plays the unique system ID number.
Created By	Shows who created the Rule version.
Creation Date	Shows when the Rule was created.
Last Modified By	Shows who last modified the rule.
Last Modified Date	Shows when the rule was last modified.
View	Opens the selected rule in read-only mode.
Edit	Opens the selected rule in edit mode.
Delete	Deletes the selected Rule.
Copy	Initiates the process for copying rules.
Run	Initiates the process for running Rules.
Pagination Options	Indicates the number of rows to display per page in the summary table. The default value must be set in Global Preferences.