Basic Details

Basic Details step captures the context of the rule.
  1. Enter the following details in the Basic Details page:

    Table 1-3 Basic Details

    Field Description
    Name Enter a unique business rule name.
    Description Add a description explaining the purpose of the rule and its intended use.
    Folder Select a folder of your choice from the drop-down menu.
    Dataset Select a suitable dataset from the drop-down menu. The View Dataset Details hyperlink opens a drawer panel that displays detailed information about the selected dataset.

    This screen displays the Dataset Details page for a selected rule dataset in a view-only format. On the left side, key metadata, including the Dataset ID, Rule Dataset Name, and Description.

    It also includes audit-related information such as Created By, Last Modified By, Authorized By, and corresponding dates. On the right, it presents the join conditions, filtering logic, and the list of selected tables used in the dataset.

    Note:

    OFS IFRS9CS supports the following out-of-the-box datasets:
    1. Asset Instruments
    2. Derivative Instruments
    3. Liability Instruments
    4. Loan Commitment Instruments
    5. Off-Balance Sheet Instruments
  2. Click Continue to proceed with the next step.