Associating a Characteristic Entity with a Rule Type
Prerequisites
To associate a characteristic entity with a rule type, you should have:
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Values defined for the RULE_CRITERIA_ENTITY_FLG lookup field
Procedure
To associate a characteristic entity with a rule type:
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Ensure that the Rule Criteria Characteristic
Entities section is expanded when you are defining, editing, or copying a rule type.
The Rule Criteria Characteristic Entities section contains the following fields in a grid:
Field Name Field Description Mandatory (Yes or No) Characteristic Entity Used to indicate the entity whose characteristics you want to use while defining criteria for rule based auto pay instructions. The valid values are: -
Adjustment
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Billable Charge
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Policy
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Policy Plan
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Price Item
Note: At present, the characteristics of the above listed entities are only supported while defining criteria for rule based auto pay instructions. If you want to use characteristics of any other entity, the implementation team will have to develop the custom logic to implement the requirement.Yes Note: This section appears when you select the Auto Pay option from the Rule Type Usage list. -
- Enter the required details in the Rule Criteria Characteristic Entities section.
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If you want to associate more than one characteristic entity
with the rule type, click the Add () icon and then repeat step 2.
Note: However, if you want to remove a characteristic entity from the rule type, click the Delete () icon corresponding to the characteristic entity.
Related Topics
For more information on... | See... |
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How to define a rule type | Defining a Rule Type |
How to edit a rule type | Editing a Rule Type |
How to copy a rule type | Copying a Rule Type |