Associating a Characteristic Entity with a Rule Type

Prerequisites

To associate a characteristic entity with a rule type, you should have:

  • Values defined for the RULE_​CRITERIA_​ENTITY_​FLG lookup field

Procedure

To associate a characteristic entity with a rule type:

  1. 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

    • Billable Charge

    • Policy

    • Policy Plan

    • 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.
  2. Enter the required details in the Rule Criteria Characteristic Entities section.
  3. If you want to associate more than one characteristic entity with the rule type, click the Add (The Add Icon) icon and then repeat step 2.
    Note: However, if you want to remove a characteristic entity from the rule type, click the Delete (The Delete Icon) icon corresponding to the characteristic entity.

Related Topics

For more information on... See...
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