Copying a Rule Type

Instead of creating a rule type from scratch, you can create a new rule type using an existing rule type. This is possible through copying a rule type. On copying a rule type, the details including the input and output parameters, rule criteria characteristic entities, and rule criteria derivation algorithms are copied to the new rule type. You can then edit the details, if required.

Prerequisites

To copy a rule type, you should have:

  • Rule type (whose copy you want to create) defined in the application

  • Values defined for the C1_​RULE_​USAGE_​FLG lookup field

  • Values defined for the RULE_​TYPE_​CAT_​FLG lookup field

Procedure

To copy a rule type:

  1. Search for the rule type in the Rule Type screen.
  2. In the Search Results section, click the Copy (The Duplicate Icon) icon in the Copy column corresponding to the rule type whose copy you want to create.

    The Rule Type screen appears. It contains the following sections:

    • Main - Used to specify basic details about the rule type.

    • Input and Output Parameters - Used to define input and output parameters for the rule type.

    • Rule Criteria Characteristic Entities - Used to indicate the entities whose characteristics you can use while defining rule based auto pay instructions using the rule type.

      Note: This section appears when you select the Auto Pay option from the Rule Type Usage list.

    • Rule Criteria Derivation Algorithms - Used to attach algorithms which you want to use for deriving the following from the financial transaction:

      • Values of all those fields (such as, policy number, plan number, or price item) which are selected in the rule type as the input and output parameters

      • Characteristics of all those entities which are selected in the rule type as the rule criteria characteristic entities

      Note: This section appears when you select the Auto Pay option from the Rule Type Usage list.

    The Main section contains the following fields:

    Field Name Field Description Mandatory (Yes or No)
    Rule Type Used to specify the rule type. Yes
    Rule Type Usage Used to indicate whether you want to use the rule type for defining rule based auto pay instructions or for defining business rules for mapping transactions with the price items. The valid values are:

    • Line Item Eligibility

    • Mark Up/Mark Down Eligibility

    • Domestic Provider Eligibility

    • Auto Pay

    • File Upload Interface

    • Price Item Eligibility

    • Related Pricing Rule Type Eligibility

    Note: If you want to use the rule type for defining rule based auto pay instructions, you must set the rule type usage to Auto Pay. However, if you want to use the rule type for defining business rules for mapping transactions with the price items, you must leave this field blank.
    		 No
    Description Used to specify the description for the rule type. Yes
    Maximum Rule Count Used to indicate the maximum number of rules that can be defined when the rule based auto pay instruction is created using the rule type.
    Note:

    This field appears when you select the Auto Pay option from the Rule Type Usage list.

    The maximum rule count cannot be less than or equal to zero.

    		 No
    Rule Type Category Used to indicate whether you want to create a field based or parameter based rule type. The valid values are:

    • Field Based

    • Parameter Based

    Note:

    This field appears when you select the Price Item Eligibility or Related Pricing Rule Type Eligibility option from the Rule Type Usage list.

    By default the value of this option type is set to Field Based.

    		 No
  3. Enter the required details in the Main section.
  4. Define, edit, or remove input or output parameters from the rule type, if required.
    Note: On selecting the Parameter Based option from the Rule Type Category list, the Parameter column appears in the Input and Output Parameters section. Here, you can specify a parameter whether the parameter usage is set to Rule Eligibility Criteria.
  5. Associate or remove one or more characteristic entities from the rule type, if required.
    Note: You must specify at least one input or output parameter when you want to use the rule type for defining business rules for mapping transactions with the price items. However, you must specify at least one input or output parameter or associate at least one characteristic entity when you want to use the rule type for defining rule based auto pay instructions.
  6. Associate the rule criteria derivation algorithm when you want to use the rule type for defining rule based auto pay instructions.
    Note: You must associate the rule criteria derivation algorithm with the rule type when the Rule Type Usage field is set to Auto Pay.
  7. Click Save.
    The new rule type is defined.

Related Topics

For more information on... See...
How to search for a rule type Searching for a Rule Type
How to define input and output parameters for a rule type Defining Input and Output Parameters for a Rule Type
How to associate a characteristic entity with a rule type Associating a Characteristic Entity with a Rule Type
How to associate an algorithm with a rule type Associating an Algorithm with a Rule Type