Editing a Rule Type

Procedure

To edit a rule type:

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

    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 Displays the rule type.
    Note: This is a read-only field.
    		 Not applicable
    Rule Type Usage Indicates whether the rule type is used 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: This is a read-only field.
    		 Not applicable
    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 the Rule Type Usage field is set to Auto Pay.

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

    You cannot reduce the maximum rule count when one or more auto pay instructions contain the specified number of rules.

    		 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 have selected the Price Item Eligibility or Related Pricing Rule Type Eligibility option from the Rule Type Usage list while defining a rule type.

    This is a read-only field.

    		 No
    Tip: Alternatively, you can edit the details of a rule type by clicking the Edit link in the Rule Type zone.
  3. Modify the required details in the Main section.
  4. Define, edit, or remove input or output parameters from the rule type, if required.
    Note: You cannot edit or remove an input or output parameter from the rule type when it is used for defining criteria in a business rule or rule based auto pay instruction.
  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.

    You cannot remove a characteristic entity from the rule type when it is used for defining criteria in a rule based auto pay instruction.

  6. Associate or remove one or more rule criteria derivation algorithm from the rule type, if required.
    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 changes made to the rule type are saved.

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
Rule Type zone Rule Type