Rule Type (Used for Searching)
A rule type can be used for defining rule based auto pay instructions or business rules for mapping transactions with the price items. If you want to use the rule type for defining rule based auto pay instructions, you must set the Rule Type Usage field 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 the Rule Type Usage field blank.
It is the rule type which helps the system to determine:
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Fields that can be used while defining criteria for business rules or rule based auto pay instructions
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Entities whose characteristics can be used while defining criteria for rule based auto pay instructions
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Algorithms which must be used for deriving information from the financial transaction
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Maximum number of rules that can be defined when the rule based auto pay instruction is created using the rule type
The Rule Type screen allows you to search for a rule type using various search criteria. It also allows you to define, edit, delete, and copy a rule type. It contains the following zone:
Related Topics
| For more information on... | See... |
|---|---|
| How to search for a rule type | Searching for a Rule Type |
| How to define a rule type | Defining a Rule Type |
| How to edit a rule type | Editing a Rule Type |
| How to delete a rule type | Deleting a Rule Type |
| How to copy a rule type | Copying a Rule Type |
| How to view the details of a rule type | Viewing the Rule Type Details |
Parent topic: Rules Engine