Managing Rules

This section shows you the methods involved in managing rules.

Accessing Rules Manager

Rules Manager is a web application that is available together with Package Manager. However, Package manager requires a different license that you might not have.

Searching for Rules

Rules Manager shows the list of rules included in the system (Temenos Transact for now).

Creating New Rule

This section shows you the steps required to create a new rule.

Viewing Rule

You can view the defined rules in the Rule List section.

Editing Rule

You can modify a rule from the Rule List.

Copying Rule

You can copy a same rule with a newer version from the Rule List.

Validating Rule

This section shows how to validate a rule so that you can publish that rule into Temenos Transact.

Adding Items to Rules Script

This section discusses the key attributes that are needed to define a rule script.

Adding Context Variables

Context variables are used in rule scripts. They come from the EB.CONTEXT table.

Adding Rule Variables

Rule variables are used to store a value and use it in the rule script. They are the virtual fields that are used solely for a specific rule.

Adding Embedded Rules

An embedded rule is when you reuse part of the logic for different rules. Instead of writing new rules, you can embed existing rules in them. You nest (embed) a rule within a new rule that has the same context.

Adding Rule Script

This section shows how you can add a rule script.

Editing Rule Script

Read this topic to know how to define a rule logic.

Validating Rule

This section shows how to validate a rule so that you can publish that rule into Temenos Transact.

Evaluating Rule

The Test Harness feature is designed to enable you to test your rule and ensure that it is giving the expected results before putting it to use. You can enter sample data without accessing Temenos Transact data to see the output that would be generated if this data was supplied from Temenos Transact through the contexts.