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The Business Rules screen assists businesses to achieve their goals by giving more control over business behaviour.

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Procedures

Creating A Business Rule

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Info

A business rule clause in Framework ECM consists of an operand + a comparator + an operand. For example, the modified Initial Deposit Date must occur after the Sale Reported Date.

Info

To be complete, a business rule must also have a reversal. For example, the modified Sale Reported Date must occur before the Initial Deposit Date.

Disabling Individual Rules

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Info

When a rule has been violated in Framework ECM, the screen remains in edit mode to enable the user to modify the offending fields to valid values. If the user cancels at this point, ALL CHANGES WILL BE LOST, including changed fields that satisfied their business rules.

Business Rules - Rule Overrides

Business rules can be overridden on a per group and user level basis.

  • Per Group - Framework Security module - Preference - Framework ECM - Configuration - Enable Business Rules - Group - Preference Yes or No

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  • Per User - Framework Security module - Preference - Framework ECM - Configuration - Enable Business Rules - User - Preference Yes or No

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