Create a business rule
- Atome Platform
To create a new business rule click Add and you will see an edit window of a business rule. The next step is to click “add variable” and choose one out of three options:
Dictionary - used to create a rule assigned to dictionary element. Could be used to define a rule globally (e.g. date for the chosen element in all tables should be 01.01.2022 so defining a business rule with a dictionary as a variable is a time saver and it is enough to define it only ones instead of defining date for each table where this element is used).
Tables - to choose cells between tables and make an mathematical expression using chosen variables.
Constant - is used to easily define an element globally (e.g. set a value for a chosen cell for all tables).
To create a business rule with variables based on tables option click on it and select the cells for which you want to add a business rule. Clicking on each variable will highlight cells that were chosen in the table.
After all cells and variables are selected it is time to write an expression. As an example rule will be defined a sum of revenue for Poland, Germany and Austria thus (C01; R10) = (C01; R11) + (C01; R12) + (C01; R13). After adding these values to the variables expression will look like:
After everything is added business rule can be validated. In case of any errors user will be able to see a detailed message what went wrong during it’s validation.
Validation success will look like this and highlighted with green color.
Validation error can happen if something is wrong with the expression and system is not able to validate it. For example, if expression of a business rule will contain additional plus sign at the end rule will not be validated.
Validation error message will be highlighted with red:
In this case expression can be saved but rule will be working and may cause an error later.
However, at this stage business rule is still not ready - it requires label, owner and code as other elements in ATOME: Matter. From Properties tab Label and Error Message could be auto-generated by clicking on the circled arrow next to it or in case of custom one concepts can be typed manually.
You can also generate Labels and Error Messages for all the business rules in a given framework version using the “Autoregenerate” button on the business rules list page
The last step in creating a business rule is going to Related modules and assigning severity (error, warning or info).
After adding all necessary details to a business rule click Create at the bottom of the modal and business rule will appear in the list. If not all mandatory fields were fulfilled an error message will pop up and business rule will not be created.
Once the business rule was created you can go to the section: Tables, click on any cell for which the business rule was applied and the rule will appear in the cell properties. Don’t forget to generate Data Points first.