Business Rules Dataset panel
The Business Rules function enables you to create and modify business rule members. Data Solutions uses business rules to specify dates that require special processing when aging them. Weekday and holiday processing rules are supported.
The Business Rules Dataset screen, shown in the below figure is displayed when you select option 3 from the Aging Tools Menu.
Business Rules Dataset screen
COMMAND ===>
Specify Business Rules Dataset to Edit:
Dataset name ===>
Member name ===> (Blank or pattern for member list)
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This function creates and maintains existing Data Solutions Business Rules.
These RULES are used to specify dates which require special processing when
when aging them. Weekday and holiday processing rules are supported.
Field Descriptions
- ==
Specify business rules dataset to edit:
Data set name
Enter the name of your business rules dataset.
You can enter a pattern data set name in this field to display a list of data sets from which you can make a selection. A pattern data set name or mask consists of explicit characters or a combination of explicit and pattern characters. See Pattern Dataset Names in section Specifying-a-dataset-name for a complete description.
Member name
Specify the member name. You can leave this field blank or enter a pattern member name to display a list of members from which you can make a selection. A pattern member name or mask consists of explicit characters or a combination of explicit and pattern characters. See Pattern Member Names in section Specifying-a-dataset-name for a complete description. Pattern names cannot be entered in both the Dataset name and Member name fields at the same time.
Business rule edit
File-AID/Data Solutions displays the Business Rule Edit screen, shown in the following figure, once you have specified a data set and member name on the Business Rules Dataset screen and you press <Enter>.
Business Rule Edit Screen
COMMAND ===> SCROLL ===> PAGE
Use END to continue, CANCEL to return to main screen.
DSN: ’USERID0.DASAMP.BUSINESS.RULES’ MEMBER: USA
Rule Day of Week +/-
Cmd Type or Date G/J Description
--- ------- --------- - ------------------------------------------------
___ NONWORK SATURDAY + Roll Saturday forward to the next business day
___ NONWORK SUNDAY + Roll Sunday forward to the next business day
___ HOLIDAY 19960101 + New Year’s Day Roll forward
___ HOLIDAY 19960527 + Memorial Day Roll forward
___ HOLIDAY 19960704 + Independence Day Roll forward
___ HOLIDAY 19960902 + Labor Day Roll forward
___ HOLIDAY 19961128 + Thanksgiving Day Roll forward
___ HOLIDAY 19961225 + Christmas Day Roll forward
___ HOLIDAY 19970101 + New Year’s Day Roll forward
___ HOLIDAY 19970526 + Memorial Day Roll forward
___ HOLIDAY 19970704 - Independence Day Roll backward
___ HOLIDAY 19970901 + Labor Day Roll forward
___ HOLIDAY 19971127 + Thanksgiving Day Roll forward
___ HOLIDAY 19971225 + Christmas Day Roll forward
Field Descriptions
COMMAND
The following primary commands are valid on the Business Rule Edit screen:
CANCEL (CAN) | Terminates business rule edit without saving the member. |
COPY member-name | Copies the specified member from the same business rules dataset into the current empty member. |
END | Saves the member, terminates business rule edit, and returns to the Business Rules Dataset screen. |
SAVE | Saves business rules member. |
DSN
Name of your business rules dataset.
MEMBER
Member name.
Cmd
Specify one of the following valid line commands to edit your selections:
A | Marks the destination after which a line is placed. |
B | Marks the destination before which a line is placed. |
C | Copy the line to a marked destination. |
D | Delete the line. Dnn deletes the specified number of lines. |
I | Insert a line. Inn inserts the specified number of lines. |
M | Move the line to a marked destination. |
R | Repeat the line. Rnn repeats the line the specified number of times. |
Rule Type
Specify one of the following valid Rule Types:
E | Exclude bypasses field validation and aging for the date specified in the “Day of Week or Date” field. |
H | Holiday rolls the aged date forward or backward to the next business day when it matches the specified holiday “date”. |
N | Nonwork rolls the aged date forward or backward to the next business day when it matches the specified “day of week”. |
Day of Week or Date
Specify the appropriate Day or Date, depending on the Rule Type field, as listed in the following table.
Day or Date Specification
Rule Type | Day or Date |
|---|---|
Exclude | Specify the Julian or Gregorian date as listed on the Invalid Field Report. |
Holiday | Specify the eight-character Gregorian holiday date (CCYYMMDD). |
Nonwork | Specify one of the following valid days of the week: SU Sunday. MO Monday. TU Tuesday. WE Wednesday. TH Thursday. FR Friday. SA Saturday. |
+/- G/J
Specify + (roll forward) or - (roll backward) for HOLIDAY or NONWORK. Specify G (Gregorian) or J (Julian) for EXCLUDE.
Description
Optional 48-character description to identify this business rule entry.
Business rules processing guidelines
File-AID/Data Solutions uses the following guidelines for processing business rules:
- EXCLUDE rules are processed first. These rules are processed before any date aging takes place.
- NONWORK and HOLIDAY rules are processed after date aging. NONWORK rules are processed first followed by HOLIDAY.
- For a HOLIDAY entry only, you may enter four * (asterisks) in the CCYY portion of the date and Data Solutions interprets that month and day as a holiday for all years.
- For NONWORK entries, Data Solution’s Business Rule Edit flags a seventh nonwork date as invalid.
- If Data Solutions detects a loop, it stops processing the Copy or Update and displays the message: INFINITE LOOP TERMINATED. Business rule loops may be caused by coding business rules that cannot complete, such as Saturday forward, Sunday backward or Sunday forward, Monday holiday backward.
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