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About rule set types and rule types

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Each rule has three specific characteristics that govern how the rule is processed by Planning Business Modeler: rule set type, rule type, and rule implementation. Rule type and rule set type are closely related. Every rule must belong to a rule set. Generally, the choice of rule set type determines the options that are available for a rule type.

Root-level rule sets

Planning Business Modeler creates root-level rule sets for Definition, Automatic, and Model Variable rules. Users can create Definition and Automatic rule sets, but not at the top level. Instead, user-created Definition or Automatic rule sets must be nested in the corresponding system-generated rule set at the top level. User-created Variable rules can be created within Procedural rule sets.

Rule set types and rule types

Different rule set types can contain different kinds of rules. The kind of rule you select determines the options that are available for implementing the rule. For more information about options for implementing rules, see About rule implementations.

The following table lists the available rule set types. For each rule set type, the table shows the permitted rule types.

Rule set type Permitted rules Usage Execution

Automatic

Assignment rules

Use for rules that you want to run automatically.

  • Run directly from the Business Rules workspace.

  • Include in a scheduled job.

  • Automatically runs when the model reprocesses data.

Consolidation

Consolidation rules

Use for rules that calculate eliminations for a financial model with shares calculation.

Include in a consolidation job.

Currency

Currency rules

Use to perform currency conversions.

Include in a currency translation job.

Definition

Definition rules

Use for calculations that must be calculated every time that the model is deployed, and whose results become part of the model definition.

Automatically runs every time that the model is deployed and every time that a cell in the rule scope is queried.

Intercompany reconciliations

Intercompany reconciliation rules

Use to eliminate transactions between sibling entities.

Include in an intercompany reconciliation job.

Outbound

Outbound rules

Use to export data to an external destination.

Include in a data export job.

Procedural

One or more of the following rule types:

Use for the following:

  • Rules that perform allocations that include PushCrossModelAllocation and PullCrossModelAllocation rules.

  • Rules that perform user-defined calculations.

  • Rules that assign values to model properties.

  • Run directly from the Business Rules workspace.

  • Include in a scheduled job.

For more detailed information about rule set types, see Choose a rule set type.

For more detailed information about rule types, see Choose a rule type.

See Also

Other Resources

About business rules