Business Rule Manager

You can use the Business Rule Manager to manage business rules that can be used in one or more profiles or data jobs. You can also use this dialog to manage custom metrics (user-defined DataFlux expressions) that can be selected in one or more business rules or profiles.

On the left, the Navigation tree contains folders for tasks, rules and related objects. If any of these objects have been defined in the current repository, then they will be displayed in the appropriate folder. If you select an object in the tree, information about that object is displayed on the right. For more information about maintaining business rules and the other items in the Business Rule Manager, see Maintaining Business Rules and Tasks. For more information about using business rules and related items for data monitoring, see Monitoring Data.

The tree contains the following kinds of objects:

Tasks - A task specifies one or more rules and one or more events that can be triggered based on the results that are returned by a rule.

Rules - A rule is a reusable object that specifies a DataFlux expression that filters table rows. For example, a rule might check for rows in which the value of Profits per Employee is less than Assets. Events can be triggered based on the results that are returned by the rule. A business rule can be used in one or more profiles or data jobs.

Rule Sets - A rule set is a group of related rules.

Fields - A field in a business rule is an alias for the kind of field that is monitored by the rule.

Field Sets - A field set is a group of related fields.

Custom Metrics - A custom metric is a reusable object that specifies a DataFlux expression that performs an aggregate calculation. For example, a custom metric might calculate the average value of a sales field in all records from a particular state. Use a custom metric when there is no standard metric for that operation. A custom metric can be used in one or more business rules, profiles, or data jobs.

Sources - A source is the name of a table that contains a field that is monitored by a rule. In the Business Rules Manager, sources are used for documentation purposes. Each source identifies a table where a rule is applied.

Dashboards - A dashboard is used to group a set of dimensions and their rules into a subject area. For example, you might have one dashboard for monitoring sales data, and another for monitoring product data.

Dimensions - A dimension is used to group similar rules together. For example, you might have a dimension called Accuracy that groups a set of rules that check the accuracy of data. You might have another dimension called Completeness that groups a set of rules that check the completeness of data.

Threshold Definitions - A threshold is used to classify the status of a score. For example, you could have three thresholds, Low, Medium, and High, that would add meaning to certain ranges of values.

Main Menu

In addition to the standard menus and options, the File menu contains options that are specific to managing business rules and related objects:

File

Open Repository - Enables you to select an existing repository so that you can access existing rules, or you can add new rules.

New- Click to create a task, a rule, or another object.

Open - Opens the properties dialog for a selected object.

Import- Click one of the following options:

Export- Click one of the following options:

Close - Closes this dialog.

Toolbar

Icons on the toolbar provide quick access to many of the options described above. Put your cursor over an icon to see the option associated with that icon.

Context-Sensitive Menus

If you right-click a folder in the Navigation View of the Business Rules Manager, you can select options that are appropriate for the objects that are associated with that folder. For example, if you right-click the Task folder, you can select the New Task option. All of the available options are described above.


Related Topics