Portal User Guide › Editing Business Process Rules › How to Work with Business Policies in the CA RCM Portal › How to Create and Edit Business Process Rules in the CA RCM Portal

How to Create and Edit Business Process Rules in the CA RCM Portal

The BPR wizard simplifies creation of business process rules.

Note: When you edit an existing rule, the Edit BPR screen contains a subset of options from the wizard that are relevant to the type of rule you are editing.

Step through the screens of the wizard in the following way:

1. In the Basic Information screen, provide information that describes the scope and purpose of the rule. The following fields are not self-explanatory:

   Score

   A numeric value that defines the importance of a violation of this rule relative to violations of other rules in the policy.

   Owner

   Defines the user responsible for the rule.

   Business Area/Business Process

   Text fields that define the scope and purpose of the rule. These fields are descriptive and do not affect processing of the rule.

2. In the logic screen, specify values for the following fields to define the underlying logic of the rule:

   Type

   Specifies the type of entities, links, or attributes that are examined to identify violations.

   Restriction

   Specifies the constraint applied to examined entities.

3. In the Data screen, you define the entities that are examined. You can select individual entities, or specify attribute values to select a group of entities.

   Many types of rules compare two sets of entities. In these cases the Data screen is divided into two areas, left and right, and the logic of the rule is stated in terms of these two groups.

   For other types of rules you define numerical thresholds, date ranges, or text matching patterns.

4. The Summary screen displays rule settings, and lets you test the rule against the reference configuration before you create the rule.