Model Bank

(DFE RULE ENGINE)

R23- AMR Build

Information in this document is subject to

change without notice.
No part of this document may be reproduced
or transmitted in any form or by any means, for
any purpose, without the express written
permission of TEMENOS HEADQUARTERS
SA.
© 2022 Temenos Headquarters SA -
all rights reserved.
DFE RULE ENGINE RULE CREATION

Table of Contents
Document History ............................................................................................................................... 3
Rule Engine Concept Introduction……………………………………………………….....................................4
Rules Designer……………………………………………………………………………………………………………………………………………..4
Installing Rules Designer………………………………………………………………………………………....….5
Setting up the Application Server……………………………………………………………………………….....5
Name and versionTemenos Transact………………………………………………………………………………………………………..5
Script…………………………………………………………………………………………………………………………………………………………….5
System Variables………………………………………………………………………………………………………………………………………….6
Temenos Transact Rule Validation………………………………………………………………………………...7
Accessing Rules Manager ..................................................................................................................... 7
Searching for Rules…………………………………………………………………………………….…………….8
Creating a New Rule…………………………………………………………………......………………………….8
Step 1: Creating a Rule…………………………………………………………………………….……………..8
Step 2: Adding a Rule Description…………………………………………………………………....…………9
Step 3: Adding a Rule Context………………………………………………………………………..………..10
Step 4: Adding a Rule Variable………………………………………………………………………………...11
Step 5: Saving a Rule…………………………………………………………………………………..………..12

2
DFE RULE ENGINE RULE CREATION

Document History

Author Version Date

Santhosh Kumar V 0.2 18 MAY 2023

Comments:

3
DFE RULE ENGINE RULE CREATION

Rule Engine Concept Introduction

Rules engine allows complex business rules to support decision processing like to issue a loan or not etc. You
can use rules to validate a field based on some conditions.

The actual rule defined in Rules Designer is updated in the EB.RULES.VERSION table. You can create a new
record in EB.RULES.VERSION by amending a rule. The ID of the newly created record follows the following
naming convention.

rule_name*date_of_amendment.

Temenos Transact automatically inserts records in EB.RULES and EB.RULES.HIERARCHY

To use a rule, you must have an entry in EB.RULE.GATEWAY to map an exact instance of a rule.

Rules Designer

Rules Designer provides the capability to design, modify and publish Temenos Transact rules into
environment. It enables you to validate Temenos Transact rules for their syntax and logic.

4
DFE RULE ENGINE RULE CREATION

Installing Rules Designer

This topic shows you how to install and configure Rules Designer.

Setting up the Application Server

Rules Designer is a web application that consists of two WAR files. Follow the steps below to install it:

1. Place the two WAR files dsf-iris.war (for API) and dsf-uxp.war (for UI) in the application
server deployments folder (for example, ..\Temenos\R23\Env\Slot01\Products\Deployments

2. Start the server and ensure both the WAR files are deployed successfully.

Name and versionTemenos Transact

In Temenos Transact, name and version entries are merged such that the ID of EB.RULES.VERSION can be in
the rulename*dateofamendment format.

Example: EB.RULES.VERSION ID in Temenos Transact is AA.ARRANGEMENT.RULE*20210101

In Rules Designer, the ID is shown as two fields.

This section describes the rule instance (name+version) with a multi-language capability (based on languages
defined in Temenos Transact).

Script
The rule logic is based on a simple script language. The script is stored in two fields:

 Text field - It is available in Temenos Transact. It contains the text of the rule that is passed across as
seen in the Rules Designer.

 XML field - Rule as understood by the rule processor and engine. Used in the rule engine to process a
rule.

5
DFE RULE ENGINE RULE CREATION

The Rules Designer automatically fills both the fields. Hence, you must not edit it outside of Rules D esigner
to ensure consistency

System Variables
The system variables hold information representing the system state during a rule evaluation. You can use
system variables while defining a business rule.

Name Description

RULE.STATUS Used within the rule to indicate to the calling process, if the test
passed or failed.

RULE.MESSAGE Used within the rule to return a narrative, indicating to the calling
process why the rule failed.

RULE.SCORE Used within the rule to return a score to the calling process in cases
where the rule is calculating a score.

RULE.ERROR Used within the rule to return a string ID, for lookup in
the EB.ERROR table. Used for internationalisation of messages.

6
DFE RULE ENGINE RULE CREATION

Temenos Transact Rule Validation

Rule Designer evaluates the syntax and rule formation when you validate a Temenos Transact rule.

You can publish only successfully validated Temenos Transact rules. Temenos Transact rules validation
includes the following:

 Ensure the fields have correct type and length.

 Rules designer adds extra validations done by Rules Engine runtime, typically to ensure the rule
script is valid.

Accessing Rules Manager

Rules Manager is a web application that is available together with Package Manager. However, Package
manager requires a different license that you might not have.

Below steps guide you to access Rules Manager.

1. Launch the following URL in your web browser: http://localhost:9089/dsf-uxp/page/DsfRuleDesigner

7
DFE RULE ENGINE RULE CREATION

Searching for Rules

Rules Manager shows the list of rules included in the system (Temenos Transact for now).

Below steps guide you to search rules.

1. Launch Rules Manager from the browser, do a search with the criteria.

2. In the Rules Search screen, click the Search icon to search for available rules in Temenos Transact.

Creating a New Rule

This section shows you the steps required to create a new rule.

Step 1: Creating a Rule

1. Navigate to the Rules Search screen and click the Create New Rule icon.

8
DFE RULE ENGINE RULE CREATION

Enter the rule Name and Version, which are mandatory. Enter the optional Description and click CREATE.

Step 2: Adding a Rule Description

This is a language specific field with a support for languages such as English, French, German and Spanish.
English is the default language. You can add more than one description. You can also delete a description.

Navigate to the Description tab and add the rule description in the given language field.

9
DFE RULE ENGINE RULE CREATION

Step 3: Adding a Rule Context

1. Navigate to the Context tab of a rule and click + to add a new context.

1. The Add Rule Context pop-up dialog window opens with Primary table and Name fields.

Enter Primary Table to filter the name values in the drop-down list accordingly.

2. Select a name from the Name drop-down list. The list of available fields for the chosen application is
loaded.

3. Use the search criteria to filter the field names by entering a value into the Name field. The filtered
list is displayed.

10
DFE RULE ENGINE RULE CREATION

4. To add any fields into the context, select a name form the Context List and click ADD.

5. After you add all the fields, click CLOSE. This will add the context in the Context tab.

6. Click the Insert in script icon to insert the chosen context into the rule definition or script.

To delete a context, click the recycle bin icon that is displayed in each context.

Step 4: Adding a Rule Variable

1. Navigate to the Rule Variables tab and click the Add Rule Variable icon to add a new rule variable.

Enter the rule name and description and click ADD.

11
DFE RULE ENGINE RULE CREATION

Click the Insert in script icon to insert this rule variable into the rule definition or script.
To delete a variable, click the recycle bin icon that is displayed in each variable.

Step 5: Saving a Rule

Click the Save icon available on the upper right corner of the rule editor screen.

ENQ EB.RULE.CLIENT

12
DFE RULE ENGINE RULE CREATION

EB.RULES.VERSION

EB.RULES.HIERARCHY

13
DFE RULE ENGINE RULE CREATION

EB.RULE.GATEWAY

14