Modifying a Library Rule - 17.1

You can modify the elements of a library business rule at any time. Use the Save As option to create a new library rule based on the current rule. If the rule is contained in a rule set, you can review the list of associated data sources that will be affected when you edit the rule. If needed, disassociate the rule's parent rule set from one or more data sources to limit the impact of the change.

1. Do one of the following in the Business Rules Library:
   • Click All Library Rules and double-click a library rule.
   • Click Rule Sets and double-click a rule set. On the Rules tab, double-click a rule.

   The rule's edit panel opens.

2. Click Enabled to enable the library rule. To disable the rule, clear the selection.
3. In Name, modify the library rule name. You can use an existing name as long as the name is unique to the rule set.
4. For Priority, click the drop-down list and select the rule priority.
5. In Description, modify the rule description.
6. For Passing Threshold, use the slider bar to modify the threshold percentage. You can also use the left/right arrow keys of your keyboard to set a new value. Alternatively, you can enter a numeric value with up to two decimal places of precision, in the text box beside the slider, such as 92.78.
   Note: The percentage value reflects the number of rows that should pass/fail during rule analysis. Enter 100 if all rows must comply.
7. In Categories, view the associated category to verify it is correct. To add or edit the associated category, see Associating Categories to Rules.
8. For Maximum Failing Rows Returned, click the drop-down list and select Default (10,000 rows), Custom, or Unlimited. For Custom, specify the maximum failing rows returned by typing a numeric value. For more information, see Maximum Failing Rows Returned.
9. In Expression, modify the rule expression using functions, attributes, literals, and operators. You can define the expression manually or use the Expression Builder.
   1. To use the Expression Builder, click the edit icon . The Edit Expression panel opens. Open multiple instances of the Expression Builder if needed to configure your statements.
   2. Define the expression statement in the text area. For attribute names that start with a zero, include the name within in single quotes, for example, '01line'. Otherwise, you will get an error.
   3. To check your expression, click Validate. To check your expression as you enter it, select Auto-validate. When the expression is correct, a Validation Succeeded message displays under the text area. If the expression is incorrect, a Validation Failed message displays, along with the reason for the failure. For example, unexpected identifier or unrecognized variable. Modify the expression as needed.
   4. Click Done to save the expression and close the Expression Builder.

   To learn about the Expression Builder, see Using the Expression Builder.

10. Define the Filter By, Group By, or Aggregate By expressions using instructions in Advanced Options.
11. If the rule is contained in a rule set associated with one or more data sources, click Manage Impact to view or edit associations:
    1. In the Manage Impact window, select one or more data sources. Do one of the following:
       • Click Disassociate to disassociate the rule set from the data sources. All rules in the rule set will be removed from the data sources. Changes you make to this rule set will no longer affect the analysis of the data sources.
       • Click Disassociate - Leave a Copy to disassociate the rule set from the data sources and leave a copy of the rule(s) in the data source. The rule(s) will no longer be connected to the rule set.
    2. A message opens showing the impact of this change. Click either Disassociate or Disassociate - Leave a Copy.
12. Do one of the following:
    • Click Save to save your changes and to keep the panel open for further modifications. If the rule is in a rule set that is associated with a data source, the Review Impact of Changes message displays. Click Manage Impact to view or change the data source associations or click Continue to save your changes.
    • Click Save As to create a new rule in the associated rule set based on the current rule. If the rule is in a rule set that is associated with a data source, the Review Impact of Changes message displays. Click Manage Impact to view or edit associations, or click Continue. The Save As New Rule window opens. Enter a unique name for the rule and click Save. The new rule displays in the Library Business Rule: Name panel.
13. Continue editing the rule or click Done.
14. (Optional) To open the rule set that contains the rule, click the rule set's name above the rule's name. In the following example, click Boston data to open the rule set that contains the rule Boston data, no CC info.