Searching Business Rules - trillium_discovery - trillium_quality - 17.1

You use the Business Rules Search Engine to search for business rules in the current repository by selecting various metadata elements and entering free form text. Refine your search by adding categories and subcategories. For example, you can search all entity business rules in a repository, including library EBRs, by category, priority, and rule creator. Or, you can search for all rules by words or phrases in rule names.

To search business rules

1. From the Discover bar, right-click the Entities tab and select Search business rules. Alternatively, in the Control Center ribbon, click the Rules icon
   
   and then select Search Rules.

   The Business Rule Search Engine window opens.

   

2. Under Search Area, select either Business rules (the default), Library rules, or both. (You must select at least one.)
3. Under Business Rule Type, select either Attribute business rules, Entity business rules (the default), or both. (You must select at least one.)
   Note: If you run a search over both rule types, the time it takes to calculate the results may increase depending on your rule set.
4. Select or populate at least one of the following search options:
   • Priority. To search by rule priority, in the Priority drop-down list, select a number ID.
   • Created by. To search by the user who created the rule or rules, in the Created by field, enter the user name. (This field supports the wild card (*) search option.)
   • Name and Description. To search the name and/or description of the rule, enter words or phrases in the Name and/or Description fields. (These fields support the wild card (*) search option.)
   • Category. To search categories:
     1. Select a category in the Category column.
     2. Click Add. The category is added to the bottom window.
     3. Add more categories as needed.
     4. To remove a category from the list, select it and click Remove.
   • Subcategory. To search subcategories:
     1. Select a category in the Category column. Associated subcategories display in the Subcategory column.
     2. Select a subcategory.
     3. Click Add. The category and subcategory are added to the bottom window, separated by a colon. For example, Subject Area:Business Loan.
     4. Add more subcategories as needed.
     5. To remove a category:subcategory from the list, select it and click Remove.
5. When you have entered all your search criteria, click Search.

   The Business Rules Search Result view opens, displaying the rules that meet the search criteria. EBRs are grouped by corresponding entity and ABRs are grouped by corresponding attribute and entity.

   Note: The results take a few seconds or more to display, depending on the search criteria and how many rules are searched. For example, if you have hundreds or thousands of rules, and you search over both rule types and search areas, the search will take longer to run.

   Results display in the following default columns:

   • Rules. Name of the rule.
   • Entity. Name of the entity in which the rule resides.
   • Attribute. Name of the attribute in which the rule resides (ABRs only).
   • Library Entity. Name of Library Entity to which an EBR has been associated.
   • Library Attribute. Name of the Library Attribute to which an ABR has been associated.
   • Priority. ID of the priority associated with the rule.
   • Description. Rule description.
   • Created By. Username of the user who created the rule.
   • Created Date. Date the rule was created.

   

6. To display all available columns, including the Rule Categories column:
   1. Open the Choose List View Columns window by right-clicking a column title.
   2. Select Choose Columns.
   3. Click Show All to move all hidden columns into the Displayed fields list.
   4. Click OK.
7. If the results are unexpected, or you want to run another search, modify your search options, and click Search again.
8. (Optional) In the Business Rules Search Result view, right-click a rule name to do the following:
   • Re-analyze the rule. Non-library rules only. Supports a multi-rule selection.
   • Edit the rule. You can also double-click a rule to open the Edit Rule window.
   • Promote the rule to the Library. Non-library rules only.
   • Delete the rule.
   • Categorize the rule. Supports a multi-rule selection. For more information, see Associating Categories to Business Rules.
   • Manage categories and priorities.
   • Open the corresponding entity.
   • Export selected rows or the entire view as a file. Supports a multi-rule selection.
   • Copy the rule. Supports a multi-rule selection.