Reviewing Rule Books

Use the Rule Books page to review or modify the details of an existing rule book.

To review or modify the rule book details:

  1. Select Design > Business Controls > Rule Books on the navigation bar.
  2. Click corresponding to an existing rule book . The details page is displayed.
  3. Click the Rule Book Details tab.
  4. Review this information.
    Rule Book Name
    The name of the rule book.
    Insight
    The name of the Insight for which the rule book is created. Possible values:
    • Authorizations Insight for Infor
    • Process Insight for Infor
    • Watchlist Insight
    • User Activity Insight for Infor
    Applications
    The ERP application for which the rule book is created.
    Note: Multiple applications can be selected.
    Data Source
    The Data source for which the rule book is created.
    Expiry Date
    The date up to which the rule book is valid.
    Access Status
    The access status of the rule book.
    Lock Status
    The lock status of the rule book.
    Exclude in Provision
    Select the Exclude in Provision check box to exclude the rule book or the rules, from a provision or an analysis.
    Description
    The additional information related to the risks associated with the rule book.
    Supporting Documentation
    The reference documents added to the rule book. You can add reference documents from IDM (Infor Document Management), for additional information. Select the document type, specify the document name and click Add. The selected documents are displayed at the bottom of the page. Click the document to view the details.
    Ownership
    The ownership assigned for the rule book. You can assign the role of Users and Owners for the rule book.