Rule Summary
The Rule Summary tab enables you to provide high level information about the reason for the exceptions generated by the primary object in a rule. This information is displayed on the third level of the Exceptions page.
Note: Rule Summary can be provided only for the rules of the Process
Insight. While building a rule, the objects and fields available for Rule
Building, Reporting Field, and Rule Summary are from the Insight Schema.
However, the Comparison Value or Calculated Fields are not a part of the
Insight Schema and hence are not available for Rule Building, Reporting Fields,
or Rule Summary.
To provide the rule summary:
- Click . In the free text box provided, enter a summary or description for the selected reporting field.
- Click to select multiple reporting fields and provide descriptions for each.
- Click Refresh. The Preview field displays the key output fields in parentheses and the summary text for that object. For example, '[INVOICE_ID] greater than 5000'.
- When the rule is analyzed, the place holder [INVOICE_ID] will be replaced with the actual Invoice ID numbers that are greater than 5000 and have generated exceptions.
- Click . A confirmation message is displayed. The summary for the rule will be displayed on the third level of the Exceptions page