Business Rule Builder

Transcription

1 Chapter 14 Business Rule Builder Overview Business Rule Builder Validation Menu Navigation Table Business Rule Process Parameters Form (GORSQPA) Business Rules Form (GORRSQL)

2 Table of Contents This page intentionally left blank General Release 6.1 September User Guide Confidential

3 Overview Overview Business Rule Builder 14 Business Rule Builder To help you manage your Banner data for SEVIS processing, General includes forms you can use to build business rules. The rules you create can be used to populate columns in Banner tables with values from other columns. Your rules can also create student and exchange visitor records automatically. These forms are in a separate module because you could use them for other purposes, rather than just for SEVIS reporting. Validation Business Rule Builder forms use the following validation forms. Refer to Chapter 3, Validation, for additional information. Validation Form Used By GTVSQRU Business Rule Code Validation Form GORSVSQ SEVIS Business Rules Form GORRSQL Business Rules Form GTVSQPR Business Rule Process Code Validation Form GORSVSQ GORRSQL SEVIS Business Rules Form Business Rules Form GTVSQPA Business Rule Parameter Code Validation Form GORRSQL Business Rules Form Menu Navigation Table in the Business Rule Builder module can be accessed from the following menu. General Business Rule Builder Menu (*GENBUSINESSRULE) GTVSQRU Business Rule Code Validation Form Maintains the rule codes that will be used in your dynamic SQL statements. For SEVIS reporting, you might want to set up rule codes such as Create Student, Update Major, etc. GTVSQPR Business Rule Process Code Validation Form Maintains the process codes that are valid for dynamic query processing. The delivered value is SEVIS. September 2003 General Release 6.1 Confidential User Guide 14-3

4 General Business Rule Builder Menu (*GENBUSINESSRULE) GTVSQPA Business Rule Parameter Code Validation Form Maintains the parameters or variables you will use to build your process rules on the Business Rules Form (GORRSQL). You will use the codes you define on this form in the dynamic SQL statements on GORRSQL. GORSQPA GORRSQL Business Rule Process Parameters Form Associates a process code with the parameter codes it will use on GORRSQL. The valid parameter codes are defined on the Business Rule Parameter Code Validation Form (GTVSQPA). Business Rules Form Allows you to build SQL statements that will perform certain functions when they are executed from the SEVIS Batch Extract Process (GORSEVE). This section describes the forms in the Business Rule Builder module. are described in the order they appear on the Business Rule Builder Menu (*GENBUSINESSRULE). The validation forms that support business rules are described in Chapter 3, Validation. Business Rule Process Parameters Form (GORSQPA) Form Overview This form will associate the process code with the parameter codes it will use on GORRSQL. The valid parameter codes are defined on the Business Rule Parameter Code Validation Form (GTVSQPA). Process codes can have multiple parameters. For SEVIS reporting, the process code must be SEVIS, and the parameters associated with it are PIDM and TERM. General Release 6.1 September User Guide Confidential

5 Key Block Process Code Code representing the process for which you want to assign parameters. (lookup) List Business Rule Process Code Validation list (GTVSQPR) Description The description that corresponds to the SQL Process Code. Rules Block This block allows you to specify parameters for the process code. Parameter Code Code representing the parameter you want to associate with the process code. (lookup) List Business Rule Parameter Code Validation list (GTVSQPA) Description The description that corresponds to the parameter code. Sys Req Indicates if the code is required by the system. Valid values are: Selected - the code is required for Banner to process your data correctly. You cannot delete this code. Cleared - the code is not required by the system. User ID The Banner ID of the person who created the record or changed it last. Activity Date The date the record was created or the last date it was changed. Business Rules Form (GORRSQL) This form allows you to build SQL statements that will perform certain functions when they are executed from the SEVIS Batch Extract Process (GORSEVE). September 2003 General Release 6.1 Confidential User Guide 14-5

6 It allows you to specify the columns you want to use in your statements, and provides operators so you can build them. You must validate, activate, and save each SQL statement before you can use it. Note: Be sure to enter the same process code/rule code combination this form that you set up on the SEVIS Business Rules Form (GORSVSQ). The SQL where clause you build on GORRSQL will populate data based on what you have set up on GORSVSQ. If the process code/rule code combination does not exist on both forms, nothing will happen. Each SQL statement returns one value, which updates the field associated with the business rule. These fields are assigned on the SEVIS Business Rules Form (GORSVSQ). You cannot change the Validated indicator; Banner updates it automatically when the SQL statement is validated. If the statement is not validated, Banner displays an error message. You can save GORRSQL records without validating them and return to them later, but you cannot use them until you validate them and activate them. If you modify a rule that was previously validated, the rule becomes invalid until you re-validate it by selecting Validate SQL to invoke the SQL parsing process again. The following must be true for a rule to be used: The rule must be validated. The rule must be activated. The current date must be within the start and end dates for the rule. The rule assignments on the SEVIS Business Rules Form (GORSVSQ) must be valid, and within their start and end dates. Process Code The process code for the rule. (lookup) List Business Rule Process Code Validation list (GTVSQPR) Rule Code The code that describes what the rule will do. (lookup) List Business Rule Code Validation list (GTVSQRU) Seq No This displays the sequence number for the rule. It is used by Banner to maintain the uniqueness of each rule and determine rule priority. This field is display-only. Be sure to enter your rules in the proper order. General Release 6.1 September User Guide Confidential

7 User ID The Banner ID of the person who created the record or changed it last. Start Date The date the rule becomes active. The default value is the system date. End Date When the rule becomes inactive. Use null to indicate that the rule will never be inactive because of the passage of time. Note: You can still make the rule inactive by clearing the Active check box. Activity Date The date the record was created or the last date it was changed. Validate SQL Select this button when you have finished entering your SQL statement. You cannot use the rule with GORSEVE or GOASEVS until it has been validated. Active Indicates if the rule is currently active. Valid values are: Selected - the rule is active Cleared - the rule is inactive Validated Indicates if the rule has been successfully validated. Valid values are: Selected - the rule has been validated Cleared - the rule has not yet been validated SQL Statement Enter the SQL statement for this Process Code/Rule/Sequence Number combination. You can use the Table, Column, Operator, and Parameter buttons and fields to help you build the statement. Each selection from the buttons and fields is appended to your SQL statement. Table This is a tool to help you build your SQL statement. Select the button to see a list of Banner tables, then double-click on the field to append the table name to your SQL statement. Column This is a tool to help you build your SQL statement. Select the button to see a list of columns for the table you just selected, then select the column you want. It will be appended to your SQL statement. September 2003 General Release 6.1 Confidential User Guide 14-7

8 Operator This is a tool to help you build your SQL statement. Select the operator you want to use in your SQL statement from the pulldown menu. It will be appended to your SQL statement. Parameter This is a tool to help you build your SQL statement. Select the button to see a list of parameters you defined on GTVSQPA, then select the one you want. (Term and PIDM have been delivered.) It will be appended to your SQL statement. Editor Select the icon to display the Banner editor so you can make additional changes to your SQL statement. Parsed SQL Block This block appears when you select View Parsed Rule from the Options pull-down menu, or select Next Block from the Rule Data block. It contains the current, parsed version of your SQL. This view may be helpful during updates, when you try to compare changes to existing parsed, error-free SQL. General Release 6.1 September User Guide Confidential