Business Rules Engine: Collections & Service Orders. Jessie Abel Kelly McLendon

Transcription

1 Business Rules Engine: Collections & Service Orders Jessie Abel Kelly McLendon

2 Rules Engine Modules Arrangements: Used to define rules that govern creation of arrangements on all platforms. Collections: Smart Routing of Collection records to give special attention to Priority Service/collared meters/etc. Service Orders: Allows for system defined routing of service orders.

3 Rules Engine Auto Routing of Collections In v36, Route To department auto populating logic on collection records are integrated in Rules Engine. Based on configured rules Route To department will be populated automatically on collection records. These rules will be called from Cutoff notices, Returned Checks and closing of an arrangement as broken. Cutoff records can be route to different departments f ll i i i

4 Rules Engine Auto Routing of Collections In v36, Route To department auto populating logic on service orders is integrated in Rules Engine. Based on configured rules Route To department will be populated automatically on service orders.

5 Rules Engine Set Up Rules Engine is available when 619 = 1(Proprietary) Module (ex: Service Orders) will be in use, if it is enabled in License Maintenance screen under Control Options menu.

6 Rules Engine Set Up (cont) Class Maintenance : Under CA Main Menu

7 Select UPN >Control File > Rule Control File Rules Engine Access

8 Step 1. Collections Routing Set Up Enable required variables by click on Edit button.

9 Step 1. Collections Routing Set Up (cont) Check the box to enable the variable

10 Step 2. Understanding the Options Variables & Operators

11 Step 2. Understanding the Operators (cont) Relational Is Equal to (==) Is Not Equal to Is Greater than Is Less than Is Greater than or Equal to Is Less than or Equal to Relational Used to compare two or more Numeric fields. Logical And Or Logical Needed to compare more than one item

12 Step 2. Understanding the Operators (cont) Assignment Assign(=) Boolean True False Assignment Used to set a value to calculate against Boolean Operators for if then questions Arithmetic Plus (+) Minus ( ) Multiply(*) Arithmetic Mathematical Tools supplied for calculations.

13 Step 2. Understanding the Operators (cont) Functions Misc Pass Fail Halt 1=1 Machine Date Functions Misc 1=1 is used to create a situation that is always a pass. Halt is not used for Collections routing. Temp Variables Temp Amount, 1, 2 Temp Bool, 1, 2 Temp Date, 1, 2 T I t 1 2 Temp Variables Temporary variables supplied to do computational math. That can be used in multiple rules.

14 Step 3. Add Collections Rules Set up Rules by clicking on Add button Name the rule so it is easily understood Expand the tree + to see all options Variables can be added to rule block by double clicking on variable or drag and drop Rule can be edited by clicking on Edit button or by clicking rule link on rules tab

15 Step 3. Add Collections Rules Select the Rules tab, then click Add.

16 Step 3. Add Collections Rule Create the rule using available options.

17 Step 4. Order of Collections Rules Rules must be ordered from lowest to highest priority

18 Step 5. Review Route To Departments Collection Route To Departments: Must exactly match departments in Control File Must exist in Description File Service Orders > Route To Dept

19 Mobile Options If utilities are using Mobile system, not all records will be sent to Mobile system if single digit parameter (635) is turned on, only Mobile routed collections records will be sent to Mobile system. This feature works only with auto routing of collections.

20 Collection Inquiry: Interactive Collection Card Display If utilities are not using Mobile system or Rules Engine the utility can still enable single digit parameter (635) to display or print on demand collection information from collection inquiry screen. Cutoff number will display as a link to allow viewing of information. Information updates dynamically based on collection activity.

21 Select applicable record(s) and reroute as necessary.

22 Print Rules and View History Select the module (ex. Collections) and click on Rules tab.

23 Print Module Rules Click the Print button and select local printer for a hard copy of the module s rules.

24 Rule History Provides information about who added/edited the rule. Changed information will be displayed in red.

25 Interactive Exercises

26 Step 1. Service Order Routing Set Up Enable required variables by clicking on Edit button.

27 Step 2. Understanding the Options Variables & Operators

28 Step 2. Understanding the Operators Relational Is Equal to (==) Is Not Equal to Is Greater than Is Less than Is Greater than or Equal to Is Less than or Equal to Relational Used to compare two or more Numeric fields. Logical And Or Logical Needed to compare more than one item

29 Step 2. Understanding the Operators (cont) Assignment Assign(=) Boolean True False Assignment Used to set a value to calculate against Boolean Operators for if then questions Arithmetic Plus (+) Minus ( ) Multiply(*) Arithmetic Mathematical Tools supplied for calculations.

30 Step 2. Understanding the Operators (cont) Functions Misc Pass Fail Halt 1=1 Machine Date Functions Misc 1=1 is used to create a situation that is always a pass. Halt is not used for Service Order routing. Temp Variables Temp Amount, 1, 2 Temp Bool, 1, 2 Temp Date, 1, 2 T I t 1 2 Temp Variables Temporary variables supplied to do computational math. That can be used in multiple rules.

31 Step 3. Add Service Order Routing Rules Set up Rules by clicking on Add button Variables can be added to rule block by double clicking on variable or drag and drop Enable rule by entering the start date Rule can be edited by clicking on Edit button or by clicking rule link on rules tab

32 Step 3. Add Service Order Routing Rules (cont) 1=1 should always be the first rule Route 1=1 rule to default Route To Department (So the service order always has somewhere to go) Tips List the SO Type in the rule List the Route To Department in the rule name

33 Step 3. Add Service Order Routing Rules (cont) Select Rules tab, then click Add.

34 Step 4. Review Route To Departments Route To Department: Must exactly match Depts. in Control File Must exist in Description File Service Orders > Route To Dept

35 Work Flow for Service Orders Service Order creation in action (UPN) Rules will run unless Run Rules unchecked.

36 Print Rules and View History Select the module (ex. Service Orders) and click on the Rules tab.

37 Print Module Rules Click the Print button and select local printer for a hard copy of the module s rules.

38 Rule History Indicates who added/edited the rules and when. Changed information will be highlighted in red.

39 Import/Export Import/Export the configured rules from preview/casystem

40 Interactive Exercises

41 Questions?