About system-defined rules for financial models

  • Article

The rules that Planning Business Modeler generates automatically are called system-defined rules. System-defined rules can be procedural rules that are run explicitly, or they can be definition rules that are run every time that a query involves the values that the rule governs.

System-defined business rules are part of the collection of elements that are associated with a model. When you create a model, Planning Business Modeler links a collection of associated elements that vary with the type of model created. These elements include dimensions, variables, and system-defined rules. For example, when you create a financial model with shares calculations, Planning Business Modeler adds a set of important model properties and then links aggregation, consolidation, and flow rules.

When you click the Business Rules tab for a model, the Business Rules workspace displays the rules and definitions for that model, grouped into rule sets.

Note

Most system-defined rules cannot be deleted and cannot be modified.

In This Section

  • About the Chart Logic rules
    Provides an overview of the system-defined procedural rules for financial models. These rules calculate opening balance and cash flow movement.
  • Aggregation rule
    Describes the system-defined definition rule for financial models. This rule aggregates values along the Time dimension in accounts.
  • TimeDataView calculation
    Describes the system-defined definition rule for financial models. This rule calculates cumulative values such as Quarter-to-Date (QTD).

Related Sections

  • About business rules
    Provides an overview of how to create and edit business rules in Planning Business Modeler.
  • About the Account dimension
    Provides information about the Account dimension and its member properties. Account dimension properties determine the type of aggregation that Planning Business Modeler performs.