About Business Logic

All standard rules, whether they are inclusion rules (conditions) or data rules, reside in a database. This allows another user to reuse rules rather than creating new ones. When creating or revising a document, review the database and choose an existing rule. The rules are going to be linked with a PTR, so that once the outline drafter chooses an existing business rule, a PTR will not have to be written (although the PTR will have to be reviewed to make sure that it is correct for the given document).

You should ensure that rules contain sufficient description. For example, "Owner's name," may be an adequate rule when working with IRA documents, but would be ambiguous when also considering lending rules; the "Owner" in lending is an owner of collateral.

Business Logic must be written in a complete sentence. For example:

  • The state laws of Alaska apply to the transaction.
  • The IRA Owner is an individual.  
  • The IRA Plan Type is Roth.