Package Rules

The use of the Package Rules

The Package Rules tab allows you to define rules to apply to an associated package (also referred to as Auto-Selection and Auto-Suggestion rules) that determine when the document should be selected or suggested based on the transaction data. In this tab, you can create new package rules or modify existing ones. A document can have Auto-Selection and Auto-Suggestion rules for each phase that it is in. A separate PTR is written for each selection and suggestion rule.

Package Rule PTRs always start with IF, include THEN and SELECT and end with ENDIF. The rules within the Package Rule follow the same keyword conventions as Condition and Data PTRs. There can be multiple IFs in a Package Rule. For example, the following rule selects the document any time either of the two conditions were met. :
IF /Txn/Deposit/IRAPlans/IRAPlan[Type = '1'] THEN 
SELECT 
ELSEIF /Txn/Deposit/IRAPlans/IRAPlan[SelfDirectedInd = '1'] THEN 
SELECT 
ENDIF
The Package Rules tab is available in the document pane for both dynamic and static documents. Following is an example of the Package Rules tab in a dynamic document.

Column Description
Packages Allows you to add and remove packages
Selection - Business Logic Allows you to provide a readable text explaining the logic for the package
Selection - Product Technical Rule Allows you to provide PTR information for the package. For more information on PTRs, see Product Technical Rule (PTR) Reference.
Suggestion - Business Logic Allows you to add suggested business logic to the package rule
Suggestion - Product Technical Rules Allows you to add suggested Product Technical Rules to the package rule
Custom Data Allows you to create custom metadata and assign a value to it. This helps prevent any typographical errors and eliminates the need to retype the values for each document. This feature is available for Static and Dynamic documents, and is backward-compatible.

Adding Custom Data:

To add custom data to the cell:
  1. Click anywhere in the cell to display the input controls.

  2. Enter the ID in the left input control and the value in the right control, then select Add.

    You can optionally use the Enter key on your keyboard instead of clicking the Add button. You can move between fields with the Custom Data cell using standard navigation keys: Tab, Shift+Tab, Spacebar (when focus is on the Add button).
Developer Notes Allows you to add notes to a package rule. This information is not customer facing and is stripped out when building the document. Special characters ( <, >, &, ', ") and line returns are honored.