To define a rule, you can enter multiple values for a single condition. The system displays a search page so that you can select multiple values and add to the rule. Use the following steps to create a rule.
To create rules:
Navigate to the Create Rule page.
Navigation: Contract Terms Library > Contract Expert > Rule tab > Create Rule button
Select the operating unit for the rule.
Select one of the following rule types:
If you want to set up a rule to bring additional clauses into a business document, select the Clause Selection rule type.
To set up a rule to capture and report changes in business terms on contracts, select the Policy Deviation rule type.
For more information about the rule types, see the Contract Expert - Overview section.
Enter a unique name for the rule to identify the rule.
Enter a description explaining the nature and purpose of the rule.
Select the intent for the rule: Buy or Sell.
Review the Status field, which is a read-only field.
Contract Expert supports the following statuses for a rule:
Draft: When you can create and update a rule, the rule is in the Draft status.
Active (in Progress): When the rule is submitted for activation, the status of the rule is changed from Draft to Active (in Progress).
Active: The status of the rule is changed to Active when it is available for use in Contract Expert.
Disabled (in Progress): This is the status of the rule while Contract Expert is performing the process of disabling the rule (when the disabled rule is exported to Oracle Configurator).
Disabled: The status of a rule is changed to Disabled when it is no longer available for use in Contract Expert.
Revision: When you update an Active rule, its status is changed to Revision.
To add a condition, click the Add Another Row button.
Select the Match All or Match Any condition option.
If the conditions must all be true to select the results, select the Match All radio button. Select the Match Any radio button if any condition can be true to select the results.
In the Type field, select one of the following condition types:
Clause: The Clause type is available only for Clause Creation rules. Use this type if the rule requires a Contract Expert selected clause to be present in the business document. For instance, select the Clause type to create a rule to bring in Clause B if Clause A, which was selected by Contract Expert, is present in the document.
Variable: You can use the Variable type to create Clause Creation and Policy Deviation rules.
Use this type for the Clause Creation rules if a system or user-defined variable drives the clause selection on a business document. For instance, bring Clause A if the variable Payment terms = Net 30 is in the document.
For Policy Deviation rules, use this type if a system or user-defined variable drives the policy deviation for a business document. For instance, if Contract Amount is less than $1,000,000, then the standard for Payment Terms is Net 30. Or if the non-solicitation remedy is more than $25,000, then the standard for Termination Days is 30 days.
Question: Use this type if a user question should drive the clause selection or policy deviation on business documents. For instance, bring Clause A if the answer to Question B is Yes.
Note: You can use both system and user-defined variables to define Contract Expert rules.
For more information about Variables, see Managing Variables.
Select a name in the Name field: the available options are based on the condition type that you selected in the Type field:
Clause: The Name field is not available for this option.
Variable: The system provides access to a search page for both seeded and user-defined variables.
Question: The system provides access to a search page for questions that are defined in the Contract Expert.
Select an operator in the Operator field. Operators provide the logic in defining a condition, for instance, Payment terms IS Net 30.
To create a rule, Oracle Contracts supports the following operators:
Logic Condition operators
IS
IS NOT
IN (allows selection of multiple values)
NOT IN (allows selection of multiple values)
Numeric Condition operators:
>=: Greater than or equal to
<=: Less than or equal to
=: Equal to
Not equal to
>: Greater than
<: Less than
Depending on the Type and other options, you must select one or more values in either the Value or Update Values field. For example:
For condition Type = Clause, use the Update Values field.
For condition Type = Question and if the response type is "Yes or No" or the question uses a value set of type Independent, use the Value field.
For condition Type = Question with response type of Numeric or List of Values, use the Update Values field.
You can click the Show Details link to view the selected values for Question and Variable conditions, and clause name for Clause conditions.
Note: If you select multiple values in a condition, the system displays "Multiple values" in the Value field. Click the Show/Hide icon in the Details field to view all the value selections.
Click the Remove icon if you want to delete a condition from a rule.
Use the Results region to define the results if the defined conditions are met. The Results region is available only for Clause Creation rules.
In the Results region, you can select clauses that must be brought in and ask the user additional questions on a business document.
In the Results - Clauses region, click the Add Clauses button to add another Result row to the rule.
The Results - Clauses Table displays the Clause Title and Description for the clauses that you have chosen.
In the Results - Clauses Table, you can access the following:
Show Details: The system provides a hide or show option to display general information about one clause or all the clauses.
Remove icon: You can use the icon to delete a result row from the rule.
Use the Question Table of the Results region to select one or more additional questions that should be asked at run time if the conditions are met.
Note: This is one of the steps that is required to set up dependencies between questions. For more details, see Creating Dependencies Between Questions.
The Question table includes:
Question: You can select from the list of questions that are already defined during Contract Expert setup.
Question Prompt: The system displays the question prompt details from the library.
Delete icon: You can delete a question row from the rule.
Add Questions button: Click this button if you want to add another question to the result row of the rule.
Use the Contract Template Assignments region to assign the rule to one, many, or all contract templates. You can assign contract templates in Draft or Approved status to a rule. Only contract templates that are Contract Expert-enabled and belong to the same intent as the rule will be available to be assigned to the rule.
Note: Even though you can assign templates in any status to a rule, because only approved templates can be used to author business documents, the rules are effective only when applied to approved templates.
To assign a rule to all contract templates in an organization, select the Apply to All Templates check box.
To select and assign one or more contract templates, click the Add Template button.
Select one of the following options:
Cancel: The system closes the Create Rule page without saving any changes.
Save: The system validates the rule but does not close the page. If the rule fails validation, the system displays an error message.
Apply: The system validates the rule and displays the Rules Summary page. If the rule fails validation, the system displays an error message.
Apply and Add Another: The system validates the rule that was created and opens a new Create Rule page. If the rule fails validation, the system remains in the page and displays an error message.