Master Data Management

Set Rules for a Category Process

A Designer can register a rule, in the form of a SQL stored procedure, to a category process. The rule is executed right before the process is posted via a Group post or single posting event. These rules are preparation procedures that move data from the request tables to the integrate staging tables needed for integrate to post successfully.

This task is optional. Not every process requires a rule.

NOTE: The rule must be a stored procedure written in SQL stored in a data source that has been registered in the Stewardship Tier.

The Designer can select other rules at the scenario level as needed. Refer to Add Process Rules at the Scenario Level for more information.

To register a rule for a category process in MDM:

  1. Click Master Data Management > Design in the Navigation pane.
  2. Click Vertical View for a category.
  3. Click the Posting Processes icon.
  4. Click the Rules icon for a process.

  5. Click Add.

    View the field descriptions for the Category Process Rule page

  6. Enter a value in the PRIORITY field.

    NOTE: If the process has multiple rules, the priority sets the order these rules run.

  7. Select the data source that stores the rule from the DATA SOURCE ID list box.

    NOTE: An Administrator must have registered this data source in the Stewardship Tier.

  8. Select the rule in the RULE list box.
  9. Enter a brief description of the rule in the DESCRIPTION check box.
  10. Click Save.

NOTE: After the rule is assigned to the category process, it is also assigned to that process in all scenarios. However, these rules are not active for the scenario by default and a Designer must activate the rule for it to run for the process.

To activate the rule registered at the category process level at the scenario level in MDM:

  1. Click Master Data Management > Design in the Navigation pane.
  2. Click the Scenarios icon for a category.
  3. Click the Processes icon for a scenario.
  4. Click the Rules icon for a process.
  5. Click Edit.
  6. Click the ACTIVE check box for a rule.