Create Finance Business Rules

  1. Go to Application > Presentation > Workspaces.

  2. Create an Assembly or select an existing assembly.

  3. Create an Assembly file using the Service Factory source code type.

    NOTE: The Service Factory file will list the four Finance Business Rules service types.

  4. Create a new Assembly File for your Finance Business Rule. When creating an Assembly File, you must select one of the four finance source code types.

    • Finance Core Service

    • Finance Custom Calculate Service

    • Finance Get Data Cell Service

    • Finance Member Lists Service

  5. Configure the Workspace Service Factory code to enable your service and make updates.

    IMPORTANT: The object name must match the file name.

  6. Click Save to save all changes.

  7. Go to Application > Cubes > Cube Properties > Business Rules. Factories can be referenced from Cube Properties.

    TIP: The Business Rules fields are editable.

  8. Add a Workspace Assembly Service to your Business Rule. Click the Edit button in the Business Rule field and then use the Object Lookup to copy the Workspace Assembly Services Syntax: Workspace.MyWorkspaceNameOrNSPrefix.WS

  9. Replace the "MyWorkspaceNameOrNSPrefix" placeholder text with your Workspace Name or Namespace Prefix. Click Save to save the Business Rule to your Cube Properties.