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## 9.1 Correlation Rule Maintenance

Navigation Path:

From the Electronic Data Exchange, select Maintenance, click Correlation Rules, and then click Create Correlation Rules

Figure 9-1 Create Correlation Rules

Description of "Figure 9-1 Create Correlation Rules"

1. Refer to the following table for specifying details in the above screen:

   Note:

   Fields marked with ‘*’ are mandatory.

   Table 9-1 Field Description

   Field Name | Description
   --- | ---
   Rules Criteria
   Rule Name * | Enter Co-Relation Rule name
   Rule Description * | Enter description for the Co-Relation Rule
   Level * | Select if correlation rule is being setup at Record or File level
   Format * | Select format type of the file metadata
   Transaction Category* | Select Transaction Category of the transaction for which Co-Relation rule is being setup
   Transaction Type * | Select the transaction type (financial/non-financial) for filtering the transaction for which the rule needs to be created
   Transaction Name * | Select Transaction name from the available List. Note: The transaction name list will populate depending on the Transaction Category selected in the previous selection. Multiple Transactions Names will be arranged with respect to Transaction Category
   Co-Relation Criteria
   Co- Relation Attributes * | Define co-relation attributes by selecting all attributes or choosing from the available list to compare and reconcile the status of the records

View Correlation Rules:

By using this screen, user can View, Modify, Delete or Authorize the Correlation Rules Maintenance.

Navigation Path:

From the Electronic Data Exchange, select Maintenance, click Correlation Rules, and then click View Correlation Rules

Figure 9-2 View Correlation Rule

Description of "Figure 9-2 View Correlation Rule"

Figure 9-3 File Level

Description of "Figure 9-3 File Level "

Figure 9-4 Record Level

Description of "Figure 9-4 Record Level "

1. Click on ‘Audit’ to view the event of operation performed on maintenance.

   Figure 9-5 Event of operation performed

   Perform the following steps to take actions on the Correlation rules Details. Click the Options () icon and then click any of the below option:

   1. Unlock | To modify the record details. Refer to the Create Correlation Rules section for field level details.
   2. Authorize | To authorize the record. Authorizing requires necessary access rights. Optional: Click View to view the record details. Select the record to authorize and then click Approve. Record can also be Rejected by clicking Reject.
   3. Delete | To delete the data permanently, which is not yet authorize.
   4. Close | To close record temporary Optional: On the confirmation pop-up window, enter the remark for closing. Click Confirm to close the record.
   5. Reopen | To reopen the maintenance record which is temporary Closed
   6. View | To view the Correlation Rules details.

Parent topic: Correlation Rule Maintenance