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Avaloq ACP (DL)

Self-made preparation questions for the "Avaloq Certified Professional" exam

Self-made preparation questions for the "Avaloq Certified Professional" exam

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Dominik Langer
Dominik Langer

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class_factor values for the different types of classifications?

  • single-value classifications ("F" or "D"; a factor or discount can be specified)
  • multi-value classification ("B"; can be blocked together with a reason for blocking)
  • termed classificaton ("C" for cost engine conditions)

2 main approaches to parameterise a classification and its classes?

  • directly in CODE TAB sources
  • via OMD sheet (generated script goes into CLASS DEF source)

When parameterising a classification and its classes without OMD sheets, which sources are required (naming/source type)?

  • classification: CODE_OBJ_CLASSIF.BP (CODE TAB)
  • classes: CODE_OBJ_CLASS.BP$ACAD$NETWORTH
    • "NETWORTH" = intl_id of classif

How can the position of a particular classification in the classification window be specified?

order_by_form    "07.99-01"

  • "07" refers to the object id

How can we specify the type of a classification in a classification CODE TAB source?

obj_classif_type_id     

Possible values:

  • "nohist"
  • "hist"
  • "set"
  • "termd"

How can the sequence of a particular class in a classification drop-down be specified?

order_by 3201

  • each class has another number
  • the classes are sorted according to this number

 

Name 5 business areas where rule engines are relevant.

  • costs
  • booking
  • balance
  • context actions
  • workflow

What is a rule specification?

defines scope, syntax, semantics and handling of the various rules for one specific business area within the system.

Secitons of a rule loader table entry?

  • rule set
  • matching criteria
  • valuation constraints
  • result
  • error/administration

Boolean operators in rule loader table entries?

  • AND:    ","
  • OR:      ","

Important valuation constraints for rule loader table entries?

  • valid_from, valid_to
  • prio
  • seq_nr

How can objects be referenced in rule loader table entries?

  • user_id: HUHU (uniqueness not guaranteed!)
  • intl_id: huhu
  • id: #2344
  • key: COUNTRYISO:CH, country_iso:CH, #41:CH

How can classes be referenced in rule loader table entries?

  • by user id: HUHU_CLASSIF:HUHU1_CLASS
  • by intl_id: bp_branch:zh
  • by id: #223:#6300

How can rule sets be activated?

  • manually using the corresponding rule loader task
  • automatically in ice as part of an installation package

Sources for rule loader tables?

  • BTC or COMPONENT CONFIG
  • OMD sheet and script goes into a BTC or COMPONENT CONFIG

How can errors during a rule loader task be inspected?

  • Central Services Desk > Log or Tasks
  • Toad views:
    • RULE_LD_LOG_V (load actions)
    • RULE_LD_STATE_V (status of the rule loader tables)
    • RULE_LD_ERR_V (errors for individual rows)

In which table are rule loader tables listed?

CODE_RULE_LD

Types of rules for automatic field calculation? How are the corresponding fields designated in the DDIC source?

  • default rules (calculated only at order creation)
    • DDIC souce: calculated with default rule
  • non-default rules (re-calculated each time order is processed)
    • DDIC source: calculated with rule

       

Sources to parameterise automatic field rule calculation (naming/type)? Give an example for BP.

BP.DOC_FLD.RULE (BUSINESS TYPE CONFIG)

How can I check whether automatic field calculation is allowed for a certain field?

  • check in the source of the corresponding DDIC:
    • calculated with default rule
    • calculated with rule
  • Toad view doc_fld_rule_entry_v

Procedure to implement automatic field calculation for a particular field?

  1. Check whether possible for the field in question (DDIC source).
  2. Enter the rule into the loader table.
  3. Load the rules and check for errors.

Important tables for automatic field calculation?

  • DOC_DFLT_FLD_VAL_RULE_LD (used for all business types!)
  • CODE_FLD_RULE_TYPE (mapping between a particular object type and the generic attributes in the table above)

How should you name the rule set of rule loader entries for automatic field calculation?

  • it should refer to the business type (e.g. STEX)

Result section of XY.DOC_FLD.RULE entries?

  • rule_kind (either "const" or "expr")
  • rule:
    • either a constant or expression (defined in rule_kind);
    • value of the same type as the field defined in fld (intl_id if it refers to a code table)

Matching criteria in XY.DOC_FLD.RULE (automatic field calculation)?

  • meta_typ
  • fld

What view can be used to access directly the field rules for a particular business type?

Example: DOC_STEX_FLD_RULE_LD_V

How can an existing workflow be dumped into a script with API commands?

  • @genwfc script
  • param_gen#.gen_wfc

Source to store the workflow for the business type BP (source type and naming)?

BP.WFC (BUSINESS TYPE CONFIG)

Name an important base parameter that influences workflow behaviour.

avq.wfc_4eyes_mode

Name 3 important API commands to parameterise workflows.

  • param_gen#.add_wfc_status(...)
  • param_gen#.add_wfc_action(...)
  • param_gen#.gen_wfc(...)

Procedure to parameterise a workflow?

  1. Define stati in WFC_STATUS (at least start(0) and done(90)
  2. Define actions in WFC_ACTION
  3. Provide translations in OUT_TEXT_NORM.
  4. If routing is required: define rules in WFC_RULE_LD
  5. Load workflow and statements: "WFC RULE and Statement Loading task"
  6. Define access security for workflow actions.

Minimum required default status of a workflow?

  • start(0)
  • done(90)

WFC_RULE: restrictions regarding id field?

  • 100 <= id <= 9999 for statuses with own meaning
  • must be unique within meta type

Workflows: how can the status name displayed in the GUI be parameterised?

  • name parameter in WFC_STATUS table
  • translation key: WFC_STATUS.BP.90

Entry in WFC_ACTION: where is defined what happens for a particular action?

3 possibilities:

  • either in the stmt (workflow commands) or in wfc_proc (Avaloq Script expression)
  • in the stmt of WFC_RULE_LD entries

How are WFC rules referenced from within a WFC action?

  • in the stmt of the action: wfc_rule(xyz)
  • xyz is matched against the action criterion of WFC_RULE_LD

Important matching criteria of WFC_RULE_LD

  • meta_typ_id
  • action
  • gross, curry
  • wfc_action

Types of context icons?

  • object icons
  • order icons
  • code-table icons

Which kinds of activities can be triggered by a contex action?

  • workflow actions
  • tasks
  • user-defined Avaloq Script procedures

Which parameters have to be handed over to the Context Action Rule Loading task?

  • rule set
  • ctx-type
    • OBJ
    • DOC
    • CODE
    • MISC

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