Navigation Path:

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

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.