Finance Functions

[MP2]

I'm curious about these four finance function types and whether anyone has worked on them:

1. CalcDrillDownMemberFormula

2. ConfirmationRule

3. DynamicCalcAccount

4. ReadSourceDataRecords

If someone has worked on these, how do we call and use them? Any insights?

[MarcusH · Accepted solution]

I have only used ConfirmationRule. It allows the Confirmation Rule to be processed in BR rather than the Confirmation Rule area. The big benefit to this method is that you can manage all the Confirmation Rules in one place rather than having to edit each Confirmation Rule.

Each Confirmation Rule contains the same call to the BR:

Dim Conf As New OneStream.BusinessRule.Finance.0000_ConfirmationRules.MainClass
Return Conf.main(si, globals, api, args)

And then the BR processes the confirmation logic and updates the Confirmation result. If the BR returns False the CR fails and True it passes. The BR updates the Confirmation Rule properties using args.ConfirmationRuleArgs.Info, args.ConfirmationRuleArgs.Rule.FailureMessage and args.ConfirmationRuleArgs.Rule.WarningMessage etc. It works really well and means that if a change needs to be made to all Confirmation Rules it's all in one place.

[MP2]

I think we can use the same method for DynamicCalcAccount and CalcDrillDownMemberFormula

[KarlT]

Read Source Data Records is related to defining the source data for hybrid scenarios if using a business rule/workplace assembly.

[MP2]

Do you have an example template and Can you give me a small piece of code?

[KarlT]

When you create a new Finance Business rule it actually pre-populates a commented out snippet for you to review.