business rules may be applied to transactions either prior to importing
the transaction into ECRS or during the posting of charges to the
rules may be used to exclude transactions from ECRS or the billing
system. In addition, requirements such as minimum amounts may be
applied to each transaction. Requirements may also be established
at a client or matter (project) level. Transactions not meeting
the firm's criteria may be deleted, held for reprocessing or excluded
from processing. Excluded transactions may be retained in the
database for reporting purposes.
business rules may also be used to automatically mark transaction
amounts up or down. Transactions may be automatically transferred
from one matter to another when firm-defined criteria is met.
are numerous applications for business rules. Built in support for
such rules allows for the handling of a firm's unique requirements
without the need for extensive customization.
Firm defined business rules can be used to
reformat, filter or automatically correct entries prior to being loaded