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Configuring document entries in requirement rules

Updated on January 18, 2022

A Requirement rule can include any number of document entries that are processed to determine which optional and required document entries apply to a requirement at runtime. Each document entry in the rule (as well as data in the parent case at runtime) determines whether and how that entry is processed at runtime.


The document entry settings, described below, control whether a document entry is applicable to a particular parent case at runtime. (See Appendix A for a detailed description of all the fields on the Requirement Rule form.)

Document ID – Identifies the specific type of document.

Completion Required – Indicates whether the document must be completed and In Good Order before this requirement can be satisfied.

Applies-When – Identifies a When rule that can determine whether this document entry is applicable to a particular parent case. For example, a document entry may be applicable in some states, but not in others. The When rule uses any data related to the parent case that is available at runtime, and can be as simple or complex as necessary.

Reuse Existing – Indicates whether the application should search at runtime for a document image already in the system that satisfies this entry and link it to this requirement if one exists. Otherwise, it does not search for an existing image.

Party-Applies-When – Identifies a When rule that determines whether this document type is applicable to a particular party on the parent case.

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