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Configuring requirement entries in requirement set rules

Updated on January 18, 2022

A Requirement Set rule can include any number of requirement entries that are processed to determine which Requirement rules should be instantiated for a particular parent case and process stage at runtime. Each requirement entry in the Requirement Set rule (as well as data in the parent case at runtime) determines whether that requirement entry is instantiated at runtime. You should define the Requirement Set rule in the same class as the parent case or in an ancestor class of the parent case.


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

Class Name – Identifies the class on which the Requirement rule for the entry is defined.

Requirement Rule Name – The name of the Requirement rule for this entry.

Applies When – Identifies a When rule that can determine whether this Requirement entry is applicable to a particular parent case. For example, a Requirement entry may be applicable in some states, but not in others. The When rule can use any data related to the parent case that is available at runtime, and can be as simple or complex as necessary. You should define this in the same class as the parent case or in an ancestor class of the parent case.

In the example above, the MortgageProcessingReqSet Requirement Set rule includes three Requirement entries. The first two are unconditionally instantiated and linked to the parent case at runtime. The third Requirement entry, for Proof of Residence, is instantiated only if the When rule PropertyIsInAZ is True. This means that it is applicable only when the mortgage property in the application is in the state of Arizona (see sample When rule below).

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