business rules for mef by greg martinez & donna mucilli
Post on 19-Jan-2016
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Business Rules for MeFBusiness Rules for MeF
By Greg Martinez & Donna MucilliBy Greg Martinez & Donna Mucilli
Business RulesBusiness Rules
Schemas are only part of the Schemas are only part of the story!story!
Industry Manual/ERO Manual Industry Manual/ERO Manual must still be createdmust still be created
Post on state website along with Post on state website along with the XML schema setthe XML schema set
Use Approved TIGERS FormatUse Approved TIGERS Format Goal is to make it easy for Goal is to make it easy for
industry to support the stateindustry to support the state
What are business rules?What are business rules?
Known as error reject codes in Known as error reject codes in legacy systemlegacy system
Use to catch errors that are not Use to catch errors that are not formatting errorsformatting errors
Business rules are not the Business rules are not the spreadsheets used for category spreadsheets used for category based filings.based filings. Those spreadsheets are not Those spreadsheets are not
needed for forms based systemsneeded for forms based systems
Business rules best practicesBusiness rules best practices
Error and Reject codes must be Error and Reject codes must be clearly wordedclearly worded Ideally should be clear to taxpayers as Ideally should be clear to taxpayers as
writtenwritten Avoid using tag names in message textAvoid using tag names in message text
Rules organized by categoryRules organized by category For benefit of agencies & developersFor benefit of agencies & developers
Rule numbers indicate what form it Rule numbers indicate what form it applies to (i.e. – F1040-001 vs. 0123)applies to (i.e. – F1040-001 vs. 0123)
Keep business rules in sync with legacy Keep business rules in sync with legacy system during transition periodsystem during transition period
Generally, follow what the IRS doesGenerally, follow what the IRS does
Types of errors caught by Types of errors caught by business rulesbusiness rules Math rules (A + B = C)Math rules (A + B = C) Required supporting documentsRequired supporting documents Required pdf attachments and Required pdf attachments and
naming conventionsnaming conventions ““Soft” edits that do not reject a return Soft” edits that do not reject a return
(alerts)(alerts) Payment rules for the program Payment rules for the program Due dates and resubmission Due dates and resubmission
windowswindows
IRS business rule categoriesIRS business rule categories
Data Mismatch Data Mismatch Database Validation Error Database Validation Error Duplicate Condition Duplicate Condition Incorrect Data Incorrect Data Math Error Math Error Missing Data Missing Data Missing Document Missing Document Multiple Documents Multiple Documents Not on time Not on time System Error System Error Unsupported Unsupported XML ErrorXML Error
Schema vs business rulesSchema vs business rules
Use schema to prevent Use schema to prevent formatting errorsformatting errors Data exceeds maximum lengthData exceeds maximum length Invalid data for data typeInvalid data for data type Required fieldsRequired fields Records in correct orderRecords in correct order Tag names are validTag names are valid Enumerated listsEnumerated lists
Schema vs business rulesSchema vs business rules
PROs of using schema to validatePROs of using schema to validate Allows developers to self testAllows developers to self test No ambiguity as to error conditionNo ambiguity as to error condition
CONs of using schema to validateCONs of using schema to validate Challenging to communicate reason for Challenging to communicate reason for
validation failure to the usersvalidation failure to the users Many XML parsers throw Many XML parsers throw
incomprehensible error messages!incomprehensible error messages! Use of XPath in error Use of XPath in error
acknowledgmentsacknowledgments
Lean toward schema validation vs. business rules
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