Portico Studio 7.1 Users Guide

About Portico® Systems Portico Systems offers health plans enterprise-class software solutions built exclusively to support end-to- end Provider Network Operations. Since 1997, Portico Systems has been enabling payers to streamline their provider business processes. Portico Systems leverages a unique blend of healthcare operations experience, payer/provider relationship expertise and technology skills to build holistic solutions engineered for the primary purpose of managing Provider Network Operations. Portico Platform solutions improve processing accuracy, reduce costs and enhance provider satisfaction by impacting a core area of health plan functionality.

Copyrights and Trademarks Portico® is a registered trademark of Portico Systems, Inc. Portico Systems, Inc. has U.S. Patents Pending for Portico Platform, PNO Gateway, Pricing Gateway and NPI Gateway.

Oracle® is a registered trademark of Oracle Corporation.

Revision 1.0 Portico 7.1 Page ii Studio Users Guide

Revision History

Revision Number Date Revision Description 1.0 Initial release.

Revision 1.0 Portico 7.1 Page iii Studio Users Guide

Table of Contents

PART I INTRODUCTION...... 1 Welcome to Portico Studio...... 2 Getting Started ...... 2 Accessing Portico Studio ...... 2 Modes...... 4 PART II RULE ADMINISTRATION MODE ...... 5 Overview ...... 6 What are Business Rules? ...... 6 Rules Tab...... 8 Definition Sub-tab...... 10 Objects Sub-tab ...... 10 Tasks Sub-tab ...... 11 Enforcement Sub-tab...... 12 Create a Rule ...... 13 Perform a Search for Rules ...... 16 Rules Editor Tab...... 18 Portico Configuration Language – Jython...... 18 Create a Rule ...... 19 Object Rules Tab ...... 21 What are Application Objects? ...... 22 Associate a Rule with an Object ...... 22 Labels Tab ...... 24 DD Tables and Row-level Security...... 26 Set Up a Label Hierarchy...... 27 PART III WORKFLOW CONFIGURATION MODE ...... 29 Overview ...... 30 Workflow Configuration Mode Tabs...... 30 Terminology...... 31 Studio Workflow Tool User Interface...... 31 Results Tree...... 32 Design Area...... 32 Workflow, Wizard and Panel Sub-tabs Tools...... 32 Turn On Callouts Feature...... 35 Undo/Redo Feature ...... 35 Zoom In/Zoom Out Feature ...... 35 Snap-To Grid...... 36 Workflow Navigator Sub-tab ...... 36 Overview Sub-tab...... 36 Specification Section...... 37 Design Area Sub-Menu Options ...... 37 Export an Image ...... 38 Generate a PDF ...... 39 Print a Workflow, Wizard, or Panel Diagram...... 40 Workflow, Wizard and Panel Tips and Helpful Hints ...... 42 Project Tab...... 43 Define a Project...... 44 Associate a Workflow to a Project...... 44

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Remove a Workflow from a Project...... 45 Workflow Tab ...... 46 Design Sub-tab ...... 46 Associated Projects Sub-tab...... 47 XML Sub-tab ...... 48 Workflow Sub-tab...... 49 Workflow Navigator Sub-tab ...... 50 Overview Sub-tab...... 51 Start Properties Dialog Box...... 52 Workflow Scene Properties Dialog Box ...... 53 Task Properties Dialog Box ...... 54 Pool Properties Dialog Box...... 55 Decision Properties Dialog Box...... 56 Lane Properties Dialog Box ...... 57 Create a Workflow ...... 58 Assign Properties to a Start Element...... 64 Assign Properties to a Decision, Join, or Fork Element...... 65 Assign Properties to a New Task ...... 66 Assign Properties to an Existing Task...... 69 Animate a Workflow Diagram...... 70 Wizard Tab ...... 71 Design Sub-tab ...... 71 Associated Workflows Sub-tab...... 72 PCL Sub-tab...... 73 XML Sub-tab ...... 74 Wizard Sub-tab...... 74 Workflow Navigator Sub-tab ...... 76 Overview Sub-tab...... 77 Before and After Rules ...... 77 Wizard Scene Properties Dialog Box...... 77 PanelStep Properties Dialog Box ...... 78 DetailPanelStep Properties Dialog Box ...... 79 Create a Wizard...... 81 Assign Properties to a Wizard Scene ...... 85 Assign Properties to a PanelStep or DetailPanelStep...... 85 Panel Tab ...... 89 Design Sub-tab ...... 89 Associated Wizards Sub-tab...... 90 PCL Sub-tab...... 90 XML Sub-tab ...... 91 Before Rule and After Rule Sub-tabs...... 92 Panel Sub-tab ...... 93 Workflow Navigator Sub-tab ...... 95 Specifications Sub-tab...... 96 Panel Scene Properties Dialog Box...... 97 Panel Properties Dialog Box ...... 99 Choose Color Dialog Box ...... 100 Apply Properties to a Panel...... 100 TextField Properties Dialog Box...... 102 Apply Properties to a TextField ...... 105 ComboBox Properties Dialog Box...... 110

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Apply Properties to a ComboBox ...... 113 Grid Properties Dialog Box...... 117 Apply Properties to a Grid ...... 119 Attachment Properties Dialog Box ...... 122 Apply Properties to an Attachment ...... 123 Checkbox Properties Dialog Box...... 124 PasswordField Properties Dialog Box...... 126 Time Properties Dialog Box...... 127 Apply Properties to a Checkbox, TextArea, PasswordField or Time Properties Component...... 128 Section Properties Dialog Box ...... 132 TextArea Properties Dialog Box...... 133 Button Properties Dialog Box ...... 133 Apply Properties to a Button Component ...... 136 Select UDA Dialog Box...... 138 New UDA Editor...... 138 Find Data Dictionary ID Search Dialog Box ...... 139 Design a Panel Screen...... 139 Associate Specifications with an Object ...... 142 Remove Specifications from an Object...... 142 PART IV GATEWAY CONFIGURATION MODE ...... 144 Overview ...... 145 Gateway Nodes Tab...... 146 Create a Gateway Node...... 147 Disassociate a Configuration Object ...... 149 Gateway Properties Tab...... 150 Add Gateway Properties...... 151 Gateway Interfaces Tab ...... 152 Understanding Gateway Interfaces ...... 153 Add a Gateway Interface...... 154 Gateway Services Tab ...... 155 Add a Gateway Service...... 156 Gateway ORS Tab...... 157 Add a Gateway ORS ...... 158 Gateway Models Tab...... 159 Add a Gateway Model...... 160 IG Migration Utility Wizard...... 161 PART V TASK DEFINITION MODE...... 165 Overview ...... 166 What are Tasks? ...... 166 Task Definition Tab...... 167 Task Definition Tab Buttons...... 168 Task Definition Tab Sub-tabs ...... 168 Fields Sub-tab...... 168 Field Values Sub-tab ...... 170 Rules Sub-tab ...... 171 Create a New Form Using the Copy Form Button ...... 173 Add a New Form...... 174 Add Fields to a Form...... 175 Add Field Values to a Field ...... 176 Add Rules to a Field ...... 177 Entity Types Tab ...... 180

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Forms Sub-tab ...... 181 Entity Attributes Sub-tab...... 182 Add an Entity Type ...... 183 Add a Form to an Entity Type...... 184 Add Entity Attributes ...... 184 PART VI RULE CONFIGURATION MODE...... 186 Overview of Rule Configuration Mode...... 187 Studio Rule Configuration Tool User Interface ...... 189 Results Tree...... 189 Design Area...... 189 Show/Hide Specifications Feature ...... 190 Show/Hide Results Tree Feature...... 190 Turn On Callouts Feature...... 190 Undo/Redo Feature ...... 191 Zoom In/Zoom Out Feature ...... 191 Snap-To Grid...... 191 Removing Palette Items and Function Groups...... 202 Loops...... 204 Sub Processes...... 205 Graph Rules Tab...... 207 Graph Rules Tab...... 207 Design Sub-tab ...... 208 Specifications Sub-tab...... 208 Errors Sub-tab ...... 210 XML Sub-tab ...... 210 PCL Sub-tab...... 211 Variables Sub-tab ...... 211 Rules Sub-tab ...... 214 Palette Manager...... 214 Workflow Navigator Sub-tab ...... 215 Overview Sub-tab...... 216 Rule Design Canvas Sub-Menu Options...... 217 Rule Design Component Sub-Menu Options...... 220 Workflow Scene Properties Dialog Box ...... 220 Function Properties Dialog Box...... 221 Input Sub-tab...... 221 Output Sub-tab...... 223 Summary Sub-tab...... 224 AttributeFunction Properties Dialog Box...... 225 Decision Properties Dialog Box...... 226 Assign Palettes to a Rule Design Session ...... 228 Create a Graphical Rule ...... 230 Validate a Graphical Rule ...... 238 Animate a Graphical Rule...... 239 Generate a PDF ...... 240 Print a Graphical Rule...... 241 Export an Image ...... 243 Preview a Graphical Rule in a Web Browser...... 243 Edit a Graphical Rule ...... 244 Delete a Graphical Rule ...... 244 Template Editor Tab...... 245

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Create a Variable Template...... 246 Add Attributes to a Variable Template ...... 246 Delete Attributes from a Variable Template ...... 246 Edit an Attribute for a Variable Template...... 247 Delete a Variable Template...... 247 PART VII FEED CONFIGURATION MODE ...... 248 Overview ...... 249 Feeds Tab...... 251 Add a Feed ...... 252 Create a Feed Directory...... 253 Staging Tables Tab ...... 254 Staging Tables Tab Buttons ...... 255 Using the Import MFD Button...... 255 Using the Create Mapping DB Button ...... 255 Create a Staging Table Name...... 256 Columns Sub-tab...... 256 Create a New Column ...... 257 Source Import Tab...... 259 Import Mappings Button ...... 260 Using the Import Mappings Button...... 260 Source Import Tab Sub-tabs...... 260 Set Input Files Sub-tab ...... 261 Modifying an Input File Name...... 261 Before Source Input Sub-tab ...... 261 Selecting a Rule within the Before Source Input Sub-tab...... 262 After Source Input Sub-tab ...... 262 Selecting a Rule within the After Source Input Sub-tab ...... 263 Standardize Tab ...... 264 Import Mappings Button ...... 265 Standardize Tab Sub-tabs...... 265 Before Standardize Sub-tab...... 265 Selecting a Rule within the Before Standardize Sub-tab...... 266 After Standardize Sub-tab ...... 266 Selecting a Rule within the After Standardize Sub-tab...... 267 Canonical Form Tab ...... 268 Import Mappings Button ...... 269 Canonical Form Tab Sub-tabs...... 269 Before Canonical Form Sub-tab...... 269 Selecting a Rule within the Before Canonical Form Sub-tab...... 270 Matching Rule Sub-tab...... 270 Selecting a Rule within the Matching Rule Sub-tab ...... 271 Final Rule Sub-tab...... 271 Selecting a Rule within the Matching Rule Sub-tab ...... 271 After Canonical Form Sub-tab ...... 272 Selecting a Rule within the After Canonical Form Sub-tab...... 272 Quality Check Tab...... 273 Quality Check Tab Sub-tabs ...... 273 Table Level Sub-tab ...... 274 Column Level Sub-tab ...... 274 Statistics Sub-tab...... 275 Thresholds Sub-tab...... 276 Revision 1.0 Portico 7.1 Page viii Studio Users Guide

Validations Sub-tab...... 277 Performing a Quality Check on the Source Data ...... 278 Internal Field Mapping Tab...... 280 Create an Internal Field Mapping...... 281 External Field Mapping Tab...... 283 Create an External Field Mapping ...... 284 Glossary...... 286 Appendix 1: Palette Configuration and User-Defined Functions...... 289 Index...... 291

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List of Tables

Table II-1: Rule Administration Mode Tabs...... 6 Table II-2: Rules Tab Fields ...... 9 Table II-3: Rule Types...... 9 Table II-4: Definition Sub-tab Fields...... 10 Table II-5: Objects Sub-tab Fields...... 11 Table II-6: Tasks Sub-tab Fields...... 12 Table II-7: Enforcement Sub-tab Fields...... 13 Table II-8: Rules Editor Tab Fields ...... 19 Table II-9: Object Rules Tab Fields...... 21 Table II-10: Labels Tab Fields...... 25 Table II-11: DD Tables...... 26 Table III-1: Workflow Configuration Mode Tabs mode ...... 30 Table III-2: Available Tools on Workflow, Wizard and Panel Tabs...... 32 Table III-3: Available Options on the Design Area Sub-Menu ...... 37 Table III-IV: Alignment Options ...... 38 Table III-5: Project Tab Fields...... 43 Table III-6: Design Sub-tab Fields...... 47 Table III-7: Workflow Sub-tab Tools ...... 49 Table III-8: Start Properties Dialog Box Fields ...... 53 Table III-9: Workflow Scene Properties Dialog Box Fields...... 54 Table III-10: Task Properties Dialog Box Fields...... 55 Table III-11: Pool Properties Dialog Box Fields ...... 56 Table III-12: Decision Properties Dialog Box Fields ...... 56 Table III-13: Lane Properties Dialog Box Fields...... 57 Table III-14: Connection Line Types...... 61 Table III-15: Wizard Sub-tab Tools...... 75 Table III-16: PanelStep Properties Dialog Box Fields...... 79 Table III-17: DetailPanelStep Properties Dialog Box Fields...... 80 Table III-18: Available Components on the Panel Sub-tab ...... 94 Table III-19: Specifications Sub-tab Fields ...... 97 Table III-20: Panel Scene Properties Dialog Box Fields ...... 98 Table III-21: Panel Properties Dialog Box Fields...... 99 Table III-22: TextField Properties Dialog Box Fields ...... 103 Table III-23: ComboBox Properties Dialog Box Fields ...... 110 Table III-24: Attachment Properties Dialog Box Fields...... 123 Table III-25: Checkbox Properties Dialog Box Fields ...... 124 Table III-26: Button Properties Dialog Box Fields...... 134 Table III-27: Select UDA Dialog Box Fields ...... 138 Table IV-1: Gateway Configuration Mode Tabs ...... 145 Table IV-2: Gateway Nodes Tab Fields ...... 147 Table IV-3: Gateway Properties Tab Fields ...... 150 Table IV-4: Gateway Interfaces Tab Fields...... 152 Table IV-5: Gateway Services Tab Fields ...... 155 Table IV-6: Gateway ORS Tab Fields...... 157 Table IV-7: Gateway Models Tab Fields...... 159 Table V-1: Task Definition Mode Tabs...... 166 Table V-2: Task Definition Tab Fields...... 167 Table V-3: Task Definition Tab Buttons ...... 168 Revision 1.0 Portico 7.1 Page x Studio Users Guide

Table V-4: Fields Sub-tab Fields ...... 169 Table V-5: Form Field Types...... 170 Table V-6: Field Values Sub-tab Fields...... 171 Table V-7: Rules Sub-tab Fields...... 172 Table V-8: Entity Types...... 181 Table V-9: Entity Types Tab Fields...... 181 Table V-10: Forms Sub-tab Fields...... 182 Table V-11: Entity Attributes Sub-tab Fields ...... 183 Table V-12: Entity Type Attribute Icons ...... 183 Table VI-1: Rule Configuration Mode Tabs...... 188 Table VI-2: Available Palette Groups...... 191 Table VI-3: Palette Manager Functions...... 192 Table VI-4: Rules Controls...... 201 Table VI-5: Specifications Sub-tab Fields...... 209 Table VI-6: Available Options on the Rule Design Canvas Sub-Menu ...... 217 Table VI-7: Available Options on the Rule Design Canvas Sub-Menu ...... 220 Table VI-7: Input Sub-tab Fields ...... 222 Table VI-8: Output Sub-tab Fields...... 224 Table VI-9: Decision Properties Dialog Box Fields ...... 227 Table VI-10: Functions Available During a Decision ...... 227 Table VI-11: Template Editor Tab Fields...... 245 Table VII-1: Feed Configuration Mode Tabs ...... 249 Table VII-2: Feeds Tab Fields ...... 251 Table VII-3: Staging Tables Tab Fields...... 255 Table VII-4: Staging Tables Tab Buttons...... 255 Table VII-5: Columns Sub-tab Fields...... 257 Table VII-6: Source Import Tab Fields...... 260 Table VII-7: Button on the Source Import Tab...... 260 Table VII-8: Set Input Files Sub-tab Fields...... 261 Table VII-9: Before Source Input Sub-tab Fields...... 262 Table VII-10: After Source Input Sub-tab Fields ...... 263 Table VII-11: Standardize Tab Fields...... 264 Table VII-12: Button on the Source Import Tab...... 265 Table VII-13: Before Standardize Sub-tab Fields...... 266 Table VII-14: After Standardize Sub-tab Fields ...... 267 Table VII-15: Canonical Form Tab Fields...... 268 Table VII-16: Button on the Source Import Tab...... 269 Table VII-17: Before Canonical Form Sub-tab Fields...... 270 Table VII-18: Matching Rule Sub-tab Fields ...... 270 Table VII-19: After Canonical Form Sub-tab Fields ...... 272 Table VII-20: Table Level Sub-tab Fields ...... 274 Table VII-21: Column Level Sub-tab Fields ...... 275 Table VII-22: Statistics Sub-tab Fields...... 276 Table VII-23: Thresholds Sub-tab Fields...... 276 Table VII-24: Validations Sub-tab Fields...... 278 Table VII-25: Internal Field Mapping Tab Fields...... 280 Table VII-26: External Field Mapping Tab Fields ...... 284

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List of Figures

Figure I-1: Business Management Dropdown Menu...... 3 Figure I-2: Studio Login Screen...... 3 Figure I-3: Studio Modes Menu...... 4 Figure II-1: Rules Tab...... 8 Figure II-2: Definition Sub-tab ...... 10 Figure II-3: Objects Sub-tab ...... 11 Figure II-4: Tasks Sub-tab ...... 12 Figure II-5: Enforcement Sub-tab...... 13 Figure II-6: Rules Tab and Definition Sub-tab Fields ...... 14 Figure II-7: Objects Sub-tab Fields...... 15 Figure II-8: Tasks Sub-tab Fields...... 15 Figure II-9: Enforcement Sub-tab Fields ...... 16 Figure II-10: Rules Search Dialog Box...... 16 Figure II-11: Rules Editor Tab...... 18 Figure II-12: Rules Editor Tab...... 19 Figure II-13: Performing a Search for Text in the Rules Editor Tab ...... 20 Figure II-14: Object Rules Tab ...... 21 Figure II-15: Object Rules Tab Fields ...... 22 Figure II-16: Labels Tab ...... 25 Figure II-17: Labels Tab ...... 28 Figure III-1: Workflow Tool Screen Sections ...... 32 Figure III-2: Callouts Checkbox in Workflow Mode ...... 35 Figure III-3: Aligning Objects on Snap-To Grid on the Workflow Configuration’s Design Canvas...... 36 Figure III-3: Export Scene As Dialog Box ...... 39 Figure III-4: Select PDF file to Save Dialog Box...... 40 Figure III-5: Print Dialog Box ...... 41 Figure III-6: Project Tab ...... 43 Figure III-7: Project Tab Fields ...... 44 Figure III-8: Checkmark Appears in the Checkbox next to the Selected Workflow ...... 44 Figure III-9: Confirm Delete Dialog Box ...... 45 Figure III-10: Workflow Tab ...... 46 Figure III-11: Design Sub-tab...... 47 Figure III-12: Associated Projects Sub-tab...... 48 Figure III-13: XML Sub-tab ...... 48 Figure III-14: Workflow Sub-tab on the Workflow Tab ...... 49 Figure III-15: Workflow Navigator Sub-tab...... 51 Figure III-16: Overview Sub-tab on the Workflow Tab ...... 52 Figure III-17: Start Properties Dialog Box ...... 52 Figure III-18: Workflow Scene Properties Dialog Box ...... 53 Figure III-19: Task Properties Dialog Box ...... 54 Figure III-20: Specification Section...... 55 Figure III-21: Decision Properties Dialog Box...... 56 Figure III-22: Lane Properties Dialog Box...... 57 Figure III-23: Pool and Lane Elements Used Within a Workflow Diagram ...... 60 Figure III-24: Working with Connection Lines ...... 62 Figure III-25: Start Properties Dialog Box ...... 64 Figure III-26: Font Sub-tab Selected on the Decision Properties Dialog Box...... 65

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Figure III-27: Decision Properties Dialog Box...... 65 Figure III-28: Font Sub-tab Selected on the Decision Properties Dialog Box...... 66 Figure III-29: Task Elements on the Workflow Tab...... 67 Figure III-30: Task Properties Dialog Box ...... 68 Figure III-31: Task Properties Dialog Box ...... 69 Figure III-32: Animated Workflow Diagram...... 70 Figure III-33: Wizard Tab...... 71 Figure III-34: Design Sub-tab on the Wizard Tab ...... 72 Figure III-35: Associated Workflows Sub-tab...... 72 Figure III-36: PCL Sub-tab on the Wizard Tab ...... 73 Figure III-37: XML Sub-tab on the Wizard Tab...... 74 Figure III-38: Wizard Sub-tab on the Wizard Tab...... 75 Figure III-39: Workflow Navigator Sub-tab on the Wizard Tab ...... 76 Figure III-40: Overview Sub-tab on the Wizard Tab...... 77 Figure III-41: Wizard Scene Properties Dialog Box...... 78 Figure III-42: PanelStep Properties Dialog Box...... 78 Figure III-43: DetailPanelStep Properties Dialog Box ...... 80 Figure III-44: Creating a Wizard ...... 82 Figure III-45: Adding a Custom Action...... 83 Figure III-46: Wizard Scene Properties Dialog Box...... 85 Figure III-47: PanelStep Properties Dialog Box, General Properties Sub-tab Fronted ...... 86 Figure III-48: PanelStep Properties Dialog Box, Events Sub-tab Selected ...... 87 Figure III-49: Panel Tab...... 89 Figure III-50: Design Sub-tab on the Panel Tab ...... 90 Figure III-51: Associated Wizards Sub-tab on the Panel Tab...... 90 Figure III-52: PCL Sub-tab on the Panel Tab ...... 91 Figure III-53: XML Sub-tab on the Panel Tab ...... 92 Figure III-54: Before Rule and After Rule Sub-tabs...... 93 Figure III-55: Panel Sub-tab on the Panel Tab ...... 93 Figure III-56: Workflow Navigator Sub-tab on the Panel Tab...... 96 Figure III-57: Specifications Sub-tab...... 96 Figure III-58: Panel Scene Properties Dialog Box...... 98 Figure III-59: Panel Properties Dialog Box ...... 99 Figure III-60: Choose Color Dialog Box ...... 100 Figure III-61: Panel Properties Dialog Box ...... 101 Figure III-62: Choose Color Dialog Box ...... 101 Figure III-63: TextField Properties Dialog Box ...... 103 Figure III-64: TextField Properties Dialog Box ...... 106 Figure III-65: Find DD ID Search Dialog Box...... 106 Figure III-66: Select UDA Dialog Box...... 107 Figure III-67: New UDA Editor...... 108 Figure III-68: ComboBox Properties Dialog Box...... 110 Figure III-69: ComboBox Properties Dialog Box...... 113 Figure III-70: Find DD IS Search Dialog Box...... 114 Figure III-71: Select UDA Dialog Box...... 114 Figure III-72: New UDA Editor...... 115 Figure III-73: Attachment Properties Dialog Box ...... 122 Figure III-74: Attachment Properties Dialog box ...... 123 Figure III-75: CheckBox Properties Dialog Box ...... 124 Figure III-76: PasswordField Properties Dialog Box...... 127 Figure III-77: Time Properties Dialog Box...... 128 Revision 1.0 Portico 7.1 Page xiii Studio Users Guide

Figure III-78: Find DD IS Search Dialog Box...... 129 Figure III-79: Select UDA Dialog Box...... 129 Figure III-80: New UDA Editor...... 130 Figure III-81: Section Properties Dialog Box...... 132 Figure III-82: TextArea Properties Dialog Box...... 133 Figure III-83: Button Properties Dialog Box ...... 134 Figure III-84: Select UDA Dialog Box...... 138 Figure III-85: New UDA Editor...... 139 Figure III-86: Find Data Dictionary ID Search Dialog Box ...... 139 Figure III-87: Dragging Components from the Panel Sub-tab onto the Design Area...... 140 Figure IV-1: Gateway Nodes Tab...... 146 Figure IV-2: Gateway Nodes Tab Fields ...... 148 Figure IV-3: Interface, Service, ORS and Model Configuration Objects...... 149 Figure IV-4: Gateway Properties Tab...... 150 Figure IV-5: Gateway Properties Tab Fields ...... 151 Figure IV-6: Gateway Interfaces Tab ...... 152 Figure IV-7: Integration Gateway Interface...... 153 Figure IV-8: Gateway Interface Tab Fields ...... 154 Figure IV-9: Gateway Services Tab...... 155 Figure IV-10: Gateway Services Tab Fields...... 156 Figure IV-11: Gateway ORS Tab ...... 157 Figure IV-12: Gateway ORS Tab Fields...... 158 Figure IV-13: Gateway Models Tab ...... 159 Figure IV-14: Gateway Models Tab Fields ...... 160 Figure IV-15: Nodes Panel ...... 161 Figure IV-16: Properties Panel ...... 162 Figure IV-17: ORS Panel...... 162 Figure IV-18: Interfaces Panel...... 162 Figure IV-19: Services Panel ...... 163 Figure IV-20: Nodes Panel ...... 163 Figure IV-21: Preview Panel...... 163 Figure IV-22: Confirmation Panel ...... 164 Figure V-1: Task Definition Tab ...... 167 Figure V-2: Fields Sub-tab...... 169 Figure V-3: Field Values Sub-tab ...... 171 Figure V-4: Rules Sub-tab ...... 172 Figure V-5: Select an Option Dialog Box...... 173 Figure V-6: Results Tree pre-pended with the text “Copy of” ...... 174 Figure V-7: Task Definition Tab Fields...... 174 Figure V-8: Fields Sub-tab Fields...... 175 Figure V-9: Hidden Fields Error Dialog Box ...... 176 Figure V-10: Field Values Sub-tab Fields ...... 177 Figure V-11: Rules Section Fields...... 178 Figure V-12: Field Rules Summary...... 178 Figure V-13: Field Rules Summary after Adding a Go To Rule Type...... 179 Figure V-14: Field Rules Summary after Adding a Warning Rule Type ...... 179 Figure V-15: Entity Types Tab ...... 180 Figure V-16: Forms Sub-tab ...... 181 Figure V-17: Entity Attributes Sub-tab...... 182 Figure V-18: Entity Type Tab Fields...... 183 Figure V-19: Forms Sub-tab Fields ...... 184 Revision 1.0 Portico 7.1 Page xiv Studio Users Guide

Figure V-20: Entity Attributes Section Fields ...... 185 Figure VI-1: Workflow Tool Screen Sections ...... 189 Figure VI-2: Show/Hide Specifications Button ...... 190 Figure VI-3: Show/Hide Results Tree Button...... 190 Figure VI-4: Callouts Checkbox in Rule Configuration Mode...... 190 Figure VI-5: Graph Rules Tab ...... 207 Figure VI-6: Design Sub-tab on the Graph Rules Tab...... 208 Figure VI-7: Specifications Sub-tab ...... 209 Figure VI-8: Errors Sub-tab ...... 210 Figure VI-9: XML Sub-tab ...... 211 Figure VI-10: Variables Sub-tab on the Graph Rules Tab...... 212 Figure VI-11: Variables Sub-tab...... 213 Figure VI-12: Rules Sub-tab on the Graph Rules Tab...... 214 Figure VI-13: Palette Manager Dialog Box...... 215 Figure VI-14: Workflow Navigator Sub-tab...... 216 Figure VI-15: Overview Sub-tab on the Graph Rules Tab ...... 217 Figure VI-16: Workflow Scene Properties Dialog Box...... 221 Figure VI-16: Input Sub-tab on the Function Properties Dialog Box...... 222 Figure VI-17: Output Sub-tab on the Function Properties Dialog Box ...... 223 Figure VI-18: Descriptions of Outputs Returned by Functions on the Design Canvas ...... 224 Figure VI-19: Summary Sub-tab...... 225 Figure VI-20: AttributeFunction Properties Dialog Box ...... 226 Figure VI-21: Decision Properties Dialog Box...... 226 Figure VI-22: Palette Manager Dialog Box...... 228 Figure VI-23: Palette Manager Dialog Box with Corresponding Functions Displayed ...... 229 Figure VI-24: Decision Properties Dialog Box...... 231 Figure VI-25: Input Sub-tab on the Function Properties Dialog Box...... 232 Figure VI-26: Output Sub-tab on the Function Properties Dialog Box ...... 233 Figure VI-27: Summary Sub-tab on the Function Properties Dialog Box...... 233 Figure VI-28: AttributeFunction Properties Dialog Box ...... 234 Figure VI-29: Errors Sub-tab ...... 239 Figure VI-30: Rule Animator Dialog Box ...... 240 Figure VI-31: Select PDF file to Save Dialog Box...... 241 Figure VI-32: Print Dialog Box ...... 242 Figure VI-33: Export Scene As Dialog Box ...... 243 Figure VI-34: Confirm Delete Dialog Box...... 244 Figure VI-35: Template Editor Tab ...... 245 Figure VI-36: Confirm Delete Dialog Box...... 246 Figure VI-37: Confirm Delete Dialog Box...... 247 Figure VII-1: Feeds Tab...... 251 Figure VII-2: Batch Feeds Tab Fields...... 252 Figure VII-3: Feed Directory Fields ...... 253 Figure VII-4: Staging Tables Tab ...... 254 Figure VII-5: Confirm Create Mapping DB ...... 256 Figure VII-6: Staging Table Tab Fields...... 256 Figure VII-7: Columns Sub-tab ...... 257 Figure VII-8: Columns Sub-tab Fields...... 258 Figure VII-9: Source Import Tab...... 259 Figure VII-10: Set Input Files Sub-tab ...... 261 Figure VII-11: Before Source Input Sub-tab ...... 262 Figure VII-12: After Source Input Sub-tab...... 263 Revision 1.0 Portico 7.1 Page xv Studio Users Guide

Figure VII-13: Standardize Tab ...... 264 Figure VII-14: Before Standardize Sub-tab ...... 265 Figure VII-15: After Standardize Sub-tab ...... 266 Figure VII-16: Canonical Form Tab ...... 268 Figure VII-17: Before Canonical Form Sub-tab ...... 269 Figure VII-18: Matching Rule Sub-tab...... 270 Figure VII-19: After Canonical Form Sub-tab ...... 272 Figure VII-20: Quality Check Tab...... 273 Figure VII-21: Table Level Sub-tab...... 274 Figure VII-22: Column Level Sub-tab...... 275 Figure VII-23: Statistics Sub-tab ...... 275 Figure VII-24: Thresholds Sub-tab...... 276 Figure VII-25: Validations Sub-tab ...... 277 Figure VII-26: Internal Field Mapping Tab...... 280 Figure VII-27: Internal Mapping Tab Fields ...... 281 Figure VII-28: External Field Mapping Tab...... 283 Figure VII-29: External Mapping Tab Fields ...... 285

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Part I Introduction

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Welcome to Portico Studio

Portico® Studio is a graphically-based design tool that allows you to create fully functional WebLink wizards for use in your business workflows. Studio makes it easier for business analysts to model business processes during initial implementation and improve upon existing workflows and configurations, thus facilitating a quicker implementation timeframe.

Studio is intended for use by Business Analysts who need to create, manage, modify, and analyze business processes, create dynamic, graphical user interfaces, and incorporate their associated workflows/tasks into the Portico Platform.

Once the Business Analyst has defined the workflow, a Developer can step in and set up the properties of components, check a read-only view of the workflow, wizard, or panel, and determine the technical requirements based on the business logic.

Getting Started Portico Studio is a Java-based applet launched using your standard web browser. To execute the Portico application, you must first obtain a valid username, password and URL from your network administrator.

NOTE

You must have the Sun Microsystems Java 1.6.0_07 plug-in installed on each desktop. This can be identified by the Java plug-in icon on the control panel of each PC.

If the Java plug-in is not installed, it can be downloaded from www.sun.com.

Accessing Portico Studio To access Portico Studio, you must have the appropriate user permissions for this applet.

1. From the Portico Main Menu, click on the Business Management dropdown menu and select the Portico Studio option as shown in Figure I-1.

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Figure I-1: Business Management Dropdown Menu 2. When the login screen shown in Figure I-2 appears, enter in the username and password that have been provided by your System Administrator.

Figure I-2: Studio Login Screen

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Modes Some modules in Portico Studio are large and have been divided into smaller sections called modes. A mode is a division within each module. Each mode contains a series of tabs that delineate the current action, and all modes use the same Menu bar and Tool bar.

There are six modes in Studio. These are accessed from the Modes dropdown menu, or by entering its associated ALT+ key sequence.

Figure I-3: Studio Modes Menu

• Rule Administration mode allows for the business to create specific conditions for maintaining data integrity and reducing the possibility for errors. • Workflow Configuration mode allows for the creation of fully functional WebLink wizards to be used in business workflows. • Gateway Configuration mode provides the means for configuring the Integrator Batch and Integration Gateway (IG) interfaces. • Task Definition mode allows for tasks to be defined for use within a workflow. A task is an action to be completed by a person – typically a reviewer – with the organization. Each task has an identifying Task Name and Task ID. Tasks are associated with an entity, which is the subject of the data collection. • Rule Configuration mode enables you to assemble a procedural, “visual” business rule from start to end using graphical symbols and properties. Utilizing graphical Decision Trees as the primary logic control component for implementing rules, you can set decisions and action paths on a design panel or “canvas”. • Feed Configuration mode is used to set up feed information such as feed name, input directory, output directory, staging table definitions, import class definitions, and quality checks.

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Part II Rule Administration Mode

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Overview

In Rule Administration mode, the business analyst can create business rules, task queue rules and rules applied to objects to impose constraints on the Portico data. The use of rules provides greater data integrity and substantially reduces the possibility for errors.

To access Rule Administration mode, select the Rule Administration option from the Mode dropdown menu or press ALT+1 from any tab in any mode.

Rules can be attached to menu items, business objects, buttons, applications and tasks, and are fired on the following database actions:

• Insert • Delete • Update • View

Rule Administration mode is comprised of four tabs as outlined in Table II-1.

Table II-1: Rule Administration Mode Tabs Tab Icon Description Rules Used to define and enforce the rule.

Rules Editor Used to edit the rule’s code. Object Rules Used to tie the Rule to the Object that will fire the rule.

Labels Used set up label hierarchies.

What are Business Rules? A business rule is an automated set of policies that validate data. This data is usually associated with an event (which is in turn associated with an Application Object) in Portico. For example, there may be the need to assure that a Social Security Number is unique when entered into Portico. A business rule called “Duplicate SSN” is created. It contains code which validates that a new SSN saved in the system is unique.

On the Rules tab, the rule framework is created. Think of the Rules tab as holding the “outline” of the rule. No actual code for the rule exists in the Rules tab.

Portico indicates to users when a rule has been violated. An Error or Warning dialog box appears that allows the user to learn additional information about the rule and provides a description of the rule that may have been violated.

Rules can be designed to work with wizards to do validation, duplication checks, and other steps to customize the behavior of a wizard. For example, an “Add a New Practitioner” wizard could be customized to ensure that a doctor has a properly formatted SSN, has a DOB entered and is at least 18

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years of age. Rules can also be used to drive real-time feeds. For example, if there is a need to send an email, post a message to a queue, or send information to a web service every time Providers in a particular Network are modified, rules can be created to trigger this event.

Implementing Business Rules requires a technical resource who can write rules using Portico Configuration Language (PCL). Applying Business Rules is not required in order to use Portico; however, it is highly recommended that this feature be utilized to realize the full potential, power and flexibility of Portico.

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Rules Tab

The Rules tab and its sub-tabs are used to set the definition, type and enforcement of a rule. This tab is comprised of the following four sub-tabs:

• Definition (default; shown in Figure II-1) • Objects • Tasks • Enforcement

The data on this tab (not the sub-tabs) is stored in the fmg_rules table.

Figure II-1: Rules Tab

Table II-2 describes the Rules tab fields. Table II-3 describes the Rules Types.

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Table II-2: Rules Tab Fields Field Description Type There are eight types of rules, which are described in Table II-3 below. The category into which this rule falls. The seven categories are: • Business Entity • Integration Gateway • Multi Use Category • Practitioner • Provider • Sample • Submission Processor Identifier Unique Rule name. Maximum length is 25 characters. Description of the rule (which will appear in the Results Tree). Description Maximum length is 100 characters. A read-only field indicating the Portico product to which this rule Product belongs. Status of this rule. The values are: • Approved Status • Retired • Unreviewed Scripting language used for the rule. The following are allowed: • External Realized Via • Java Class • Jython Script (RECOMMENDED) • Unknown Version Version number (example: 1.4). Source A read-only field denoting the user who created the rule.

Table II-3: Rule Types Rule Type Description Applet Display Rules User interface (UI) rules that are invoked from a menu item in an Applet. Business logic rules that can be attached to Business Objects, buttons or Behavioral Rules Applications. Initialization rules for a product utilizing the Portico Rules Engine (for Init Script example, NPI Registrar).

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Integration Gateway Rules that are applied to IG objects. WebLink Display Rules UI rules that are invoked from WebLink. Submission Processor Rules that determine the logic for a workflow. WebLink Behavioral Rules Business logic rules that are called from a WebLink Display Rule type. WebLink wizards are created as Jython-scripted Portico business rules. WebLink wizards can be associated with specific business workflow processes by assigning the Business Rule to Tasks, Forms and Queues. Weblink Wizard The actual scripting of the rules can be done using any third-party Jython editor. However, ultimately the rules script must be integrated into Portico using Studio.

Definition Sub-tab The Definition sub-tab is where the purpose of the rule is defined.

Figure II-2: Definition Sub-tab

Table II-4 describes the Definition sub-tab fields.

Table II-4: Definition Sub-tab Fields Field Description Notes Free-form text field to record any notes regarding the rule. Formal Statement Text field to state the intent of the business rule.

Objects Sub-tab The Objects sub-tab is used for tying objects to the rule, which define the timing and actions for firing the rule.

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Figure II-3: Objects Sub-tab

Table II-5 describes the Objects sub-tab fields. When adding a new Object, the fields on this sub-tab are only enabled for the following types: Wizard Display Rule, Applet Display Rule, Behavioral Rule.

Table II-5: Objects Sub-tab Fields Field Description Type of object on which to apply the rule. This is based on the rule Type: • Wizard Display Rule and Applet Display Rule = MenuItem and Button Object Type • Behavioral Rule = Data Source • Button = Associating a rule with a Button. The actual object on which to apply the rule. This dropdown list is based on the Object Object Type. Action Action (i.e., View, Insert, Delete) that causes the rule to fire. Timing The timing for rule firing. Values are “Before” or “After”. The sequence in which this rule should fire. This helps to order multiple rules with the Sequence same timing. Enabled If “Yes”, the rule is enabled; if “No”, the rule is not enabled.

Tasks Sub-tab The Tasks sub-tab is only applicable to rules of type “Applet Display Rule” and “Wizard Display Rule”. WebLink wizards can be associated with specific business workflow processes by assigning the Business Rule to Tasks, Forms and Queues. Figure II-4 shows the Tasks sub-tab for the Credentialing Task Wizard rule, which is an Applet Display Rule.

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The information for this sub-tab is stored in the pw_tasks_queue_rule table.

Figure II-4: Tasks Sub-tab

Table II-6 describes the Tasks sub-tab fields.

Table II-6: Tasks Sub-tab Fields Field Description Form Name The form used for the task. Queue Name The queue in which the task resides.

Enforcement Sub-tab The Enforcement sub-tab shows the date that the rule became, or will become, “active” (Start Date). If a rule is in force for a limited time period, the information will also be shown on this tab (Stop Date).

The information for this sub-tab is stored in the fmg_rules_enforcement table.

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Figure II-5: Enforcement Sub-tab

Table II-7 describes the Enforcement sub-tab fields.

Table II-7: Enforcement Sub-tab Fields Field Description Start Date System-generated field. Date that the rule became, or will become active. Stop Date System-generated field. Date that the rule becomes inactive.

Create a Rule 1. Click the New icon ( ) on the toolbar. Note: Required fields are outlined in red; optional fields are outlined in blue.

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Figure II-6: Rules Tab and Definition Sub-tab Fields

2. Select a Type from the dropdown list box, if applicable. 3. Select a Category from the dropdown list box. 4. Enter a rule Identifier. Note: This field is limited to 25 characters. 5. Enter a Description of the rule that clearly describes its intention. 6. Optionally, select a Status from the dropdown list box 7. From the Realized Via dropdown list box, select the type of configuration language used for the rule. 8. Enter a Version number. 9. On the Definition sub-tab, enter a descriptive Formal Statement that identifies its purpose. 10. Optionally, enter Notes about the rule (also in the Definition sub-tab). 11. Click the Save icon ( ) on the toolbar. The Product and Source fields are automatically updated. Note: Steps 12 - 20 occur on the Objects sub-tab. Only the fields applicable to the rule Type are enabled. 12. Click the New button (in the Objects sub-tab). Note: Required fields are outlined in red; optional fields are outlined in blue.

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Figure II-7: Objects Sub-tab Fields

13. Select the Object Type from the dropdown list box. (Only valid for Wizard Display Rule, Applet Display Rule, and Behavioral Rule types) 14. Select the Object from the dropdown list box. 15. Select the Action from the dropdown list box. 16. Optionally, select the Timing for firing the rule from the dropdown list box. 17. Optionally, enter the rule Sequence. 18. Optionally, indicate whether or not the rule is Enabled using the corresponding dropdown list box. 19. Click the Save button (on the Objects sub-tab). The Summary window is now populated with the newly created rule object. 20. Repeat steps 12-19 for any additional objects. Note: Steps 21 - 25 occur on the Tasks sub-tab: These steps are only applicable to “Applet Display Rule” and “Wizard Display Rule” types. 21. Click the New button on the Tasks sub-tab. Note: The Form Name field is outlined in red as it is required; the optional field (Queue Name) is outlined in blue.

Figure II-8: Tasks Sub-tab Fields

22. Select the Form Name from the dropdown list box. 23. Optionally, select the associated Queue Name from the dropdown list box. 24. Click the Save button on the Tasks sub-tab. The Summary window is now populated with the newly created task. 25. Repeat steps 21-24 for any additional tasks. Note: Once the rule has been created, a start date must be applied in order for it to become “active”. To do this, perform steps 26 through 29 on the Enforcements sub-tab: 26. Click the New button on the Enforcement sub-tab.

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Note: The Start Date field is outlined in red as it is required; the optional field (Stop Date) is outlined in blue.

Figure II-9: Enforcement Sub-tab Fields

27. Enter a Start Date. This is the date on which the rule becomes active. 28. Optionally, enter a Stop Date. This is the date on which the rule is no longer active. 29. Click the Save button (in the Enforcement sub-tab). The Enforcement summary view is updated with the newly created enforcement date(s).

Perform a Search for Rules You may search for rules by using one or more of the searchable rules fields as follows:

1. Click the Search icon ( ) on the toolbar. The Rules Search dialog box appears.

Figure II-10: Rules Search Dialog Box

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2. Enter the Search For criteria. You may search by one or multiple fields. 3. Optionally, choose the Group By selections. Reminder: Group By works from left to right, and only one selection may be made from each column. Note: The Rules Search dialog box is divided into two areas – Search For and Group By. • Search For - Allows selection criteria to be entered, which will reduce the size of the results list. • Group By – Sorts the results based on the order selected using the radio buttons. The first column of radio buttons on the left is the first grouping level. The result will form a tree structure of folders in the Navigation Tree. The second column drills down to a secondary level of folders in the Results Tree. When the Clear button on the search dialog box is clicked, the Group By selection will return to this position. To produce a search without grouping the results, click the None radio button beneath each column.

4. Click the Ok button in the Rules Search dialog box to perform the search.

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Rules Editor Tab

The Rules Editor tab is the location where, using Portico Configuration Language (PCL), the rule selected on the Rules tab is created or modified. Information for this tab is stored in the fmg_rules_script table.

Figure II-11: Rules Editor Tab

Portico Configuration Language – Jython Portico rules are created using Jython. Although rules may be written in Java, Jython is currently the rules engine configuration language of choice. Since the configuration language is compiled down to Java byte code before execution, performance is excellent for most simple business rules. Rules are run on the end user’s computer, not the server.

Jython is a Java-certified implementation of Python. Python is a dynamic, object-oriented language written in pure Java and seamlessly integrated with the Java platform. Jython is freely available for both commercial and non-commercial use and is distributed with source code (www.jython.org).

Although strongly recommended, you do not need to use Jython to script business rules in Portico. However, for those who choose to use Jython, Portico supports only the straight Jython language. Programmers must use Java libraries only and not reference Python. Table II-8 describes the Rules Editor tab fields.

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Table II-8: Rules Editor Tab Fields Field Description Search for Allows you to perform a search for specific text within the PCL used to write the rule. Text

Create a Rule To create a rule: 1. Select the Rule from the Results Tree. Note: The Rules Editor tab will be blank if you have recently created the Rule “shell” on the Rules tab. 2. Click the New icon ( ) on the toolbar. Note: The entire Rules Editor tab will be outlined in red.

Figure II-12: Rules Editor Tab

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3. Using PCL, create the rule, or cut and paste the rule from an existing file. 4. Click the Save icon ( ) on the toolbar.

Perform a Search for Text within a Rule To search for text within a rule: 1. Select a Rule from the Results Tree. The PCL used for writing the Rule appears within the Rules Editor tab. 2. To perform a search for specific text, type the desired text in the Search for Text field. All instances of the text you entered in the Search for Text field are highlighted everywhere the text appears within the rule.

Figure II-13: Performing a Search for Text in the Rules Editor Tab

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Object Rules Tab

The Object Rules tab is used to tie the Rule to the Object that will fire the rule. The information for this tab is stored in the fmg_object_action_rules table.

Figure II-14: Object Rules Tab

Table II-9 describes the Object Rules tab fields.

Table II-9: Object Rules Tab Fields Field Description Rule Rule that will be applied to the selected object. Action The action that causes the rule to fire. These values vary based on the object type. The sequence in which this rule should fire. This helps to order multiple rules with the Sequence same timing. Timing The timing for rule firing. Values are “Before” or “After”. Enable If “Yes”, the rule is enabled; if “No”, the rule is not enabled.

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The summary window, which is located just below the Enable field, provides a list of the rules associated with the object.

What are Application Objects? The Application Object is the parent of all other objects. It is the foundation of Portico and its components. Applications refer to the modules in Portico. Application Objects fall into the following categories:

• Application • Button • Data Source and Data Source Column • Dialog • IG Service • Menu and MenuItem • Reporter Folder • Reporter Root • Tab • Tab Field

For a comprehensive discussion of Application Objects and how they are utilized in Portico, refer to the Portico Security Manager User’s Guide. For information regarding the Application Object hierarchy in Portico, refer to the Portico Technical Reference Guide.

Associate a Rule with an Object 1. Select the object from the Results Tree. 2. Click the New button on the Object Rules tab. Note: All fields are outlined in red as they are all required fields.

Figure II-15: Object Rules Tab Fields

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3. Select the Rule from the dropdown list box. 4. Select an Action that will fire the rule from the dropdown list box. 5. Enter a Sequence number. 6. Select the Timing of the rule from the dropdown list box. 7. Select whether to Enable the rule at this time using the corresponding dropdown list box. 8. Click the Save button on the Object Rules tab. The summary window is automatically updated with the fire rule information.

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Labels Tab

On the Labels tab, you can set up label hierarchies for row-level security. Row-level security enables you to secure down to the individual row level within Portico system tables (i.e., tables listed in the DD Table column on the Labels tab) as opposed to either simply having access to an entire table or being denied access to an entire table. It is a hierarchy, so if you are granted access at one level, you obtain access to everything which exists below that level. For each label, what needs to be defined is what table you are securing (as listed in the DD Table column). If a user has access to a Parent entity, that user would also have access or security permissions to the Child entity under that Parent entity. The Rule dropdown list box is where you select the business rule that will be used to secure that table. The example in Figure II- 16 below indicates that you have a label at the root level for ‘Medicare’ that locks down row-level access to the Practitioner (PP_PRAC) table and the business rule which governs this access is PracRegionByNetwork.

Row-level security provides the ability to limit access to data for specific users based on pre-defined criteria. The criteria that could be used to limit access could potentially involve any aspect of the Portico data model (e.g. contract types, provider types, geography, etc.). For example, you may want to secure access to data by geography so that consultants who support a specific region of the US only view practitioners and providers associated with that geographic area.

Labels help to further refine a Group’s access permissions. A label is the description of the permissions you will apply to a group. The Groups sub-tab in Security Manager is where you specify the labels to which a group has access. For a detailed description of the Labels sub-tab, please refer to the Portico Security Manager Users Guide.

Business rules, which are built and defined in Portico Studio, determine how to apply row-level security. You will grant access permissions to users for that hierarchy in Security Manager in order to apply labels after completing the following tasks: • Setting up your label hierarchy in Portico Studio • Creating the business rules and binding the rules to Data Source Objects in Portico Studio that will apply labels. Values for the Labels tab are stored in the fmg_labels table.

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Figure II-16: Labels Tab

Note: You can have a Label govern multiple tables. For example, a Label called ‘Medicare’ can govern the PP_PRAC, PP_LOC, and PP_PRAC_SPECIALTY tables and uses Rule ‘Set PRAC RLS Using Network Affiliation’.

Note: Parent Labels can govern new added tables under the DD Table column, but the newly added table does not necessarily have an attached rule at that level. For example, a label called ‘Florida’ governs the PRAC_LOC and PROV_LOC tables. You then add another table for service location, and you have a Parent entity called ‘Southeast’, when you add the new table under the DD Table column, the Parent Label (‘Southeast’) is now able to govern the newly added service location table as well. However, the newly added table does not have a rule at that level attached to it.

Table II-10 describes the Labels tab fields.

Table II-10: Labels Tab Fields Field Description Label The description of the permissions you will apply to a group.

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Field Description When setting up a label hierarchy, and specifying the Parent entity of a label, you are specifying the security permissions to inherit. The child entity of the label is more specific than the parent entity Parent (for example, you have a parent entity that is ‘Medicaid Southeast’ and a child object that is ‘Florida’. Any user that has access permissions to Medicaid Southeast’ should also implicitly have access permissions to anything that is labeled ‘Florida’.) Rule The business rule used to secure permissions to a table. Notes Any additional notes can be entered here.

DD Tables and Row-level Security Row-level security enables you to secure down to the individual row level within Portico system tables (i.e., only tables listed in the DD Table column on the Labels tab in Data Administrator) as opposed to either simply having access to an entire table or being denied access to an entire table. Table II-11 provides a listing of securable DD tables in Security Manager.

Table II-11: DD Tables DD Table Name FMG_CODES FMG_CODETYPES PC_TRAINING PP_NET PP_NET_ATTRIB_VALUES PP_NET_ATTRIB_VALUES PP_PRAC PP_PRAC_ATTRIB_VALUES PP_PRAC_CONTRACT PP_PRAC_CONTRACT_ATTRIB_VALUES PP_PRAC_LOC PP_PRAC_LOC_ATTRIB_VALUES

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DD Table Name PP_PRAC_NET_CYCLE PP_PRAC_NET_CYCLE_ATTRIB_VALUE PP_PRAC_NET_LOC_CYCLE

PP_PRAC_NET_LOC_CYCLE_ATTR_V

PP_PRAC_SPECIALTY PP_PROV PP_PROV_ATTRIB_VALUES PP_PROV_CONTRACT PP_PROV_CONTRACT_ATTRIB_VALUES PP_PROV_LOC PP_PROV_LOC_ATTRIB_VALUES PP_PROV_NET_CYCLE PP_PROV_NET_CYCLE_ATTRIB_VALUE PP_PROV_NET_LOC_CYCLE PP_PROV_NET_LOC_CYCLE_ATTR_V PP_PROV_TIN PP_PROV_TIN_ATTRIB_VALUES PP_PROV_TIN_LOC PP_PROV_TIN_LOC_ATTRIB_VALUES PP_PROV_TYPE PP_SPEC

Set Up a Label Hierarchy To set up a label hierarchy:

1. Click the New icon ( ) on the toolbar. Note: The Label field is outlined in red as it is required; optional fields are outlined in blue.

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Figure II-17: Labels Tab

2. Enter a name for the Label. 3. Optionally, select a Parent from the dropdown list box. 4. Select the business rule that will be used to secure the table from the Rule dropdown list box. 5. Optionally, enter any additional notes in the Notes field. 6. Click the Save icon ( ) on the toolbar.

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Part III Workflow Configuration Mode

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Overview

In Workflow Configuration mode, business analysts can create and update workflows and associated tasks. Workflows are visual, graphical depictions which can be created to describe, analyze, and document the flow of processes and tasks within an organization.

To access Workflow Configuration mode, select the Workflow Configuration option from the Mode dropdown menu or press ALT+2 from any tab in any mode.

Workflow Configuration Mode Tabs Workflow mode consists of four tabs, which are used to create workflows and its associated tasks. The Workflow mode tabs are listed in Table III-1.

Table III-1: Workflow Configuration Mode Tabs mode Tab Icon Description Project Manages the projects with which workflows are associated.

Workflow Manages Workflow files. Wizard Used for creating wizards and assigning them to Workflows. Panel Used for adding panels to wizards.

With the four tabs listed above, you can associate workflows to projects, associate wizards to workflows, and define panels for use within wizards.

What is a Workflow?

A Portico Workflow exists as a series of Portico Tasks, each task always being within a Portico Task Queue (PTQ). Tasks can spawn additional tasks, or be migrated from one PTQ to another. These steps are tracked in a Workflow Log table (PW_WORKFLOW_LOG) that facilitates reporting on the current status, SLAs, and throughputs at the task and workflow level. A workflow is completed once its entry in the Portico Workflow table PW_WORKFLOW has been flagged as complete.

Said another way, the lifecycle of a specific Workflow within Portico is persisted as a series of Portico Tasks leading from one to the other, moving from one queue to another as needed. The entire workflow is driven from Portico Rules that process the inputs and information gathered as the flow steps through all its component tasks.

Each step in a given Portico Workflow is an atomic "task" that may or may not involve human activity. The Portico Workflow Execution Runtime (PWER) provides for human touchpoints as well as automated functional points. Human touchpoints can be manifested as wizards in WebLink, GUI Wizards in Provider Manager, web based forms in Tasks-PC, or on hand-held devices in Site Visits. Automated functional points are realized as execution of Portico Rules, which can include the triggering of Integrator Batch feeds, calls to external systems, and other operations (almost unlimited in possibility).

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Terminology The following terms are used throughout this chapter. Some terms are derived from Business Process Modeling Notation (BPMN); however, a thorough understanding of BPMN is not required to create workflows in Studio.

Component – A graphical representation of an HTML component that is used to as a “building block” for a panel.

Palette – A customizable list of available components.

Panel – A Panel represents a step in the process. A Panel’s purpose is to control the layout of components on the page. Multiple Panels can be configured on a Step, each with their own component layout. In this way, more complex page layouts can be achieved. A Wizard can consist of several panels.

Pool – A Pool acts as the container for flow objects (activities) and Sequence Flow (transitions) between them. A Pool represents a Participant in a Process It is a logical grouping that can consist of lanes and workflow objects.

Rule – a.k.a Business Rule. A rule is an automated set of policies that validate data. This data is usually associated with an event (which is in turn associated with an Application Object) in Portico. These application objects are visible in the Studio application.

Lane – A Lane (or “Swimlane”) is used to facilitate the graphical layout of a collection of processes and may designate participant information at the process level and performer information at the activity level. The Swimlane structure is depicted by a collection of non-overlapping rectangles called Pools. Each Pool may be further subdivided into a number of Lanes.

Wizard – A Wizard is a user interface element where a user who is unfamiliar with a process is presented with a series of panels, performing complex or infrequently performed tasks in a specific sequence.

Workflow – Visual, graphical depictions which can be created to describe, analyze, and document the flow of processes and tasks within an organization.

Studio Workflow Tool User Interface The user interface for the Workflow tool is consistent on each of its tabs. The Results Tree contains the list of items available for use on the selected tab.

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Figure III-1: Workflow Tool Screen Sections

Results Tree The Results Tree represents a summary list of the projects, wizards, or panels associated with a workflow.

Design Area The Design Area is the drawing page or canvas for your workflow, wizard, or panel. To create your workflow, wizard, or panel, you can place elements found on the Palette sub-tab onto the Design Area. Text can be added to the elements or components, and connection lines can be used to link the elements or components.

Workflow, Wizard and Panel Sub-tabs Tools Table III-2 describes the tools that are available on the Workflow, Wizards and Panel tabs:

Table III-2: Available Tools on Workflow, Wizard and Panel Tabs Tool Icon Description Workflow Tab

Select The pointer tool used to select other palette tools.

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Flow object which represents an atomic activity that is included within Task a Process. A Task is used when the work in the Process is not broken down to a finer level of Process Model detail. Flow object which represents gateways within a business process where the flow of control can take one or more alternative paths. The Decision Decision shape indicates a point where the outcome of a decision dictates the next step. There can be multiple outcomes, but often there are just two, either yes and no. Flow object used when combining two or more parallel paths into one Join path. Flow object used when dividing a path into two or more parallel paths Fork (also known as an AND-Split). It is a place in the Process where activities can be performed concurrently, rather than sequentially.

Start Flow object used to indicate where a particular process will start. End Flow object used to indicate where a process will end. Pool Component which represents a Participant in a Process. A sub-partition within a Pool and will extend the entire length of the Lane Pool, either vertically or horizontally. Lanes are used to organize and categorize activities within a Pool. The line connector tool used to define a path indicating the sequence of Sequence activities within a Business Process. The line connector tool used to define the default path indicating the Sequence-Default sequence of activities within a Business Process. Sequence- The line connector tool used to define any conditional paths within a Conditional Business Process. Wizard Tab

Select The pointer tool used to select other palette tools. PanelStep Represents the panel step of a wizard. DetailPanelStep Represents the details of a main panel within a wizard. Flow object which represents gateways within a business process where the flow of control can take one or more alternative paths. The Decision Decision shape indicates a point where the outcome of a decision dictates the next step. There can be multiple outcomes, but often there are just two, either yes and no. Generic icon for capturing an action (i.e., launching a wizard, Launch submission, or report) which will happen at the end of a panelstep. Panel Tab

Select The pointer tool used to select other palette tools.

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TextField Allows the user to input text information to be used by the application. Commonly used GUI element which is a combination of a dropdown list box or list box and a single-line text box, allowing a user to either ComboBox type a value directly into the control or choose from the list of existing options. A combobox is an HTML of values from a SQL query or the Portico Data Dictionary. Checkbox with a label. Checkbox values are governed by the Checkbox “checked” attribute. If the component is checked, the Checkbox value is set to “on”; otherwise it is “off”. Displays a series of HTML text input fields to enter the time of day in Time hh:mm:ss am/pm format. Field used for entering a word or string of characters as a means of PasswordField authentication when attempting to gain access to an application. It is typically a text field that hides characters as you type.

Image Used for inserting an image. Displays an HTML object. Graphical user interface element that, when clicked, provides a user Button with a simple way to trigger an event.

Message Used for communicating information to the user. Report A Report provides a link to a Portico Reporter report. A Panel holds components such as labels, text fields and combo boxes. Panel Panels do not contain a border or a visible title.

Info Represents single record data in multiple columns. This option is dimmed and not used in the current version of Portico Tab Studio.

Label Generates a read-only text label. TextArea Allows the user to input text information to be used by the application. RadioButton Implements an HTML radio button group. Graphical user interface element that presents a tabular view of data. It is an HTML table-like spreadsheet component. It is sortable, can have Grid multiple pages, and can be populated with a SQL SELECT statement or an Array or list of data elements. In addition, it can contain components within cells so that users can edit data in the Grid directly. Consists of a text field for date input, and a button which pops up a DateField calendar widget.

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Tool Icon Description An attachment provides a direct link to an object in the Portico PW_WF_ATTACHMENTS table. These objects are stored as Attachment Character Large Objects (CLOB) and may have been placed in the table by a business rule processing a FileChooser upload, or an external submission process. SelectList Represents a listbox. A mechanism for connecting the end (Result) of one Process to the start Link (Trigger) of another. Typically, these are two Sub-Processes within the same parent Process.

Pdf Provides a link for generating PDF documents. Displays a pop-up chooser for selecting values from Portico Business Chooser Objects. Used for grouping elements. Similar to a panel, but with a border and a Section visible title. This option is dimmed and not used in the current version of Portico UDA Studio.

FileUpload Used to upload a file from a local file system.

Workflow Navigator Sub-tab The Workflow Navigator sub-tab sequentially lists the components displayed on each panel in an expandable/collapsible Tree format.

Tip: You can click on the up arrow ( ) located above the Workflow Navigator sub-tab to expand the Workflow Navigator sub-tab’s window so that all of the components used on the Panel Design area are displayed. You can click on the down arrow ( ) to hide the Panel, Workflow Navigator, and Overview sub-tabs so that only the Results Tree, displaying all panels associated with the wizard, is visible in the left window pane.

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Figure III-59: Workflow Navigator Sub-tab on the Panel Tab

Specifications Sub-tab The Specifications sub-tab displays the specifications related to the component selected. After you add properties on an object, the Add Specification button will be enabled and available to use.

The information for this sub-tab is stored in the Pw_panel_spec table.

Figure III-60: Specifications Sub-tab

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Note: After specifications are added for an object, only objects selected in the design will have the specifications automatically appear in the specifications section. Note: If you select multiple objects, the system will display all of the specifications related to the selected objects for viewing. Note: Specifications can only be added for a single object.

Table III-19 describes the Specifications sub-tab fields.

Table III-19: Specifications Sub-tab Fields Field Description Specifications Sub-tab This button will only be enabled if you click on an object that already has its Add Specification required properties defined. Studio then adds a new row to the Specification Section. Remove When you are in an existing row of the Specification section, clicking this button Specification will delete that specific specification. When this checkbox is checked, Studio displays a callout next to the selected Callout object.

Spec Order Field displaying the user-defined order of specifications.

Association Read-only field which displays the object name. Specification Drop-down list box for indicating whether the specification is a description, event, Type or is designated as a field rule.

Details When you double-click on the button ( ) within the Details cell, a pop-up window will appear where you can view and edit the full text of the details. Name of the user who made the most recent modifications, as determined by the Author user that was logged in to Portico Studio at the time that modifications were made. Date Auto-date and time when last saved modification was made.

Version Auto-versioning number based on each saved modification. Description Sub-tab Unlabeled free- Optional text box for displaying the description of the selected component. form text box

Panel Scene Properties Dialog Box The Panel Scene Properties dialog box is used to designate a label for the selected panel. This dialog box can be launched by right-clicking on the Design area, then selecting the Properties option from the popup sub-menu.

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Figure III-61: Panel Scene Properties Dialog Box

Table III-20 describes the Panel Scene Properties dialog box fields.

Table III-20: Panel Scene Properties Dialog Box Fields Field Description General Properties Sub-tab Label Indicates the name of the panel. Expected Duration The time period that the panel is valid. A numeric field indicating the units value for the Expected Duration. Values Units are Hours, Days, Weeks, Months, or Years. Limit This value sets the maximum allowed time period that the panel can be valid. Units A numeric field indicating the units value for the Limit. Values are Hours, (2nd Occurrence) Days, Weeks, Months, or Years. Valid Date (From) Date on which this panel becomes valid for use. Valid Date (To) Date on which this panel is no longer available in the database.

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Field Description Description Free-form text field for entering additional panel-related information.

Panel Properties Dialog Box The Panel Properties dialog box is used to designate the properties for a panel on the Design area. This dialog box can be launched by right-clicking on the panel component on the Design area, then selecting the Properties option from the popup sub-menu.

Figure III-62: Panel Properties Dialog Box

Table III-21 describes the Panel Properties dialog box fields.

Table III-21: Panel Properties Dialog Box Fields Field Description Label Indicates the name of the component. Background Button which launches the Choose Color dialog box where you can select Color swatches, HSB, and RGB values for your label’s font color. Font Sub-tab

Font Name Allows you to apply a different font to the text label for the checkbox. (unlabeled field)

Used to increase or decrease the font size of the checkbox label as desired. Size

Bold Checkbox to indicate the checkbox label should be bold.

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Field Description Italic Checkbox to italicize the checkbox label.

Choose Color Dialog Box The Choose Color dialog box is where you can select swatches, HSB, and RGB values for your section label’s font color. This dialog box is displayed when you click the Background Color button on the General sub-tab of the Panel Properties dialog box or Section Properties dialog box.

Figure III-63: Choose Color Dialog Box

Apply Properties to a Panel 1. Right-click on the desired panel in the Design area. A popup menu appears. 2. Select the Properties option. The Panel Properties dialog box appears.

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Figure III-64: Panel Properties Dialog Box

3. If desired, change the Label. 4. Click the Background Color button. The Choose Color dialog box appears.

Figure III-65: Choose Color Dialog Box 5. Specify color options for the label’s font from a predefined standard color palette by clicking on a particular swatch. You can view the font color displayed as sample text within a Preview panel. 6. Click the HSB sub-tab. 7. When you choose a color, the center of the circle determines the color. Select the H, S or B radio button, then use the color slider up or down, as desired, to change the hue, saturation, or

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brightness, respectively. Or Click on the corresponding radio button, then either type in a numerical value between 0 and 255. Or Use the spinbox next to the corresponding radio button to change the numerical value until the appropriate value is reached for the desired hue, saturation, and/or brightness. 8. Click the RGB sub-tab. 9. You can also specify the color for the label’s font by using a combination of Red/Green/Blue (RGB) color values: a. Move the corresponding decimal value slider up or down as desired until you reach the desired decimal value. Or type in a numerical value between 0 and 255. Or Use the spinbox next to the appropriate color to change the numerical value until the desired value is reached for Red, Green, and Blue. You can view the font color within a Preview panel. 10. Click OK. The Choose Color dialog box closes and you return to the Panel Properties dialog box. 11. Click the Font sub-tab. 12. Optionally, apply a different font to the panel’s label. 13. Increase or decrease the font size of the panel’s label, as desired. 14. Select the Bold checkbox to indicate the panel’s label should be bold. 15. Select the Italicize checkbox to indicate the panel’s label should be italicized. 16. Click the Ok button.

TextField Properties Dialog Box The TextField Properties dialog box is used to designate the properties for a text field within a panel. This dialog box can be launched by right-clicking on the text field symbol on the Design area, then selecting the Properties option from the popup sub-menu.

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Figure III-66: TextField Properties Dialog Box

Table III-22 describes the TextField Properties dialog box fields.

Table III-22: TextField Properties Dialog Box Fields Field Description General Sub-tab Label Indicates the name of the component. Unique identification number of the component within Portico’s Data Data Dictionary ID Dictionary. UDA The field for associating the component to a UDA field. New UDA Used for associating the component with a new UDA field. Data Type A set of values and the allowable operations on those values. Default Value The value automatically assigned to the component. Required Checkbox to indicate whether the password is required.

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Field Description Display Label Checkbox to indicate whether to display the label. If the user has defined a mask within the Data Dictionary, that mask value Mask appears within this field. Otherwise, the user can enter a mask value.

Read Only Checkbox which allows you to indicate that the label is read-only.

A tooltip is a small popup window which appears when a user pauses the mouse pointer over an object, such as a field or button. This text box can be Tooltip used to define the tooltip content describing the object’s function when the user moves the mouse pointer over the object on the Design canvas. TextField Type Indicates the type of text field (PhoneField, TextField, TinField, etc.) Font Sub-tab

Font Name (unlabeled Allows you to apply a different font to the text label for the text area. field)

Size Used to increase or decrease the font size of the text area label as desired.

Bold Checkbox to indicate the text area label should be bold.

Italic Checkbox to italicize the text area label.

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Field Description RGB is a color model in which red, green, and blue are added together in various ways to produce a broad array of colors. Red is the decimal value for the red component of the RGB color, green is the decimal value for the green component of the RGB color, and Blue is the decimal value for the blue component of the RGB color. Within the RGB sub-tab, you can specify the color for the font within the TextArea component by using a combination of R/G/B Spinboxes Red/Green/Blue (RGB) color values. You can use the slider to change the decimal value for Red, Green, and Blue: Move the corresponding decimal value slider up or down as desired until you reach the desired decimal value. Or, either type in a numerical value between 0 and 255 or use the spinbox next to the appropriate color to change the numerical value until the desired value is reached for Red, Green, and Blue. You can view the font color within a Preview panel. Events Sub-tab Event Type The Java script event type occurring on the component. Implemented By The PCL rule or Java Script function by which the event is implemented. If you selected the Java script function, the code for the Java script can be Script entered here. Rule Name If implemented as a PCL rule, the options available to select the existing rule. The optional value you can pass onto the rule which assists with the processing Rule Param logic of the rule, such as working with multiple objects or components. The function to be used once the event processing is completed, such as Callback Function refreshing a component. The callback function is always a Java script function. Callback Param The value passed onto the callback function.

Apply Properties to a TextField 1. Right-click on the desired textfield in the Design area. A popup menu appears. 2. Select the Properties option. The TextField dialog box appears.

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Figure III-67: TextField Properties Dialog Box

3. If desired, change the Label. 4. If the component is linked to an existing DD, the DD ID appears in the Data Dictionary ID field. If you need to search for the DD ID, click the Search icon ( ) next to the Data Dictionary ID field. The Find Data Dictionary ID search dialog box appears.

Figure III-68: Find DD ID Search Dialog Box

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a. Enter a Data Dictionary Field name in the unlabeled field. b. Click Search. Or Click Search All. c. If finished, click Ok. Or Click Cancel. 5. If the component is linked to a UDA, the UDA value appears in the UDA field. If you need to search for the UDA, click the Details button ( ) next to the UDA field. The Select UDA search dialog box appears.

Figure III-69: Select UDA Dialog Box

a. Select a Category from the dropdown list box. Note: Each of the available dropdown list box options is automatically refreshed with corresponding values based on the value you selected in the prior dropdown list box. b. Select an Attribute from the dropdown list box. c. Select a Field Name from the dropdown list box. d. Select OK. 6. To enter a new UDA to link to the component:

a. Click the Details button ( ) next to the New UDA field to open the New UDA editor.

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Figure III-70: New UDA Editor b. Type the desired text in the free-form text box to create the UDA. c. Click Ok when finished. 7. Enter a Data Type. 8. Enter a Default Value. 9. Optionally, select the Required checkbox. 10. Optionally, select the Display Label checkbox. 11. If you defined a mask within the Data Dictionary, that mask value appears within the Mask field. Otherwise, enter a mask value. 12. Optionally, select the Read Only checkbox. 13. Optionally, enter Tooltip text. 14. Select a Text Field Type from the dropdown list box. 15. Click the Font sub-tab. 16. Optionally, apply a different font to the panel’s label. 17. Increase or decrease the font size of the panel’s label, as desired. 18. Select the Bold checkbox to indicate the panel’s label should be bold. 19. Select the Italicize checkbox to indicate the panel’s label should be italicized. 20. Click the Swatches sub-tab. 21. Specify color options for the Textfield label’s font from a predefined standard color palette by clicking on a particular swatch and view the font color within a Preview panel. 22. Click the HSB sub-tab. 23. When you choose a color, the center of the circle determines the color. Select the H, S or B radio button, then use the color slider up or down, as desired, to change the hue, saturation, or brightness, respectively. Or Click on the corresponding radio button, then either type in a numerical value between 0 and 255. Or Use the spinbox next to the corresponding radio button to change the numerical value until the appropriate value is reached for the desired hue, saturation, and/or brightness.

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24. Click the RGB sub-tab. 25. You can also specify the color for the label’s font by using a combination of Red/Green/Blue (RGB) color values: a. Move the corresponding decimal value slider up or down as desired until you reach the desired decimal value. Or type in a numerical value between 0 and 255. Or Use the spinbox next to the appropriate color to change the numerical value until the desired value is reached for Red, Green, and Blue. You can view the font color within a Preview panel. 26. Click the Events sub-tab. 27. To add a new event: a. Click the New button. b. Select an Event Type from the dropdown list box. c. From the Implemented By dropdown list box, select either the PCL rule or Java Script function by which the event is implemented. d. If you selected the ‘Java Script’ option from the dropdown list box, enter the Java Script in the Java Script free-form text box. Or If you selected the ‘PCL Rule’ option from the dropdown list box: 1) Select the New Rule radio button if the rule is a new rule. Or Select the Existing Rule radio button if the rule is an existing rule. e. If you selected the New Rule radio button, enter a Rule Name. Or If you selected the Existing Rule radio button, select an existing rule from the Rule Name dropdown list box. f. Enter a Rule Parameter. g. Enter a Callback Function. h. Enter a Callback Param. i. Enter the PCL Rule in the PCL Rule free-form text box. j. Click the Save button. The new added event type appears in the grid at the top of the Events sub-tab. 28. To edit an existing event: a. Click on the event you wish to edit in the grid within the Events sub-tab. b. Repeat steps 27b-j above, as needed, to edit the attributes of the event. 29. To delete an existing event: a. Click on the event you wish to edit in the grid within the Events sub-tab. b. Click the Delete button. 30. Click the Ok button to enable the event and exit the PanelStep Properties or DetailPanelStep dialog box.

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ComboBox Properties Dialog Box

The ComboBox Properties dialog box is used to designate properties for the selected combobox ( ) used on a panel. This dialog box can be launched by right-clicking on a combobox on the Design area, then selecting the Properties option from the popup sub-menu.

Figure III-71: ComboBox Properties Dialog Box

Table III-23 describes the ComboBox Properties dialog box fields.

Table III-23: ComboBox Properties Dialog Box Fields Field Description Label Indicates the name of the component. Unique identification number of the component within Portico’s Data Data Dictionary ID Dictionary.

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Field Description UDA The field for associating the component to a UDA field. New UDA Used for associating the component with a new UDA field. Data Type A set of values and the allowable operations on those values. Default Value The value automatically assigned to the component. Required Checkbox to indicate whether the password is required. Display Label Checkbox to indicate whether to display the label. If the user has defined a mask within the Data Dictionary, that mask value Mask appears within this field. Otherwise, the user can enter a mask value. Checkbox which allows you to indicate that the label on the combobox is read- Read Only only. A tooltip is a small popup window which appears when a user pauses the mouse pointer over an object, such as a combobox. This text box can be used Tooltip to define the tooltip content describing the object’s function when the user moves the mouse pointer over the object on the Design canvas. Dropdown list of codes from the Codes Editor in Data Administrator. This list Code Type is dynamic and will change if modifications are made to codes. Font Sub-tab

Font Name (unlabeled Allows you to apply a different font to the text label for the checkbox. field)

Used to increase or decrease the font size of the checkbox label as desired. Size

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Field Description Here, you can specify the color for the font within the TextArea component by using Hue/Saturation/Brightness (HSB) color values. Hue is the actual color, saturation is purity of color, and brightness is the relative brightness or darkness of the color. When you choose a color, the center of the circle H/S/B radio buttons determines the color. You can use the color slider to change the hue, saturation, or brightness: Select the H, S or B radio button, then use the color H/S/B Spinboxes slider up or down as desired. Or, you can click on the corresponding radio button, then either type in a numerical value between 0 and 255 or use the spinbox next to the corresponding radio button to change the numerical value until the desired value is reached for the hue, saturation, and/or brightness. You can view the font color within a Preview panel. RGB Sub-tab RGB is a color model in which red, green, and blue are added together in various ways to produce a broad array of colors. Red is the decimal value for the red component of the RGB color, green is the decimal value for the green component of the RGB color, and Blue is the decimal value for the blue component of the RGB color. Within the RGB sub-tab, you can specify the color for the font within the TextArea component by using a combination of R/G/B Spinboxes Red/Green/Blue (RGB) color values. You can use the slider to change the decimal value for Red, Green, and Blue: Move the corresponding decimal value slider up or down as desired until you reach the desired decimal value. Or, either type in a numerical value between 0 and 255 or use the spinbox next to the appropriate color to change the numerical value until the desired value is reached for Red, Green, and Blue. You can view the font color within a Preview panel. Events Sub-tab Event Type The Java script event type occurring on the component. Implemented By The PCL rule or Java Script function by which the event is implemented. If you selected the Java script function, the code for the Java script can be Script entered here. Rule Name If implemented as a PCL rule, the options available to select the existing rule. The optional value you can pass onto the rule which assists with the processing Rule Param logic of the rule, such as working with multiple objects or components. The function to be used once the event processing is completed, such as Callback Function refreshing a component. The callback function is always a Java script function. Callback Param The value passed onto the callback function. Events Sub-tab Event Type The Java script event type occurring on the component. Implemented By The PCL rule or Java Script function by which the event is implemented.

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Field Description If you selected the Java script function, the code for the Java script can be Script entered here. Rule Name If implemented as a PCL rule, the options available to select the existing rule. The optional value you can pass onto the rule which assists with the processing Rule Param logic of the rule, such as working with multiple objects or components. The function to be used once the event processing is completed, such as Callback Function refreshing a component. The callback function is always a Java script function. Callback Param The value passed onto the callback function.

Apply Properties to a ComboBox

1. Right-click on the desired combobox in the Design area. A popup sub-menu appears. 2. Select the Properties option. The ComboBox Properties dialog box appears.

Figure III-72: ComboBox Properties Dialog Box

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Figure III-73: Find DD IS Search Dialog Box

Figure III-74: Select UDA Dialog Box

a. Select a Category from the dropdown list box.

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Note: Each of the available dropdown list box options is automatically refreshed with corresponding values based on the value you selected in the prior dropdown list box. b. Select an Attribute from the dropdown list box. c. Select a Field Name from the dropdown list box. d. Select OK. 6. To enter a new UDA to link to the component:

a. Click the Details button ( ) next to the New UDA field to open the New UDA editor.

Figure III-75: New UDA Editor b. Type the desired text in the free-form text box to create the UDA. c. Click Ok when finished. 7. Enter a Data Type. 8. Enter a Default Value. 9. Optionally, select the Required checkbox. 10. Optionally, select the Display Label checkbox. 11. If you defined a mask within the Data Dictionary, that mask value appears within the Mask field. Otherwise, enter a mask value. 12. Optionally, select the Read Only checkbox. 13. Optionally, enter Tooltip text. 14. Select a Code Type from the dropdown list box. 15. Click the Font sub-tab. 16. Optionally, apply a different font to the panel’s label. 17. Increase or decrease the font size of the panel’s label, as desired. 18. Select the Bold checkbox to indicate the panel’s label should be bold. 19. Select the Italicize checkbox to indicate the panel’s label should be italicized. 20. Click the Swatches sub-tab. 21. Specify color options for the Textfield label’s font from a predefined standard color palette by clicking on a particular swatch and view the font color within a Preview panel.

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22. Click the HSB sub-tab. 23. When you choose a color, the center of the circle determines the color. Select the H, S or B radio button, then use the color slider up or down, as desired, to change the hue, saturation, or brightness, respectively. Or Click on the corresponding radio button, then either type in a numerical value between 0 and 255. Or Use the spinbox next to the corresponding radio button to change the numerical value until the appropriate value is reached for the desired hue, saturation, and/or brightness. 24. Click the RGB sub-tab. 25. You can also specify the color for the label’s font by using a combination of Red/Green/Blue (RGB) color values: a. Move the corresponding decimal value slider up or down as desired until you reach the desired decimal value. Or type in a numerical value between 0 and 255. Or Use the spinbox next to the appropriate color to change the numerical value until the desired value is reached for Red, Green, and Blue. You can view the font color within a Preview panel. 26. Click the Events sub-tab. 27. To add a new event: a. Click the New button. b. Select an Event Type from the dropdown list box. c. From the Implemented By dropdown list box, select either the PCL rule or Java Script function by which the event is implemented. d. If you selected the ‘Java Script’ option from the dropdown list box, enter the Java Script in the Java Script free-form text box. Or If you selected the ‘PCL Rule’ option from the dropdown list box: 1) Select the New Rule radio button if the rule is a new rule. Or Select the Existing Rule radio button if the rule is an existing rule. e. If you selected the New Rule radio button, enter a Rule Name. Or If you selected the Existing Rule radio button, select an existing rule from the Rule Name dropdown list box. f. Enter a Rule Parameter. g. Enter a Callback Function. h. Enter a Callback Param. i. Enter the PCL Rule in the PCL Rule free-form text box. j. Click the Save button. The new added event type appears in the grid at the top of the Events sub-tab. 28. To edit an existing event:

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a. Click on the event you wish to edit in the grid within the Events sub-tab. b. Repeat steps 27b-j above, as needed, to edit the attributes of the event. 29. To delete an existing event: a. Click on the event you wish to edit in the grid within the Events sub-tab. b. Click the Delete button. 30. Click the Ok button to enable the event and exit the PanelStep Properties or DetailPanelStep dialog box.

Grid Properties Dialog Box The Grid Properties dialog box is used to designate the properties for a grid component within a panel. This dialog box can be launched by right-clicking on a grid on the Design area, then selecting the Properties option from the popup sub-menu.

Figure III-76: Grid Properties Dialog Box Table III-25 describes the Grid Properties dialog box fields.

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Table III-24: Grid Properties Dialog Box Fields Field Description Font Sub-tab

Font Name Allows you to apply a different font to the text label for the component. (unlabeled field)

Used to increase or decrease the font size of the component’s label as desired. Size

Bold Checkbox to indicate the component’s label should be bold. Italic Checkbox to italicize the component’s label. Swatches Sub-tab Here, you can specify color options for the font within the TextArea component Colors Palette from a predefined standard color palette by clicking on a particular swatch and (unlabeled) view the font color within a Preview panel. HSB Sub-tab Here, you can specify the color for the font within the TextArea component by using Hue/Saturation/Brightness (HSB) color values. Hue is the actual color, saturation is purity of color, and brightness is the relative brightness or darkness of H/S/B radio the color. When you choose a color, the center of the circle determines the color. buttons You can use the color slider to change the hue, saturation, or brightness: Select the H, S or B radio button, then use the color slider up or down as desired. Or, you can H/S/B Spinboxes click on the corresponding radio button, then either type in a numerical value between 0 and 255 or use the spinbox next to the corresponding radio button to change the numerical value until the desired value is reached for the hue, saturation, and/or brightness. You can view the font color within a Preview panel. RGB Sub-tab RGB is a color model in which red, green, and blue are added together in various ways to produce a broad array of colors. Red is the decimal value for the red component of the RGB color, green is the decimal value for the green component of the RGB color, and Blue is the decimal value for the blue component of the RGB color. Within the RGB sub-tab, you can specify the color for the font within the TextArea component by using a combination of Red/Green/Blue (RGB) color R/G/B Spinboxes values. You can use the slider to change the decimal value for Red, Green, and Blue: Move the corresponding decimal value slider up or down as desired until you reach the desired decimal value. Or, either type in a numerical value between 0 and 255 or use the spinbox next to the appropriate color to change the numerical value until the desired value is reached for Red, Green, and Blue. You can view the font color within a Preview panel.

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General Sub-tab Label Indicates the name of the grid. Rows The number of rows in the grid. Columns The number of columns in the grid. Selectable Allows you to have a radio button which enables the user to select one record. Multi Select Allows you to have a checkbox which enables the user to select multiple records. Columns Sub-tab Columns Dropdown list box to select a column within the grid. Name Name given to the designated column. Dropdown list box for selecting the type of component (Image, Button, HyperLink, Type Radiobutton, ComboBox) to insert within the designated column. Width The width of the designated column. Events Sub-tab Event Type The Java script event type occurring on the component. Implemented By The PCL rule or Java Script function by which the event is implemented. If you selected the Java script function, the code for the Java script can be entered Script here. Rule Name If implemented as a PCL rule, the options available to select the existing rule. The optional value you can pass onto the rule which assists with the processing Rule Param logic of the rule, such as working with multiple objects or components. Callback The function to be used once the event processing is completed, such as refreshing Function a component. The callback function is always a Java script function. Callback Param The value passed onto the callback function.

Apply Properties to a Grid 1. Hover over the edges of the appropriate grid until a blue line surrounds the grid in the Design area, then right-click on the blue line to initiate the popup menu. 2. Select the Properties option. The Grid Properties dialog box appears with the Font sub-tab fronted.

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Figure III-77: Grid Properties Dialog Box

3. Optionally, apply a different font to the grid’s label. 4. Increase or decrease the font size of the grid’s label, as desired. 5. Select the Bold checkbox to indicate the grid’s label should be bold. 6. Select the Italicize checkbox to indicate the grid’s label should be italicized. 7. Click the Swatches sub-tab. 8. Specify color options for the grid label’s font from a predefined standard color palette by clicking on a particular swatch and view the font color within a Preview panel. 9. Click the HSB sub-tab. 10. When you choose a color, the center of the circle determines the color. Select the H, S or B radio button, then use the color slider up or down, as desired, to change the hue, saturation, or brightness, respectively. Or Click on the corresponding radio button, then either type in a numerical value between 0 and 255. Or

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Use the spinbox next to the corresponding radio button to change the numerical value until the appropriate value is reached for the desired hue, saturation, and/or brightness. 11. Click the RGB sub-tab. 12. You can also specify the color for the grid’s font by using a combination of Red/Green/Blue (RGB) color values: a. Move the corresponding decimal value slider up or down as desired until you reach the desired decimal value. Or type in a numerical value between 0 and 255. Or Use the spinbox next to the appropriate color to change the numerical value until the desired value is reached for Red, Green, and Blue. You can view the font color within a Preview panel. 13. Click the General sub-tab. 14. Enter a Label for the grid. 15. Use the spinbox to select the number of Rows in the grid. 16. Use the spinbox to select the number of Columns in the grid. 17. Click the Selectable checkbox to have a radio button which enables the user to select one record within a Selector column within the grid. 18. Click the Multi Select checkbox to have a checkbox which enables the user to select multiple records within a Selector column within the grid. 19. Click the Columns sub-tab. 20. Select a column from the Columns dropdown list box. 21. Enter a Name for the selected column. 22. Select a component Type from the dropdown list box. 23. Enter a Width for the column. 24. Click the Apply button. 25. Click the Events sub-tab. 26. To add a new event: a. Click the New button. b. Select an Event Type from the dropdown list box. c. From the Implemented By dropdown list box, select either the PCL rule or Java Script function by which the event is implemented. d. If you selected the ‘Java Script’ option from the dropdown list box, enter the Java Script in the Java Script free-form text box. Or If you selected the ‘PCL Rule’ option from the dropdown list box: 1) Select the New Rule radio button if the rule is a new rule. Or Select the Existing Rule radio button if the rule is an existing rule. e. If you selected the New Rule radio button, enter a Rule Name. Or

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If you selected the Existing Rule radio button, select an existing rule from the Rule Name dropdown list box. f. Enter a Rule Parameter. g. Enter a Callback Function. h. Enter a Callback Param. i. Enter the PCL Rule in the PCL Rule free-form text box. j. Click the Save button. The new added event type appears in the grid at the top of the Events sub-tab. 27. To edit an existing event: a. Click on the event you wish to edit in the grid within the Events sub-tab. b. Repeat steps 27b-j above, as needed, to edit the attributes of the event. 28. To delete an existing event: a. Click on the event you wish to edit in the grid within the Events sub-tab. b. Click the Delete button. 29. Click the Ok button to enable the event and exit the Grid Properties dialog box.

Attachment Properties Dialog Box The Attachment Properties dialog box is used to designate a label and font properties for the selected component.

Figure III-78: Attachment Properties Dialog Box

Table III-25 describes the Attachment Properties dialog box fields.

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Table III-25: Attachment Properties Dialog Box Fields Field Description General Sub-tab Label Indicates the name of the component. Font Sub-tab

Font Name Allows you to apply a different font to the text label for the component. (unlabeled field)

Size Used to increase or decrease the font size of the component’s label as desired.

Bold Checkbox to indicate the component’s label should be bold. Italic Checkbox to italicize the component’s label.

Apply Properties to an Attachment

1. Right-click on the desired component in the Design area. A popup sub-menu appears. 2. Select the Properties option. The Attachment Properties dialog box appears.

Figure III-79: Attachment Properties Dialog box 3. If desired, change the Label. 4. Click the Font sub-tab. 5. Optionally, apply a different font to the panel’s label. 6. Increase or decrease the font size of the panel’s label, as desired. 7. Select the Bold checkbox to indicate the panel’s label should be bold.

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8. Select the Italicize checkbox to indicate the panel’s label should be italicized. 9. Click Ok.

Checkbox Properties Dialog Box The Checkbox Properties dialog box is used to designate properties for the selected checkbox used on a panel. This dialog box can be launched by right-clicking on a checkbox on the Design area, then selecting the Properties option from the popup sub-menu.

Figure III-80: CheckBox Properties Dialog Box

Table III-26 describes the Checkbox Properties dialog box fields.

Table III-26: Checkbox Properties Dialog Box Fields Field Description General Sub-tab Label Indicates the name of the component. Unique identification number of the component within Portico’s Data Data Dictionary ID Dictionary. UDA The field for associating the component to a UDA field.

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Field Description New UDA Used for associating the component with a new UDA field. Data Type A set of values and the allowable operations on those values. Default Value The value automatically assigned to the component. Required Checkbox to indicate whether the password is required. Display Label Checkbox to indicate whether to display the label. If the user has defined a mask within the Data Dictionary, that mask value Mask appears within this field. Otherwise, the user can enter a mask value. Read Only Checkbox which allows you to indicate that the label is read-only. A tooltip is a small popup window which appears when a user pauses the mouse pointer over an object, such as a field or button. This text box can be Tooltip used to define the tooltip content describing the object’s function when the user moves the mouse pointer over the object on the Design canvas. Font Sub-tab

Font Name (unlabeled Allows you to apply a different font to the text label for the checkbox. field)

Size Used to increase or decrease the font size of the checkbox label as desired.

Bold Checkbox to indicate the checkbox label should be bold. Italic Checkbox to italicize the checkbox label. Swatches Sub-tab Here, you can specify color options for the font within the TextArea Colors Palette component from a predefined standard color palette by clicking on a particular (unlabeled) swatch and view the font color within a Preview panel. HSB Sub-tab Here, you can specify the color for the font within the TextArea component by using Hue/Saturation/Brightness (HSB) color values. Hue is the actual color, saturation is purity of color, and brightness is the relative brightness or darkness of the color. When you choose a color, the center of the circle H/S/B radio buttons determines the color. You can use the color slider to change the hue, saturation, or brightness: Select the H, S or B radio button, then use the color H/S/B Spinboxes slider up or down as desired. Or, you can click on the corresponding radio button, then either type in a numerical value between 0 and 255 or use the spinbox next to the corresponding radio button to change the numerical value until the desired value is reached for the hue, saturation, and/or brightness. You can view the font color within a Preview panel. RGB Sub-tab

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PasswordField Properties Dialog Box The PasswordField Properties dialog box is used to designate properties for the password-required fields for use on a panel. This dialog box can be launched by right-clicking on a password-required field in the Design area, then selecting the Properties option from the popup sub-menu.

Note: The fields on the Password Properties dialog box are synonymous with the fields on the Checkbox Properties dialog box above. See Table III-26 for additional details regarding these fields.

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Figure III-81: PasswordField Properties Dialog Box

Time Properties Dialog Box The Time Properties dialog box is used to designate properties for the selected Time component on the Design canvas. This dialog box can be launched by right-clicking on a Time component in the Design area, then selecting the Properties option from the popup sub-menu.

Note: The fields on the Time Properties dialog box are synonymous with the fields on the Checkbox Properties dialog box. See Table III-26 for additional details regarding these fields.

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Figure III-82: Time Properties Dialog Box

Apply Properties to a Checkbox, TextArea, PasswordField or Time Properties Component

1. Right-click on the desired checkbox, passwordfield or Time Properties component in the Design area. A popup sub-menu appears. 2. Select the Properties option. The ComboBox Properties, PasswordField Properties, or Time Properties, or TextArea dialog box appears. 3. If desired, change the Label. 4. If the component is linked to an existing DD, the DD ID appears in the Data Dictionary ID field. If you need to search for the DD ID, click the Search icon ( ) next to the Data Dictionary ID field. The Find Data Dictionary ID search dialog box appears.

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Figure III-83: Find DD IS Search Dialog Box

Figure III-84: Select UDA Dialog Box

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6. To enter a new UDA to link to the component:

a. Click the Details button ( ) next to the New UDA field to open the New UDA editor.

Figure III-85: New UDA Editor b. Type the desired text in the free-form text box to create the UDA. c. Click Ok when finished. 7. Enter a Data Type. 8. Enter a Default Value. 9. Optionally, select the Required checkbox. 10. Optionally, select the Display Label checkbox. 11. If you defined a mask within the Data Dictionary, that mask value appears within the Mask field. Otherwise, enter a mask value. 12. Optionally, select the Read Only checkbox. 13. Optionally, enter Tooltip text. 14. Click the Font sub-tab. 15. Optionally, apply a different font to the panel’s label. 16. Increase or decrease the font size of the panel’s label, as desired. 17. Select the Bold checkbox to indicate the panel’s label should be bold. 18. Select the Italicize checkbox to indicate the panel’s label should be italicized. 19. Click the Swatches sub-tab. 20. Specify color options for the component label’s font from a predefined standard color palette by clicking on a particular swatch and view the font color within a Preview panel. 21. Click the HSB sub-tab. 22. When you choose a color, the center of the circle determines the color. Select the H, S or B radio button, then use the color slider up or down, as desired, to change the hue, saturation, or brightness, respectively. Or Click on the corresponding radio button, then either type in a numerical value between 0 and 255. Or

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Use the spinbox next to the corresponding radio button to change the numerical value until the appropriate value is reached for the desired hue, saturation, and/or brightness. 23. Click the RGB sub-tab. 24. You can also specify the color for the label’s font by using a combination of Red/Green/Blue (RGB) color values: a. Move the corresponding decimal value slider up or down as desired until you reach the desired decimal value. Or type in a numerical value between 0 and 255. Or Use the spinbox next to the appropriate color to change the numerical value until the desired value is reached for Red, Green, and Blue. You can view the font color within a Preview panel. 25. Click the Events sub-tab. 26. To add a new event: a. Click the New button. b. Select an Event Type from the dropdown list box. c. From the Implemented By dropdown list box, select either the PCL rule or Java Script function by which the event is implemented. d. If you selected the ‘Java Script’ option from the dropdown list box, enter the Java Script in the Java Script free-form text box. Or If you selected the ‘PCL Rule’ option from the dropdown list box: 1) Select the New Rule radio button if the rule is a new rule. Or Select the Existing Rule radio button if the rule is an existing rule. e. If you selected the New Rule radio button, enter a Rule Name. Or If you selected the Existing Rule radio button, select an existing rule from the Rule Name dropdown list box. f. Enter a Rule Parameter. g. Enter a Callback Function. h. Enter a Callback Param. i. Enter the PCL Rule in the PCL Rule free-form text box. j. Click the Save button. The new added event type appears in the grid at the top of the Events sub-tab. 27. To edit an existing event: a. Click on the event you wish to edit in the grid within the Events sub-tab. b. Repeat steps 26b-j above, as needed, to edit the attributes of the event. 28. To delete an existing event: a. Click on the event you wish to edit in the grid within the Events sub-tab. b. Click the Delete button.

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29. Click the Ok button to enable the event and exit the Checkbox Properties or Time Properties dialog box.

Section Properties Dialog Box The Section Properties dialog box is used to designate a label for a section. This dialog box can be launched by right-clicking on a Section ( ) component in the Design area, then selecting the Properties option from the popup sub-menu. Remember that a Section is used for grouping elements. A Section is similar to a panel, but with a border and a visible title.

Note: The fields on the Section Properties dialog box are synonymous with the fields on the Panel Properties dialog box. See Table III-21 for additional details regarding these fields.

Note: The steps for applying properties to a section are synonymous with the steps for adding properties to a panel. See the Apply Properties to a Panel procedure on pg 100 for additional details.

Figure III-86: Section Properties Dialog Box

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TextArea Properties Dialog Box The TextArea Properties dialog box is used to designate the properties for a text area within a section. This dialog box can be launched by right-clicking on the text area within a Section ( ) component in the Design area., then selecting the Properties option from the popup sub-menu.

Note: The fields on the TextArea Properties dialog box are synonymous with the fields on the Checkbox Properties dialog box above. See Table III-26 for additional details regarding these fields.

Figure III-87: TextArea Properties Dialog Box

Button Properties Dialog Box The Button Properties dialog box is used to designate properties for the selected button on a panel. This dialog box can be launched by right-clicking on a button component in the Design area, then selecting the Properties option from the popup sub-menu.

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Figure III-88: Button Properties Dialog Box

Table III-27 describes the Button Properties dialog box fields.

Table III-27: Button Properties Dialog Box Fields Field Description General Sub-tab Label Indicates the name of the button component. Button Type Indicates the type of button Enabled if ‘RuleButton’ is selected as a button type. The Name of the Rule Rule Name associated with the button component if button is clicked. Step Name The step associated with the button component if the button is a Detailbutton. Enabled if the button type is a WIP (Work in Progress) button. Indicates the WIP Work in Progress ID from the pw_WIP table. Font Sub-tab

Font Name (unlabeled Allows you to apply a different font to the text label for the text area. field)

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Field Description Used to increase or decrease the font size of the text area label as desired. Size

Bold Checkbox to indicate the text area label should be bold.

Italic Checkbox to italicize the text area label.

Swatches Sub-tab Here, you can specify color options for the font within the TextArea Colors Palette component from a predefined standard color palette by clicking on a particular (unlabeled) swatch and view the font color within a Preview panel. HSB Sub-tab Here, you can specify the color for the font within the TextArea component by using Hue/Saturation/Brightness (HSB) color values. Hue is the actual color, saturation is purity of color, and brightness is the relative brightness or darkness of the color. When you choose a color, the center of the circle H/S/B radio buttons determines the color. You can use the color slider to change the hue, saturation, or brightness: Select the H, S or B radio button, then use the color H/S/B Spinboxes slider up or down as desired. Or, you can click on the corresponding radio button, then either type in a numerical value between 0 and 255 or use the spinbox next to the corresponding radio button to change the numerical value until the desired value is reached for the hue, saturation, and/or brightness. You can view the font color within a Preview panel. RGB Sub-tab RGB is a color model in which red, green, and blue are added together in various ways to produce a broad array of colors. Red is the decimal value for the red component of the RGB color, green is the decimal value for the green component of the RGB color, and Blue is the decimal value for the blue component of the RGB color. Within the RGB sub-tab, you can specify the color for the font within the TextArea component by using a combination of R/G/B Spinboxes Red/Green/Blue (RGB) color values. You can use the slider to change the decimal value for Red, Green, and Blue: Move the corresponding decimal value slider up or down as desired until you reach the desired decimal value. Or, either type in a numerical value between 0 and 255 or use the spinbox next to the appropriate color to change the numerical value until the desired value is reached for Red, Green, and Blue. You can view the font color within a Preview panel. Events Sub-tab Event Type The Java script event type occurring on the component. Implemented By The PCL rule or Java Script function by which the event is implemented. If you selected the Java script function, the code for the Java script can be Script entered here.

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Field Description Rule Name If implemented as a PCL rule, the options available to select the existing rule. The optional value you can pass onto the rule which assists with the processing Rule Param logic of the rule, such as working with multiple objects or components. The function to be used once the event processing is completed, such as Callback Function refreshing a component. The callback function is always a Java script function. Callback Param The value passed onto the callback function.

Apply Properties to a Button Component

1. Right-click on the desired Button component in the Design area. A popup sub-menu appears. 2. Select the Properties option. The Button Properties dialog box appears. 3. If desired, change the Label. 4. Select a Button Type from the dropdown list box. 5. If you selected the ‘Button’ option or ‘ClearButton’ option from the Button Type dropdown list box, proceed to step 9 below. 6. If you selected the ‘RuleButton’ option or ‘InlineRuleButton’ option from the Button Type dropdown list box: a. Select a Rule Name from the dropdown list box. b. Proceed to step 9 below. 7. If you selected the ‘DetailButton’ option or ‘GotoButton’ option from the Button Type dropdown list box: a. Select a Step Name from the dropdown list box. b. Proceed to step 9 below. 8. If you selected the WIPButton’ option from the Button Type dropdown list box: a. Enter the Work in Progress ID from the pw_WIP table. b. Proceed to step 9. 9. Click the Font sub-tab. 10. Optionally, apply a different font to the panel’s label. 11. Increase or decrease the font size of the panel’s label, as desired. 12. Select the Bold checkbox to indicate the panel’s label should be bold. 13. Select the Italicize checkbox to indicate the panel’s label should be italicized. 14. Click the Swatches sub-tab. 15. Specify color options for the component label’s font from a predefined standard color palette by clicking on a particular swatch and view the font color within a Preview panel. 16. Click the HSB sub-tab.

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17. When you choose a color, the center of the circle determines the color. Select the H, S or B radio button, then use the color slider up or down, as desired, to change the hue, saturation, or brightness, respectively. Or Click on the corresponding radio button, then either type in a numerical value between 0 and 255. Or Use the spinbox next to the corresponding radio button to change the numerical value until the appropriate value is reached for the desired hue, saturation, and/or brightness. 18. Click the RGB sub-tab. 19. You can also specify the color for the label’s font by using a combination of Red/Green/Blue (RGB) color values: a. Move the corresponding decimal value slider up or down as desired until you reach the desired decimal value. Or type in a numerical value between 0 and 255. Or Use the spinbox next to the appropriate color to change the numerical value until the desired value is reached for Red, Green, and Blue. You can view the font color within a Preview panel. 20. Click the Events sub-tab. 21. To add a new event: a. Click the New button. b. Select an Event Type from the dropdown list box. c. From the Implemented By dropdown list box, select either the PCL rule or Java Script function by which the event is implemented. d. If you selected the ‘Java Script’ option from the dropdown list box, enter the Java Script in the Java Script free-form text box. Or If you selected the ‘PCL Rule’ option from the dropdown list box: 1) Select the New Rule radio button if the rule is a new rule. Or Select the Existing Rule radio button if the rule is an existing rule. e. If you selected the New Rule radio button, enter a Rule Name. Or If you selected the Existing Rule radio button, select an existing rule from the Rule Name dropdown list box. f. Enter a Rule Parameter. g. Enter a Callback Function. h. Enter a Callback Param. i. Enter the PCL Rule in the PCL Rule free-form text box. j. Click the Save button. The new added event type appears in the grid at the top of the Events sub-tab. 22. To edit an existing event: a. Click on the event you wish to edit in the grid within the Events sub-tab.

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b. Repeat steps 21b-j above, as needed, to edit the attributes of the event. 23. To delete an existing event: a. Click on the event you wish to edit in the grid within the Events sub-tab. b. Click the Delete button. 24. Click the Ok button to enable the event and close the Button Properties dialog box.

Select UDA Dialog Box The Select UDA dialog box is used to locate a UDA to associate to a component. This dialog box can be launched from the Component Properties dialog box.

Figure III-89: Select UDA Dialog Box

Table III-28 describes the Select UDA dialog box fields.

Table III-28: Select UDA Dialog Box Fields Field Description Category Category for the UDA. Data element that allows the user to further define data about Practitioners and Attribute Providers. Field The name of the element within the attribute.

New UDA Editor The New UDA editor is a free-form text box used when creating the UDA to capture UDAs not found in the existing system. This dialog box is launched from the Component Properties dialog box.

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Figure III-90: New UDA Editor

Find Data Dictionary ID Search Dialog Box Portico contains a data dictionary that defines the database tables. The data dictionary can be utilized to configure your implementation without modifying source code. The Find Data Dictionary ID Search dialog box is used to locate the desired data dictionary for which the user is searching.

The information for this dialog box is stored in the fmg_dd table.

Figure III-91: Find Data Dictionary ID Search Dialog Box

Design a Panel Screen To design a panel screen, perform the following steps:

1. Click the New icon ( ) on the toolbar.

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2. From the Palette sub-tab, left-click the Panel ( ) component, drag it onto the desired location within the Design area, then left-click on the Panel component again to drop it onto the Design area.

Tip: You can undo the very last action you performed by simply clicking the Undo ( ) button. If you later decide you did not want to undo an action, click the Redo ( ) button. 3. Left-click, drag, and drop desired panel components, as needed, from the Panel sub-tab onto the empty panel within the Design area. Tip: You can lock a component in place on the Design area. Simply right-click on the component, then select the Lock option from the popup menu. Locked components are outlined with a red border.

Tip: Click the Zoom In ( ) icon to “zoom in” and get a close-up view of your Design area. Click the Zoom Out ( ) icon to “zoom out” and get a broader, more expansive view of your Design area.

Figure III-92: Dragging Components from the Panel Sub-tab onto the Design Area

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Reminder: A Panel holds components such as labels, text fields and combo boxes. Panels do not contain a border or a visible title. Tip: Left-click on any of the components. You will see that the component is bounded by a dashed black line that has black squares ( ) called selection handles. When the selection handles appear, you can click on a panel to select it and move it to a desired location on the Design area. Also, you can click on components and move them to desired locations on a panel. Tip: You can copy multiple components within the Design area and paste them in the same panel within which you are working, or paste them into a different panel. a. Hold down the Ctrl key and click on the objects you wish to copy. b. Right-click in the design area and select Copy. c. Right-click in the design area and select Paste to paste the objects in the same panel. Or From the Results Tree, select a different panel into which you wish to copy the selected objects, then right-click in the design area and select Paste.

Tip: Right-click on the Design area, then select the Align option to make an adjustment of a selected object in relation with other objects on the Design area. Several options are available for aligning objects:

o Top ( ) – aligns objects horizontally at the top of the Design area.

o Bottom ( ) – aligns objects horizontally at the bottom of the Design area. o Middle ( ) – aligns objects horizontally on the Design area through the middle of the objects.

o Left ( ) – aligns objects vertically to the left side of the Design area. o Right ( ) – aligns objects vertically to the right side of Design area.

o Center ( ) – aligns objects vertically through the centers of the objects. 4. To apply a name to a Panel: a. Right-click on the Panel to which you want to apply a name: b. Select the Properties option. The Properties dialog box appears. c. Type the Panel name in the Label field. d. Click Apply. Tip: You can lock a panel in place on the Design area. Simply right-click on the panel, then select the Lock option from the popup sub-menu. Locked panels are outlined with a red border. Tip: If you selected the Callout checkbox and added callout text when adding specifications to an element, you can select the Turn On Callouts checkbox to display or hide all of the callouts on the Design area. See the Associate Specifications with an Object procedure on pg 142 for additional details on adding specifications, including callouts, to an element. 5. To set the screen size: a. Right-click anywhere within the Design area. A popup sub-menu appears.

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b. Select the Set Screen Size option, then select the desired screen size from the available options [800 x 600, 1024 x 768 (recommended), or 1280 x 1024]. Tip: You can copy an entire set of panels and paste that set in the same Design area within which you are working: a. Right-click on the Design area, then select the Copy Scene option. b. Right-click on the Design area, then select the Paste option. 6. To preview a panel screen: c. Right-click on the Design area. A popup sub-menu appears. d. Select the Page Preview option. A new web browser opens with your newly created panel screen displayed. Tip: You can preview a panel diagram before printing as well as print a panel diagram. See the Print a Workflow, Wizard, or Panel Diagram procedure on pg 40 for additional details. Tip: You can generate a PDF of the panel diagram. See the Generate a PDF procedure on pg 39 for additional details. Tip: You can export a panel diagram to a selected destination as an image. See the Export an Image procedure on pg 38 for additional details. 7. Click the Save icon ( ) on the toolbar.

Associate Specifications with an Object

1. Click on an object in the Design area. 2. On the Specifications sub-tab (at the bottom of the window), click the Add Specification button. 3. Optionally, select the Callout checkbox to display the specification as a callout next to the object within the Design area. 4. Optionally, enter a different Spec Order. 5. Select an Association from the dropdown list box. 6. Indicate a Specification Type (ex., Description, Event, Field Rules) by selecting one from the dropdown list box. 7. Optionally, double-click in the text area to make the text editable or click the Details button ( ) to open an Editor window where you can view and edit the full text of the details. 8. Repeat steps 2-7 to associate additional specifications to the selected object. 9. To add specifications to a different object, repeat steps 1-7.

Remove Specifications from an Object

1. Click on an object in the Design area.

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2. On the Specifications sub-tab (at the bottom of the window), click on the Specification you wish to remove. 3. Click the Remove Specification button. The Specification no longer appears in the Specifications sub-tab.

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Part IV Gateway Configuration Mode

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Overview

Gateway Configuration mode provides the means for configuring the Integrator Batch and Integration Gateway (IG) interfaces.

Using the tabs provided in this mode, the customer configures all the elements required for use by the Integration Gateway and can utilize the IG Migration utility (from the Tools dropdown menu) to create the master.xml file used by the Integrator Batch Configuration Migration utility.

This mode also provides the means for configuring the Integrator batch I/O feeds, including mapping internal and external database tables.

To access Gateway Configuration mode, select the Gateway Configuration option from the Mode dropdown menu or press ALT+3 from any tab in any mode.

Gateway Configuration mode is comprised of eight tabs as outlined in Table IV-1.

Table IV-1: Gateway Configuration Mode Tabs Tab Icon Description Used to configure the Portico Integration Gateway (IG) nodes and to Gateway Nodes associate its interfaces to the nodes.

Gateway Properties Used to configure the Portico IG properties.

Gateway Interfaces Used to configure the Portico IG interfaces.

Gateway Services Used to configure the Portico IG services.

Gateway ORS Used to configure the Portico IG Object Relational Schema (ORS).

Gateway Models Used to configure Portico IG domain models.

For additional details regarding the IG concepts outlined in this chapter, please refer to the following supplemental IG documentation:

• Integration Gateway Configuration Migration • Integration Gateway Interface Configuration • Integration Gateway Dynamic Domain Modeling

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Gateway Nodes Tab

The Gateway Nodes tab is used to configure the Portico Integration Gateway (IG) nodes and to associate the gateway interfaces to the node(s).

Note: Once created, Gateway Nodes cannot be deleted using this tab.

The data for this tab resides in the pg_node, pg_node_intf_configs, pg_node_ors_configs, pg_node_svc_configs, and pg_node_model_configs tables.

Figure IV-1: Gateway Nodes Tab

Table IV-2 on the following page describes the Gateway Nodes tab fields.

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Table IV-2: Gateway Nodes Tab Fields Field Description Identifier A unique name to identify this node. A unique name to identify the “cluster” of properties associated with this Properties Name particular configuration. A read-only field that denotes the product with which this node is Product associated. Interface Configurations A list of interfaces configured on the Gateway Interfaces tab. ORS Configurations A list of ORS configurations from the Gateway ORS tab. Service Configurations A list of services configured on the Gateway Services tab. Model Configurations A list of models configured on the Gateway Models tab.

Create a Gateway Node It is extremely important to note that the information on the Gateway Properties, Gateway Services and Gateway ORS tabs must be configured before any information can be associated with a Gateway Node. This information appears as checkboxes in their respective Configuration windows shown in Figure IV-1: Gateway Nodes Tab.

The following instructions for creating a Gateway Node presume that the requisite information noted above has been configured.

To create a Gateway Node: 1. Click the New icon ( ) on the toolbar. Note: Required fields will be outlined in red; optional fields will be outlined in blue.

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Figure IV-2: Gateway Nodes Tab Fields

2. Enter a node Identifier. 3. Associate the properties using the Properties Name dropdown list box. Note: The properties must have been previously created on the Gateway Properties tab. 4. Click the Save icon ( ) on the toolbar. The screen is automatically refreshed and the available Configuration options (Interface, Service, ORS and Models) are populated. Note: None of the configuration object(s) checkboxes are selected.

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Figure IV-3: Interface, Service, ORS and Model Configuration Objects

5. Select the configuration object(s) that are to be associated with this node by double-clicking their corresponding checkbox(es).

Disassociate a Configuration Object To disassociate a Configuration object from a Gateway Node: 1. Double-click the checkbox next to the configuration object’s name. 2. When the Confirm Delete dialog appears, click the Yes, Delete It! button. Note: This action does not delete the configuration object from the list – only its association with the node.

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Gateway Properties Tab

The Gateway Properties tab is used to configure the IG-related properties file entries for the selected node. This information overrides any associated entries in the properties file. Data for this tab is stored in the pg_props table.

Figure IV-4: Gateway Properties Tab

Table IV-3 describes the Gateway Properties tab fields.

Table IV-3: Gateway Properties Tab Fields Field Description A “reference” identifier used to associate this property to the gateway node. Name (This field is not labeled.) Product A read-only field that denotes the product with which this property is associated. Data Data for the property that will be associated to the Properties file.

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Note: There are restrictions on the data that can be included in the Gateway Properties. Please refer to the Integration Gateway Configuration Migration document for details regarding the proper configuration of IG properties.

Add Gateway Properties To add Gateway Properties: 1. Click the New icon ( ) on the toolbar. Note: Required fields will be outlined in red, optional fields are outlined in blue.

Figure IV-5: Gateway Properties Tab Fields

2. Enter a name for the properties (in the topmost, unlabeled, field). 3. Optionally, type in the IG Properties into the Data window. Tip: You can also paste the contents of an existing file into this window (recommended). 4. Click the Save icon ( ) on the toolbar. The Product field is automatically updated.

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Gateway Interfaces Tab

The Gateway Interfaces tab is used to configure the gateway interfaces. A gateway interface binds items such as system and application protocols and endpoints with an execution context that is typically serviced by an IG Service (for example, Rules Service, Search XML Service, or NPI Gateway Service).

The interface is a resource that the migration utility propagates from one environment to another. The data for this tab is stored in the pg_intf_configs table.

Figure IV-6: Gateway Interfaces Tab

Table IV-4 describes the Gateway Interfaces tab fields.

Table IV-4: Gateway Interfaces Tab Fields Field Description A “reference” identifier used to associate this interface to the gateway Configuration Name node. Configuration Version Version number for the interface (for tracking purposes). A read-only field that denotes the product with which this Interface is Product associated.

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Field Description Configuration XML Interface XML.

Understanding Gateway Interfaces In its simplest form, an Interface is composed of input and/or output channels. Channels are communication paths, or pipes. Depending on the Interface type, it may support input only, output only, or both input and output channels. Examples of channels are the JMS channel that supports asynchronous messaging and the SOAP channel that supports Web Services communications. Essentially, channels are the functional communications components of an Interface, which allow messages to be sent to and from IG using various underlying communications protocols and technologies.

All channels that IG supports utilize a default adapter. An adapter is a specialized protocol handler for the channel. For example, the JMS channel uses a default adapter that is capable of extracting message components from both JMS Text and Map message types. This adapter knows how to treat specific structures in a JMS message according to a documented protocol that is defined by IG. If this default JMS message parsing is not adequate, it is possible to extend its behavior by implementing the iIGRequestAdapter or iIGResponseAdapter interfaces as a concrete Java Class and then making that implementation available in the IG's runtime class path. IG will inspect the Interface definition, load the custom adapter, and configure the runtime channel to use the specified adapter to extract or inject data into the data structure that the channel supports. For JMS, this data structure is the JMS Message. It is possible for a channel to support both input and output adapters.

An Interface may also contain an action. An action defines the business process that is responsible for fulfilling the request. An action typically defines a “Named Function” or an “Alias” to the Named Function, as well as specifics regarding parameters.

Figure IV-7 depicts a typical IG Interface.

Figure IV-7: Integration Gateway Interface

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Add a Gateway Interface To add a Gateway Interface: 1. Click the New icon ( ) on the toolbar. Note: Required fields will be outlined in red; optional fields will be outlined in blue.

Figure IV-8: Gateway Interface Tab Fields

2. Enter the Configuration Name. 3. Enter the Configuration Version. 4. Optionally, type in the IG Interface XML into the Configuration XML window. Tip: You can also paste the contents of an existing file into the Configuration XML window (recommended). 5. Click the Save icon ( ) on the toolbar. The Product field is automatically updated.

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Gateway Services Tab

The Gateway Services tab is used to configure services that will be associated to a node. A service represents domain-specific business rules packaged as a software unit that runs within the context of the IG framework. NPI Gateway is an example of a service. When a request is made to the IG, it is typically executed by a service.

The data for this tab is stored in the pg_svc_configs table.

Figure IV-9: Gateway Services Tab

Table IV-5 describes the Gateway Services tab fields.

Table IV-5: Gateway Services Tab Fields Field Description Configuration Name A “reference” identifier used to associate this service to the gateway node. A read-only field that denotes the product with which this Service is Product associated. Feed The Portico feed that this service utilizes.

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Field Description Configuration XML Service XML.

Add a Gateway Service To add a Gateway Service that will be associated to a node: 1. Click the New icon ( ) on the toolbar. Note: Required fields will be outlined in red; optional fields will be outlined in blue.

Figure IV-10: Gateway Services Tab Fields

2. Enter the Configuration Name. 3. Select the Feed from the dropdown list box. Feeds are configured on the Batch Feeds tab. 4. Optionally, type in the IG Service XML into the Configuration XML window. Tip: You can also paste the contents of an existing file into the Configuration XML window (recommended). 5. Click the Save icon ( ) on the toolbar. The Product field is automatically updated.

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Gateway ORS Tab

The Gateway ORS tab is used to configure the gateway’s Object Relational Schema (ORS). The ORS is a resource that the migration utility propagates from one environment to another. It represents relational metadata that describes Portico business objects and their relationships.

Data for tab is stored in the pg_ors_configs table.

Figure IV-11: Gateway ORS Tab

Table IV-6 describes the Gateway ORS tab fields.

Table IV-6: Gateway ORS Tab Fields Field Description The type of document used to define the ORS. Valid values are: Document Type • ORS • Static search XML. Configuration Name A “reference” identifier used to associate this ORS to the gateway node. A read-only field that denotes the product with which this ORS is Product associated.

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Field Description Data entry window used to compose XML or ORS document. This field is Data unlabeled.

Add a Gateway ORS To add a Gateway ORS: 1. Click the New icon ( ) on the toolbar. Note: Required fields will be outlined in red; optional fields will be outlined in blue.

Figure IV-12: Gateway ORS Tab Fields

2. Select the Document Type from the dropdown list box. 3. Enter the Configuration Name. This field is located just below the Document Type field. 4. Optionally, type in the IG ORS data into the data composition window. Tip: You can also paste the contents of an existing file into the data composition window (recommended). 5. Click the Save icon ( ) on the toolbar. Note that the Product field is automatically updated to “Customer”, which indicates that this ORS was added by the customer.

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Gateway Models Tab

The Gateway Models tab is used to configure the gateway’s Domain models. The domain models are used to represent the Domain object schemas that describe Portico’s domain gateway models. Examples of Portico domain gateways are the NPI gateway and the PNO Gateway.

Data for tab is stored in the pg_model_configs table.

Figure IV-13: Gateway Models Tab

Table IV-7 describes the Gateway Models tab fields.

Table IV-7: Gateway Models Tab Fields Field Description Model Name A “reference” identifier used to associate this model to the gateway node. Model Version The version number associated with the model XML. Product A read-only field that denotes the product with which this model is associated. Model XML The XML schema for this model.

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Add a Gateway Model To add a Gateway Model: 1. Click the New icon ( ) on the toolbar. Note: Required fields will be outlined in red; optional fields will be outlined in blue.

Figure IV-14: Gateway Models Tab Fields

2. Enter the Model Name. 3. Enter the Model Version. 4. Optionally, type in the IG Model XML into the Model XML window. Tip: You can also paste the contents of an existing file into the Model XML window (recommended). 5. Click the Save icon ( ) on the toolbar. Note that the Product field is automatically updated to “Customer”, which indicates that this model was added by the customer.

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IG Migration Utility Wizard

The IG Migration Utility Wizard is used for configuring the master.xml file that is to be utilized by the Integrator Batch Configuration Migration Utility. A discussion of this utility is beyond the scope of this document. For details on this utility, please refer to the Portico Technical Reference Manual.

Before launching the IG Migration Utility Wizard, all components of the node that will be used for the migration – services, ORS, and Properties file – must have been configured on the IG network related tabs (in Gateway Configuration mode).

Note: The wizard provided is only a reference implementation (i.e., an example reflecting a given set of requirements to be satisfied for a particular task within a Portico application). It is not core product and is merely intended to help users implement their own configurable version of the given wizard.

To create the master.xml file using the IG Migration Utility Wizard:

1. Select the IG Migration Utility Wizard option from the Tools dropdown menu. 2. The first panel of the wizard – Nodes – is displayed. Notice the icons in the Configuration Status column. The Question Mark icon ( ) indicates that a node is not yet configured. Select the checkbox next to the Node Name that you wish to configure, and click the Configure button.

Figure IV-15: Nodes Panel

3. The second panel of the wizard – Properties – is displayed. This panel is used to associate the Properties to the node. Click the radio button next to the Property file you wish to use and click the Next button.

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Figure IV-16: Properties Panel

4. The third panel of the wizard – ORS – is displayed. This panel is used to configure the gateway’s ORSes. Select an ORS by clicking its associated checkbox. Multiple ORSes can be selected.

Figure IV-17: ORS Panel

5. Click the Next button. 6. The fourth panel of the wizard – Interfaces – is displayed. This panel is used to associate the gateway Interfaces. Select an Interface by selecting its associated checkbox. Note: Multiple Interfaces can be selected.

Figure IV-18: Interfaces Panel

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7. Click the Next button. The fifth panel of the wizard – Services – is displayed. This panel is used to configure the Gateway Services.

Figure IV-19: Services Panel

8. Select a service by selecting its associated checkbox. Note: Multiple Services can be selected. 9. Click the Next button. The sixth panel of the wizard is displayed, which is an updated version of the initial wizard panel. Note: The Configuration Status icon for the node (CareOne Migration) has changed from a question mark ( ) to a checkmark ( ). This indicates that the Gateway node has been successfully configured and can now be used in the IG Batch Configuration Master batch file (master.xml).

Figure IV-20: Nodes Panel

10. Click the Next button. The wizard’s Preview panel is displayed.

Figure IV-21: Preview Panel

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11. If you need to change any configuration elements, click the Prev button. When you are satisfied with the IG configuration, click the Finish button. The wizard’s Confirmation panel is displayed.

Figure IV-22: Confirmation Panel

12. The master.xml file has now been created and must be saved to a location on your local or network drive. To save the file: a. Click on the master.xml attachment icon (lower left portion of the wizard panel). A standard File Dialog window (if running on the Windows OS) appears. b. Follow the steps presented on this window (or a similar window if running on a different OS) to save the master.xml to a drive location. 13. Click the Close button. The wizard exits.

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Part V Task Definition Mode

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Overview

In Task Definition mode, the customer can incorporate his/her associated tasks into the Portico Platform.

To access Task Definition mode, select the Task Definition option from the Mode dropdown menu or press ALT+4 from any tab in any mode.

Task Definition mode is comprised of two tabs as outlined in Table V-1 below.

Table V-1: Task Definition Mode Tabs Tab Icon Description Task Definition Used for defining and managing tasks in Portico. Entity Types Used for viewing Entity Types.

What are Tasks? A task is an action to be completed by a person – typically a reviewer – with the organization. Each task has an identifying Task Name and Task ID. Tasks are associated with an entity, which is the subject of the data collection.

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Task Definition Tab

The Task Definition tab and its sub-tabs are used to add new forms. Forms can be thought of as “templates” comprised of standardized data used for data collection. Adding a new form is a multi-step process. The first step is to identify the form, then add fields to the form.

Figure V-1: Task Definition Tab

The data on this tab (not the sub-tabs) is stored in the Pv_forms table.

Table V-2 describes the Task Definition tab fields.

Table V-2: Task Definition Tab Fields Field Description Form Name The form used for the Task. Version A system-generated number indicating the version of this form. Unique Identifier An internally stored identifier for this form.

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Field Description This field is related to a legacy Portico product and is no longer used by Allow PDA Create Task Manager. Form Type The type of form associated with this task. Expected Amount A numeric field indicating the units value for the Expected Period Until Until Completion Completion.

Task Definition Tab Buttons There is one form-related button present on the Task Definition tab: Copy Form. This button is described in Table V-3 below.

Table V-3: Task Definition Tab Buttons Button Description Use the Copy Form button to base a new form on an existing form. Clicking this button will create a new form by selecting all the elements

of the existing form.

Task Definition Tab Sub-tabs The Task Definition tab contains three sub-tabs – Fields, Field Values, and Rules, which are described in the ensuing subchapters.

Fields Sub-tab The Fields sub-tab is where you create the fields to be added to the form. You can indicate various components of the field here, including the field name, type, whether it is required, visibility, etc.

Information for the Fields sub-tab is stored in the pv_fields table.

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Figure V-2: Fields Sub-tab

Table V-4 describes the Fields sub-tab fields.

Table V-4: Fields Sub-tab Fields Field Description Field Name This is the name of the field as presented on the form. Field Type The type of field. Field types are described in Table V-5.

If required, this field must be answered to complete the form. A required Required field is indicated in the Fields on Form by the characters “(R)” immediately after the field number.

Unique Identifier An internally stored identifier for this field. Tag Group A system-generated subset of the Unique Identifier. Sequence The order in which this field appears on the form. Indicates if the field is visible or hidden on the form. If it is hidden, it will be indicated in the Fields on Form by the characters “(H)” immediately Hidden / Visible after the field number. For example:

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Field Description Indicates whether or not the reviewer can modify pre-populated form data Allow Override (Yes or No) A read-only display of the form field. Fields are numbered in the order Fields on Form that they appear on the form. The icon to the left of the name provides a visual indication of the Field Type.

Table V-5 describes the Form Field Types.

Table V-5: Form Field Types Icon Field Type Description Date A calendar date entry. Free Form Answer A text entry. Divides the form into logical sections. No entry is Marker involved. Message Used to communicate information to the reviewer. Presents the reviewer with a finite list of possible Multiple Choice, One Selection answers from which to choose only one. Number A numeric entry field. Yes/No A question that accepts a Yes/No answer.

Field Values Sub-tab The Field Values sub-tab is where you indicate the actual values for the fields on the form based on the field type (see Table V-5: Form Field Types above for the available form field types).

Information for the Field Values sub-tab is stored in the pv_field_values table.

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Figure V-3: Field Values Sub-tab

Table V-6 describes the Field Values sub-tab fields.

Table V-6: Field Values Sub-tab Fields Field Description The options associated with a field of Field Type = “Multiple Choice, One Field Values Selection”.

Rules Sub-tab The Rules sub-tab is where you apply the rules to fields that will govern their behavior based on specified conditions. For example, you can apply a rule stating that the associated field is in error if the value of the field is greater than or less than a certain numeric value. Or, you can apply a rule that the next question to be displayed on the form will be a specific question based on whether a reviewer answers “Yes” or “No” to the displayed question.

Adding rules is a unique process in that the available fields are based on the Rule Type (i.e., the type of rule) and Comparison Type (i.e., the type of information being compared, where values are either data or field-related). See the Add Rules to a Field procedure for more information.

Information for the Rules sub-tab is stored in the fmg_rules table.

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Figure V-4: Rules Sub-tab

Table V-7 describes the Rules sub-tab fields.

Table V-7: Rules Sub-tab Fields Field Description Rule Type The type of rule. The type of information being compared. Values are: Comparison Type • Data – Compare data to a defined value • Field – Compare answer to a previously answered question Operator The comparison operation (for example, Equal To). Only visible if the Operator field’s value is “Data”. The value to use for Compare Value comparison. Operator An additional operator option of “Plus” or “Minus”. If either of these [2nd occurrence] values is entered, the Offset Value and Offset Units fields become visible. Offset Value Only visible if a Plus/Minus Operator has been selected. Represents the (not shown) value to add or subtract. Offset Units Only visible if a Plus/Minus Operator has been selected. Represents units (not shown) of the Offset Value.

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Field Description Action Field Only visible if the Rule Type is “Go To”. The field to go to based on the Operator(s). Only Marker and Free Form Answer Field Types are valid (not shown) (see Table V-5 for Form Field Types). A read-only display of the rules applied to the selected field of this form. Field Rules The icon to the left of the rule provides a visual indication of the Rule Type.

Create a New Form Using the Copy Form Button To create a new form using the Copy Form button, perform the following steps: 1. Select the form that you wish to copy from the Results Tree and click the Copy Form button. The following Select an Option dialog box is displayed.

Figure V-5: Select an Option Dialog Box

2. Click the Yes button. The new form appears in the Results Tree pre-pended with the text “Copy of”.

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Figure V-6: Results Tree pre-pended with the text “Copy of”

Tip: If the form you have chosen to copy is the “Adult Preventative Tool” form, the new form will be titled “Copy of Adult Preventative Tool”. You can now rename this form by typing new data into the Form Name field and clicking the Save icon ( ) on the toolbar.

Add a New Form Adding a new form is a multi-step process. The first step is to identify the form, which is done by performing the following steps on the Task Definition tab: 1. Click the New icon ( ) on the toolbar. Note: Required fields are outlined in red; optional fields are outlined in blue.

Figure V-7: Task Definition Tab Fields

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2. Type in a unique Form Name. 3. Type in a Unique Identifier for the form. This is stored internally in Portico. Note: No selection is required from the Allow PDA Create dropdown list box (defaults to “No”). 4. Select the Form Type from the dropdown list box. If none is selected, the default is “Random”. 5. Optionally, type in the number indicating the Expected Amount Until Completion. 6. Optionally, select the completion time units from the Expected Period Until Completion dropdown list box. 7. Click the Save icon ( ) on the toolbar. Note that the Version is automatically set to ‘1’. 8. Proceed to the Add Fields to a Form procedure below.

Add Fields to a Form To add fields to a form, perform the following steps: 1. Click the New button on the Fields sub-tab. Note: All fields are outlined in red as all fields are required.

Figure V-8: Fields Sub-tab Fields

2. Type the field’s name in the Field Name field. 3. Select the Field Type from the dropdown list box. 4. Indicate whether or not the field is Required from its dropdown list box. 5. Type a Unique Identifier for this field. 6. Enter a Tag Group. 7. Type the Sequence number to indicate this field’s order on the form. Note: If no number is entered, the Sequence field defaults to the next available number. 8. Indicate whether this field is Hidden/Visible using the dropdown list box.

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Note: If no value is selected, the value in the Hidden/Visible dropdown list box defaults to “Visible”. 9. Indicate whether or not to Allow Override of this field via its dropdown list box. Note: If no value is selected, the value in the Allow Override dropdown list box defaults to “Yes”. 10. Click the Save button in the Fields section. Note that the Tag Group field has been automatically updated. 11. If this is a “Multiple Choice, One Selection” Field Type, proceed to the Add Field Values to a Field procedure on the next page.

Warning: When adding fields, all visible fields must precede any hidden fields. Attempting to place a hidden field before a visible field on a form will result in the Hidden Fields error dialog box as shown below.

Figure V-9: Hidden Fields Error Dialog Box

Add Field Values to a Field

It is only possible to add field values to fields that are of Field Type “Multiple Choice, One Selection”. The following steps assume that “Multiple Choice, One Selection” is the underlying field type.

To add field values to a “Multiple Choice, One Selection” field type, perform the following steps: 1. Click the Field Values sub-tab. 2. Click the New button on the Field Values sub-tab. Note: The unlabeled field box is outlined in red.

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Figure V-10: Field Values Sub-tab Fields

3. Type your multiple choice selection in the unlabeled field. 4. Click the Save button on the Field Values sub-tab. The newly added item is displayed in the Field Values summary window. 5. Repeat steps 2-4 for all multiple choice selections. Note: You should have at least two entries in this section. Portico Task Manager does not validate that a minimum number of two options is entered.

Add Rules to a Field Adding rules is a unique process in that the available fields are based on the Rule Type and Comparison Type fields. This section will present scenarios for entering distinct types of rules. Keep in mind that these are only examples on how the different types of rules may be created.

The initial step for creating any rule is identical: 1. Click the Rules sub-tab. 2. Click the New button on the Rules sub-tab. Note: Required fields are outlined in red; optional fields are outlined in blue.

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Figure V-11: Rules Section Fields

Example 1: Add an Error Rule Type The following example applies a rule stating that the associated field is in error if the value of the field is less than 17. 1. Click the New button on the Rules sub-tab. 2. Select ‘Error’ from the Rule Type dropdown list box. If no rule type is selected, ‘Error’ is the default. 3. Select ‘Data’ from the Comparison Type dropdown list box. If no comparison type is selected, ‘Data’ is the default. 4. Select ‘Less Than’ from the Operator dropdown list box. 5. Type 17 into the Compare Value field. 6. Click the Save button in the Rules section. The Field Rules: summary is updated as follows:

Figure V-12: Field Rules Summary

Example 2: Add a Go To Rule Type The following example applies the rule that the next question to be displayed on the form will be question number 7 (Plan Provider ID) if the reviewer answers “Yes” to the displayed question. 1. Click the New button on the Rules sub-tab. 2. Select ‘Go To’ from the Rule Type dropdown list box.

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3. Select ‘Data’ from the Comparison Type dropdown list box. If no type is selected, ‘Data’ is the default. 4. Select ‘Equal To’ from the Operator dropdown list box. 5. Type Yes into the Compare Value field. 6. Select ‘7. (R) Plan Provider ID’ from the Action Field dropdown list box. Reminder: Remember that this is just an example of a field name and number. 7. Click the Save button in the Rules section. The Field Rules: summary is updated as follows:

Figure V-13: Field Rules Summary after Adding a Go To Rule Type

Example 3: Add a Warning Rule Type The following example applies a rule stating that the associated field is in error if the value of the field is greater than 17.

1. Click the New button on the Rules sub-tab. 2. Select ‘Warning’ from the Rule Type dropdown list box. 3. Select ‘Data’ from the Comparison Type dropdown list box. If no comparison type is selected, ‘Data’ is the default. 4. Select ‘Greater Than’ from the Operator dropdown list box. 5. Type 17 into the Compare Value field. 6. Click the Save button in the Rules section. The Field Rules summary is updated as follows:

Figure V-14: Field Rules Summary after Adding a Warning Rule Type

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Entity Types Tab

An entity is the subject of the data collection. For example, if the Entity Type is “Office Location”, the Entity may be “123 Main Street”. The Entity Types tab and its sub-tabs can be used to add new forms to existing Entity Types.

This tab is comprised of the following two sub-tabs:

• Forms • Entity Attributes

Figure V-15: Entity Types Tab

The data on this tab (not the sub-tabs) is stored in the pv_entities table.

The available Entity Types are described in Table V-8.

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Table V-8: Entity Types Icon Entity Type Description Candidate A “placeholder” for an entity type that is “in progress”. Office Location An office location. This is typically associated with a Site Visit task. Practitioner A medical Practitioner. Provider A medical care Provider (for example, hospital or group practice). Feed Run Feed run to be completed.

Table V-9 describes the Entity Types tab fields.

Table V-9: Entity Types Tab Fields Field Description Entity Type The type of entity (see Table V-8). The parent of this entity. The Office Location entity type has a Provider Parent of Entity Type parent entity. All other entity types have no parent.

Forms Sub-tab The Forms sub-tab is where you can add a form to an Entity Type.

Information for the Forms sub-tab is stored in the pv_forms table.

Figure V-16: Forms Sub-tab

Table V-10 describes the Forms sub-tab fields.

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Table V-10: Forms Sub-tab Fields Field Description Form name (not A dropdown list of form names. labeled) Forms for Entity A read-only summary of the forms associated with the entity type. Type

Entity Attributes Sub-tab An entity is the subject of the data collection. Entity types include Candidate, Office Location, Practitioner, and Provider. The Entity Attributes sub-tab is used to add new forms to existing Entity Types.

Information for the Entity Attributes sub-tab is stored in the pv_entity_attributes table.

Figure V-17: Entity Attributes Sub-tab

Table V-11 describes the Entity Attributes sub-tab fields.

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Table V-11: Entity Attributes Sub-tab Fields Field Description Attribute name (not The entity type’s attribute name. labeled) The type of attribute. Valid types are: • Boolean Attribute Type • Character • Decimal • Number Size The size of the attribute field. Used to indicate whether to send the entity attribute to your PDA. Values Send to PDA are Yes or No. One/Many Designates the relationship of the Entity Type as one or many. Sequence The order in which the entity type appears on the display. A read-only summary of the entity type’s attributes. The icons are based Attributes on the value of the Send to PDA field.

Table V-12: Entity Type Attribute Icons Icon Send to PDA Value Yes No

Add an Entity Type To add an Entity Type: 1. Click the New icon ( ) on the toolbar. Note: The Entity Type field is outlined in red as both it is required; the Parent of Entity Type dropdown list box is outlined in blue as it is optional.

Figure V-18: Entity Type Tab Fields

2. Type the entity type name into the Entity Type field. 3. Optionally, select the parent of this entity from the Parent of Entity Type dropdown list box.

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4. Click the Save icon ( ) on the toolbar. The Results Tree is updated to display the new entity type.

Add a Form to an Entity Type To add a form to an Entity Type, perform the following steps: 1. Select the Entity Type from the Results Tree. 2. Click the New button on the Forms sub-tab. Note: The Form Name dropdown list box is outlined in red as it is required.

Figure V-19: Forms Sub-tab Fields

3. Select a Form Name from the unlabeled dropdown list box. 4. Click the Save button on the Forms sub-tab. The newly added form appears in the Forms for Entity Type summary window. Add Entity Attributes To add attributes to an Entity: 1. Select the Entity from the Results Tree. 2. Click the Entity Attributes sub-tab. 3. Click the New button on the Entity Attributes sub-tab. Note: All fields are outlined in red as all fields are required.

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Figure V-20: Entity Attributes Section Fields

4. Type the attribute name in the Attribute Name field. 5. Select the Attribute Type from the dropdown list box. 6. Type the size of the attribute field (i.e., number of characters) in the Size field. 7. Indicate whether or not to send the entity attribute to your PDA using the Send to PDA dropdown list box. 8. Designate the relationship of the Entity Type as one or many using the One/Many dropdown list box. 9. Indicate the order in which the entity type appears on the display in the Sequence field. 10. Click the Save button on the Entity Attributes sub-tab. The new entry is displayed in the Attributes summary window. 11. Repeat steps 4-10 for any additional attributes.

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Part VI Rule Configuration Mode

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Overview of Rule Configuration Mode

Rule Configuration mode provides a new and more efficient way to create and manage complex business rules. By simplifying the rules creation methodology, Business Analysts with little or no PCL or programming skills can create fairly complex visual business rules using a set of pre-defined functions with configurable properties.

Rule Configuration mode enables you to assemble a procedural business rule from start to end using graphical symbols and properties. Utilizing graphical Decision Trees as the primary logic control component for implementing rules, you can set decisions and action paths on a design panel or “canvas”. Each decision tree should read like a workflow chart with only one start point and one end point, and should be thought of as a procedural paradigm, step by step, with all of the steps tied together using decisions. Therefore, as you perform an operation, you make a decision. These decisions are simple Yes/No decisions. The criteria for making the decisions are user-defined. So, you could go into the decision and specifically determine, via input data and options, what decision is made for a particular flow or set of flows. The Decision Tree or workflow chart representation is converted into a format which the Portico platform can execute, that format being a rule. Ultimately, then, a user can graphically set where a rule will be invoked from an end-to-end process perspective. Similar to the Workflow Design and Object Rules tabs in Studio, rules will be fired during specific process steps, executing in Integration Gateway. A couple of the primary aspects of Rule Configuration mode include the ability to browse existing rules, name a rule, and determine how the rule will be used in the system.

To create a rule, users will be able to select from a palette consisting of pre-defined, or user-defined, input objects, operators, and functions to build rules within the graphical context. Users can click and drag symbols from the Design palette and onto the Design canvas and connect shapes together according to permissible relationships. For example, the Start symbol connects to a function represented by a rectangle. In turn, the function symbol (rectangle) is allowed to be connected to a decision tree (diamond). Every symbol will have a set of properties which will be used to define specific behavior. Certain function symbols will have complex field properties requiring behavior to be set for a specific field.

Functions define the input variables, actions and return types needed while designing a simple or complex graphical rule. The functions perform tasks and are represented by a symbol. Tasks take input parameters and must be fed information through properties. Those properties, then, allow you to map what you want. Ultimately, a result comes out of a function and will be passed to the next function or to a Decision (Diamond symbol), or passed to other functions or decisions downstream in the Decision Tree.

Variables serve as placeholders for information which needs to flow into the function. The rule must be backed by a set of variables that are supplied to the rule. When the rule is finished, this set of variables which require the caller of the rule (i.e., the person who will invoke the rule) to supply this information so that the rule can substitute the correct components into the individual functions.

The input is the information or value required to satisfy conditions and complete the function (the output is the information or result produced by the function and provided as input to additional downstream functions in the Decision Tree). After you have completed the mapping, you will then have an output which will be designated a type. Thus, the variables that are set within the task will dictate both your output and the extent of your output.

Note: The type serves to differentiate rules created using Rule Configuration mode from rules created by generating PCL code and saving the rule to the fmg_rules, as stored within Portico Foundation.

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The Design canvas provides a visual indicator as to what will happen next in the workflow. There are some fundamental rules applicable to the canvas which Studio enforces: • Only one arrow is allowed out of a function at any particular time. • Decisions can have one or two arrows. • You can always trace any particular path, from start to end, on a flow. The branch that the path takes is dependent on the decision and the whether or not the criteria for the decision are met (if the criterion for a decision is met, you navigate down a “Yes” path; if the criterion for a decision fails to be met, you go down a “No” path). • The palettes are completely configurable by the users or by the IT group. They can browse existing palettes and decide on what functions they wish to view and apply to the workflow. For example, if you are concerned with Matching, you can select the checkbox next to the Portico Match Functions palette on the Palette Manager window.

Once you have palettes available and functions defined, you can utilize the design canvas, clicking and dragging items onto the canvas as desired. The key to constructing a procedural business rule is sketching out what it is the rule should ultimately execute and how the rule should function, and then selecting the appropriate functions from the Palette Manager.

When a rule is completed, it needs to be deployed. Therefore, the rule must be properly issued into the appropriate environment so that it can be called and run. Lastly, the rule will be validated and PCL will be generated and loaded into the Portico rules base.

To access Rule Configuration mode, select the Rule Configuration option from the Mode dropdown menu or press ALT+5 from any tab in any mode.

Rule Configuration mode is comprised of two tabs. Each tab contains specific information about the Practitioner.

Table VI-1: Rule Configuration Mode Tabs Tab Icon Description Tab where complex procedural business rules can be created using the Design canvas. Functions, listed on the Palette Graph Rules Manager, are used to define the input variables, actions and return types needed while designing a simple or complex graphical rule. Tab which allows you to define various inputs when initiating Template Editor your visual rule.

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Studio Rule Configuration Tool User Interface The user interface for the Rule Configuration tool is described below. The Results Tree contains the list of visual rules available for use on the selected tab.

Figure VI-1: Workflow Tool Screen Sections

Results Tree On the Graph Rules tab, the Results Tree provides a list of all the visual rules created within Rule Configuration mode. On the Template Editor tab, the Results Tree provides a list of all the available variable templates.

Design Area The Design Area is the drawing page or canvas for your visual rule. To create the Decision Tree for your visual rule, you can place elements found on the Palette sub-tab onto the Design Area. Text can be added to the elements or components, and connection lines can be used to link the elements or components.

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Show/Hide Specifications Feature You can click on the Show/Hide Specifications button to hide the Specifications and Errors sub-tabs’ windows so that only Design canvas is visible. You can click on the button again to re-display the Specifications and Errors sub-tabs’ windows.

Figure VI-2: Show/Hide Specifications Button Show/Hide Results Tree Feature You can click on the Show/Hide Results Tree button to hide the Results Tree window so that only the Function Palette, Workflow Navigator, and Overview sub-tabs are visible. You can click on the button again to re-display the Results Tree.

Figure VI-3: Show/Hide Results Tree Button Turn On Callouts Feature A callout is a visual device used for associating annotations with a component or element within the Design area. If you selected the Callout checkbox and added callout text when adding specifications to an element or component, the checkbox to turn on callouts provides the ability to display or hide all of the callouts on the Design area.

Figure VI-4: Callouts Checkbox in Rule Configuration Mode

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Undo/Redo Feature You can undo the very last action you performed by simply clicking the Undo ( ) button. If you later decide you did not want to undo an action, click the Redo ( ) button.

Zoom In/Zoom Out Feature

The Zoom In ( ) icon provides the ability to “zoom in” to get a close-up view of your workflow, wizard or panel in the Design area. The Zoom Out ( ) icon provides the ability to “zoom out” to get a broader, more expansive view of your workflow, wizard or panel in the Design area. You can click the 1:1 feature next to the Zoom In/Zoom Out icons to bring the view back to its original scale.

Snap-To Grid A predefined, 16x16 pixel snap-to grid has been implemented on the Design canvas. The snap-to grid allows an object on the Design canvas to be easily positioned in alignment with other objects by allowing the selected object to more easily and precisely align to an exact position on the grid when the user drags it to the proximity of the desired location on the canvas. The object then “snaps to” the grid. A blue guideline appears on the grid to assist you in ensuring your object is aligned with other objects placed on the canvas.

Functions

Functions are Portico-specific or user defined actions (implemented in java or PCL). Within functions, you can define the input variables, actions and return types needed while designing a simple or complex graphical rule. Every function within a Palette group has a specific purpose. A set of Portico functions will be delivered with Portico Studio, allowing for complex rules to be created and edited on the Design canvas.

Table VI-2 provides descriptions of the available palette groups.

Table VI-2: Available Palette Groups Palette Group Description Functions which assist in deleting a Practitioner, Provider, Business Portico Delete Functions Entity, or deleting Practitioner-related information (ex., Specialty, Affiliation, Training, Hospital, etc.) from the Portico database. Functions used for querying the Portico database to obtain various details Portico Query Functions regarding Business Entities, Providers, or Practitioners. Portico Update Functions used to modify existing Practitioner-related, Provider-related, Functions Business Entity-related or address-related data in the Portico database.

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Palette Group Description Commonly used functions which operate as small reusable groups of User Defined Functions visual components intended for reuse across multiple rules, which can be defined by the user and then added to the Design palette. Functions which perform a search against the Portico database to check if specific Business Entity, Provider, Practitioner, or Address-related Portico Match Functions information exists in the database according to a user’s input parameters, attempt to find a match, and return a list. Commonly used utility functions which handle common functionality Portico Common such as applying math, combining and comparing fields, testing Functions conditions, interacting with variables, managing lists, etc. Rule Symbols The core components used for building a visual rule on the Design canvas. Functions which assist in creating a Practitioner, Provider, Business Portico Create Functions Entity, as well as creating attributes for Practitioners, Providers, and Business Entities. Provider Gateway Functions which go out to the Provider Gateway and return a results list of Match Strings (IDs). Each argument is a string value (see example below). (ex., IntegrationServices.ProviderGateway.practitionerMatch(fname, lname, mname, salutation, suffix, degree, gender, dob, ssn, tin, email, attrib_field_id, attrib_value, dist_fname, dist_mname, dist_lname, indexType, indexType2, code_size)

Table VI-3 describes the functions available for selection on the Palette Manager:

Table VI-3: Palette Manager Functions Function Icon Description Portico Delete Functions Function which can be utilized in deleting a Practitioner Delete Practitioner from the Portico database. Function which can be utilized in deleting a Provider from Delete Provider the Portico database. Function which can be utilized in Business Entity from the Delete Business Entity Portico database. Function which can be utilized in deleting a Practitioner Delete Practitioner Specialty Specialty from the Portico database. Delete Practitioner Specialty Function which can be utilized in deleting a Practitioner Certification Specialty Certification from the Portico database. Delete Practitioner Specialty Function which can be utilized in deleting a Practitioner Certification Issuance Specialty Certification Issuance from the Portico database. Delete Practitioner Affiliation Function which can be utilized in deleting a Practitioner Affiliation from the Portico database.

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Function Icon Description Function which can be utilized in deleting training that a Delete Practitioner Training Practitioner had at an institution from the Portico database. Delete Practitioner Sanction Function which can be utilized in deleting a sanction reported against a Practitioner from the Portico database. Delete Practitioner Hospital Function which can be utilized in deleting a hospital with which a Practitioner is affiliated from the Portico database. Portico Query Functions Function used for querying the Portico database to obtain Get Business Entity Details various details regarding a Business Entity. Function used for querying the Portico database to obtain Get Business Entity Phone phone information for a Business Entity. Get Business Entity Address Function used for querying the Portico database to obtain address-related information for a Business Entity. Get Provider Address Function used for querying the Portico database to obtain address-related information for a Provider. Get Provider Details Function used for querying the Portico database to obtain various details for a Provider. Get Provider Phones Function used for querying the Portico database to obtain phone information for a Provider. Get Address Type Function used for querying the Portico database to obtain address types. Get Address Details Function used for querying the Portico database to obtain address details. Get Practitioner Specialties Function used for querying the Portico database to obtain information about a Practitioner’s specialties. Get Practitioner Specialty Function used for querying the Portico database to obtain Details details about a Practitioner’s specialties. Get Practitioner Attribute Function used for querying the Portico database to obtain Values values for each attribute about individual Practitioners. Get Practitioner Addresses Function used for querying the Portico database to obtain address-related information for a Practitioner. Get Practitioner By Provider Function used for querying the Portico database to obtain a Practitioner through a Provider. Get Practitioner Details Function used for querying the Portico database to obtain various details regarding a Practitioner. Portico Update Functions Update Address Detail Function used to modify existing address-related data for Business Entities, Providers, or Practitioners in the Portico database. Function used to modify various existing Practitioner Update Practitioner Detail details in the Portico database. User Defined Functions

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Function Icon Description Commonly used function which operates as small reusable groups of visual components intended for reuse across User-defined multiple rules, which can be defined by the user and then added to the Design palette. Portico Match Functions Function which performs a search against the Portico database to check if a specific Practitioner exists in the Practitioner Match database according to a user’s input parameters, attempts to find a match, and returns a list. Provider Match Function which performs a search against the Portico database to check if a specific Provider exists in the database according to a user’s input parameters, attempts to find a match, and returns a list. Provider Address Match Function which performs a search against the Portico database to check if a specific Provider exists in the database according to a user’s input parameters, attempts to find a match, and returns a list. BE Address Match Function which performs a search against the Portico database to check if a specific Business Entity address exists in the database according to a user’s input parameters, attempts to find a match, and returns a list. Practitioner Address Match Function which performs a search against the Portico database to check if a specific Practitioner address exists in the database according to a user’s input parameters, attempts to find a match, and returns a list. Practitioner Radius Match Function which performs a search against the Portico database to check if a specific Practitioner, residing within geographic parameters set by a user, exists in the database, attempts to find a match, and returns a list. Function which performs a search against the Portico database to check if an alias exists for an address according Address Alias Match to a user’s input parameters, attempts to find a match, and returns a list. Function which performs a search against the Portico database, to check if an address distance, according to a Address Distance Match user’s input parameters, exists for a Business Entity, Provider, or Practitioner, attempts to find a match, and returns a list. Function which performs a search against the Portico database to check if a specific Practitioner specialty exists Practitioner Specialty Match in the database according to a user’s input parameters, attempts to find a match, and returns a list. Function which can be used to designate rule variables for various attribute types. The list of attributes displayed Search Attributes dynamically changes based on the Attribute Type you select.

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Function Icon Description Portico Common Functions Commonly used utility function which handles applying math, including making a number negative, adding a Apply Math number to another number, subtracting a number from another number, dividing or multiplying a number by another number. Commonly used utility function which handles combining Combine Fields two text fields to form a single string. Commonly used utility function which handles comparing Compare Fields two text fields for equality. Scan Range Utility function which takes a variable, a prefix start range, a prefix end range (first character 0-9, A-Z) and n number of numeric digits (start range) and n number of numeric digits (end range). For example: A010 B010 o If the value is A999, it falls within the range, since A is before B (prefix) and 999 is between or equal to 001 and 999. o If the value is A001, it does not fall within the range. o If the value is B001, it falls within the range. Commonly used utility function which handles test Test Condition conditions such as associating two conditions such that the resulting expression is only true if both conditions are true. Commonly used utility function which handles interactions Interact with a Variable with variables. Commonly used utility function which handles managing Manage a List lists, such as providing a list of the variables set as Local Variable. Utility function which provides certain text-related Manage a Text operations (ex., converting text into different standard formats such as uppercase, lowercase, title case, etc.) Commonly used utility function which returns the date at Return Today’s Date the time of script execution. Commonly used utility function which creates an audit Write Audit Data record related to the process. Commonly used utility function which handles rule Workflow Engine interactions with the workflow engine. This utility function uses the variables already defined in Gateway Return the Gateway and rules running as Gateway rules and returns values back to the browser. Rules Symbols

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Function Icon Description Indicates where the rule begins. Every decision tree must Start have a Start symbol. Indicates the exit point for a decision tree. Every decision End tree must have an End symbol. Indicates a point in a Decision Tree when an IF condition must be used to determine which path the Decision Tree Decision should take based upon input values and the outcome of that decision dictates whether the Decision Tree navigates down a Yes branch or down a No branch. The rule will return or output a specified input type (ex., Return summary status message or a result such as a list of Practitioners or Provider) to the caller of the rule. Used to raise an error back to the user in cases where a Error process can fail or an event occurs to which the user should be made aware. Allows part of a rule to be referenced multiple times Sub Process throughout the rule definition. The sub process is a function designed by the user in the rule. A loop is a sequence of functions which is specified once but which may be carried out several times in succession. Loop The code "inside" the loop is obeyed a specified number of times, or once for each of a collection of items, or until some condition is met. Portico Create Functions Function which can be utilized in creating a Practitioner in Create Practitioner the Portico database. Function which can be utilized in creating a Provider in the Create Provider Portico database. Function which can be utilized in creating a Business Create Business Entity Entity in the Portico database. Create Business Entity Function which can be utilized in creating a Business Location Entity location in the Portico database. Create Provider Additional Function which can be utilized in creating an additional Address address for a Provider in the Portico database. Create Provider Location Function which can be utilized in creating a Provider location in the Portico database. Create Provider Location Function which can be utilized in creating a location Address address for a Provider in the Portico database. Function which can be utilized in creating a location phone Create Location Phone for a Business Entity, Provider, or Practitioner in the Portico database. Function which can be utilized in creating a Provider Create Provider Attribute attribute in the Portico database.

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Function Icon Description Create Provider Location Function which can be utilized in creating a Provider Attribute location attribute in the Portico database. Create Business Entity Function which can be utilized in creating a Business Attribute Entity attribute in the Portico database. Create Business Entity Function which can be utilized in creating a Business Location Attribute Entity location attribute in the Portico database. Function which can be utilized in creating a Practitioner Create Practitioner Attribute attribute in the Portico database. Create Practitioner Location Function which can be utilized in creating a Practitioner Attribute location attribute in the Portico database. Provider Gateway Match Functions Function which goes out to the Provider Gateway and performs a search for a specific Practitioner according to a user’s search parameters, attempts to find a match, and returns a results list based on the specified input values.

Note: Every entity in the Portico system has a mapping to the UDAs that can be created for that entity. The Practitioner Match function supports the selection of a UDA type and a UDA searchable ID field. The Attribute Type input dropdown populates the attribute types for that Practitioner Match entity type and allows you to view the available UDAs (ex., ABMS Unique Identifier, CAQH, CDS, DEA, etc.). After selecting a UDA, the Attribute Field ID dropdown displays the field IDs that correspond to the UDA you selected. The Attribute Field Value dropdown is where indicate the value of the field for that entity type and field ID that you wish to use as part of the match. You can select a hardcoded value, enter the value of the field manually, or map the value from some other existing value (an existing set of variables are available that are being fed to this rule). Function which goes out to the Provider Gateway and performs a search for a specific Practitioner alias according Practitioner Alias Match to a user’s search parameters, attempts to find a match, and returns a results list based on the specified input values. Function which goes out to the Provider Gateway and performs a search for specific Practitioner details according Get Practitioner Details to a user’s search parameters, attempts to find a match, and returns a results list based on the specified input values. Function which goes out to the Provider Gateway and performs a search for specific Practitioner details according Get Practitioner Aliases to a user’s search parameters, attempts to find a match, and returns a results list based on the specified input values.

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Function Icon Description Function which goes out to the Provider Gateway and performs a search for specific Practitioner additional Get Practitioner Additional addresses according to a user’s search parameters, attempts Addresses to find a match, and returns a results list based on the specified input values. Get Practitioner Locations Function which goes out to the Provider Gateway and performs a search for specific Practitioner locations according to a user’s search parameters, attempts to find a match, and returns a results list based on the specified input values. Get Practitioner UDA Function which goes out to the Provider Gateway and performs a search for specific Practitioner user-defined attributes according to a user’s search parameters, attempts to find a match, and returns a results list based on the specified input values. Get Practitioner Addl Address Function which goes out to the Provider Gateway and Details performs a search for specific Practitioner additional address details according to a user’s search parameters, attempts to find a match, and returns a results list based on the specified input values. Get Practitioner Location Function which goes out to the Provider Gateway and Details performs a search for specific Practitioner location details according to a user’s search parameters, attempts to find a match, and returns a results list based on the specified input values. Get Practitioner Attributes Function which goes out to the Provider Gateway and performs a search for specific Practitioner attributes according to a user’s search parameters, attempts to find a match, and returns a results list based on the specified input values. Get Practitioner Attribute Function which goes out to the Provider Gateway and Values performs a search for specific Practitioner’s attribute values according to a user’s search parameters, attempts to find a match, and returns a results list based on the specified input values. Get Practitioner Networks Function which goes out to the Provider Gateway and performs a search for specific Practitioner networks according to a user’s search parameters, attempts to find a match, and returns a results list based on the specified input values. Get Practitioner Network Function which goes out to the Provider Gateway and Details performs a search for specific network details for Practitioners according to a user’s search parameters, attempts to find a match, and returns a results list based on the specified input values.

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Function Icon Description Function which goes out to the Provider Gateway and performs a search for specific Providers according to a user’s search parameters, attempts to find a match, and returns a results list based on the specified input values.

Note: Every entity in the Portico system has a mapping to the UDAs that can be created for that entity. The Provider Match function supports the selection of a UDA type and a UDA searchable ID field. The Attribute Type input dropdown populates the attribute types for that entity type Provider Match and allows you to view the available UDAs (ex., ABMS Unique Identifier, CAQH, CDS, DEA, etc.). After selecting a UDA, the Attribute Field ID dropdown displays the field IDs that correspond to the UDA you selected. The Attribute Field Value dropdown is where indicate the value of the field for that entity type and field ID that you wish to use as part of the match. You can select a hardcoded value, enter the value of the field manually, or map the value from some other existing value (an existing set of variables are available that are being fed to this rule). Function which goes out to the Provider Gateway and performs a search for specific Provider aliases according to Provider Alias Match a user’s search parameters, attempts to find a match, and returns a results list based on the specified input values. Function which goes out to the Provider Gateway and performs a search for specific Provider details according to Get Provider Details a user’s search parameters, attempts to find a match, and returns a results list based on the specified input values. Function which goes out to the Provider Gateway and performs a search for specific additional addresses for Get Provider Additional Providers according to a user’s search parameters, attempts Addresses to find a match, and returns a results list based on the specified input values. Function which goes out to the Provider Gateway and performs a search for specific Provider locations according Get Provider Locations to a user’s search parameters, attempts to find a match, and returns a results list based on the specified input values. Function which goes out to the Provider Gateway and performs a search for specific Provider user-defined Get Provider UDA attributes according to a user’s search parameters, attempts to find a match, and returns a results list based on the specified input values. Function which goes out to the Provider Gateway and performs a search for specific additional address details for Get Provider Addl Address a Provider according to a user’s search parameters, attempts Details to find a match, and returns a results list based on the specified input values.

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Function Icon Description Function which goes out to the Provider Gateway and performs a search for specific location details for a Provider Get Provider Location Details according to a user’s search parameters, attempts to find a match, and returns a results list based on the specified input values. Function which goes out to the Provider Gateway and performs a search for specific Practitioner by using a Get Practitioner by Provider Provider as a search parameter, attempts to find a match, and returns a results list based on the specified input values. Function which goes out to the Provider Gateway and performs a search for attributes for a specific Provider Get Provider Attributes according to a user’s search parameters, attempts to find a match, and returns a results list based on the specified input values. Function which goes out to the Provider Gateway and performs a search for attribute values for a specific Get Provider Attribute Values Provider according to a user’s search parameters, attempts to find a match, and returns a results list based on the specified input values. Function which goes out to the Provider Gateway and performs a search for specific Provider networks to a user’s Get Provider Networks search parameters, attempts to find a match, and returns a results list based on the specified input values. Function which goes out to the Provider Gateway and performs a search for specific Provider network details Get Provider Network Details according to a user’s search parameters, attempts to find a match, and returns a results list based on the specified input values. Function which goes out to the Provider Gateway and performs a search for specific practitioners by using Match Prac by Addl Address additional addresses as search parameters, attempts to find a match, and returns a results list of Practitioner IDs based on the specified input values. Function which goes out to the Provider Gateway and performs a search for specific practitioners by using Match Prac by Location location addresses as search parameters, attempts to find a Address match, and returns a results list of Practitioner IDs based on the specified input values. Function which goes out to the Provider Gateway and performs a search for specific providers by using location Match Provider by Location addresses as search parameters, attempts to find a match, Address and returns a results list of Provider IDs based on the specified input values.

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Function Icon Description Function which goes out to the Provider Gateway and performs a search for specific providers by using additional Match Provider by Addl addresses as search parameters, attempts to find a match, Address and returns a results list of Provider IDs based on the specified input values. Function which can be utilized in finding location attributes Get Location Attributes based on the specified input values. Function which can be utilized in finding values for Get Location Attribute Values location attributes based on the specified input values. Function which can be utilized in finding address attributes Get Address Attributes based on the specified input values. Function which can be utilized in finding address attributes Get Address Attribute Values values based on the specified input values.

Rules Symbols

Rules symbols are controls which represent specific logic rules to build the rule. Rule symbols can be found under the Rule Symbols palette.

Table VI-4 describes the various rules controls available for use on the Rule Design canvas.

Table VI-4: Rules Controls Rules Control Icon Description Indicates where the rule begins. Every decision tree must have a Start Start symbol. Indicates the exit point for a decision tree. Every decision tree must have End an End symbol. Indicates a point in a Decision Tree when an IF condition must be used to determine which path the Decision Tree should take based upon input Decision values and the outcome of that decision dictates whether the Decision Tree navigates down a Yes branch or down a No branch. The rule will return or output a specified input type (ex., summary status Return message or a result such as a list of Practitioners or Provider) to the caller of the rule. Used to raise an error back to the user in cases where a process can fail or Error an event occurs to which the user should be made aware. The sub process is a function designed by the user in the rule and allows Sub Process part of a rule to be referenced multiple times throughout the rule definition.

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Rules Control Icon Description A loop is a sequence of functions which is specified once but which may be carried out several times in succession. The code "inside" the loop is Loop obeyed a specified number of times, or once for each of a collection of items, or until some condition is met.

Removing Palette Items and Function Groups Palette items and function groups can be deleted by users with proper security permissions.

Note: Only users with proper security permissions can remove palette functions and palette groups in Portico Studio.

To set up proper security permissions, you must go into the Security Manager application and perform the following steps: • Create the <> group name • Assign the <> user to the <> group See the Create Groups and Attach a User to a Group procedures in the Security Manager Users Guide for additional details on setting up Studio users with proper security permissions for removing palette functions and palette groups.

To remove a palette item from a palette group:

1. From the Function Palette sub-tab in the lower left window pane, right-click on the function you wish to remove. A popup submenu appears, as displayed in below.

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2. To remove the item from the Function Palette, select the Remove Item option. Warning: Removing an item permanently deletes the item from the Function Palette. Note: If the item is already being used in a rule, an error message dialog box is displayed indicating the Portico rule within which the Portico Match Function being used. 3. Repeat step 2 to remove additional items from the Function Palette.

To remove a palette group from the Function Palette:

1. From the Function Palette sub-tab in the lower left window pane, right-click on a function listed under the palette group you wish to remove. A popup submenu appears. 2. To remove the palette group, select the Remove Category option. The palette group you selected for removal is removed from among the function groups listed within the Function Palette sub-tab. 3. Repeat step 2 to remove additional palette groups from the Function Palette.

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To reload a palette group back into the Function Palette:

1. From the Function Palette sub-tab in the lower left window pane, right-click on a function listed under the palette group you wish to remove. A popup submenu appears. 2. Select the Reload Category option.

To alphabetically sort the palette items within a palette group:

1. From the Function Palette sub-tab in the lower left window pane, right-click on the palette group you wish to sort alphabetically. A popup submenu appears. 2. Select the Sort By Name option. The palette items within the palette group are alphabetically sorted. 3. Repeat step 2 to alphabetically sort other palette groups.

Loops A loop is a sequence of functions which is specified once but which may be carried out several times in succession. The code "inside" the loop is obeyed a specified number of times, or once for each of a collection of items, or until some condition is met. If you select a Loop function from the User Defined Functions palette, then click and drag it onto the Design canvas, the Loop object contains the ( ) icon next to the Plus Sign ( ) icon within the object box. When a user clicks on the Plus Sign ( ) icon within a loop object on the Design sub-tab, a new dynamic sub-tab is created (which shares the same name as the loop component you defined) that, when clicked, displays the contents of the user-defined loop component within a new canvas. After a user-defined function is placed on the canvas and saved, validated user-defined local variables are mapped to rule variables. If local variables are not mapped to rule variables, a warning message is displayed to the user for any value marked “required”. You can then click on one of the corners of the Loop object and drag your mouse to expand the component to a size which will allow for additional functions and rule symbols to be inserted within the Loop object box. You can also add connection lines between functions and symbols within the loop. Note: Loops are not stand-alone; you must make a connection line from the loop object to a function or rule symbol within your Decision Tree. Tip: You can click on the Minus Sign ( ) icon within a loop object to minimize the size of the loop object back to its original size. Note: If you select a loop function from the Rule Symbols palette, then click and drag it onto the Design canvas, the Loop object contains the Loop ( ) icon next to the Plus Sign ( ) icon within the object box. When a user clicks on the Plus Sign ( ) icon within a loop object from the Rules Symbols palette on the Design sub-tab, the system expands the object to a size which will allow for additional functions and rule symbols to be inserted within the Loop object box. However, selecting a loop function from the Rule Symbols palette and dragging it onto the Design canvas will not create a new dynamic sub-tab.

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Sub Processes A sub process allows part of a rule to be referenced multiple times throughout the rule definition. The sub process is a function designed by the user in the rule. If you select a sub process function from the User Defined Functions palette, then click and drag it onto the Design canvas, the sub process object contains the ( ) icon next to the Plus Sign ( ) icon within the object box. See below.

When a user clicks on the Plus Sign ( ) icon within a sub-process object on the Design sub-tab, a new dynamic sub-tab appears (which shares the same name as the sub-process component you defined) that displays the contents of the user-defined sub-process function within a new canvas. After a user-defined function is placed on the canvas and saved, validated user-defined local variables are mapped to rule variables. If local variables are not mapped to rule variables, a warning message is displayed to the user for any value marked “required”. You can then click on one of the corners of the sub process object and drag your mouse to expand the object to a size which will allow for additional functions and rule symbols to be inserted within the sub process object box. You can also add connection lines between functions and symbols within the sub process. Tip: You can click on the Minus Sign ( ) icon within a sub process object to minimize the size of the sub process object back to its original size.

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Note: If you select a sub process function from the Rule Symbols palette, then click and drag it onto the Design canvas, the sub process object contains the sub process ( ) icon next to the Plus Sign ( ) icon within the object box. When a user clicks on the Plus Sign ( ) icon within a sub process object from the Rules Symbols palette on the Design sub-tab, the system expands the object to a size which will allow for additional functions and rule symbols to be inserted within the sub process object box. However, selecting a sub process function from the Rule Symbols palette and dragging it onto the Design canvas will not create a new dynamic sub-tab.

Additional Notes Regarding Loops and Sub Processes: • A sub process can only have one root connection point and all connections must lead to a single component. • If a user adds item to palette, the system will validate the sub process. An error message will appear if the sub process does not pass validation. • When you place a sub process or loop user-defined function on the canvas, you can only connect to the top of the component box (not inside) and connect from bottom of the box to continue the diagram (not inside). • If you change a user defined function in the new canvas window, the palette item and instance in the current rule will change. • When a user defined function is inside a user defined function, the same dynamic tab behavior applies. You will continue to open the sub process in a new canvas tabbed window. • If you want to replace an existing user defined function with a new palette item, you will need to delete the existing item from the rule and add a new item from user the defined palette, then reconnect to the appropriate component box.

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Graph Rules Tab

The Graph Rules tab is where complex procedural business rules can be created using the Design canvas. Functions, listed on the Palette Manager, are used to define the input variables, actions and return types needed while designing a simple or complex graphical rule. The Results Tree provides a list of all the visual rules created within Rule Configuration mode. Note: There are two methods of creating Portico rules, either by using Portico Studio’s Rule Configuration mode, or through the traditional method of generating PCL code and saving that rule to FMG_Rules. Within Portico Foundation, the Type notes the method of rule creation.

Figure VI-5: Graph Rules Tab

The Graph Rules tab is comprised of four sub-tabs: Design, XML, PCL, and Variables, which are described below.

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Design Sub-tab The Design sub-tab is the “canvas” where you can create your visual rules.

Figure VI-6: Design Sub-tab on the Graph Rules Tab

Specifications Sub-tab The Specifications sub-tab displays the specifications related to the symbol or function selected. After you add field properties to a symbol or function, the Add Specification button will be enabled and available to use. Tip: You can click on the up arrow ( ) located above the Specifications sub-tab to expand the Specifications and Errors sub-tabs window to cover the entire window area where the Design canvas is displayed. You can click on the down arrow ( ) to hide the Specifications and Errors sub-tabs so that only Design canvas is visible.

The information for this sub-tab is stored in the FMG_RULE_DEFINITION table.

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Figure VI-7: Specifications Sub-tab

Note: After specifications are added for an object, only objects selected in the Design canvas will have the specifications automatically appear in the specifications section. Note: If you select multiple objects, the system will display all of the specifications related to the selected objects for viewing. Note: Specifications can only be added for a single object.

Table VI-5 describes the Specifications sub-tab fields.

Table VI-5: Specifications Sub-tab Fields Field Description Specifications Sub-tab This button will only be enabled if you click on an object that already has its Add Specification required properties defined. Studio then adds a new row to the Specifications Section. Remove When you are in an existing row of the Specification section, clicking this button Specification will delete that specific specification. When this checkbox is checked, Studio displays a callout next to the selected Callout object.

Spec Order Field displaying the user-defined order of specifications.

Association Read-only field which displays the object name. Specification Drop-down list box for indicating whether the specification is a description, event, Type or is designated as a field rule.

Version Auto-versioning number based on each saved modification.

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Errors Sub-tab Prior to rule deployment, each decision tree will be tested and validated. The Errors sub-tab is where you can run a validation check on the rule which is carried out to ensure that the fundamental parameters applicable to the Design canvas which Studio enforces are being followed before PCL is generated (XML is saved) and loaded into the Portico rules base. These validation checks can include rule validations such as: • Only one arrow is allowed out of a function at any particular time • Each decision tree can have only one start point and one end point • The last function within a Decision Tree must be connected to an End symbol. • Syntax errors

Tip: You can click on the up arrow ( ) located above the Specifications sub-tab to expand the Specifications and Errors sub-tabs window to cover the entire window area where the Design canvas is displayed. You can click on the down arrow ( ) to hide the Specifications and Errors sub-tabs so that only the Design canvas is visible.

Figure VI-8: Errors Sub-tab XML Sub-tab The XML sub-tab is where you can view the actual XML code that represents the visual rules. The XML code displayed will be consumed by the workflow engine.

The information for this sub-tab is stored in the FMG_RULE_DEFINITION table.

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Figure VI-9: XML Sub-tab

PCL Sub-tab The PCL sub-tab contains Portico configuration language (PCL), the language generating the graphical rules on the front end of the user interface. The PCL code on this sub-tab is read-only.

Portico’s rules are actually compiled down to Java byte code before execution, and performance is excellent for most simple rules.

The information for this sub-tab is stored in the fmg_rules table.

Variables Sub-tab The Variables sub-tab allows you to apply templates which you created in the Template Editor tab to a visual rule.

Note: For additional details on creating a variable template, see the Create a Variable Template procedure on pg 246. For additional details on adding attributes to a variable template, see the Add Attributes to a Variable Template procedure on pg 246.

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The information for this sub-tab is stored in the FMG_RULE_DEFINITION table.

Figure VI-10: Variables Sub-tab on the Graph Rules Tab

Apply a Template to a Visual Rule 1. Browse through the templates, then select a template from the Templates scrolling list box. 2. Click the Apply button to apply the templates to the rule. The template variables for the rule are displayed in the grid in the middle of the sub-tab. A copy of the template you selected is copied down into the grid within the panel at the bottom of the sub-tab (the 2nd panel is a listing of your current scope of the variables you have at your disposal). 3. You may want to apply multiple templates to your visual rule design session. To apply additional templates, repeat steps 1 and 2 above. 4. To add a new session variable that is not currently on the template to the rule design session: a. Scroll down to the lower end of the sub-tab. b. Click the New button. A new empty row appears in the grid.

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Figure VI-11: Variables Sub-tab

c. Enter a Name for the variable. d. Select a Type from the dropdown list box. e. Select ‘Yes’ or ‘No’ to indicate if the new variable is Required from the dropdown list box. f. Enter a Default Value. g. Select a Source from the dropdown list box. h. Repeat steps 4a-f to add additional variables to the rule design session. 5. To delete a session variable that you copied down: a. Click on the row within the grid containing the variable you wish to delete. b. Click the Delete button. c. Repeat steps 5a-b to delete additional variables that were copied down that you wish to remove. Warning: Each time you click the Apply button, the system performs a validation to detect duplicate variables. For example, if you add a session variable having the same name as an existing variable, but with a different Type or Default Value, and you attempt to re-apply a template again, a dialog box appears asking if you are sure you want to accept the new template, because the system will remove a variable if a variable already exists with the same name. If

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you click Yes, the system removes the variable if it has the same name and overwrites the existing template with a new template, thereby eliminating the possibility of variable duplication.

Rules Sub-tab The Rules sub-tab contains the various palettes and associated functions for creating a rule on the Design canvas. Tip: The arrow button on this sub-tab can be used to collapse and expand the view of available palettes and functions for use on the Design canvas.

Figure VI-12: Rules Sub-tab on the Graph Rules Tab

Palette Manager Prior to assembling a procedural business rule, you must select palettes, which contain sets of functions, from the Palette Manager. On the Rules sub-tab, you can click the Palette Manager icon ( ) to launch the Palette Manager dialog box. Here, you can select the palettes containing the functions to be

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used within your rule design session. The Palette Manager displays the functions and symbols within each palette in an expandable/collapsible format.

Figure VI-13: Palette Manager Dialog Box

Workflow Navigator Sub-tab The Workflow Navigator sub-tab displays the sequence of functions and symbols within the Decision Tree of a visual rule in an expandable/collapsible format.

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Figure VI-14: Workflow Navigator Sub-tab

Overview Sub-tab The Overview sub-tab displays an emulation of the Design area for your visual rule.

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Figure VI-15: Overview Sub-tab on the Graph Rules Tab

Rule Design Canvas Sub-Menu Options When creating a rule, you can right-click on the Design area to display a sub-menu of options.

Table VI-6 describes the various options available from the Rule Design canvas sub-menu.

Table VI-6: Available Options on the Rule Design Canvas Sub-Menu Option Icon Description Displays the corresponding Properties dialog box, which varies based the Properties N/A symbol or function for which you wish to add, edit or view properties. Allows you to quickly change the visual layout of your visual rule’s Layout Direction N/A Decision Tree to either a Horizontal or Vertical direction on the Rule Design canvas.

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Option Icon Description Allows you to view a dynamic animation of a decision tree where the system completes an animated path from the Start symbol or a selected Animate function within the Decision Tree to the End element of the Decision Tree based upon whether input criteria are satisfied. Allows you to lock a symbol, connection line, or function in place on a Lock Design canvas area. Locked symbols, connection lines, and functions are outlined with a red border on the Design canvas. Allows you to perform a “cut” operation of selected components from the Design canvas, where those items are removed from the Design canvas Cut and placed on an invisible clipboard from which they can be “pasted” or inserted at an insertion point on the same Design canvas or onto another Design canvas for a different rule. Allows you to perform a “copy” operation of selected symbols and functions from the Design canvas, where those selected items are Copy reproduced from the Design canvas and can be “pasted” or inserted at an insertion point on the same Design area or into the Design canvas for a different rule. Allows you to “paste” or insert selected symbols or functions from the Paste Design canvas into an insertion point on the same Design area or into the Design canvas for a different rule. Allows you to remove selected symbols or functions from the Rule Delete Design canvas.

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Option Icon Description Allows you to make an adjustment of a selected component in relation with other components on the Design canvas. Several options are available for aligning objects:

Alignment Icon Description Option Aligns objects horizontally at the top of the Top Design area. Aligns objects horizontally at the bottom of the Bottom Align N/A Design area. Aligns objects horizontally on the Design area Middle through the middle of the objects. Aligns objects vertically to the left side of the Left Design area. Aligns objects vertically to the right side of Right Design area. Aligns objects vertically through the centers of the Center objects.

With this option, you can select a desired screen size from the available Set Screen Size N/A options (800 x 600, 1024 x 768 (recommended), or 1280 x 1024). Automatically sequences the components in a logical or more compact Auto Layout N/A way through resizing of components on the Design canvas. Allows you to create a portable document format (PDF) file where the Generate PDF text and graphics in your Decision Tree within the Rule Design canvas are converted into an Adobe PDF document.

Export Image Allows you to export an image to a selected destination. Allows you to copy an entire Decision Tree within the Rule Design canvas and paste that Decision Tree onto the same Rule Design canvas Copy Scene from which it was copied or pasted into the Rule Design canvas of another rule.

Print Allows you to print the Decision Tree on your Rule Design canvas.

Page Preview Allows you to preview the Decision Tree within a new browser window.

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Rule Design Component Sub-Menu Options When creating a rule, you can right-click on a component within the Design area to display a sub-menu of component-related options.

Table VI-7 describes the various options available from the Rule Design component sub-menu.

Table VI-7: Available Options on the Rule Design Canvas Sub-Menu Option Icon Description

Displays the corresponding Properties dialog box, which varies based the Properties N/A symbol or function for which you wish to add, edit or view properties.

Enables you to quickly add additional functions or rule symbols to the Add Palette Item N/A design canvas without having to click and manually drag palette items from the Function palette on the left side of the window. Show Callout N/A Displays or hides all of the callouts on the Rule Design canvas. Allows you to perform a “cut” operation of selected components from the Design canvas, where those items are removed from the Design canvas Cut and placed on an invisible clipboard from which they can be “pasted” or inserted at an insertion point on the same Design canvas or onto another Design canvas for a different rule. Allows you to perform a “copy” operation of selected symbols and functions from the Design canvas, where those selected items are Copy reproduced from the Design canvas and can be “pasted” or inserted at an insertion point on the same Design area or into the Design canvas for a different rule. Allows you to “paste” or insert selected symbols or functions from the Paste Design canvas into an insertion point on the same Design area or into the Design canvas for a different rule. Allows you to remove selected symbols or functions from the Rule Delete Design canvas. Allows you to lock a symbol, connection line, or function in place on a Lock Design canvas area. Locked symbols, connection lines, and functions are outlined with a red border on the Design canvas.

Workflow Scene Properties Dialog Box The Workflow Scene Properties dialog box is used to provide a workflow type, category, and description for the workflow.

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Figure VI-16: Workflow Scene Properties Dialog Box

Function Properties Dialog Box The Function Properties dialog box is used to define the input variables, actions and return types for the functions needed while designing a simple or complex graphical rule. The Function Properties dialog box is comprised of three sub-tabs: Input, Output, and Summary.

Input Sub-tab The input is the information or value required to satisfy conditions and complete the function.

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Figure VI-17: Input Sub-tab on the Function Properties Dialog Box

Table VI-8 describes the Input sub-tab fields.

Table VI-8: Input Sub-tab Fields Field Description Name Name of the Input. Required Indicates whether the value is mandatory or optional.

Type The data type of the input.

Rule Variable The value designated to the input variable.

Note: Every entity in the Portico system has a mapping to the UDAs that can be created for that entity. The Practitioner Match and Provider Match functions support the selection of a UDA type and a UDA searchable ID field. The Attribute Type input dropdown populates the attribute types for that entity type and allows you to view the available UDAs (ex., ABMS Unique Identifier, CAQH, CDS, DEA, etc.). After selecting a UDA, the Attribute Field ID dropdown displays the field IDs that correspond to the UDA you selected. The Attribute Value dropdown is where indicate the value of the field for that entity type and field ID that you wish to use as part of the match. In the Attribute Value dropdown/field, you can select a hardcoded value, enter the value of the field manually, or map the value from some other existing value (an existing set of variables are available that are being fed to this rule).

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Figure VI-18: Attribute Type, Atribute Field ID, and Attribute Value Input Fields on the Input Sub-tab

Output Sub-tab The output is the information or result produced by the function and provided as input to additional downstream functions in the Decision Tree. After you have completed the mapping, you will then have an output which will be designated a type. Thus, the variables that are set within the task will dictate both your output and the extent of your output.

Figure VI-19: Output Sub-tab on the Function Properties Dialog Box

Table VI-9 describes the Output sub-tab fields.

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Table VI-9: Output Sub-tab Fields Field Description Return Type Indicates the data type returned by the function. The description of the output returned by the function. The description appears on Description the Design canvas and follows the corresponding function whose input generated the output, as displayed in Figure VI-20 below.

Figure VI-20: Descriptions of Outputs Returned by Functions on the Design Canvas

Summary Sub-tab The Summary sub-tab is where you can view a summary of the function, including the purpose of the function, the output to be returned, and any examples the user wishes to provide.

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Figure VI-21: Summary Sub-tab

AttributeFunction Properties Dialog Box The AttributeFunction Properties dialog box is launched when you have a Search Attributes ( ) function (available from the Portico Match Functions palette) being used within your Rule Design session and you right-click on the function while on the Design canvas and select the Properties option. This dialog box can be used to select an attribute from the Attribute Type dropdown list box. The fields associated to the attribute are displayed, and you can select a Rule Variable from the dropdown list box. The AttributeFunction Properties dialog box differs from the other function dialog boxes available to you in that the list of attributes displayed dynamically changes based on the Attribute Type you select.

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Figure VI-22: AttributeFunction Properties Dialog Box

Decision Properties Dialog Box The Decision Properties dialog box is used to build an If condition for a connection line originating from or going to a Decision element within your Decision Tree. The condition uses a relational operator (i.e., the value in the Compare column) and tests the kind of relationship between two inputs, performs a comparison, and returns a True or False, depending on whether the conditional relationship between the two inputs holds true or not.

Figure VI-23: Decision Properties Dialog Box

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Table VI-10 describes the Decision Properties dialog box fields.

Table VI-10: Decision Properties Dialog Box Fields Field Description An expression which performs an action, such as returning a value, depending on Condition whether the specified condition evaluates to True or False. Test Data The data type which serves as an input in the If condition. Contains the relational operator (ex., ‘greater than’, ‘less than’, ‘is empty’, ‘is not Compare empty’, ‘contains’, ‘does not contain’, etc.) used within the condition. An expected target value upon which the comparison is performed. Depending on Test Value the relational operator used within the condition, the test value can be numeric or a collection of data records.

Table VI-11 describes the functions available during a decision:

Table VI-11: Functions Available During a Decision Data Type Function Test Test Value String Length Less Than, Greater Than, Less Integer Than or Equals, Greater Than or Equals, Equals

String Value Less Than, Greater Than, Equals, String does not equal, Contains, Does Not Contain, Does Not End with, Does Not Start with, Starts with Ends with, Is Empty, Is Not Empty Integer Value Less Than, Greater Than, Less Integer Than or Equals, Greater Than or Equals, Equals

List Get First Member Less Than, Greater Than, Less Integer Than or Equals, Greater Than or Equals, Equals, Contains, Does Not Contain List Count Less Than, Greater Than, Less Integer Than or Equals, Greater Than or Equals, Equals

List Value Contains, Does Not Contain, Is String Empty, Is Not Empty

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Assign Palettes to a Rule Design Session A set of Portico functions will be delivered with Studio, allowing for complex rules to be created and edited on the Design canvas. Functions define the input variables, actions and return types needed while designing a simple or complex graphical rule. Prior to assembling a procedural business rule, you must select palettes, which contain sets of functions, from the Palette Manager. To select the palettes to be used within your rule design session: 1. Click the New icon ( ) on the toolbar. 2. Click the up arrow located above the Rules sub-tab. The Rules sub-tab is fronted and occupies the entire left pane of the window.

3. Click the Palette Manager button ( ) on the Rules sub-tab. The Palette Manager window appears.

Figure VI-24: Palette Manager Dialog Box 4. To view the functions within a palette, click on the symbol. The functions which comprise the palette are listed below the corresponding palette name.

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Figure VI-25: Palette Manager Dialog Box with Corresponding Functions Displayed

5. Select the checkbox next to the Rules Symbols palette. Note: Because you will need a Start symbol and End symbol for the Decision Tree, you will need to select the Rule Symbols palette. 6. Optionally, select the checkbox next to the Common Functions palette. Tip: It is recommended that you assign the Common Functions palette for use in your rule design session, since this palette contains several helpful functions which you may frequently use when designing your rule, such as Combine Fields, Compare Fields, Test Condition, etc. 7. Select the checkbox next to a Palette name to select that palette and all of the functions within that palette. Tip: If you have selected multiple palette checkboxes and wish to reset the Palette Manager window so that palette checkboxes are de-selected, you can click the Reload button. 8. Click the Apply button. The palettes you selected appear in the Rules sub-tab. 9. Repeat steps 7-8 to select additional palettes for your rule design session.

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Create a Graphical Rule After assigning palettes to your rule design session, you can assemble a procedural business rule from start to end using graphical symbols and properties.

1. Optionally, enter a Description for the rule. 2. To indicate the start of the Decision Tree:

a. From the Rules sub-tab, left-click on the Start symbol ( ) under the Rule Symbols section to select it. b. Drag the Start symbol onto the Design canvas. c. Left-click again to drop the Start symbol onto the Design canvas. Tip: To change the label for the Start symbol: a. Right-click on the symbol on the Design canvas, then click on the Properties option from the sub-menu. The Start Properties dialog box appears. b. Enter a new label for the Start symbol in the Label field. c. Click OK. 3. To enter a description for the Rule’s Design canvas area: a. Right-click on the Design canvas area. A popup menu appears. b. Left-click on the Properties option. The Workflow Scene Properties dialog box appears. c. Enter a Description in the free-form text box. d. Click OK. 4. Left-click, drag and drop desired functions from the Rules sub-tab onto the Design canvas. Note: A predefined, 16x16 pixel snap-to grid has been implemented on the Design canvas. The snap-to grid allows an object on the Design canvas to be easily positioned in alignment with other objects by allowing the selected object to more easily and precisely align to an exact position on the grid when the user drags it to the proximity of the desired location on the canvas. The object then “snaps to” the grid. A blue guideline appears on the grid to assist you in ensuring your object is aligned with other objects placed on the canvas. 5. To quickly add additional functions or rule symbols to the design canvas without having to click and manually drag palette items from the Function palette on the left side of the window: e. Right-click on the component to which you want to add a function or rule symbol. A popup sub-menu appears. f. Select Add Palette Item. A cascading sub-menu appears. g. Select one of the following from the cascading sub-menu: o User Defined Functions o Common Functions o Rule Symbols o Provider Gateway Match Functions h. Depending upon the Function group you chose, select the desired function to add to the Design canvas.

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i. Repeat steps a-d to add additional palette items to the Design canvas.

Note: A set of pre-packaged Portico functions will be delivered with Studio which allow for complex rules to be created and edited on the Design canvas. Functions define the input variables, actions and return types needed while designing a simple or complex graphical rule. Depending on the function’s intent or purpose, functions will have differing input variables, actions, and return types. To view a table describing the available Portico functions, see Table VI-3 on page 192. To assign palettes to your Rule design session, see the Assign Palettes to a Rule Design Session.

Tip: Click the Zoom In ( ) icon to “zoom in” and get a close-up view of your workflow in the Design area. Click the Zoom Out ( ) icon to “zoom out” and get a broader, more expansive view of your workflow in the Design area. To return the image to its original scales, click the 1:1 button. 6. To add a Decision symbol with connection lines to the Decision Tree:

a. From the Rules sub-tab, left-click on the Decision symbol ( ) under the Rule Symbols section to select it. b. Drag the Decision symbol onto the Design canvas, then left-click again to drop the Start symbol onto the Design canvas. c. Left-click on the Decision symbol. d. Press and hold down the Ctrl key. e. The first connection line from a Decision symbol is always the “Yes” path. Drag the connection line to the next appropriate function. f. The second connection line from a Decision symbol is always the “No” path. Drag the connection line to the next appropriate function. Note: Only two decision paths are permitted per Decision. g. Repeat steps a-g above to add other decision symbols and connection lines. 7. To add a condition: a. Left-click on the appropriate decision connection line to which you want to add properties. The Decision Properties dialog box appears.

Figure VI-26: Decision Properties Dialog Box

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b. Select ‘Value’, ‘Count’, or ‘First Member’ from the Test Data dropdown list box. c. Select a relational operator from the Compare dropdown list box. d. Select a Test Value from the dropdown list box. Note: The attributes available within the Test Value dropdown list box will correspond with the relational operator you selected within the Compare dropdown list box. e. To create additional conditions, click the Add icon ( ) above the grid, then repeat steps 6a-d above. f. To delete a condition, click on the condition you wish to delete within the grid to highlight it, then click the Delete icon ( ). g. Click the Ok button when finished. 8. To define input variables in setting the purpose of a function: a. Right-click on a function on the Design canvas. b. Click on the Properties option. The Function Properties dialog box appears. Note: The Input sub-tab contains the information or values required to satisfy conditions and complete the function. Depending on the function you selected from a particular palette, the input names, whether the value is mandatory or optional, input data types, and available values that can be designated to the input variable will vary and correspond to the selected function.

Figure VI-27: Input Sub-tab on the Function Properties Dialog Box

c. On the Input sub-tab, select a Rule Variable from the dropdown list box. d. Repeat step c for each input listed on the Input sub-tab. e. Click the OK button.

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9. To define output variables and confirm the output of the function: a. Click on the Output sub-tab.

Figure VI-28: Output Sub-tab on the Function Properties Dialog Box

b. Select a Return Type from the dropdown list box. c. Optionally, enter a Description for the output. d. Click the Ok button. 10. To view a summary of the function’s purpose, click on the Summary sub-tab. A text box appears where you can view the Function Name, Description, and output to be returned for the function.

Figure VI-29: Summary Sub-tab on the Function Properties Dialog Box

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11. If you have a Search Attributes ( ) function (available from the Portico Match Functions palette) being used within your Rule Design session, and you want to designate input variables for the function: a. On the Design canvas, right-click on the Search Attributes function. b. Click on the Properties option. The AttributeFunction Properties dialog box appears.

Figure VI-30: AttributeFunction Properties Dialog Box c. On the Input sub-tab, select an Attribute Type from the dropdown list box. Notice that if you select different attribute types, the list of attributes displayed dynamically changes based on the Attribute Type you select. d. Select a Rule Variable from the dropdown list box. e. Repeat step d to select additional rule variables for each attribute listed. f. Click the OK button. 12. To add a sub-process component to the Decision Tree:

h. From the Rules sub-tab, left-click on the Sub-Process symbol ( ) under the Rule Symbols section to select it. i. Drag the Sub-Process symbol onto the Design canvas, then left-click again to drop the symbol onto the Design canvas. j. Click on the Plus Sign ( ) icon within a sub-process component on the Design sub-tab to open a new dynamic sub-tab (which shares the same name as the sub-process component you defined) which appears to the right of the Variables sub-tab and displays the contents of the user-defined function within a new Design canvas. k. Within the new sub-tab, click on the sub-process component. The sub-process component is bounded by a dashed black line that has gray squares ( ) called selection handles. l. Click on the selection handles to expand the sub-process component to a desired size.

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m. Left-click, drag and drop a Start symbol for your sub-process. Warning: Sub-processes are not stand-alone; you must add a Start symbol within the sub- process. Otherwise, the system will display a warning message. n. Left-click, drag and drop desired functions and rule symbols, as needed, from the Rules sub-tab into the Sub-process component on the Design canvas. Or To quickly add additional functions or rule symbols to the design canvas without having to click and manually drag palette items from the Function palette on the left side of the window: 1) Right-click on the component to which you want to add a function or rule symbol. A popup sub-menu appears. 2) Select Add Palette Item. A cascading sub-menu appears. 3) Select one of the following from the cascading sub-menu: o User Defined Functions o Common Functions o Rule Symbols o Provider Gateway Match Functions 4) Depending upon the Function group you chose, select the desired function to add to the Design canvas from the cascading sub-menu that appears. 5) Repeat steps 1-4 above to add additional palette items to the Design canvas. 6) To define input variables in setting the purpose of a function, and define output variables and confirm the output of the function, see steps 7-9 above. 7) To add a condition to a connection line within the new Design canvas, see step 13 below. 8) Click on the Design sub-tab to go back to the Design canvas of the master Decision Tree. o. Create a connection line from a function or rule symbol with the Decision Tree into your sub- process. Warning: Sub-processes are not stand-alone; you must make an incoming connection line from a function or rule symbol with the Decision Tree into your sub-process. Notes: • If you change a user-defined function in the new canvas window, the palette item and instance in the current rule on the primary Design canvas will change accordingly. • When a user-defined function is placed inside of a user-defined function, the same dynamic tab behavior applies. You can continue opening the sub-process in a new canvas tabbed window. • If you want to replace an existing user-defined function with a new palette item, the existing item will need to be deleted from the rule and a new item added from the user defined palette and reconnected. • After a user-defined function is placed on canvas and saved, the system validates that the user-defined local variables are mapped to rule variables. If local variables are not mapped to rule variables, a warning is displayed to the user for any value marked “Required”. 13. To add a connection line between functions and symbols within the sub-process: a. Left-click on the Decision symbol.

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b. Press and hold down the Ctrl key. c. The first connection line from a Decision symbol is always the “Yes” path. Drag the connection line to the next appropriate function. d. The second connection line from a Decision symbol is always the “No” path. Drag the connection line to the next appropriate function. Notes: o Only two decision paths are permitted per Decision. o When you place a sub-process on the canvas, you can only add a connection line to the top of the component box (not inside) and a connection line from the bottom of the sub-process box to continue building the Decision Tree diagram (not inside). e. Repeat steps f1-4 above to create additional connection lines. f. Create a connection line from a function or symbol within the sub-process to a function or rule symbol within your Decision Tree. Warning: Sub-processes are not stand-alone; you must make an outgoing connection line from a function within the sub-process to a function or rule symbol within your Decision Tree. Otherwise, the system will generate a warning.

Tip: You can click on the Minus Sign ( ) icon to collapse the Sub-Process object to its original size. 14. To add a loop to the Decision Tree:

a. From the Rules sub-tab, left-click on the Loop symbol ( ) under the Rule Symbols section to select it. b. Drag the Loop symbol onto the Design canvas, then left-click again to drop the symbol onto the Design canvas. c. Click on the Plus Sign ( ) icon within a Loop component. d. Left-click within the Loop component. The Loop object is bounded by selection handles ( ). e. Click on one of the corners of the Loop object, then drag your mouse to expand the object to a size which will allow for functions and rule symbols to be inserted within the Loop object box. f. Left-click, drag and drop desired functions and rule symbols, as needed, from the Rules sub-tab into the Loop object on the Design canvas. g. To add a connection line between functions and symbols within the loop: 1) Left-click on the Decision symbol. 2) Press and hold down the Ctrl key. 3) The first connection line from a Decision symbol is always the “Yes” path. Drag the connection line to the next appropriate function. 4) The second connection line from a Decision symbol is always the “No” path. Drag the connection line to the next appropriate function. Note: Only two decision paths are permitted per Decision. 5) Repeat steps g1-4 above to create additional connection lines. 6) Create a connection line from the Loop object to a function or rule symbol within your Decision Tree.

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Note: Loops are not stand-alone; you must make a connection line from the Loop object to a function or rule symbol within your Decision Tree.

Tip: You can click on the Minus Sign ( ) icon to collapse the Loop object to its original size. 15. Left-click, drag, and drop other functions and symbols, as needed, onto the Design canvas. Tip: Left-click on any of the functions. You will see that the function is bounded by selection handles ( ). When the selection handles appear, you can click on the function to select it and move it to a desired location on the Design area. Tip: The Variables sub-tab allows you to apply a new template to a visual rule design session, as well as add a new session rule variable that is not currently on the template to the rule design session. For additional details on assigning a rule variable to an added component such as a Loop component, see the Apply Templates to a Visual Rule procedure on pgs 202- 203. 16. To change the label of any function: a. Double-click on the selected function to open its text block. The default label for the function is highlighted. b. Type the desired label for the selected function. Tip: You can lock a symbol or function in place on the Design canvas. Simply right-click on the symbol or function, then select the Lock option from the popup menu. Locked symbols or functions are outlined with a red border. Tip: To make an adjustment of a selected object in relation with other objects on the Design area. Several options are available for aligning objects:

o Top ( ) – aligns objects horizontally at the top of the Design area.

o Bottom ( ) – aligns objects horizontally at the bottom of the Design area. o Middle ( ) – aligns objects horizontally on the Design area through the middle of the objects.

o Left ( ) – aligns objects vertically to the left side of the Design area. o Right ( ) – aligns objects vertically to the right side of Design area.

o Center ( ) – aligns objects vertically through the centers of the objects. 17. To create a connection line between functions: a. Left-click on the starting function. b. Press and hold down the Ctrl key. c. Drag the connection line to the destination element. d. Repeat steps 7a-c to create additional connection lines between elements. Tip: You can copy multiple objects (functions and symbols) within the Design canvas and paste them in the same Decision Tree within which you are working, or paste them into a different decision tree. a. Hold down the Ctrl key and click on the objects you wish to copy. b. Right-click in the design area and select Copy.

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c. Right-click in the design area and select Paste to paste the objects in the same workflow. Or From the Rules Library list for graphical rules (left pane on the window), select a different rule into which you wish to copy the selected objects, then right-click in the design canvas and select Paste.

Tip: You can copy an entire decision tree and paste that decision tree in the same Design canvas for the rule you are building, or into the Design canvas of a different rule: a. Right-click on the Design area, then select the Copy Scene option. b. Right-click on the Design area, then select the Paste option to paste the Decision Tree in the same Design canvas. Or From the Rules Library list for graphical rules (left pane on the window), select a different rule into which you wish to copy the selected decision tree, then right-click in the Design canvas and select Paste. Tip: You can print a graphical rule. See the Print a Graphical Rule procedure on pg 241 for additional details. Tip: You can generate a PDF of your graphical rule. See the Generate a PDF procedure on pg 240 for additional details. Tip: You can animate a graphical rule’s decision tree. See the Animate a Graphical Rule procedure on page 239 for additional details. 18. To indicate the end of the decision tree:

a. From the Rules sub-tab, left-click on the End symbol ( ) under the Rule Symbols section to select it. b. Drag the End symbol onto the Design canvas. c. Left-click again to drop the End symbol onto the Design canvas. d. Create a connection line from the function that you have determined is the last function within the Decision Tree to the End symbol. 19. Select the Save icon ( ) on the toolbar.

Validate a Graphical Rule After completing the building of your visual rule, perform the following steps to validate your rule: 1. Click on the Errors sub-tab at the bottom of the window.

2. Click on the Checkmark ( ) icon. A list of validation errors appears in the box below the Checkmark icon.

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Figure VI-31: Errors Sub-tab 3. Click on the symbol next to a validation error. The details of the validation error are listed below the corresponding error.

Animate a Graphical Rule After completing the building of your visual rule, you can animate your rule by performing the following steps:

1. Click on a symbol or function within the Decision Tree on the Design canvas from which you want to start the animation process. Reminder: You must have a Start element in your Decision Tree to animate your rule. 2. Right-click on the Design canvas. A popup sub-menu appears. 3. Left-click on the Animate option. The Rule Animator dialog box appears.

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Figure VI-32: Rule Animator Dialog Box 4. Enter the initial test values for the rule variables within the Value column in the Rule Inputs panel. Note: To be able to enter initial test values for rule variables, you must first define input variables on the Input sub-tab of the Function Properties dialog box for the various functions you wish to run through the Rule Animator. See step 7 of the Create a Graphical Rule procedure on pg 230 for additional details. 5. Click the Start Animation button. The Locals panel displays the current status of the Rule Input variables, as well as any local variables created. The details of the function, including the function name, the internal code the function is executing, and the output of that function appear in the Current Function Details window. 6. Click the Next button to continue the animation. Note: As functions are executed, the corresponding current values and outputs are displayed in the Locals panel and the Current Function Details panel. 7. Continue to click the Next button until the Rule Animator has reached the end of the Decision Tree. Note: The Rule Animator is completed when the Next button becomes disabled. 8. If you want to start the Rule Animator with a different set of input variables, repeat steps 4-7 above. 9. Click the Close icon ( ) in the top right corner of the Rule Animator dialog box to close it.

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Generate a PDF To create a portable document format (PDF) file where the text and graphics within the Decision Tree of your visual rule are converted into an Adobe PDF document, perform the following steps:

1. Right-click in the Design canvas for the rule you are building. A popup sub-menu appears. 2. Select the Generate PDF option. The Select PDF file to Save… window appears.

Figure VI-33: Select PDF file to Save Dialog Box

3. Navigate to the destination folder using the Save In dropdown list box. 4. In the File name field, type a file name for the image to be exported. 5. Select the desired file type from the Files of Type dropdown list box. 6. Click Save.

Print a Graphical Rule 1. Right-click in the Design canvas for the rule you are building. A popup sub-menu appears. 2. Select the Print option. The Print Dialog box appears.

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Figure VI-34: Print Dialog Box 3. Click on the checkbox(es) next to the Rules you want to print from the Workflow Scene List in the left window pane. 4. Optionally, click the Preview button at the bottom of the left window pane to preview the workflow scene for the rule before printing.

5. Optionally, click the Page Setup icon ( ) to adjust the paper size, paper source, and page orientation. The Page Setup window appears. a. Make any necessary adjustments to the paper size, paper source, and page orientation. b. Click OK.

6. Click the Print icon ( ) to print the image. The Print window appears. a. Make any necessary adjustments to the designated printer, print range, or number of copies to be printed. b. Click OK.

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Export an Image To export a graphical rule from the Design canvas to a selected destination as an image, perform the following steps: 1. Right-click in the Design canvas for the rule in which you are working. A popup sub-menu appears. 2. Select the Export Image option. The Export Scene As…dialog box appears.

Figure VI-35: Export Scene As Dialog Box

3. Navigate to the destination folder using the Save In dropdown list box. 4. In the File Name field, type a file name for the image to be exported. 5. Select the desired file type from the Files of Type dropdown list box. 6. Click Save.

Preview a Graphical Rule in a Web Browser 1. Right-click in the Rule Design canvas for the rule you are building. A popup sub-menu appears. 2. Select the Page Preview option. The Decision Tree you built within the Rule Design canvas appears within a newly opened web browser.

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Edit a Graphical Rule To modify an existing visual rule: 1. In the Results Tree, select the graphical rule to be modified. 2. See the 3. Create a Graphical Rule procedure on pg 230 for additional details on modifying your graphical rule as needed.

Delete a Graphical Rule To remove an existing visual rule from the system if no other rules refer to the rule: 1. In the Results Tree, select the visual rule to be deleted. 2. Click the Delete icon ( ) on the toolbar. The Confirm Delete dialog box appears.

Figure VI-36: Confirm Delete Dialog Box

3. Click the Yes, Delete it! button to complete the deletion process. If you do not wish to delete the visual rule, click the No, Do NOT Delete! button.

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Template Editor Tab

The Template Editor tab provides ability to create rule variable templates consisting of input and output variables which can be applied to visual rules. Variables will be given unique names per template. For each variable, a required data type will be defined as well as an optional default value. Each input variable will be designated as required or optional and have a source type of Input to Rule or Portico Codes.

Figure VI-37: Template Editor Tab

Table VI-12 describes the Template Editor tab fields.

Table VI-12: Template Editor Tab Fields Field Description Template Name The name of the Template. Type Indicates the type of template, categorized as an Input or Output template. Description An extended description of the template.

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Create a Variable Template 1. Click the New icon ( ) on the toolbar. 2. Enter a Template Name. 3. Select a Type from the dropdown list box. 4. Enter a Description. 5. Click the Save icon ( ) on the toolbar.

Add Attributes to a Variable Template 1. Select a template from the Results Tree. 2. Click the New button. 3. Enter a variable name in the Attributes column. 4. Select a data type from the Type dropdown. 5. Select Yes or No within the dropdown within the Required column. 6. Enter a Default Value. 7. Select a Source (‘Input to Rule’ or ‘Portico Codes’) from the dropdown list box. 8. Click the Save button. The newly added attribute appears in the grid. 9. Repeat steps 2-8 to add additional attributes to the template.

Delete Attributes from a Variable Template 1. Select a template from the Results Tree. 2. Click on an attribute within the grid. 3. Click the Delete button at the bottom of the window. The Confirm Delete dialog box appears.

Figure VI-38: Confirm Delete Dialog Box

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4. Click the Yes, Delete it! button to complete the deletion process. If you do not wish to delete the attribute, click the No, Do NOT Delete! button.

Edit an Attribute for a Variable Template To modify an attribute within an existing template:

1. In the Results Tree, select the variable template whose attribute(s) you wish to modify. 2. Click in the grid to highlight the attribute you wish to modify. 3. Optionally, edit a variable name in the Attributes column. 4. Optionally, select a data type from the Type dropdown. 5. Optionally, select Yes or No within the dropdown within the Required column. 6. Optionally, enter a different Default Value. 7. Optionally, select a different Source (‘Input to Rule’ or ‘Portico Codes’) from the dropdown list box. 8. Click the Save button. 9. Repeat steps 2-8 to modify additional attributes.

Delete a Variable Template To remove an existing variable template from the grid:

1. In the Results Tree, select the variable template to be deleted. 2. Click the Delete icon ( ) on the toolbar. The Confirm Delete dialog box appears.

Figure VI-39: Confirm Delete Dialog Box

3. Click the Yes, Delete it! button to complete the deletion process. If you do not wish to delete the template, click the No, Do NOT Delete! button.

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Part VII Feed Configuration Mode

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Overview

The Portico Inbound Data Modeling Solution (IDM) is a set of Portico applications working together to provide the key elements for creating, maintaining, and deploying a healthcare master file from multiple sources. Portico Studio is one of several Portico applications which, along with and 3rd party applications and features, is necessary to utilize Portico IDM. A feed is a source of information providing one or more input formats to be read, parsed, and transformed into a Portico format. A feed might be the DEA source of Practitioners or Providers, for example. To establish a complete end-to-end feed using the Portico Inbound Data Modeling solution, a number of steps are required to be performed to ensure the proper execution of the feed. In order for a feed to be defined per source, a series of steps in Studio will be completed along side of Altova Mapforce graphical mapping steps. (Altova is Portico’s vendor of choice for graphical source file mapping software. The application provides graphical tools for breaking up a file and determining which fields need to be applied to appropriate canonical components. Altova MapForce provides a windows- based environment for the mapping andjava code generation for the Integrator Batch (IB) process.) The Feed Configuration mode’s tabs will be used to set up information such as feed name, input directory, output directory, staging table definitions, import class definitions, and quality checks. Note: You must complete each of the tabs within Feed Configuration mode in sequence, starting with the Feeds tab on the left side of the window and working your way through the tabs until you reach the Quality Check tab. To access Feed Configuration mode, select the Feed Configuration option from the Mode dropdown menu or press ALT+6 from any tab in any mode.

Feed Configuration mode consists of six tabs, which are listed in Table VII-1.

Table VII-1: Feed Configuration Mode Tabs Tab Icon Description Used to create a feed name unique to the source and set the input Feeds directory, output directory, and match rule proxy properties for the feed. Used to import the Step1-SourceImport.mfd file and produce the DDL Staging Tables (SQL) to create the tables. Used to locate the directory for the Step1-SourceImport Java code and Source Input find the file porticoConfig.txt and set up the proper naming pattern for the source files to be delivered to the source input directory. Used to locate the directory for the Step2-Standardize java code and the Standardize file porticoConfig.txt. Also used to load the Altova Java classes. Used to locate the directory for the Step3-CanonicalForm java code and Canonical find the file porticoConfig.txt, and load the Altova java classes. Form Also used to select the matching and consolidation visual rule created for the specific source, if available.

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Used to locate the appropriate staging table or column in a table and select the necessary Statistic, Threshold, and Validation rules per the Quality Check selection dropdown lists and available parameters (Thresholds and Validations).

Internal Field Used to associate a Portico data dictionary entry with a second entry in Mapping the data dictionary.

External Field Used to associate a Portico data dictionary entry with a value that is Mapping stored in an external database.

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Feeds Tab

The Feeds tab is used to create a feed name unique to the source and set the input directory, output directory, and match rule proxy properties for the feed.

Figure VII-1: Feeds Tab

The data on this tab is stored in the PI_FEEDS table.

Table VII-2 describes the Feeds tab fields.

Table VII-2: Feeds Tab Fields Field Description Name Name of the batch feed. Description A description of how the batch feed is used. A read-only field indicating the Portico product to which this batch feed Product belongs. For all feeds delivered by Portico, this value is “Foundation”. Inbound A checkbox to indicate that this is an inbound feed. Outbound A checkbox to indicate that this is an outbound feed.

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Field Description Property The property of the feed. Value Used to set the file path for the feed.

Add a Feed To add a Feed: 1. Click the New icon ( ) on the toolbar. Note: Required fields are outlined in red; optional fields are outlined in blue.

Figure VII-2: Batch Feeds Tab Fields

2. Enter the Name of the batch feed. Note: The feed name does not have to match the Altova MapForce Project Name, but it will be helpful to keep the Mapforce project linked via feed name until attachments are supported in Studio for Mapforce files. 3. Enter a Description of the batch feed. 4. If this is an inbound feed, select the Inbound checkbox. 5. If this is an outbound feed, select the Outbound checkbox. 6. To disable this feed, select the Disabled checkbox. Tip: Should the feed need to be enabled later, you can do so by deselecting the Disabled checkbox. 7. Click the Save icon ( ) on the toolbar. Note that the Product field is automatically updated to display “Customer”, which indicates that this feed was added by the customer.

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Create a Feed Directory To create a feed directory: 1. Click the New button. Note: Required fields are outlined in red; optional fields are outlined in blue.

Figure VII-3: Feed Directory Fields

2. Set a Property (Input Directory, Output Directory) for the feed by selecting the appropriate property from the dropdown list box. 3. Set the file path for the feed in the Value field. 4. Click the Save button. The newly added feed directory appears in the grid above.

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Staging Tables Tab

A staging database represents a temporary storage mechanism to take multiple flat files and bring them together so that certain columns can be indexed and used for statistical and threshold collections as you proceed through the analysis process. On the Staging Tables tab, you can use the Import MFD button to import the Step1-SourceImport.mfd file. This action will load the input file definitions and create the first staging tables in the GUI. This process works for CSV and fixed format files. For CSV and fixed file formats, the system is automatically loading the definition of that file. By automatically loading the file definition, the system enables a much faster file load process to take place as the feed runs. After the source staging tables have been created, a set of additional tables will be created (ex., a standardization process to change fields externally through the use of a script or a rule). Once the staging tables have been created in the Staging Tables tab, the Create Mapping DB button will be applied. This button produces the DDL (SQL) to create the tables, which can be either saved locally as a file or copied to the clipboard. From the clipboard, it can be inserted into another available Windows application.

Figure VII-4: Staging Tables Tab

The data on this tab is stored in the PI_FEEDS_STAGE_TABLE table.

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Table VII-3 describes the Staging Tables tab fields.

Table VII-3: Staging Tables Tab Fields Field Description Name The name of the staging table Description A description of the staging table.

Staging Tables Tab Buttons There are two form-related buttons present on the Staging Tables tab: Import MFD and Create Mapping DB. These buttons are described in Table VII-4 below.

Table VII-4: Staging Tables Tab Buttons Button Description Using this button, you can select the Step1-SourceImport.mfd file. This action will load the input file definitions and create the first staging

tables in the GUI. Once the staging tables have been initially created in the Staging Tables tab, this button will be enabled. This button produces the DDL (SQL) to

create the tables.

Using the Import MFD Button If you have multiple files with which you are working: 1. Optionally, click the Import MFD button. The Select Files to Import dialog box appears. 2. Navigate to the Step1-SourceImport.mfd file. 3. Click OK. This action will load the input file definitions and create the first staging tables in the GUI.

At this point, you can make edits to the name and description of the staging table. To edit the table:

1. Select the staging table you wish to edit from the grid. 2. Modify the table name or description, as needed. 3. Click the Save icon ( ) on the toolbar.

Using the Create Mapping DB Button Note: Once the staging tables have been initially created in the Staging Tables tab, this button will be enabled. 1. Click the Create Mapping DB button. The Confirm Create Mapping DB dialog box appears.

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Figure VII-5: Confirm Create Mapping DB

2. Click the Save button to save the mapping locally as a file. Or Click the Copy to Clipboard button to copy the mapping to a clipboard, where it can be inserted into another available Windows application.

Create a Staging Table Name To create a staging table name to support the staging process: 1. Click the New icon ( ) on the toolbar. Note: Required fields are outlined in red; optional fields are outlined in blue.

Figure VII-6: Staging Table Tab Fields

2. Enter a Name for the staging table. 3. Optionally, enter a Description. 4. Click the Save icon ( ) on the toolbar. The table name and description appear in the grid at the top of the Staging Tables tab.

Columns Sub-tab The Columns sub-tab is where you create new columns to be added to the staging table. You can indicate various components of the column here, including the column name, type, length, scale, etc.

Information for the Columns sub-tab is stored in the PI_FEEDS_STG_COL table.

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Figure VII-7: Columns Sub-tab

Table VII-5 describes the Columns sub-tab fields.

Table VII-5: Columns Sub-tab Fields Field Description Column Name The name of the column. Length Column length. The maximum number of digits to the right of the decimal point for those Scale columns of the decimal or numeric data types Type The column type (string, integer, etc.) Indicates whether the column should be indexed. Index Flag Note: The default is “Y”. This can cause problems on large tables.

Create a New Column To create a new column: 1. Click the New button on the Columns sub-tab. Note: Required fields are outlined in red; optional fields are outlined in blue.

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Figure VII-8: Columns Sub-tab Fields

2. Enter a Column Name. 3. Optionally, enter a column Length. 4. Optionally, enter a scale for the column. 5. Select a Type from the dropdown list box. 6. Select ‘Yes’ or ‘No’ from the Index Flag dropdown list box. 7. Click the Save button on the Columns sub-tab. The newly created column appears within the grid in the Columns sub-tab.

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Source Import Tab

You have now created feeds, as well as input and output directories and staging table definitions. At this point in the process, you would need to go outside of the Studio Application and into the Mapforce application to continue the process of mapping between the staging tables and code generation. Refer to the Portico MDM Solution guide for more information regarding the Altova mapping and code generation process. Once code generation is complete for the Altova Mapforce Step 1 file, the generated classes will be imported through this tab. The Import Mappings button allows you to view specific mappings of a given Mapforce file. You can use the Import Mappings button on the Source Import tab to find the directory for the Step1- SourceImport java code and find the file porticoConfig.txt. You can then select this file and click the OK button on the Select File to Import dialog box to load the Altova java classes. On this tab, you can also visit each row in the Input Name/Class Name table and use the Set Input Files sub-tab to set the proper naming pattern for the source files to be delivered to the source input directory.

Figure VII-9: Source Import Tab

The data on this tab is stored in the PI_FEEDS_STAGE table.

Table VII-6 describes the Source Import tab fields.

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Table VII-6: Source Import Tab Fields Field Description Input Name The path to the descriptor file. Column which displays the target staging table into which the input file Table Name name specified is loaded. Class Name The class name of the descriptor file.

Import Mappings Button There is one form-related button present on the Source Import tab: Import Mappings. This button is described in Table VII-7 below.

Table VII-7: Button on the Source Import Tab Button Description Used to locate the directory for the Step1-SourceImport java code and find the file porticoConfig.txt.

Using the Import Mappings Button 1. Click the Import Mappings button. The Select Files to Import dialog box appears. 2. Navigate to the directory for the Step1-SourceImport java code and find the file porticoConfig.txt. 3. Click OK. The descriptor files appear in the grid below the Import Mappings button.

Source Import Tab Sub-tabs The Source Import tab contains three sub-tabs – Set Input Files, Before Source Input, and After Source Input, which are described in the subchapters below.

Note: There are two specific strings that are categories that are packaged “out of the box” with Portico Studio which serve as filters within the Rule dropdown list box on the Before Source Input and After Source Input sub-tabs.

• Stage Transform Before Rule • Stage Transform After Rule

A user who registers a rule and wishes to populate that rule within the Before Input sub-tab needs to specify that the rule is of category Stage Transform Before Rule; a user who registers a rule and wishes to populate that rule within the After Input sub-tab needs to specify that the rule is of category Stage Transform After Rule. These categories are driven from the Business Rule Category Codes in the Data Administrator application.

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Set Input Files Sub-tab The Set Input Files sub-tab is an optional sub-tab which serves as an override where you can set a wildcard pattern for or make a change to the input file name to be delivered to the source input directory.

Note: Any wildcard pattern can only evaluate to one match on the file. If you put multiple files into a directory that adhere to this one pattern, an error will occur.

Information for the Set Input Files sub-tab is stored in the PI_FEEDS_STAGE table.

Figure VII-10: Set Input Files Sub-tab

Table VII-8 describes the Columns sub-tab fields.

Table VII-8: Set Input Files Sub-tab Fields Field Description Field where you set the file path for the input or descriptor file to be File Name changed.

Modifying an Input File Name 1. Optionally, click on the descriptor file from within the grid that you wish to modify. 2. Click in the File Name field on the Set Input Files sub-tab. 3. Set a wildcard pattern for or make a change to the input file name to be delivered to the source input directory. 4. Click the Save icon ( ) within the sub-tab.

Before Source Input Sub-tab The Before Source Input sub-tab is where you can connect an event-driven rule which executes at this specific segment of the process and allows any special logic to be applied as indicated within the rule.

Information for the Before Source Input sub-tab is stored in the PI_FEEDS_STG_RULES table.

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Figure VII-11: Before Source Input Sub-tab

Table VII-9 describes the Before Source Input sub-tab fields.

Table VII-9: Before Source Input Sub-tab Fields Field Description Event-driven rule which executes at this specific segment of the process Rule and allows any special logic to be applied as indicated within the rule.

Selecting a Rule within the Before Source Input Sub-tab 1. Click the Before Source Input sub-tab. 2. Select a Rule from the dropdown list box. 3. Click the Save button within the sub-tab.

After Source Input Sub-tab The After Source Input sub-tab is where you can connect an event-driven rule which executes at this specific segment of the process and allows any special logic to be applied as indicated within the rule.

Information for the After Source Input sub-tab is stored in the PI_FEEDS_STG_RULES table.

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Figure VII-12: After Source Input Sub-tab

Table VII-10 describes the After Source Input sub-tab fields.

Table VII-10: After Source Input Sub-tab Fields Field Description Event-driven rule which executes at this specific segment of the process Rule and allows any special logic to be applied as indicated within the rule.

Selecting a Rule within the After Source Input Sub-tab 1. Click the After Source Input sub-tab. 2. Select a Rule from the dropdown list box. 3. Click the Save button within the sub-tab.

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Standardize Tab

The Standardize tab serves as a 2nd stage of manipulating data and appending information, modifying or changing values, converting data to uppercase, truncating characters off of a field, etc. Depending on the rule selected, other transformations to the data can occur, as well as any post-stage processing which needs to be completed. You can use the Import Mappings button to find the directory for the Step2- Standardize java code and find the file porticoConfig.txt. After selecting this file, you can click OK on the Select File to Import dialog box to load the Altova java classes.

Figure VII-13: Standardize Tab

Table VII-11 describes the Standardize tab fields.

Table VII-11: Standardize Tab Fields Field Description Input Name The path of the descriptor or input file. Class Name The class name within the descriptor or input file.

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Import Mappings Button There is one form-related button present on the Source Import tab: Import Mappings. This button is described in Table VII-12 below.

Table VII-12: Button on the Source Import Tab Button Description Use this button to find the directory for the Step2-Standardize java code and find the file porticoConfig.txt.

Standardize Tab Sub-tabs The Standardize tab contains two sub-tabs – Before Standardize and After Standardize, which are described in the subchapters below.

Before Standardize Sub-tab The Before Standardize sub-tab is where you can connect an event-driven rule which executes at this specific segment of the process and allows any special logic to be applied as indicated within the rule. For example, you can select a rule which governs what data looks like prior to taking that piece of data and breaking up that data by applying specific rules to be executed to look at staging tables and specific fields, then make the necessary callouts to the database to appropriately format the data.

Information for the Before Standardize sub-tab is stored in the PI_FEEDS_STG_RULES table.

Figure VII-14: Before Standardize Sub-tab

Table VII-13 describes the Before Standardize sub-tab fields.

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Table VII-13: Before Standardize Sub-tab Fields Field Description Event-driven rule which executes at this specific segment of the process Rule and allows any special logic to be applied as indicated within the rule.

Selecting a Rule within the Before Standardize Sub-tab 1. Click the Before Standardize sub-tab. 2. Select a Rule from the dropdown list box. 3. Click the Save button within the sub-tab.

After Standardize Sub-tab The After Standardize sub-tab is where you can connect an event-driven rule which executes at this specific segment of the process and allows any special logic to be applied as indicated within the rule. For example, you can specify the applicable rule(s) to be executed to look at staging tables and specific fields, then make the necessary callouts to the database to appropriately format the data. The rule listed would be attached to the After Standardize event which stipulates that the system needs to look at a specific “standardizer” for a particular field. The item that specifically needs to be standardized will be configured into the rule.

Information for the After Standardize sub-tab is stored in the PI_FEEDS_STG_RULES table.

Figure VII-15: After Standardize Sub-tab

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Table VII-14 describes the After Standardize sub-tab fields.

Table VII-14: After Standardize Sub-tab Fields Field Description Event-driven rule which executes at this specific segment of the process Rule and allows any special logic to be applied as indicated within the rule.

Selecting a Rule within the After Standardize Sub-tab 1. Click the After Standardize sub-tab. 2. Select a Rule from the dropdown list box. 3. Click the Save button within the sub-tab.

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Canonical Form Tab

The Canonical Form tab is used to ensure that the transformed staging database values you are mapping conform to a format driven through the ETL mapping process, such as the Portico standard XML format. On the Canonical Form tab, you can use the Import Mappings button to find the directory for the Step3- CanonicalForm java code and find the file porticoConfig.txt. You can select this file and click OK on the Select File to Import dialog box to load the Altova java classes.

Figure VII-16: Canonical Form Tab

Table VII-15 describes the Canonical Form tab fields.

Table VII-15: Canonical Form Tab Fields Field Description Input Name The path of the descriptor or input file. Class Name The class name within the descriptor or input file.

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Import Mappings Button There is one form-related button present on the Canonical Form tab: Import Mappings. This button is described in Table VII-16 below.

Table VII-16: Button on the Source Import Tab Button Description Button used to find the directory for the Step3-CanonicalForm java code and find the file porticoConfig.txt.

Canonical Form Tab Sub-tabs The Canonical Form tab contains four sub-tabs – Before Canonical Form, Matching Rule, Final Rule, and After Canonical Form, which are described in the subchapters below.

Before Canonical Form Sub-tab The Before Canonical Form sub-tab is where you select the rule which executes at this specific segment of the process and allows any special logic to be applied as indicated within the rule.

Information for the Before Canonical Form sub-tab is stored in the PI_FEEDS_STG_RULES table.

Figure VII-17: Before Canonical Form Sub-tab

Table VII-17 describes the Before Canonical Form sub-tab fields.

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Table VII-17: Before Canonical Form Sub-tab Fields Field Description Event-driven rule which executes at this specific segment of the process Rule and allows any special logic to be applied as indicated within the rule.

Selecting a Rule within the Before Canonical Form Sub-tab 1. Click the Before Canonical Form sub-tab. 2. Select a Rule from the dropdown list box. 3. Click the Save button within the sub-tab.

Matching Rule Sub-tab The Matching Rule sub-tab is where you can select the matching and consolidation visual rule created for the specific source, if available. If the rule is not available, this step will be revisited to complete the feed. Information for the Matching Rule sub-tab is stored in the PI_FEEDS_STG_RULES table.

Figure VII-18: Matching Rule Sub-tab

Table VII-18 describes the Matching Rule sub-tab fields.

Table VII-18: Matching Rule Sub-tab Fields

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Field Description Event-driven rule which executes at this specific segment of the process Rule and allows any special logic to be applied as indicated within the rule.

Selecting a Rule within the Matching Rule Sub-tab 1. Click the Matching Rule sub-tab. 2. Select a Rule from the dropdown list box. 3. Click the Save button within the sub-tab.

Final Rule Sub-tab The Final Rule sub-tab is where you can define a final rule. A final rule is an optional rule that will run in most cases except when there is a very fundamental problem which prevents the feed from starting. This rule will be run at the end of the IB feed to provide users with an opportunity to notify the WFE that the IB task is complete.

Figure VII-19: Final Rule Sub-tab

Selecting a Rule within the Matching Rule Sub-tab 1. Click the Final Rule sub-tab. 2. Select a Rule from the dropdown list box. 3. Click the Save button within the sub-tab.

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After Canonical Form Sub-tab The After Canonical Form sub-tab is where you select the rule which executes at this specific segment of the process and allows any special logic to be applied as indicated within the rule.

Information for the After Canonical Form sub-tab is stored in the PI_FEEDS_STG_RULES table.

Figure VII-20: After Canonical Form Sub-tab

Table VII-19 describes the After Canonical Form sub-tab fields.

Table VII-19: After Canonical Form Sub-tab Fields Field Description Event-driven rule which executes at this specific segment of the process Rule and allows any special logic to be applied as indicated within the rule.

Selecting a Rule within the After Canonical Form Sub-tab 1. Click the After Canonical Form sub-tab. 2. Select a Rule from the dropdown list box. 3. Click the Save button within the sub-tab.

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Quality Check Tab

Quality checks are another set of rules which need to be applied to the overall feed configuration process to determine the overall quality of the source data. You can attach specific threshold checks against any specific field that is represented in any of the staging tables. This allows you to collect information about that particular field (ex., obtain the number of distinct values within a field, obtain the top value for non- unique data). In this way, different rules can be applied at this level. The Quality Check tab is used to locate the appropriate staging table or column in a table and select the necessary Statistic, Threshold, and Validation rules per the selection dropdown lists and available parameters (Thresholds and Validations).

Figure VII-21: Quality Check Tab

Quality Check Tab Sub-tabs The Quality Check tab contains five sub-tabs – Table Level, Column Level, Statistics, Thresholds, and Validations, which are described in the subchapters below.

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Table Level Sub-tab The Table Level sub-tab is where you apply an aggregation against a table to collect generic summary information.

The data on this sub-tab is stored in the PI_FEEDS_STG_TAB_RULE table.

Figure VII-22: Table Level Sub-tab

Table VII-20 describes the Table Level sub-tab fields.

Table VII-20: Table Level Sub-tab Fields Field Description Table Name Name of the mapping table. Description Description of the mapping table.

Column Level Sub-tab The Column Level sub-tab is where you apply an aggregation against a column within a table to collect more detailed information. After selecting a table and column combination from the corresponding sub- tabs, you can add, edit, or delete a set of statistics, thresholds, or validation rules that have been applied.

The data on this sub-tab is stored in the PI_FEEDS_STG_COL_RULE table.

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Figure VII-23: Column Level Sub-tab

Table VII-21 describes the Column Level sub-tab fields.

Table VII-21: Column Level Sub-tab Fields Field Description Column Name Name of the column within the selected table. Type Column type (string, integer, etc.) Length Column length. Index Indicates whether the column is indexed.

Statistics Sub-tab The Statistics sub-tab is where you perform a walkthrough of the fields and tables and collect the information relevant to a particular field. This sub-tab is without parameters; it is a reference to a rule of type ‘Profile Statistic’. Therefore, the list within this sub-tab is filtered.

The data on this sub-tab is stored in the PI_FEEDS_STG_TAB_RULE table and PI_FEEDS_STG_COL_RULE table.

Figure VII-24: Statistics Sub-tab

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Table VII-22 describes the Statistics sub-tab fields.

Table VII-22: Statistics Sub-tab Fields Field Description Statistics Dropdown list box for selecting a rule of type ‘Profile Statistic’.

Thresholds Sub-tab The Thresholds sub-tab is where you select specific thresholds to be applied to a staging table or column. For example, you could apply a specific threshold to a table to check the number of records that fall within a certain metric, such as 20% of a certain value. Therefore, you can pass in certain parameters to thresholds within this sub-tab. The data on this sub-tab is stored in the PI_FEEDS_STG_TAB_RULE table and PI_FEEDS_STG_COL_RULE table.

Figure VII-25: Thresholds Sub-tab

Table VII-23 describes the Thresholds sub-tab fields.

Table VII-23: Thresholds Sub-tab Fields Field Description Dropdown list box for selecting a rule of category Threshold Rule, which serve as Threshold evaluators and check if the associated data or field is within a certain bound according to the parameter set for the threshold.

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Field Description The action to be performed by the Integrator Batch (IB) Application when the threshold evaluates to True. Four options are available from this dropdown: • Audit Only – If condition evaluates to true for the evaluator, the system will only perform an assessment or review of the event. • Clear Value – The system takes the column value and if the threshold Action actually occurs against the value, the system will remove that value for the column. • Skip – The system will not use the threshold; the threshold is still there but has essentially been deactivated. • Stop Feed – If condition evaluates to true for the event, the system halts the feed (after executing other threshold rules). Parameter The definition of the threshold level. Value Represents the level or setting to be evaluated while the threshold is executed.

Validations Sub-tab The Validations sub-tab is where you can look at specific field-level validations. For example, you may need to evaluate whether enough characters exist for a field, or whether a field should only accept numeric characters. If the field by field checks for each record being sent during the canonical step are not met, the associated record or field could be extracted and written to an output directory to indicate that the particular field or record failed to meet certain conditions. You can also perform an audit only, indicating that the field or record was identified and flagged. The user can then go back and identify patterns forming in validations that are not detrimental enough to extract the record, but can be noted so that more action may be needed against the source at a later time.

Figure VII-26: Validations Sub-tab

Table VII-24 describes the Validations sub-tab fields.

The data on this sub-tab is stored in the PI_FEEDS_STG_TAB_RULE table and PI_FEEDS_STG_COL_RULE table.

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Table VII-24: Validations Sub-tab Fields Field Description Dropdown list box for selecting a rule of category Threshold Rule, which Threshold serve as evaluators and check if the associated data or field is within a certain bound according to the parameter set for the threshold. The action to be performed by the IG Batch Application when the threshold Action evaluates to True. Parameter The definition of the threshold level. Represents the level or setting to be evaluated while the threshold is Value executed.

Performing a Quality Check on the Source Data To locate the appropriate mapping table/column combination within a table and then add, edit, or delete the necessary Statistic, Threshold, and Validation rules per the selection dropdown lists and available parameters: 1. Click on a mapping table from the Mapping Tables grid within the Table Level sub-tab. 2. Click on the Column Level sub-tab. Notice that the columns listed in the grid to the right of the Mapping Tables grid dynamically change based on the table you select. 3. Click on a column to select it. 4. To set and apply statistics: a. Click the New button on the Statistics sub-tab. b. Select a rule from the Statistics dropdown list box. c. Click the Save button on the Statistics sub-tab. 5. To set and apply thresholds: a. Click on the Thresholds sub-tab. b. Click the New button located above the Thresholds grid within the Thresholds sub-tab. c. Select a rule from the Threshold dropdown list box. d. Select an Action to be performed by the IG Batch Application when the threshold evaluates to True from the dropdown list box. e. Click the Save button located above the Thresholds grid within the Thresholds sub-tab. f. Click the New button located above the Parameter grid on the right side of the Thresholds sub- tab. g. Select a Parameter from the dropdown list box. h. Enter a Value which represents the level or setting to be evaluated while the threshold is executed. i. Click the Save button above the Parameter grid on the Thresholds sub-tab. 6. To set and apply validations: a. Click on the Validations sub-tab. b. Click the New button above the Thresholds grid within the Validations sub-tab

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c. Select a rule from the Threshold dropdown list box. d. Select an Action to be performed by the IG Batch Application when the threshold evaluates to True from the dropdown list box. e. Click the Save button above the Thresholds grid on the Validations sub-tab. f. Click the New button above the Parameter grid on the right side of the Validations sub-tab. g. Select a Parameter from the dropdown list box. h. Enter a Value which represents the level or setting to be evaluated while the threshold is executed. i. Click the Save button above the Parameter grid on the Validations sub-tab. 7. To set and apply statistics, thresholds, and validations to a different table/column combination, repeat steps 1-6 above. Note: The selections you make on the Statistics, Thresholds, and Validations sub-tabs apply only to the unique table/column combination you initially select in steps 1-3.

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Internal Field Mapping Tab

The Internal Field Mapping tab is used to associate a Portico data dictionary entry with a second entry in the data dictionary. Familiarity with the Portico data dictionary is essential to effectively use this tab.

Figure VII-27: Internal Field Mapping Tab

Table VII-25 on the following page describes the Internal Field Mapping tab fields.

Table VII-25: Internal Field Mapping Tab Fields Field Description Map Type The type of mapping being performed. Product A read-only field denoting the product with which the mapping is associated. Start Date Date on which the data mapping begins. End Date Date on which the data mapping ends.

Map From panel Data Dictionary Field The Portico data dictionary column from which to map. Field Description A read-only description of the field.

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Field Description Value The value of the Data Dictionary Field.

Map To panel Data Dictionary Field The Portico data dictionary column to which to map. Field Description A read-only description of the field. Value The value of the Data Dictionary Field.

Create an Internal Field Mapping To map an internal Portico database value to a second internal Portico database value, perform the following steps:

1. Click the New icon ( ) on the toolbar. Note: Required fields are outlined in red; optional fields are outlined in blue.

Figure VII-28: Internal Mapping Tab Fields

2. Select the Map Type from the dropdown list box. 3. In the Map From panel, select the Portico data dictionary column from which to map from the Data Dictionary Field dropdown list box. 4. Select the internal value (of the Data Dictionary Field) from the Value dropdown list box. 5. In the Map To panel, select the Portico data dictionary column to which to map from the Data Dictionary Field dropdown list box. 6. Select the internal value (of the Data Dictionary Field) from the Value dropdown list box. 7. Enter a Start Date for this internal data mapping. 8. If applicable, enter an End Date for this internal data mapping.

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9. Click the Save icon ( ) on the toolbar. Note that the Product field is automatically updated to “Customer”, which indicates that this internal mapping was created by the customer.

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External Field Mapping Tab

The External Field Mapping tab is used to associate a Portico data dictionary entry with a value that is stored in a database outside of Portico. Familiarity with the Portico data dictionary is essential to effectively use this tab.

Figure VII-29: External Field Mapping Tab

Table VII-26 on the following page describes the External Field Mapping tab fields.

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Table VII-26: External Field Mapping Tab Fields Field Description Map Type External map type. Product A read-only field denoting the product to which the mapping belongs. Start Date Date on which the external data mapping begins. End Date Date on which the external data mapping ends. Map From panel Data Dictionary Field The Portico data dictionary column from which to map. Field Description A read-only description of the field (if not a Primary Key). Code Type This is a read-only field that displays the Portico lookup code type if this is not a Data Dictionary ID (Primary Key). Code The lookup code. Enabled only if Code Type is not null. Value The value of the Data Dictionary Field. Enabled only if this is a Data Dictionary ID. Map To panel Value The value to which to map the Data Dictionary Field.

Create an External Field Mapping To map a Portico database value to a database value that is external to Portico, perform the following steps: 1. Click the New icon ( ) on the toolbar. Note: Required fields are outlined in red; optional fields are outlined in blue. Note: Optional fields will change based on the value of the Data Dictionary Field.

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Figure VII-30: External Mapping Tab Fields

2. Select the Map Type from the dropdown list box. 3. Select the Data Dictionary Field to use for the mapping from dropdown list box. 4. If this is not a Primary Key, select a lookup code from the Code dropdown list (optional). 5. If this is a Primary Key, select a Value from the dropdown list box in the Map From panel. 6. Type an associated data value in the Value field of the Map To panel. 7. Enter a Start Date for this external data mapping. 8. Optionally, enter an End Date for this external data mapping. 9. Click the Save icon ( ) on the toolbar.

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Glossary

The following are terms and definitions used within this document.

Term Definition After Rule After rules fire after a step is completed. Typically, after rules are used for data validation, or to perform database operations based on user input. Altova Portico’s vendor of choice for graphical source file mapping software used for breaking up a file and determining which fields need to be applied to which canonical components. Altova Mapforce Provides a windows-based environment for the mapping and java code generation for the Integrator Batch (IB) process. Application The type of object which represents the application within the Portico product. These objects are standard with the product and should not be edited or removed. Application Object The parent of all other objects. It is the foundation of Portico and its components. Attribute Data element that allows the user to further define data about Practitioners and Providers. Before Rule Before rules execute before a step is displayed. Typically, before rules are used to populate form data and initialize state. When the step is created, a before rule can be assigned. Business Rule A.K.A. rule. An automated set of policies that validate data. This data is usually associated with an event (which is in turn associated with an Application Object) in Portico. Callback Function The function to be used once event processing is completed, such as refreshing a component. The callback function is always a Java script function. Callback Parameter The value passed onto a callback function.

Callout A visual device used for associating annotations with a component or element within the Design area. Component A graphical representation of an HTML component that is used to as a “building block” for a panel. Condition An expression which performs an action, such as returning a value, depending on whether the specified condition evaluates to True or False. Decision Flow object which represents gateways within a business process where the flow of control can take one or more alternative paths. The Decision shape indicates a point where the outcome of a decision dictates the next step. There can be multiple outcomes, but often there are just two, either yes and no. Design Area The drawing page or canvas for your workflow, wizard, panel, or visual rule.

Decision Tree The primary logic control component for implementing rules where you can set decisions and action paths on a design panel or “canvas”. Each decision tree should read like a workflow chart with only one start point and one end point, and should be thought of as a procedural paradigm, step by step, with all of the steps

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Term Definition tied together using decisions.

Domain Model Used to represent the Domain object schemas that describe Portico’s domain gateway models. Examples of Portico domain gateways are the NPI gateway and the PNO Gateway. Entity The subject of data collection.

Feed A source of information providing one or more input formats to be read, parsed, and transformed into a Portico format. A feed might be the DEA source of Practitioners or Providers, for example. Fork Flow object used within a decision tree when dividing a path into two or more parallel paths (also known as an AND-Split). It is a place in the Process where activities can be performed concurrently, rather than sequentially. Form “Templates” comprised of standardized data used for data collection.

Gateway Interface Interface which binds items such as system and application protocols and endpoints with an execution context that is typically serviced by an IG Service (for example, Rules Service, Search XML Service, or NPI Gateway Service). Inbound Data A set of Portico applications working together to provide the key elements for Modeling (IDM) creating, maintaining, and deploying a healthcare master file from multiple sources. Solution Portico Studio is one of several Portico applications which, along with and 3rd party applications and features, is necessary to utilize Portico IDM. Join Flow object used within a decision tree when combining two or more parallel paths into one path. Jython Portico rules are created using Jython. Although rules may be written in Java, Jython is currently the rules engine configuration language of choice. Jython is a Java-certified implementation of Python. Label Labels help to further refine a Group’s access permissions. A label is the description of the permissions you will apply to a group. Lane A Lane (or “Swimlane”) is used to facilitate the graphical layout of a collection of processes and may designate participant information at the process level and performer information at the activity level. The Swimlane structure is depicted by a collection of non-overlapping rectangles called Pools. Each Pool may be further subdivided into a number of Lanes. Mode Some modules in Portico Studio are large and have been divided into smaller sections called modes. A mode is a division within each module. Each mode contains a series of tabs that delineate the current action, and all modes use the same Menu bar and Tool bar. Object Relational A resource that the migration utility propagates from one environment to another. It Schema (ORS) represents relational metadata that describes Portico business objects and their relationships. Panel Controls the layout of components on the page. Multiple panels can be configured on a step, each with their own component layout. In this way, more complex page layouts can be achieved.

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Term Definition Pool A Pool acts as the container for flow objects (activities) and Sequence Flow (transitions) between them. A Pool represents a Participant in a Process It is a logical grouping that can consist of lanes and workflow objects. Portico Configuration The language generating the graphical workflow, wizard, panel, or visual rule on the Language (PCL) front end of the user interface. PCL is also the language used by a technical resource to write business rules. Python A dynamic, object-oriented language written in pure Java and seamlessly integrated with the Java platform. Jython is freely available for both commercial and non- commercial use and is distributed with source code (www.jython.org). Quality Check Another set of rules which need to be applied to the overall feed configuration process to determine the overall quality of the source data. Rule Parameter The optional value you can pass onto a rule which assists with the processing logic of the rule, such as working with multiple objects or components. Service A service represents domain-specific business rules packaged as a software unit that runs within the context of the IG framework. NPI Gateway is an example of a service. When a request is made to the IG, it is typically executed by a service. Staging Database Represents a temporary storage mechanism which takes multiple flat files and brings them together so that certain columns can be indexed and used for statistical and threshold collections as you proceed through the analysis process Task Flow object which represents an atomic activity that is included within a Process. A Task is used when the work in the Process is not broken down to a finer level of Process Model detail. Test Value An expected target value upon which a comparison is performed. Depending on the relational operator used within the condition, the test value can be numeric or a collection of data records. UDA User-defined attribute; a logical field that can be added to configure Portico to track data specific to an organization. The terms “UDAs” and “Attributes” are used interchangeably in Portico. Wizard User interface element where a user who is unfamiliar with a process is presented with a series of panels, performing complex or infrequently performed tasks in a specific sequence. Workflow Visual, graphical depictions which can be created to describe, analyze, and document the flow of processes and tasks within an organization.

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Appendix 1: Palette Configuration and User-Defined Functions

Every custom function will have a palette xml entry item in the FMG_PALETTE_DEFINITION document column in the User Defined Functions row. The xml entry for a new function will start with the following template example below.

The class name will remain the same for every custom function. The only change will be made to the description, inputs and output xml elements when new PCL functions have been created for use in the Rule Configuration environment.

When a PCL rule is created to work as a custom function, the inputs to the def statement are going to be added to the inputs section of the palette XML. For example, if the first argument to the PCL def function is a string called name, the first entry in the input XML will be name, with a type of string. If the single return of the PCL function is a list object called result, then the output section will have a single entry called output and a data type of list.

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The following table provides the possible data type values for inputs and output elements:

Element Name Description Inputs Represents the group of inputs to the function Input A specific input to the function.

Data-types: “string” “number” “list”

Output Defines the type of the output from the function. Only a single output can exist

Data-types:

“string” “number” “list”

Once the xml is saved to the database, the new palette item will be visible in the user-defined palette and the input and output properties will be available in the properties of the new function:

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Index

A B C D E F G H I J K L M N O P Q R S T U V W X Y Z

A Adding Application objects...... 22 Attributes to a variable template ...... 223 Applying Entity attributes ...... 176 Properties to a button component ...... 128 Entity type ...... 175 Properties to a checkbox component ...... 120 Error rule type ...... 174 Properties to a combobox ...... 110 Feed...... 239 Properties to a panel...... 97 Field Values to a Field ...... 168 Properties to a passwordfield component .....120 Fields to a form ...... 167 Properties to a textarea component...... 120 Form to an entity type ...... 176 Properties to a textfield...... 102 Gateway interface...... 146 Properties to a time properties component....120 Gateway model...... 153 Properties to an attachment...... 115 Gateway ORS...... 150 Templates to a visual rule ...... 194 Gateway properties...... 143 Assigning Gateway service ...... 148 Palettes to rule design session...... 207 Go to rule type...... 170 Properties to a PanelStep or DetailPanelStep .82 New form ...... 166 Properties to a wizard scene...... 82 Rules to a field...... 169 Properties to a workflow scene...... 57, 209 Warning rule type...... 171 Properties to an element...... 62, 63 After Canonical Form sub-tab...... 248 Properties to an existing task ...... 66 Selecting a rule within...... 249 Properties to new task...... 64 After Canonical Form sub-tab fields...... 248 Associated Projects sub-tab ...... 46 After rules ...... 74 Associated Wizards sub-tab...... 87 After Source Input sub-tab...... 237, 239 Associated Workflows sub-tab...... 69 After Source Input Sub-tab Associating Selecting a rule within...... 240 Rule with an Object ...... 22 After Source Input sub-tab fields...... 240 Specifications with an object ...... 134 After Standardize sub-tab ...... 243 Workflow to a project...... 43 Selecting a rule within...... 244 Attachment After Standardize sub-tab fields...... 244 Applying properties to ...... 115 Altova...... 226 Attachment Properties dialog box ...... 114 Animating AttributeFunction Properties dialog box ...... 204 Graphical rule...... 216 Attributes Visual rule ...... 216 Adding to a variable template...... 223 Animating a Workflow Diagram ...... 67, 216 Deleting from a variable template...... 223 Applet Display Rules ...... 9, 11 Editing for a variable template...... 224 Application Administration mode tabs Available palette groups ...... 183 Labels tab ...... 24 Available tools on Palette sub-tabs...... 32

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Creating B External field mapping...... 259 Before Canonical Form sub-tab ...... 246 Gateway node ...... 139 Selecting a rule within...... 247 Graphical rule ...... 208 Before Canonical Form sub-tab fields ...... 247 Internal field mapping...... 257 Before Rule and After Rule sub-tabs ...... 89 New column...... 230, 234 Before rules...... 74 Rule...... 13, 19 Before Source Input sub-tab ...... 237, 238 Staging table name...... 233 Selecting a rule within...... 239 Variable template...... 223 Before Source Input sub-tab fields...... 239 Visual rule...... 208 Before Standardize sub-tab ...... 242 Wizard...... 78 Selecting a rule within...... 243 Workflow...... 57 Before Standardize sub-tab fields ...... 243 Credentialing task wizard rule...... 11 Behavioral Rules...... 9 BPMN ...... 31 Business Process Modeling Notation...... 31 D Business rules...... 6, 24 Data dictionary ...... 256, 258 Button component DD tables ...... 26 Applying properties to...... 128 Decision element ...... 49 Button Properties dialog box ...... 125 Assigning properties to ...... 63 Decision Properties dialog box...... 55, 205 C Decision Properties dialog box fields...... 206 Decision tool...... 73 Callout...... 35 Defining Canonical Form tab...... 245 Project...... 38, 43 Canonical Form tab fields...... 245 Definition sub-tab...... 10 Canonical Form tab sub-tabs ...... 246 Delete functions...... 183 Checkbox Properties dialog box ...... 115 Deleting Choose Color dialog box ...... 97 Column Attributes from a variable template ...... 223 Creating new ...... 230, 234 Graphical rule ...... 221 Column Level sub-tab...... 250, 251 Variable template...... 224 Column Level sub-tab fields...... 252 Visual rule...... 221 Columns sub-tab ...... 233 Design area ...... 32, 181 Columns sub-tab fields ...... 234 Design area sub-menu options...... 36 Combobox Design sub-tab ...... 45, 68, 86, 190 Applying properties to...... 110 Designing ComboBox Properties dialog box...... 107 Panel screen ...... 131 ComboBox Properties dialog box fields ...... 107 DetailPanelStep Properties dialog box ...... 76 Common functions...... 183, 186 DetailPanelStep Properties dialog box fields...77 Configuration object DetailPanelStep tool ...... 72 Disassociating from a gateway node...... 141 Dialog boxes Confirm Delete dialog box...... 223, 224 Attachment Properties...... 114 Connection line types...... 59 Button Properties ...... 125 Copy Form button...... 160, 165 Checkbox Properties...... 115 Create functions ...... 183, 187 ComboBox Properties...... 107 Create Mapping DB button...... 231, 232 Component Properties...... 124 Using ...... 232 Decision Properties...... 205

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Panel Properties...... 96 Panel Scene Properties ...... 94 F PasswordField Properties ...... 118 Feed ...... 226 Section Properties...... 124 Adding ...... 229 Start Properties ...... 51 Feed Configuration mode ...... 4, 226 Task Properties...... 53 Feed Configuration mode tabs...... 226 TextArea Properties...... 125 Canonical Form tab...... 245 TextField Properties ...... 99 External Field Mapping tab ...... 258 Time Properties ...... 119 Feeds tab ...... 228 Wizard Scene Properties ...... 74 Internal Field Mapping tab...... 256 Workflow Scene...... 52 Quality Check tab ...... 250 Disassociating Source Import tab...... 236 Configuration object...... 141 Staging Tables tab...... 231 Feed Configuration Mode tabs E Standardize tab...... 241 Feeds tab...... 228 Editing Feeds tab fields ...... 228 Attributes for a variable template...... 224 Field Graphical rule...... 221 Adding field values to...... 168 Visual rule ...... 221 Adding rules to...... 169 End element ...... 49 Field values Enforcement sub-tab ...... 12 Adding to a field ...... 168 Enforcement sub-tab fields ...... 13 Field Values sub-tab ...... 162 Entity...... 174 Field Values sub-tab fields ...... 163 Adding attributes to...... 176 Fields Entity Attributes sub-tab...... 174 Adding to a form...... 167 Entity Attributes sub-tab fields ...... 175 Fields sub-tab...... 160 Entity Type Fields sub-tab fields...... 161 Adding...... 175 Fork element...... 49 Adding a form to ...... 176 Assigning properties to ...... 63 Entity type attribute icons ...... 175 Form Entity types ...... 173 Adding fields to ...... 167 Entity Types tab ...... 172 Adding new...... 166 Entity Types tab fields ...... 173 Error dialog boxes Form field types...... 162 Form Name field...... 12 Hidden Fields ...... 168 Formal Statement...... 10 Error rule type Forms sub-tab ...... 173 Adding...... 170 Forms sub-tab fields ...... 174 Events...... 6 Forms tab buttons ...... 160 Exporting Function Properties dialog box...... 201 Image...... 220 Functions ...... 179, 182 External field mapping Functions available during a decision...... 206 Creating...... 259 External Field Mapping tab ...... 258 G External Field Mapping tab fields...... 259 Gateway Configuration mode...... 4 Gateway interface ...... 144

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Adding...... 146 Import Mappings button ...... 237, 242, 246 Gateway Interfaces tab...... 144 Import Mappings button Gateway Interfaces tab fields...... 144 Using...... 237 Gateway model Import MFD button ...... 231, 232 Adding...... 152 Using...... 232 Gateway Models tab ...... 151 Init Script ...... 9 Gateway Models tab fields...... 151 Input file name Gateway node Modifying ...... 238 Creating...... 139 Input sub-tab...... 202 Disassociating a configuration object from.. 141 Input sub-tab fields ...... 202 Gateway Nodes tab ...... 138 Gateway Configuration mode...... 137 Gateway ORS Overview...... 137 Adding...... 150 Gateway Configuration mode tabs ...... 137 Gateway ORS tab...... 149 Gateway Interfaces tab...... 144 Gateway ORS tab fields...... 149 Gateway Models tab ...... 151 Gateway properties Gateway Nodes tab ...... 138 Adding...... 143 Gateway ORS tab...... 149 Gateway Properties tab ...... 142 Gateway Properties tab ...... 142 Gateway Properties tab fields ...... 142 Gateway Services tab...... 147 Gateway service Integration Gateway ...... 10 Adding...... 148 Integration Gateway interface...... 4, 137 Gateway Services tab...... 147 Integrator Batch feeds...... 30 Gateway Services tab fields...... 147 Integrator Batch interface ...... 4, 137 Generating Interface...... 145 PDF ...... 38, 218 Internal field mapping Go to rule type Creating...... 257 adding...... 170 Internal Field Mapping tab ...... 256 Graph Rules tab...... 189 Internal Field Mapping tab fields ...... 256 Graphical rule Animating...... 216

creating...... 208 J Deleting...... 221 Java ...... 18, 262 Editing...... 221 Java 2 plug-in...... 2 Previewing in a web browser ...... 220 Join element...... 49 Validating...... 216 Assigning properties to ...... 63 Group By...... 17 Jython ...... 18

H L Hidden Fields Error Dialog Box ...... 168 Label hierarchy HSB...... 97 Setting up...... 27 Labels tab...... 24 Labels tab fields...... 25 I Lane element...... 49 IG Migration Utility wizard ...... 153 Lane Properties dialog box ...... 56 Image Launch tool...... 73 Exporting...... 220

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M P Master Data Management solution ...... 226 Palette Manager ...... 183, 196 master.xml file ...... 137, 153 Palette Manager functions ...... 183 Match functions ...... 183, 185, 186 Palettes Matching Rule sub-tab...... 247 Assigning to a rule design session ...... 207 Selecting a rule within...... 248 Panel Matching Rule sub-tab fields ...... 248 Applying properties to ...... 97 MDM ...... 226 Printing ...... 39, 218 Modes...... 4 Panel Properties dialog box ...... 96 Feed Configuration...... 226 Panel Properties dialog box fields ...... 96 Gateway Configuration ...... 136 Panel Scene Properties dialog box...... 94 Rule Administration ...... 5 Panel Scene Properties dialog box fields...... 95 Rule Configuration...... 179 Panel screen Task Definition...... 157 Designing...... 131 Workflow Configuration...... 30 Panel sub-tab...... 90 Modifying Panel sub-tab components ...... 90 Input file name ...... 238 Panel tab ...... 86 PanelStep Properties dialog box ...... 75 PanelStep Properties dialog box fields ...... 76 N PanelStep tool...... 72 Parameter...... 253 New UDA editor...... 130 Parent label ...... 25 Parent of entity type...... 173 O PasswordField Properties dialog box...... 118 PCL sub-tab ...... 70, 87, 193 Object...... 11 PDF Associating rule with...... 22 Generating...... 38, 218 Associating specifications with...... 134 Pool element ...... 49 Object Relational Schema...... 149 Pool Properties dialog box...... 54 Object Rules tab...... 21 Pool Properties dialog box fields...... 55 Object Rules tab fields...... 18, 21 Portico common functions...... 183 Object Type...... 11 Portico Configuration Language...... 18, 70, 193 Objects Portico create functions ...... 183 Removing specifications from...... 134 Portico data dictionary...... 256, 258 Objects sub-tab...... 10 Portico match function...... 183 Objects sub-tab fields...... 11 Portico Workflow Execution Runtime ...... 30 ORS...... 149 Previewing Output channel...... 145 Graphical rule in a web browser ...... 220 Output Sub-tab...... 202 Printing ...... 39, 218 Output sub-tab fields...... 203 Project Overview sub-tab...... 36, 50, 74, 198 Associating a workflow to ...... 43 Overviews Defining ...... 38, 43 Gateway Configuration mode ...... 137 Removing a workflow from...... 44 Rule Configuration mode ...... 6 Project tab...... 42 Task Definition mode...... 158 Projects tab fields...... 42 Workflow Configuration mode ...... 30 Properties Applying to a button component...... 128

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Applying to a combobox...... 110 Rule Design Canvas Sub-menu options ...... 199 Applying to a textfield...... 102 Rule design session Applying to an attachment ...... 115 Assigning palettes to...... 207 Assigning to a PanelStep or DetailPanelStep. 82 Rule symbols ...... 183 Assigning to a start element ...... 62 Rule types ...... 9 Assigning to a wizard scene ...... 82 Rules ...... 24 Assigning to a workflow scene ...... 57, 209 Adding to a field ...... 169 Assigning to an element ...... 63 Searching for...... 16 Assigning to an Existing Task...... 66 Rules controls ...... 188 Assigning to new task ...... 64 Rules Editor tab ...... 18 Rules Search dialog box ...... 16 Provider Manager...... 30 Rules sub-tab ...... 163, 196 Provider mode...... 137 Rules sub-tab fields ...... 164 PWER ...... 30 Rules symbols...... 186 Python ...... 18 Rules tab ...... 6, 8 Rules tab fields ...... 9 Q Quality check S Performing on source data...... 254 Search For...... 17 Quality Check tab ...... 250 Searching Quality Check tab sub-tabs ...... 250 For text within a rule...... 20 Quality checks...... 250 Searching for Query functions...... 183, 184 Queue Name field ...... 12 Rules ...... 16 Section Properties dialog box ...... 124 Security Manager...... 26 R Select tool ...... 48 Select UDA dialog box...... 130 Real-time feeds ...... 7 Selecting Removing Rule within Before Canonical Form sub-tab 247 Specifications from an object...... 134 Rule within Source Input Sub-tab...... 239 Workflow from a project...... 44 Rule within the After Canonical Form sub-tab Results Tree ...... 32, 181 ...... 249 RGB ...... 97 Row-level security ...... 26 Rule within the After Standardize sub-tab....244 Rule Rule within the After-Source Input sub-tab..240 Associating with an object ...... 22 Rule within the Before Standardize sub-tab .243 Creating...... 13, 19 Sequence...... 11 Perform a search for text within...... 20 Sequence line connector tool...... 49 Sequence-Conditional line connector tool...... 49 Rule Administration mode...... 4 Sequence-Default line connector tool...... 49 Overview...... 6 Service ...... 147, 263 Rule Administration mode tabs...... 6 Set Input Files sub-tab ...... 237, 238 Object Rules tab ...... 21 Set Input Files sub-tab fields ...... 238 Rule Configuration mode...... 4, 6, 179 Setting up Rule Configuration mode tabs ...... 180 Label hierarchy ...... 27 Rules Editor tab...... 18 Show/hide specifications feature ...... 182 Rules tab...... 8 Source data Rule Configuration tool user interface...... 181 Performing quality check on...... 254

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Source Import tab...... 236 Output ...... 202 Source Import tab fields...... 237 Overview...... 50, 74, 198 Source Import tab sub-tabs ...... 237 Panel ...... 90 Specification section ...... 36 PCL...... 87, 193 Specifications Rules ...... 163, 196 Associating with an object ...... 134 Set Input Files...... 238 Removing from an object...... 134 Specifications...... 93, 190 Specifications sub-tab ...... 93, 190 Summary...... 204 Specifications sub-tab fields ...... 94, 191 Task...... 11 Stage Transform After Rule...... 237 Stage Transform Before Rule ...... 237 Wizard...... 71 Staging table name Workflow...... 48 Creating...... 233 Workflow Navigator...... 49, 73, 92, 197 Staging Tables tab...... 231 XML ...... 47, 71, 88, 192 Staging Tables tab buttons...... 232 Summary sub-tab...... 204 Staging Tables tab fields...... 232 Standardize tab...... 241 Standardize tab fields...... 241 T Standardize tab sub-tabs ...... 242 Table Level sub-tab ...... 250, 251 Start Date field ...... 13 Table Level sub-tab fields ...... 251 Start element ...... 49 Tabs Assigning properties to...... 62 Canonical Form...... 245 Start Properties dialog box...... 51 Entity Types tab...... 172 Statistics sub-tab ...... 252 External Field Mapping tab ...... 258 Statistics sub-tab fields ...... 252 Feeds tab ...... 228 Stop Date field ...... 13 Gateway Interfaces tab...... 144 Studio...... 24 Gateway Models tab ...... 151 Submission Processor ...... 10 Sub-tab Gateway Nodes tab ...... 138 Gateway ORS tab...... 149 Variables ...... 193 Gateway Properties tab ...... 142 Sub-tabs Gateway Services tab...... 147 After Canonical Form...... 248 Internal Field Mapping tab...... 256 After Source Input...... 239 Labels tab...... 24 After Standardize...... 243 Object Rules tab...... 21 Associated projects...... 46 Panel tab...... 86 Associated Wizards...... 87 Projects tab...... 42 Associated Workflows ...... 69 Quality Check tab ...... 250 Before Canonical Form ...... 246 Rules Editor tab ...... 18 Before Rule and After Rule...... 89 Rules tab ...... 8 Before Source Input ...... 238 Source Import tab...... 236 Before Standardize ...... 242 Staging Tables tab...... 231 Definition ...... 10 Standardize ...... 241 Design ...... 45, 68, 86, 190 Task Definition tab ...... 159 Entity Attributes ...... 174 Template Editor ...... 222 Forms...... 173 Wizard tab...... 68 Input ...... 202 Workflow tab...... 45 Matching Rule...... 247 Task Objects...... 10

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Assigning properties to...... 64 Validations sub-tab...... 254 Task Definition mode ...... 4, 158 Validations sub-tab fields ...... 255 Task Definition mode tabs ...... 158 Variable template Entity Types tab ...... 172 Adding attributes to ...... 223 Task Definition tab...... 159 Creating...... 223 Task Definition tab ...... 159 Deleting...... 224 Task Definition tab fields...... 159 Deleting attributes from...... 223 Task Definition tab sub-tabs ...... 160 Editing attributes for ...... 224 Task element ...... 49 Variables...... 179 Task Properties dialog box...... 53 Variables sub-tab ...... 193 Task Properties dialog box fields...... 54 Visual rule Task queue rules ...... 6 Animating ...... 216 Tasks ...... 158 Applying a template to...... 194 Tasks sub-tab ...... 11 Tasks sub-tab fields...... 12 creating ...... 208 Template Editor tab...... 222 Deleting...... 221 Template Editor tab fields...... 222 Editing...... 221 Templates Previewing in a web browser...... 220 Applying to a visual rule ...... 194 Validating ...... 216 Text Performing a search for text within a rule...... 20 W TextArea Properties dialog box ...... 124, 125 Textfield Warning rule type Applying properties to...... 102 Adding ...... 171 TextField Properties dialog box...... 99 Web browser TextField Properties dialog box fields...... 100 Previewing a graphical rule in ...... 220 Threshold ...... 253 WebLink ...... 30 Thresholds sub-tab...... 253 WebLink Behavioral Rules...... 10 Thresholds sub-tab fields ...... 253 WebLink Display Rules...... 10 Time Properties dialog box...... 119 Weblink Wizard...... 10 Timing...... 11 WebLink wizards...... 2 Turn On Callouts feature ...... 35 Wizard Creating...... 78 U Printing ...... 39, 218 Wizard display rule...... 11 Undo/redo feature ...... 35 Wizard Scene Properties dialog box...... 74 Undo/Redo feature...... 182 Wizard sub-tab...... 71 Update functions ...... 183, 184 Wizard sub-tab tools...... 72 User defined functions ...... 183, 185 Wizard tab...... 68 Using Workflow...... 30 Import Mappings button...... 237 Creating...... 57 Printing ...... 39, 218 V Removing from a project ...... 44 WorkAssociating to a project...... 43 Validating Workflow Configuration mode...... 4, 30 Graphical rule...... 216 Overview...... 30 Visual rule ...... 216 Workflow Configuration mode tabs ...... 30 Validation Errors sub-tab...... 192 Panel tab...... 86

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Projects tab...... 42 Workflow tool user interface...... 31 Wizard tab ...... 68 Workflows ...... 45 Workflow tab ...... 45 Terminology ...... 31 Workflow diagram Tool user interface ...... 31 Animating...... 67, 216 Workflow Navigator sub-tab .36, 49, 73, 92, 197 X Workflow scene Assigning properties to...... 57, 209 XML sub-tab...... 47, 71, 88, 192 Workflow Scene dialog box...... 52, 57, 209 Workflow Scene dialog box fields...... 52, 53 Z Workflow sub-tab ...... 48 Workflow tab ...... 45 Zoom in/zoom out feature ...... 35, 182 Workflow Sub-tab tools ...... 48 Workflow terminology...... 31

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About Portico Systems Portico Systems’ innovative solutions enable health plans to reduce administrative, medical and IT costs. Portico’s exclusive focus on provider operations and 500+ staff-years of provider experience has allowed Portico to design the only modular end-to-end provider platform. Portico invites you to explore our website (www.porticosys.com) to learn how our commitment to customer service, quality and technology innovation can accelerate the evolution of your health plan’s provider operations. Portico Systems is a partner company of Safeguard Scientifics, Inc. (NYSE: SFE) www.safeguard.com.

Portico Systems Inc. 518 East Township Line Road • Suite 100 • Blue Bell, PA 19422 Phone: 215-358-3800 • Fax: 215-358-3702 Revision 1.0 www.porticosys.com Portico 7.1 Page cclxxiii Studio Users Guide