[rules-users] Rule(s) based on different (fact) dates (date-effective/date-expired?)

dhartford binarymonk01 at yahoo.com
Fri Aug 19 09:53:36 EDT 2011


Hey all,
I see a couple of posts in the mailing list/forum around the date-effective
and date-expired.

Forgive my ignorance, I'm still learning as I go, but I have this example
and I'm wondering if that is where I should look, or if that is the wrong
path:

Given the mortgage example, lets say you have LoanApplications come in with
an 'Application Date'.  

There may be one rule that has 3 different versions (all versions 'active')
depending on the date of the application, and the application may come in
later, and/or a rule may be a retroactive rule (I just made a new rule, but
it came into effect two days ago (say during a weekend and is only for those
two days), so any ApplicationDate based loan applications that show up on
Monday with dates from the past two days should use that retroactive rule
instead of, potentially, a new 'current' rule).

This is not the same as history (what *was* the rule(s) as of prior Friday),
which is also important, which is why I'm asking if someone has tackled this
area that will help someone new understand the best approach for date-based
rules while understanding/retaining history.

thanks!
-Darren



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