Compliance Data Rules in Tide enable specific Data-set fields to be set as mandatory, where specific rule conditions have been met. These Data Validation rules are then applied during Transformation. 

All Users can view Compliance Data Rules, but only Tide System Admin Users can create and edit them. Compliance Data Rules can be accessed by selecting Rules from the top menu. Compliance Data Rules are presented in the grid within the Rules tab of this screen.

Compliance Data Rule Application

Compliance Data Rules are applied based on the below criteria:

• If there is a match between any of the Classes of Business of the Compliance Data Rule and any of the Classes of Business of the Schema being used (the Bordereau Questionnaire being used is linked to one Schema)
• If all the Data-set fields used in the Rule Conditions are present in the data submission (either through a Bordereau column or default value)

Compliance Data Rule Assessment

Rule Conditions of the Compliance Data Rule are assessed against the data being processed. Only a Current Entry of a Risk, Premium, or Claim ‍is assessed during processing; therefore, if there are multiple records of the same Risk, Premium, or Claim in a single Bordereau, then only the last entry will be assessed. 

If there is a match then Tide checks whether the selected mandatory fields are supplied (they may be supplied by a Bordereau column or default setting in the Questionnaire). 

If they are not supplied, then Tide will raise an error, with the option to select values for the individual data submission, edit the Questionnaire to map a column or set a default, or to delete the Bordereau (and then re-submit a Bordereau with the correct column(s).

If they are supplied, then Tide will check whether they are populated. If they are not, then Tide will raise an error, with the option to populate the fields.