If you chose to enable business rule pre-processing for the segmentation group in the Enterprise Data Manager, you can generate a business rule analysis report before you run the segmentation policy. The business rule analysis report gives a graphical representation of how many records will be active versus inactive after business rules are applied.
When you create a business rule analysis report, you first specify the period of time that you want the report to cover. You can choose from a yearly, quarterly, or monthly report.
You can generate three types of reports. The transaction summary report is a graphical representation of all segmentation group records that will be processed using all business rules applied to the driving table. The report details how many records will be active and how many records will be inactive for the segmentation group. Active records will remain the default segment while inactive records will move to the appropriate segment in accordance with business rules.
The transaction summary by period report details how many records will be active versus inactive by the report period you specified. For example, if the segmentation group contains data from 2005 to 2013, the report displays a bar graph for each year that details how many records will be active and how many records will be inactive for the given year after all business rules are applied.
If you want to view how many records will be active versus inactive for a particular business rule instead of all business rules, create a business rule details by period report. The business rule details by period report displays a graphical representation of active versus inactive records by the time period and specific business rule that you select.
If you copy a segmentation group, enable business rules pre-processing, and try to generate a business rule analysis report for the copied segmentation group, you will receive an error. You can view business rule analysis reports for one segmentation group at a time, for example either the original group or the copied group.