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Update rules

Introduction

This data loading operation allows a rule to be populated from the data in the dataset.

Note: this operation is only available to ESG licence holders.

The source of the upload will be the dataset/typology of the current task, while the target is the rule selected during the configuration of the upload operation (see Data target mapping (Update rules)).

Note: Currently only 'Calculation Logics' can be selected.

Data verification process

Before inserting or updating the elements of a rule, the data processing verifies that the data in the dataset are valid.

Script calculation logics, examples:

Example 1

In this example, a 'Data target mapping: update rules' is configured to update the Script calculation logics with all mapped fields:

Dataset

CODE DESCRIPTION SCRIPT LABEL ACTIVE RUN CONDITION START DATE END DATE
C001 DESC 001 TGKML 1.0 L001 1 ACTIVE = 1 15/09/2023 20/09/2023

There are no errors and the element with code C001 is inserted into the script type calculation logics if it is not already present, otherwise it is updated.

Dataset

CODE DESCRIPTION SCRIPT LABEL ACTIVE RUN CONDITION START DATE END DATE
C002 DESC 002 TGKML 1.0 L002 0.5405 ACTIVE = 1 15/09/2023 20/09/2023

'Active' field error as the valid values are only 0 and 1.

Dataset

CODE DESCRIPTION SCRIPT LABEL ACTIVE RUN CONDITION START DATE END DATE
C003 DESC 003 TGKML 1.0 L003 1.000 ACTIVE = 1 15/09/2023 20/09/2023
C003 DESC 003 TGKML 1.0 L003 1.000 15/09/2023 20/09/2023

Two identical lines, resulting in a duplicate code error.

Dataset

CODE DESCRIPTION SCRIPT LABEL ACTIVE RUN CONDITION START DATE END DATE
C003 DESC 003 TGKML 1.0 L003 1 15/09/2023 20/09/2023
C003 DESC 003 TGKML 1.0 L004 0 ACTIVE = 1 15/09/2023 20/09/2023

Two elements with the same code, thus resulting in a duplicate code error.

Logical dimensions' calculation logics, examples:

Example 2

In this example, a 'Data target mapping: update rules' is configured to update the Script calculation logics with all mapped fields:

Dataset

SCRIPT OPERAND CODE LOGICAL DIMENSION FIELD CODE
C0S_001 DL_001 CC_001
C0S_001 DL_002 CC_001

There is no error, the element COS_001/DL_001 and the element COS_001/DL_002 are inserted into the script type calculation logics if they are not already present, otherwise they are updated.

Dataset

SCRIPT OPERAND CODE LOGICAL DIMENSION CODE FIELD
C0S_001 DL_001 CC_001
C0S_001 DL_001 CC_001

Two elements with the same code, thus resulting in a duplicate code error.

Note: since the key consists of the fields 'script operand code' and 'logical dimension', it is currently not possible to update the 'logical dimension' field of an existing element via the 'Update rule' data processing.

Managing mandatory and non-mandatory fields

The Update rules operation takes into account all mapped fields. If a mapped field is mandatory, and no value is present in the dataset, the system reports an error both when the data processing inserts values and when a pre-existing element is updated. However, if the mapped field is not mandatory and the value does not exist for a certain row of the dataset, the system does not insert any value for new elements, whereas it overwrites the pre-existing value, thus emptying the field, when updating an element present in the rule.

Example 2

In this example, a 'Data target mapping: update rules' is configured with all fields mapped, assuming that element C001 exists on the Script type calculation logic and has all fields filled in.

  • Dataset

CODE DESCRIPTION SCRIPT LABEL ACTIVE RUN CONDITION START DATE END DATE
C001 DESC 001 TGKML 1.0 L001 1.000

There are no errors, all fields of element C001 are updated. In particular, the 'Start Date' and 'End Date' fields are cleared, overwriting the previous value.

Execution conditions

Personal data option

The option 'Personal Data Protection' is currently not supported in the calculation logics, so it must not be selected on the dataset fields. If selected, data processing fails.

Encoded option

The “Encoded” option must be selected on the field mapped with the description. If this condition is not met, the data processing will fail.