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Run a Rule

CCH Tagetik > Validation > Rules

The rule execution function allows users to run validation rules saved in the document to verify consistency and accuracy (e.g., reconciliation, table totals, custom checks, etc.). The following sections describe how to select and run rules, and interpret the results.

How to Run a Rule

You can run rules in two ways:

  • Single run: expand the rule card in the document’s rules list and click the . The rule runs immediately without needing to be selected beforehand. This is useful for quickly checking a single rule.
  • Multiple run: select one or more rules using the checkbox next to each rule and click the Run rules (N) button (where N indicates the number of selected rules). All selected rules run in a single operation.

Note. The Run rules (N)**** button is enabled only when at least one rule is selected. If no rules are selected, the button remains disabled.

Execution and Checks

When running a Consistency rule, the system verifies that:

  • all objects associated with the same tag are consistent with each other
  • all values within the selected tags match each other

In addition to these checks, when you run a Custom rule, the system also verifies the validity of comparisons between the tags used in the rule. If a tag contains inconsistent values (e.g., objects with different values), the system displays the inconsistency details in the execution results.

Results type

There are three possible result types:

  • Verified: the rule has been successfully validated
  • Failed: the rule has been executed, but the result does not meet the expected condition
  • Error: the rule cannot be executed due to data or tag errors (e.g., a required tag is no longer available or the same tag contains different values across multiple objects)

Execution results

At the end of execution, results are displayed in a dedicated panel where:

  • results are shown as multiple cards or messages, one for each executed rule, to clearly distinguish the outcomes
  • each card can be expanded to view detailed results
  • results are ordered by status: first rules with errors, then failed rules, and finally verified rules

For each executed rule, the system displays a result card containing:

  • rule status (Verified, Failed or Error)
  • rule name and related tags
  • verified values (numeric and comparison results)
  • execution date and time

Additionally, for Error results caused by inconsistencies, the system also displays:

  • the name of the inconsistent tag
  • the number of affected objects
  • the inconsistent values

By clicking Show in document link, you can also identify the objects in the document that contain the inconsistency.

Consistency Rules: How numbers are compared

For consistency rules, the system normalizes values according to the following criteria:

  • Negative numbers: the minus sign and parentheses are considered equivalent (e.g., -10 = (10))
  • Decimal and thousand separators: depend on the localization setting defined in the document’s Advanced Settings (e.g., 1,200 = 1.200)
  • Zero values: can be represented as 0, –, or N/A (e.g.,0 = – = N/A)

The following are not considered equivalent (and are therefore not normalized):

  • currency (conversion logic is not handled)
  • thousand/million notation (e.g., 10 M ≠ 10 K)
  • color (e.g., negative numbers in red do not affect the value)