Knowledge Base

BizRuleAnalyzer is a powerful tool designed to help Encompass® administrators and developers quickly search, review, and manage business rules. It consolidates all rules into a single, easy-to-navigate interface, providing both high-level visibility and detailed insights without wasted time.

Whether troubleshooting, auditing, or optimizing configurations, BizRuleAnalyzer helps administrators locate and analyze rules efficiently.

Key Features That Save Time

Smart Rule Search

• Instantly search across most business rules (excludes DDM rules).
  
• View results in one screen with full context and details.
  
• Spend less time hunting for rule logic and more time improving it.
  

Activation

1. Log in to Encompass® as a Super Admin.
   
2. Open LTK PowerTools™ from the Encompass® menu and click Settings.  Confirm that the license includes the Expert, Optimized or Enterprise tier.
   
3. Click Settings > PowerTools™ Expert tab.
   
4. Turn on the BizRule Analyzer by clicking On.
   
5. Important: After activation of the Tool, be sure to wait for the prompt stating that the download is complete prior to continuing.
   
6. Ensure a license number populated and restart Encompass®.
   

How to Use BizRuleAnalyzer

1. Open any loan file in Encompass®.
   
• Once BizRuleAnalyzer is launched, it can remain open even after closing the loan.
  
2. Navigate to the Admin – BizRuleAnalyzer form.
   

• Click Read Encompass® Settings to capture the latest version of business rules and custom field calculations.
  
• Click Read Encompass® Forms to load all available forms into the tool for analysis.
  

In the Search For: textbox, administrators can:

• Search by Field ID using bracket notation (e.g., [CX.FIELDID])
  
• Search by keywords found in field triggers or rule logic (e.g., “send email to user”)
  

This allows quick identification of specific rules, conditions, or logic without navigating through multiple screens.

Encompass® Health Reports

BizRuleAnalyzer includes two tools for maintaining clean, error-free rules:

1. Invalid Fields Report
   
• Scans rules and forms for field references that may be incorrect.
  
• Flags typos (like using a comma instead of a dot in Field IDs).
  
• Helps identify errors that could affect loan processing.
  

2. Unused Fields Report
   
• Identifies fields that aren’t used in calculations, rules, or form code.
  
• Resource for cleaning up legacy setups or unused custom fields.
  
• Can be cross-checked with code repositories and Report Explorer.
  

Additional Reports

There are two additional reports available in the Tools menu of BizRuleAnalyzer that can be used for auditing requirements.

• Custom Field Calculations Report: Export all field calculations to Excel for easy review.
  

• Loan Access Chart: Visualize milestone-based persona access rules. Ideal for auditing general access levels.
  

Change Management Made Easy

BizRuleAnalyzer simplifies tracking and comparing changes

• Take weekly (even daily) snapshots of settings, forms, and fields to monitor change history.
  
• Review updates made by other admins or consultants.
  
• Export change details to Excel for documentation or team review.
  

Installed Components

The following components are added to Encompass®:

• Custom Form: Admin – BizRuleAnalyzer
  
• Codebase Assemblies: BizRuleAnalyzerHostedForm151.dll
  
• Custom Data Objects: BizRuleAnalyzerHostedKey.txt
  
• Plugins: None
  

Custom Fields Created: