You must have a solid working knowledge of Oracle SOA Suite, Oracle BPM Suite, and Oracle Business Rules before modifying any business rules. For information on these products, see:

- Oracle Fusion Middleware User's Guide for Oracle Business Rules
- Oracle Fusion Middleware Administrator's Guide for Oracle SOA and Oracle Business Process Management Suite

Oracle Financial Services Loan Origination uses the Documentation Checklist Decision Table, in the Documentation Checklist Ruleset, to determine the list of documents needed from a loan applicant. The document list is based on the type of loan. This decision table includes conditions and actions as its rows and rules as its columns. The rules test the values of the conditions and set corresponding values for the actions. The rules must account for all possible combinations of values of all conditions in the table. Bucketsets and globals are used to set pre-defined values for certain rules.

Upon submission of a loan application, the rules engine tests each condition. If a combination of condition values matches a rule, the corresponding actions are taken. The Documentation Checklist Decision Table provides the details for each condition, its rules, and the actions to execute. Following the table is an example scenario explaining how a loan application is processed based on the given condition.

Documentation Checklist Decision Table

An applicant applies for a Personal Loan. She provides the bank with her passport, birth certificate, company badge ID, and last three bank statements.

You can modify the existing ruleset, conditions, or actions. Take caution before modifying a condition or action, it can require source code changes. Application processing fails if this ruleset is deleted. To modify the ruleset, conditions, or actions, see "Editing Rules in an Oracle Business Rules Dictionary at Run Time," in Oracle Fusion Middleware User's Guide for Oracle Business Rules.