Workflow for Creating a Calculation Procedure (Managed Package)

For the managed package runtime, to create a calculation procedure, you set up the overall configuration, add variables and constants, add steps, and test.

This information is for Omnistudio for Managed Packages. For Omnistudio on standard runtime, see Omnistudio Help.

1. Set Up a Calculation Procedure (Managed Package).

2. Add Variables and Constants (Managed Package).

3. Add Calculation Steps (Managed Package).

4. Add Matrix Lookups (Managed Package).

5. Add Aggregation Steps (Managed Package).

6. Test a Calculation Procedure (Managed Package).

• Set Up a Calculation Procedure (Managed Package)
  For the managed package runtime, before you can create calculation procedure steps, you must configure the calculation procedure as a whole.
• Add Variables and Constants (Managed Package)
  For the managed package runtime, all calculation procedures require constants, variables, or both.
• Add Calculation Steps (Managed Package)
  For the managed package runtime, a calculation step includes one or more mathematical operations and/or functions.
• Add Matrix Lookups (Managed Package)
  For the managed package runtime, a matrix lookup step calls a calculation matrix, supplying input to the matrix and returning its output.
• Add Aggregation Steps (Managed Package)
  For the managed package runtime, if the input to the calculation procedure is an array—for example, multiple family members are applying for insurance and want to view the total premium—the calculation procedure runs for each input. Using an aggregation step, you can aggregate the procedure results and execute additional calculations on the aggregated result.
• Test a Calculation Procedure (Managed Package)
  For the managed package runtime, we recommend that you use the Simulator tab to test the calculation procedure you just created before going on to create other calculation procedures, Integration Procedures, or Omniscripts.