Create an RF deductions group

Before setting up the Deductions Model calculator, you need to set up RF deductions groups. An RF deductions group is a rollup of selected RFGroups that contain the data you want to include when processing the Deductions Model calculator for a specific job.

NOTE: Any time you make a change to an RF deductions group in the RFGROUP dimension table, remember that you may need to update the settings for that deductions group in the RF Deductions Setup utility.

To create an RF deductions group:

  1. Open the RFGROUP dimension table: Libraries > Table Library > !Dimensions > RFGROUP.

  2. In the next available row of the RFGROUP column, enter a name for the RF deductions group. To make the name easy to recognize, you can combine the name of the RFPlanGroup with the word Deductions, if you like.

  3. In the DeductionsMapping column, on the same row in which you created the RF deductions group, type the name of the RF deductions group. This step is necessary for the new deductions group to display in the Refresh Variables drop-down when you open the Deductions Model calculator.

  4. In the DeductionsMapping column, for each RFGroup that you want to include in the RF deductions group , enter the name of the RF deductions group.

  5. For RFGroups that you do not want to include, in the DeductionsMapping column, enter NA (the default).

    Example of RFGROUP dimension table with a configured RF deductions group

  6. On the Main ribbon tab, click Save.

  7. Open the RF Deductions Setup utility and configure the new RF deductions group.