What are Error Rules?

Error Rules are persistent rules automatically created by Reprtoir when Data Errors are corrected during the “Handling Data Errors” step of Royalty Statement processing.

They capture explicit correction and standardization decisions made by the user and allow the system to automatically apply the same logic to future Royalty Statement Incomes.

Error Rules are a core mechanism for:

• reducing repetitive manual corrections
• standardizing heterogeneous royalty data
• building a consistent, auditable royalty database over time

Error Rules are not temporary fixes.
They are long-term normalization rules applied to future processing and reprocessing workflows.

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Relationship with Handling Data Errors

Error Rules are created during the “Handling Data Errors” step of the Royalty Statement processing workflow.

This step serves two purposes:

• resolving critical blocking errors that prevent royalty calculation
• standardizing heterogeneous data for reporting, analytics, and exports

Whenever a user corrects a Data Error, Reprtoir records the decision as an Error Rule.

Rules become active only once the current Royalty Statement Income has fully completed its processing workflow, including calculation.

This ensures that rules are applied consistently and safely to future statements.

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Where to find Error Rules

All Error Rules are accessible from a dedicated list.

To access the Error Rules list, open the navigation menu on the left, click the "Royalty Accounting" icon, locate the "Transactions" section, and click the "Rules" list.

This list becomes available after at least one Data Error has been corrected during Royalty Statement processing.

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Understanding the Error Rules List

The Error Rules list displays all reusable correction and standardization rules created by the Organization.

Each rule represents a “before and after” transformation applied to incoming royalty data.

Typical use cases include:

• mapping unknown Sale Types to standardized values
• normalizing Retailer names across providers
• correcting Country codes
• resolving recurring identifier mismatches
• enforcing consistent reporting conventions

Rules are scoped to:

• a specific Statement Template
• a specific type of Data Error
• specific source values

This guarantees precise and predictable behavior.

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How Error Rules Are Applied

Error Rules are automatically applied when:

• processing future Royalty Statement Incomes
• reprocessing an existing Income

When a new statement is ingested, Reprtoir evaluates incoming data against existing Error Rules before flagging new Data Errors.

If a matching rule exists, the correction is applied automatically and silently.

This progressively reduces manual intervention over time.

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Deleting an Error Rule

Error Rules can be deleted at any time.

Deleting a rule:

• prevents it from being applied during future processing
• prevents it from being applied during reprocessing
• does not modify historical Operations or Statements

This is particularly useful when:

• a rule was created incorrectly
• business rules have changed
• a correction needs to be handled differently going forward

Deleting a rule does not retroactively alter past calculations.

Any correction to historical data must be handled through Reprocessing.

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Important Notes and Best Practices

• Error Rules are evaluated in combination. Multiple rules may apply to the same statement.
• Poorly designed rules may cancel or override each other.
• Always review existing rules before correcting recurring errors.
• Prefer precise, narrowly scoped rules over broad corrections.
• Use Reprocessing carefully when rules are modified or removed.

Error Rules are powerful.
They should be treated as part of your long-term data governance strategy.

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Relationship with Other Concepts

Error Rules interact directly with:

• Handling Data Errors
• Royalty Statement Processing
• Reprocessing
• Reporting and Analytics

They ensure that once a data issue is understood and corrected, it does not need to be fixed again.

Over time, Error Rules transform raw, heterogeneous royalty data into a unified, reliable accounting system.

They ensure that valid data is interpreted consistently across time and sources.

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