Introduction
Rule Engine will help you set up rules that can be used for other functionalities.
Example:
Set up rules to apply promotion code
Set up rules for claim assessment validations
Prerequisites
The Rule Engine feature must be enabled for your tenant
Rule Engine List
The Rule Engine List can be found in Workflows menu
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Rule Engine List
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Column | Description | Comments |
|---|---|---|
Action | Available actions:
| |
Rule Name | Name of the rule | |
Rule Description | Descriptions for the rule |
Create a New Rule
Click on Create Rule Engine on Rule Engine List
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Create Rule popup
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Field Name | Description | Comments |
|---|---|---|
Rule Name | Name of your rule | |
Rule Description | Describe your rule |
Update Rule Name & Description
Click Edit action of the Rule on Rule Engine List
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Update Rule Engine Popup will be displayed in editing mode
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Field Name | Description | Comments |
|---|---|---|
Rule Name | Name of your rule | |
Rule Description | Describe your rule |
View an existing Rule & Update Rule Logic
Click on the Rule Name
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System will open Rule Details Screen
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Rule Version Upload
You can upload new version of your rule in section below
Note: Rule version must be defined in excel format. It is recommended to let us create the first rule version and you can modify it to new versions
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Rule Version List
Rule version list contain all versions created for this rule and shows currently active version
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Column Name | Description | Comments |
|---|---|---|
Actions | Available Actions:
| |
Version Name | Rule version name | |
Uploaded by | User who uploaded this version | |
Uploaded date | Date when this version was uploaded |
Rule Calculation Tool
Rule calculation tool will help you try out your rule based on set of configured inputs & formula in rule version file
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Field Name | Description | Comment |
|---|---|---|
Version  | Version current used for calculating. | You can try different versions to verify if the rule is working as expected |
UI input questions  | This section contain all questions that are the source inputs of the calculation | This section is dynamically loaded based on selected version. Provide your inputs and click Apply button. |
Calculation Breakdown  | Break down of the inputs & expected outcome | After inputs is provided and applied to the breakdown. Click calculate to verify the output. |
Delete a Rule
Click on delete action on Rule Engine List
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Confirmation message will be displayed.
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Confirm your action and the Rule Engine will be removed.
Note: This action is irreversible. Please be careful with it.