Table of Contents
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1. Introduction
Rule Engine will help you set up rules that can be used for other functionalities, for ex:
Apply the promotion code to a quote.
Claim assessment validations.
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Example:
Set up rules to apply promotion code.
Set up rules for claim assessment validations.
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Actions (events) to trigger a rule (execution) can vary, for ex:
Apply a promotion code.
Create a new claim.
Create a new claim payment.
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Before you begin
The Rule Engine feature must be enabled for your tenant.
2. Rule Engine List
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To access to Rule Engine List
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, you need to go to the WORKFLOWS menu and click on Rule Engine Setup.
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Rule Engine List is the central place to list all rules that have been defined in the system.
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Column | Description | Comments |
|---|---|---|
Action | Available actions:
| Edit Rule Name and Rule Description. Delete a rule. |
Rule Name | Name of the rule | Click on the Name to open Rule Details tab. See https://contemi.atlassian.net/wiki/spaces/SHC/pages/2008809502/Rule+Engine+Setup#View-%26-Update-an-Existing-Rule-Logic |
Rule Description | Descriptions for the rule |
3. Create a New Rule
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To create a new Rule, please click on Create Rule Engine on the Rule Engine List.
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Create Rule popup will be displayed.
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You will need to specify the following information:
Field Name | Description | Comments |
|---|---|---|
Rule Name | Name of your rule | Required |
Rule Description | Describe your rule | Optional |
After you’re done with the required Rule information, you need to click Save to accept the changes. The new Rule will be reflected in the Rule Engine list.
4. Update
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Existing Rule’s 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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On the Rule Engine list, click on the Edit button of one rule, it will show the Update Rule Engine popup where you can update rule information.
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You will need to specify the following information:
Field Name | Description | Comments |
|---|---|---|
Rule Name | Name of your rule | Required |
Rule Description | Describe your rule | Optional |
After you’re done with the required Rule information, you need to click Save to accept the changes. The changes will be reflected in the Rule Engine list.
5. View
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& Update
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Click on the Rule Name
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System will open Rule Details Screen
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an Existing Rule Logic
“Rule” definition in Seamless is referred to the set of individual rules defined in a “Rule spreadsheet”. “Rule spreadsheet” is used to define Rule logic and it must follow the standard template so that Rule Engine can read and execute. The output of rule execution (aka result) will be used as a condition for the system to proceed with an action. See Configure rule engine file (rules spreadsheet)
Seamless also allows users to keep track of the history of changes (called Rule versions) that you have made to a “Rule”. See https://contemi.atlassian.net/wiki/spaces/SHC/pages/2008809502/Rule+Engine+Setup#Rule-Version-List
If you need to update the rule logic, you will need to update the rules defined in the “Rule spreadsheet” and upload a new “Rule spreadsheet” in the section https://contemi.atlassian.net/wiki/spaces/SHC/pages/2008809502/Rule+Engine+Setup#Rule-Version-Upload
On the Rule Engine list, click on the Name of one rule, it will open a Rule Details tab where you can view all Rule versions, and define and verify the Rule Logic.
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This is the Rule Details tab:
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The rule Details tab contains 4 sections:
Section 1: display Rule Name and Rule Description.
Section 2: the place to select and upload the Rule spreadsheet, defining rule logic. See https://contemi.atlassian.net/wiki/spaces/SHC/pages/2008809502/Rule+Engine+Setup#Rule-Version-Upload
Section 3: list of all rule versions. https://contemi.atlassian.net/wiki/spaces/SHC/pages/2008809502/Rule+Engine+Setup#Rule-Version-List
Section 4: a dynamic layout section to allow the user to verify the rule logic if its result is expected. You can provide different sets of input parameters’ value to evaluate the result after the rule logic is executed by Rule Engine. See https://contemi.atlassian.net/wiki/spaces/SHC/pages/2008809502/Rule+Engine+Setup#Rule-Calculation-Tool
a. Rule Version Upload
You can upload a new version of your rule in the section below.
Note: Rule version must be defined in excel Excel format. It is recommended to let us Contemi create the first rule version and you can modify it to new versions.
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b. Rule Version List
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The rule version list
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contains all versions created for this rule and shows
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the current Active version.
The active rule version is the rule version that will be executed by Rule Engine when the rule is triggered. There is only one Active version at a time.
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Column Name | Description | Comments |
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Actions | Available Actions:
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Version Name | Rule version name | |
Uploaded by | User who uploaded this version | |
Uploaded date | Date when this version was uploaded |
c. Rule Calculation Tool
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The rule calculation tool will help you try out your rule based on a set of configured inputs &
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formulas in the rule version file.
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Field Name | Description | Comment |
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Version   | Version currently 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 input fields 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 are provided and applied to the breakdown. Click calculate Calculate to verify the output. |
6. Delete a Rule
Click on delete action on Rule Engine List
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Confirmation message will be displayed.
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On the Rule Engine list, click on the Delete button of one rule. It will show a confirmation.
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If you’re ok, please click Yes to accept deleting the rule. The rule will disappear from the Rule Engine list.
Note: This action is irreversible. Please be careful with it.