Rule Engine Setup

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.

• …

Actions (events) to trigger a rule (execution) can vary, for ex:

• Apply a promotion code.

• Create a new claim.

• Create a new claim payment.

• …

Before you begin

The Rule Engine feature must be enabled for your tenant.

2. Rule Engine List

To access to Rule Engine List, you need to go to the WORKFLOWS menu and click on Rule Engine Setup.

Open

Rule Engine List is the central place to list all rules that have been defined in the system.

Open

3. Create a New Rule

To create a new Rule, please click on Create Rule Engine on the Rule Engine List.

Create Rule popup will be displayed.

You will need to specify the following information:

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 Existing Rule’s Name & Description

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.

You will need to specify the following information:

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 & Update 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.

This is the Rule Details tab:

The rule Details tab contains 4 sections:

1. Section 1: display Rule Name and Rule Description.

2. 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

3. Section 3: list of all rule versions. https://contemi.atlassian.net/wiki/spaces/SHC/pages/2008809502/Rule+Engine+Setup#Rule-Version-List

4. 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 format. It is recommended to let Contemi create the first rule version and you can modify it to new versions.

b. Rule Version List

The rule version list contains all versions created for this rule and shows 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.

c. Rule Calculation Tool

The rule calculation tool will help you try out your rule based on a set of configured inputs & formulas in the rule version file.

6. Delete a Rule

On the Rule Engine list, click on the Delete button of one rule. It will show a confirmation.

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.