Table of Contents

Introduction

Rule Engine will help you set up rules that can be used for other functionalities, for ex:

• Apply promotion code to a quote.

• Claim assessment validations.

• …

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

• Apply a promotion code.

• Create a new claim.

• Create a new claim payment.

• …

Prerequisites

The Rule Engine feature must be enabled for your tenant.

Rule Engine List

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

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

Create a New Rule

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

Create Rule popup will be displayed.

You will need to specify the following information:

After you’re done with required Rule information, you need to click Save to accept the changes. The new Rule will be reflected in the Rule Engine list.

Update Existing Rule’s Name & Description

On Rule Enging list, click on Edit button of one rule, it will show Update Rule Engine popup where you can update rule information.

You will need to specify the following information:

After you’re done with required Rule information, you need to click Save to accept the changes. The changes will be reflected in the Rule Engine list.

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 system to proceed an action. See Configure rule engine file (rules spreadsheet)

Seamless also allows user to keep track of 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 rules defined in “Rule spreadsheet” and upload new “Rule spreadsheet” in section https://contemi.atlassian.net/wiki/spaces/SHC/pages/2008809502/Rule+Engine+Setup#Rule-Version-Upload

On Rule Enging list, click on the Name of one rule, it will open a Rule Details tab where you can view all Rule versions, define and verify the Rule Logic.

This is Rule Details tab:

Rule Details tab contains 4 sections:

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

2. Section 2: the place to select and upload 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 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

Rule Version Upload

You can upload 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.

Rule Version List

Rule version list contains all versions created for this rule and shows currently Active version.

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.

Rule Calculation Tool

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

Field Name	Description	Comment
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 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 are provided and applied to the breakdown. Click Calculate to verify the output.

Delete a Rule

On Rule Engine list, click on 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.