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

• Rule Engine List

Create a New Rule

• Click on Create Rule Engine on Rule Engine List

• Create Rule popup

Update Rule Name & Description

• Click Edit action of the Rule on Rule Engine List

• Update Rule Engine Popup will be displayed in editing mode

View an existing Rule & Update Rule Logic

• Click on the Rule Name

• System will open Rule Details Screen

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

Rule Version List

• Rule version list contain all versions created for this rule and shows currently active version

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 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

• Confirmation message will be displayed.

• Confirm your action and the Rule Engine will be removed.

Note: This action is irreversible. Please be careful with it.