Bookshelf v7.5: Creating Rules

Developing and Deploying Siebel eBusiness Applications > Personalization >

Creating Rules

Personalization rules control how content is targeted to users. There are three types of business rules: Expression, Business Service, or Invoke Method. For the NREC example, you will write an Expression personalization rule.

Expression rules use Siebel Query Language to set the parameters that control the content displayed to users. In this case, the expression will specify that when displaying records from the Internal Product business component only show those records that have a ZIP Code field that matches the user's Postal Code attribute. The logic expressed in Siebel Query Language is:

[Zip Code] = GetProfileAttr(`Me.Org.Postal Code')

NOTE: ZIP Code is a field that you added to the Internal Products business component in Configuring the Internal Product Business Component.

For more information about other types of personalization rules and Siebel Query Language, see Personalization Administration Guide.

To create a rule

In a Siebel employee application, navigate to Personalization Administration >
Rule Sets.

In the Rule Sets list, select the NREC Houses Filter rule set that you created as described in Creating Rule Sets.

In the Rules list, enter a new record using the following values:


Field	Value	Description
Name	NREC Houses Filter	Choose a name that suggests the purpose of the rule.
Sequence	1	Required. Enter numbers in this field to set the order in which the rules should be evaluated.
Rule Type	Expressions	Evaluates inclusion and exclusion expressions directly.
Active	TRUE	Check the box to use the rule.
Include Expression	[ZIP Code] = GetProfileAttr(`Me.Org.Postal Code')	Used with the Expressions rule type. An expression that sets parameters to include content.

NOTE: You can type the expression directly into the Include Expression field or you can click the Select button to invoke the Expression Designer. The Expression Designer provides you with a drag-and-drop interface for writing complex expressions. For instructions on using the Expression designer to enter the Include Expression for this example, see Using the Expression Designer.