Siebel Applications Administration Guide > Real-Time Decisions >

Specifying Eligibility for Offers

By default, all offers are eligible for all customers. You can set up rules, or groups of rules, to determine the eligibility of customers for an offer.

An eligibility rule is a relational expression which, when evaluated, determines the eligibility of a customer for an offer. For example, you can set up rules so that an offer is eligible only to customers over the age of 21 years, with a salary of more than $35,000. A rule set is a group of eligibility rules that you can apply as a unit.

This task is a step in Process of Setting Up Real-Time Offers.

To specify eligibility rules for an offer

1. Navigate to the Administration - Marketing screen > Decision Center view.
2. Open the Decision Center view for edit operations.

   For information about how to open decision center for edit operations, see Opening Decision Center for Editing.

3. In the tree structure in the left pane, select the offer that you want to work with in Decision Process > Marketing Messages.
4. In the right pane, click the Definition tab, then click the Eligibility tab.
5. To add a rule, click the Add Rule toolbar button in the Eligibility tab view.

   For more information about how to add a rule, see Adding Eligibility Rules.

6. To add a rule set, click the Add Rule Set toolbar button in the Eligibility tab view.

   For more information about how to add a rule set, see Adding Eligibility Rules.

7. Click the Save toolbar button in the Eligibility tab view.