Siebel Applications Administration Guide > Real-Time Decisions > Specifying Eligibility for Offers >

Adding Eligibility Rules

You can add rules, or groups of rules, to determine the eligibility of customers for an offer.

To add an eligibility rule

1. Click the Add Rule toolbar button in the Eligibility tab view.

   A blank rule is displayed.

2. Click the field on the left side of the blank rule, then click the selection button at the right side of the field.
3. Use the Edit value dialog box to select the attribute on which you want to base the rule.

   For example, to base the rule on the age of the customer, select Attribute in the Edit value dialog box, then use the tree structure to locate the customer age attribute in the session attributes tree.

4. Click the equal sign, then click the selection button at the right side of the field. Select an operator from the drop-down menu.

   For example, if the offer applies to customers over the age of 21, select the IS GREATER THAN OR EQUAL TO (>=) operator.

5. Click the field on the right side of the blank rule, then click the selection button at the right side of the field.
6. Use the Edit value dialog box to select the value against which you want to evaluate the attribute.

   For example, if the offer applies to customers over the age of 21, select the Constant option, then select Integer from the Data Type drop-down list. Type 21 in the Value text field.

   For more information about how to work with rules, see the Siebel Real-Time Decisions 2.1 Bookshelf.

To add a set of eligibility rules

1. Click the Add Rule Set toolbar button in the Eligibility tab view.
2. Click the field on the left side of the blank rule, then click the selection button at the right side of the field.
3. Use the Edit value dialog box to select the attribute on which you want to base the rule.
4. Click the equal sign, then click the selection button at the right side of the field. Select an operator from the drop-down menu.
5. Click the field on the right side of the blank rule, then click the selection button at the right side of the field.
6. Use the Edit value dialog box to select the value against which you want to evaluate the attribute.

   For more information about how to work with rule sets, see the Siebel Real-Time Decisions 2.1 Bookshelf.