Siebel Personalization Administration Guide > Content Targeting > Creating Rule Sets >

Creating Rules

You create rules in the Rule Sets view under Personalization Administration.

NOTE:  After modifying personalization rules, you must refresh the object manager for the rules to take effect immediately. See Clearing and Reloading Siebel Personalization.

To create a new rule

  1. Navigate to Site Map > Personalization Administration > Rule Sets.
  2. Select a rule set.
  3. Add a new record to the Rules list below the Rule Sets list.

    4. The Rules form appears under the More Info tab below the Rules list.

  4. Fill in the necessary fields.

    5. Field
    Description
    Name
    Choose a name that suggests the purpose of the rule.
    Sequence
    Required. Enter numbers in this field to set the order in which the rules should be evaluated. Evaluation begins with the rule with the lowest sequence number and continues until all rules are evaluated, except that -1 is evaluated last.
    Rules with the same sequence number are evaluated in random order.
    The sequence number for rules does not have the same significance as for rule sets because all the rules in a rule set are evaluated whether content is returned or not.
    Rule sequence can be very important, however, for the order of the text strings displayed in salutation applets.
    Rule Type
    Select a rule type from the drop-down menu:
    • Expressions. Evaluates inclusion and exclusion expressions directly.
    • BusService. Invokes a business service and expects a property set in return, which is passed on to the business component.

      The input argument to Business Service is a property set with four properties: Context, BusComp, RuleSet, and Rule.
    • Invoke Method. Invokes a method on the business component to get a string, which is the search specification.

      The input argument to Invoke Method is a string.
    Active
    Check the box to use the rule.
    Conditional Expression
    Optional. Use the conditional expression to control the evaluation of the rule, or to set up Boolean logic for evaluation of all the rules in the rule set.
    Start Date
    The date when the rule starts to be applied.
    End Date
    The date after which the rule stops being applied.
    Description
    Fill in this field with whatever information will help users understand the purpose of the rule.
    Include Expression
    Used with the Expressions rule type. An expression that sets parameters to include content.
    Exclude Expression
    Used with the Expressions rule type. An expression that sets parameters to exclude content.
    Business Service Name
    Name of the business service to invoke, if the conditional expression evaluates to TRUE and the rule type is BusService.
    Business Service Method
    Method to invoke on the business service.
    Business Service Context
    Parameter to pass to the business service method. While a business service can take many name/value pair parameters, you can only pass one parameter—called Context—in Siebel Personalization.
    An example of a business service context is "UserType=Partner;AccountState=Gold".
    Method Name
    Method to invoke on the business component, if the conditional expression associated with the rule evaluates to TRUE and the rule type is Invoke Method.
    Method Argument
    Parameter to pass the business component. You can only pass one argument.


 Siebel Personalization Administration Guide 
 Published: 18 April 2003