When you define a policy table, it must contain at least one key column and one row, and you must populate every cell in the table.
To create a policy table:
- From the Policy Management section of the navigation pane, select Policy Table Library.
The content tree displays the All Tables group.
- Select the Policy Tables sub-group.
The Policy Table Administration page opens in the work area.
- Click Create Policy Table.
The Policy Table Administration page opens.
- Enter information as appropriate:
- Name (required) — The name you assign to the policy table.
The name can only contain the characters A–Z, a–z, 0–9, period (.), hyphen (-), and underline (_). The maximum length is 255 characters.
- Description/Location (required) — Free-form text that identifies the policy table.
- To add a column, click Add Column (required) — You must define at least one key column.
Enter the following information:
- Column Name (required) — The name you assign to the column. Policies use this name as part of the address of cells in this column. The name can only contain the characters A–Z, a–z, 0–9, space ( ), and underline (_).
- Column Type (required) — The data type of cells in the column. Click the folder icon; a selection window opens, displaying the Policy Wizard actions and conditions. Locate the condition or action you want to abstract and select the variable to use (displayed in red text); the data type is taken from the variable.
- Key — The policy variable used as a key. If this is a key column, select the check box and either select a policy variable from the list or type the name of the variable you want to use. The policy variable is used to obtain the value from the policy context when using the table to look up a row.
- Delimiter — The character that separates values within a cell. For fields that accept multiple values, specify the delimiter between values. Enter any single ASCII character. The default is a comma (,). If you enter no value, the field is evaluated as a single value.
- Matching Operation — If this is a key column and no delimiter is defined, the default matching operation is Equivalence. If the column type is Token List Name, the matching operation is Matchlist. If a delimiter is defined, select the matching operation:
- Wildcard
- Policy Context Set Contains All Multiple Valued Key Column
- Multiple Key Column Set Contains Single Value Context (default)
- Multiple Policy Context Set Contains Single Value Key Column
- Key Column Value Set Contains Any Multiple Valued Context
- Equivalence
- Key Column Set Contains All Multiple Valued Policy Context
- Matchlist (available when column type is Token List Name)
For information on matching operations see About Data Matching.
- Click Save.
The column is created. If no rows exist, a row is created.
- (Optional) You can additional rows by doing the following:
- Click Add Row. A row is added below the current row in the table.
- Select a cell in the row. A window opens so you can enter the value for that cell. The data in the cell must match the data type of the column.
- Enter the value and click OK. You can also enter a comma-separated list of values.
The row is created and appears below the previous row.
- (Optional) You can manage columns and rows by selecting a column or row and clicking Operations, then selecting an operation from the list:
- Delete Row — Deletes the table row.
- Move Row Up — Moves the table row up.
- Move Row Down — Moves the table row down.
- Delete Column — Deletes the column in the table.
- Move Column Left — Moves the column left in the table.
- Move Column Right — Moves the column right in the table.
- Sort Column — Sorts the column in the table.
- UnSort Column — Reverts the column to its original order.
- Click Validate.
Validation ensures that tables contain a key column, at least one row, and no empty cells.
If the table is valid, a confirmation message appears. Click OK to close the window. If the table is invalid, a diagnostic message appears. Correct the table, and click Validate again.
The table definition is validated.
- Click Save.
The policy table is validated and is displayed on the Policy Table Administration page.
You have created a policy table. You can now use the table in a policy.
Policy Table shows the sample policy table discussed in Policy Table.
Sample Policy Table