Understanding Policies

Policy Overview

PeopleSoft CRM delivers a list of policies for AAF to invoke actions based on condition evaluation that occurs when triggering events take place. You can activate or change these policies based on your business needs.

To review the list of policies that exist in the system, organize the search view by context and then trigger point, or use the Manage Trigger Point page to view policies by trigger point. Policies are delivered in the In Design status (disabled). Activate them by changing the policy status to Active and making sure that the policy falls within a current time period.

Policy Lookup

To look up the PeopleSoft delivered policies:

1. Select select Enterprise Components, then select Active Analytics Framework, then select Policies, then select Manage Policies.

2. Select SHARE as the setID.

3. Click the Search button.

4. Select a policy.

   The system displays a page that lists the trigger point name, a description, and the conditions and actions that are associated with the policy. You can also sort your search by policy name, status, category, start date, end date, trigger point, context, term, action type, and action objective.