Defining Global Rules

Defining a global rule includes specifying the rule properties and filter conditions.

Prerequisites

The Service Administrator predefined role is required to create and manage global rules.

Steps to Define Global Rules

  1. From the Home page, select Application, and then Configuration.
  2. Select the Global Rules tab.
  3. Click New to open the New Rule dialog.
  4. In the Properties tab, specify the properties of the global rule.

    See Defining the Global Rule Properties.

  5. Click the Filter tab and define the filter conditions for the global rule. This rule is applicable to all profiles and reconciliations that satisfy the filter condition.

    See Specifying the Filter Conditions for Global Rules.

  6. For Set Attribute Value rules only: The Attributes tab is displayed if Rule is set to Set Attribute Value in the Properties tab. Use this tab to define rules that set the values of one or more attributes.

    See Assigning Attribute Values Using Global Rules.

  7. Click OK to save the global rule definition.