Setting Up Alert Rules for Automated Alerts

Service Administrators and users with the Match Type - Manage application role can configure the generation of automatic alerts for match types.

Create one or more alert rules in a match process to configure the generation of automated alerts. When the conditions specified in the alert rules are met, the alerts are automatically generated and sent. Alert rules are executed for each profile.

To set up rules that generate automated alerts for a match type:

1. Navigate to the Match Process tab of the match type.
2. Click the Alert Details tab.
3. Click New (the Plus icon) to display the New Rule dialog.
4. Enter a unique ID for the alert rule.
5. In Name, enter the name of the alert rule.
6. In Description, enter an optional description for the alert rule.
7. Select Active to indicate that the alert rule is in the active state.
8. In Alert Name, enter the name of the alert that will be created for this alert rule. The name can contain a placeholder for member attributes within a group attribute. The placeholder must be enclosed within curly braces and will be replaced when the alert is generated. For example, Missing Deposit for {Store}.
9. In Alert Description, enter a description of the alert.
10. In Alert Type, select the alert type associated with this alert. rule.
11. In Priority, select one of the following priorities for the alert: High, Medium, or Low.
12. In Notification Assignee, select the user to who an email notification must be sent when the alert is created.

    This can be a standard user or a member attribute of type User. This field is non editable and the member attribute name or user name is displayed as specified in Alert Type.

    If the notification assignee is not set in the associated Alert Type, then it can be edited in this alert rule. A default user can be selected for the alert created by this rule.

13. In Assignee, specify the user to whom this alert is assigned. The options are Preparer, From Alert, or Specify. If Specify is selected, click the Add User icon and select a user.
14. In Approver, select the approver for this alert. Options are None, From Alert Type, or Specify. If Specify is selected, click the Add User icon and select a user.
15. In Duration, specify a duration for the alert.
16. Under Filters, specify the filter conditions for this alert rule.

    This section displays the list of data source filters that are defined for this match type. At least one filter must be created. Select the data source attributes and specify a condition for the alert rule.

17. Click OK.

Note:

• The maximum number of alert rules that be created is 500.
• The maximum number of transactions in a single alert rule is 1000.
• For profiles, the maximum number of automated alerts per alert rule is 500.