Creating a Rule

Introduction

Rules in Communication Cloud Service help us define and maintain conditions and their results, so that they can help in complex business decision making.

A Rule can have one or more Rule Versions. Each Rule Version should have two or more Rule Statements within it. The Rule Statements within a Rule Version are applied in the order in which they are defined, until they return a result. To know more about Rule Statements, see Understanding Rule Statement.

Each Rule Statement can have one or more Conditions, along with a Result. The Conditions within the Rule Statement are connected using either AND or OR operator. Each Condition within a Rule Statement has two operands: Condition On and Condition For, and an operator. The Result of a Rule Statement can be True or False.

Prerequisites

Prerequisites Details
Set the Config ID Config ID must be Active.

Ensure all dependent configurations and associations are part of the same open Config ID. See Creating Config ID.

Configure Business Rule ID Generator Ensure that the Tenant you are logged in to is associated to an active Business Rule ID Generator configuration, so that a unique identifier is generated for the Rule. See Editing Tenant Details and Configuring Business Rule ID Generator.
Configure entitlements Ensure that the you have configured the required entitlements to create a Rule.
Configure Rule Category Ensure that you have configured the Rule Category to be associated to the Rule. See Creating a Rule Category.
Configure User Defined Data Structure Ensure that you have configured the required User Defined Data Structure to be associated to the Rule. See Creating a User Defined Data.

Creating a Rule

To create a Rule, follow these steps:
  1. Access the Oracle Financial Services Cloud application.
  2. From Menu, select Configuration.
  3. Select Rule and then select Rule.
  4. On the Rule landing page, select Create.
  5. In Basic Information section, enter the Name, Long Name and Description (optional), to identify the Rule.
  6. In Rule Type section, select either Communication or Digital Asset as the Rule Type.

    Note:

    You can update the Rule Type of a Rule until you create a Rule Version.
  7. In Rule Category section, select Add Rule Category to select the Rule Category to which the Rule needs to be associated to.
  8. In Status section, Active Date displays the current date. To activate the Rule at a later date, you can edit and select a future date.
  9. Select Save to create the Rule configuration. The page now displays the Associations section.
  10. To use User Defined Data as operands within Rule Statements, associate a User Defined Data Structure by following the steps below:
    1. In the Associations section, select Add against User Defined Data Structure.
    2. Select one or more User Defined Data Structures to associate to the Rule.

      Note:

      The selected User Defined Data Structure determines the User Defined Data that can be used as operands in the Rule Statement conditions. If you associate only one User Defined Data Structure, then all its fields are available for defining the Rule Statement within the Rule Version. However, if you are associating multiple User Defined Data Structures, then only the fields common to all the selected structures are available for use.
  11. Select Save & Continue to save the Rule and proceed with configuring a Rule Version.

Creating a Rule Version

You can create one or more versions within a Rule configuration, but only one version would be active at a time.

To create a Rule Version within a Rule, follow the steps below:
  1. In the Update Rule page, under Basic Information section, enter Name, Long Name, and Description details to identify the Rule Version.
  2. In Rule Statement(s) section, proceed with creating one or more Rule Statements. A Rule Statement includes adding one or more Conditions and a Result.

    Note:

    You can create a Rule Statement without creating a Condition. To do this, skip the steps below and proceed with configuring only a Result. However, the first Rule Statement within the Rule Version must contain a Condition.
    • Condition: To add a Condition to the Rule Statement, follow these steps:
      1. Expand to view Condition(s).
      2. In Condition On, select either User Defined Data or Rule as the operand in the condition.
        Option Explanation
        User Defined Data Select Add User Defined Data and select a User Defined Data in Value.

        User Defined Data are available for selection only if you have associated one or more User Defined Data Structures while creating the Rule.

        Rule Select Add Rule and select an already configured Rule in Value. While selecting a Rule, ensure that you are selecting a Rule that matches the Rule Type of the Rule you are configuring.
      3. Select an Operator. The Operator connects the two operands, Condition On and Condition For to create a logical expression that forms a Condition.
      4. Select an appropriate value in Condition For. The values available for selection are based on the Condition On operand field type and the Operator.
      5. Select an appropriate value in Value, based on Condition For.
      6. Select Add Row Add Row buttonagainst the condition to add the Condition to the Rule Statement.
      7. (Optional) To discard a condition, select Delete Row Delete Row buttonagainst the condition.
      8. To add more conditions to the Rule Statement, follow either one of these options:
        • Select Add Condition. This adds a new condition below the existing ones.
        • Select More Menu under Actions, and select either Insert Above or Insert Below. This option allows you to control where the new condition will be added.
      9. While configuring more than one conditions, select either AND or OR as the logical operator to connect the Conditions.
      10. (Optional) To delete a Condition from the Rule Statement, select More Menu against the Condition, and select Remove.
    • Result: To configure the Result of the Rule Statement, expand Result and follow the steps below:
      1. In Result Type, select Boolean.
      2. In Result Value, select either True or False.
      3. Select Add Row Add Row buttonagainst the Result to add it to the Rule Statement.
      4. (Optional) To remove the Result, select Delete Row Delete Row buttonagainst the result.

      Note:

      In case of a Rule created from the context of Digital Asset configuration, in Result Type, select Digital Asset and in Result Value, select the name of the Digital Asset Detail.
  3. Repeat the previous step to add more Rule Statements to the Rule Version.

    Note:

    While creating a Rule Version, ensure that you create at least two Rule Statements; one with Condition and Result, and another with only Result. Also ensure that one of the Rule Statements has Result Value as True, and the other as False.
  4. (Optional) To change the order of Rule Statements within a Rule Version, you can drag and drop the entries. While rearranging the order of Rule Statements, ensure that the first one has a Condition and Result, and the last one has only Result.
  5. Select Save to save the Rule Version, or Save & Exit to save the Rule Version and return to the landing page.

If you would like to update the details or even delete a Rule, you can do it by following the instructions on Maintaining a Rule.