7.2.1 Create Rule

This topic describes the systematic instructions to configure rule.

Specify User ID and Password, and login to Home screen.

1. From Home screen, click Core Maintenance. Under Core Maintenance, click Rule.
2. Under Rule, click Create Rule.
   The Create Rule screen displays.

   Figure 7-5 Create Rule

   
   

   
   Description of "Figure 7-5 Create Rule"

   
   
3. Specify the fields on Create Rule screen.

   Note:

   The fields marked as Required are mandatory.

   For more information on fields, refer to the field description table.

   Table 7-4 Create Rule – Field Description

   Field	Description
   Code	Specify the alphanumeric code without space for the rule.
   Description	Specify the description of the rule.
   Product Processor	Click Search and select the product processor.
   Tag	Select the tag from the drop-down list.
   Select Existing Rule	Click Search and select the existing rule.
   Add Section	Click Add Section to create the multiple rule condition.
   Expression Builder	Select the expressions to build the rule.
   Add Expression	Click Add Expression to create the expression for the rule.
   + Icon	Click + icon to add new expression.
   Fact / Rules	Select the fact or rule from the drop-down list.
   Operator	Select the comparison operator from the drop-down list.
   Data Type	Select the data type for the fact or rule. Once the user select the data type, one more field opens adjacent to the output, update the same based on the selected output option. The available options are: Text Number Boolean Date Fact The below option appears if the Data Type is selected as Boolean. True False
   Output	Select the output from the drop-down list. Once the user select the data type, one more field opens adjacent to the output, update the same based on the selected output option. The available options are: Text Number Boolean Date Fact
   Expression	Displays the expression and output updated in the expression builder.

4. Click Save to save the details of rule.

Create Rule with multiple Output

Steps to build a Rule with multiple output is explained with the below example.

The Rule Expression for Multiple output rule is: IF ( TotalIncome > 20000 ) && (TotalExpense < 8000 )

Figure 7-6 Create Rule with Multiple Output

Description of "Figure 7-6 Create Rule with Multiple Output"

5. Click Save to save the details the Rule.
   The Rule is successfully created and can be viewed using View Rule screen.