Using the Simple Lookup Scoring Editor for a Scenario

In the Simple Lookup Scoring Editor, you can modify or delete a rule for an individual Scenario as you would for a Scenario Class. You can also add a new rule. Doing so establishes the conditions of the match scoring in a Scenario.

Within a Threshold Set for a Scenario, you can establish a rule variation. that is independent of the associated rule(s) for a Base Threshold Set.

Procedures in the following sections apply to rules for a Scenario:

Adding a Simple Lookup Scoring Rule for a Scenario

To add a new Simple Lookup scoring rule for a Scenario, follow these steps:

  1. In the Simple Lookup Scoring Rule List, click Add. The Simple Lookup Scoring Rule Editor displays.
  2. Select a binding description or matched record in the Match Attribute drop-down list.
  3. Modify the Match Record Strategy, if required.
  4. Type a value in the Valuetext box. Depending on the attribute, this value can be a numeric or a text string.
  5. Click the Andbutton if you wish to add multiple filters for a rule.
  6. Type a value in the Scoretext box.
  7. Click Saveto save your changes The system creates the rule and redisplays it in the Alert Scoring Editor and Scoring Rule Variation List.

Note:

If you select a Match Binding, Operator, and Value combination that exists in an existing rule for the same Scenario, the system displays an error dialog box. Click OK to modify any values.

Modifying a Simple Lookup Scoring Rule for a Scenario

To modify an existing Simple Lookup scoring rule for a Scenario, follow these steps:

  1. In the Simple Lookup Scoring Rules List, click UpdateRule next to the selected rule.
  2. The Simple Lookup Scoring Editor displays with the rule’s current values in the text boxes.
  3. Modify the binding description in the Match Attribute drop-down list.
  4. Click Refresh. The system updates the rule and redisplays the Simple Lookup Alert Scoring Editor with the changes. The updated rule logic also displays in the Scoring Rule Variation List.
  5. Optional:Inthe Scoring Rule Variation List: Click the blue +icon next to a rule to open a scrollable window that contains a history of changes to the rule (including modification date, user who modified a rule variation, rule attributes, and comments about the update). Click the orange -icon to close the history window.
  6. Optional:Type a comment about a rule logic update in the Adda Comment text box. Enter from 3 to 4,000 characters. A count in the numeric field below the Add a Comment field tracks the current number of characters in the comment area.
  7. Click Saveto save your changes.
    • If you did not previously click Refreshto save your updates to the rule logic, a dialog box displays and prompts you to click Refreshbefore clicking Save.
    • To modify a rule for a particular Threshold Set in the Scoring Rule Variation List, refer to Specifying a Variation for a Threshold Set Within a Scenario
    • Click Saveto save your changes.

The system updates the rule values in the Simple Lookup Alert Scoring Editor and the Scoring Rule Variation List. The system then displays the previous screen