Writing Structured Rules

Structured rules are those written in Structured Editing, which provides an interface for simple rules such as score-based rules, or rules with simple conditions. This editing window provides a series of element lists, operators, and text entry boxes that help simplify rule authoring for new rule writers.

In this editing window, rules are written using the underlined links to view a list of available rule writing elements. For example, if you want a rule that references the Falcon score, use the ffmFrdCard.Score data field. It is compared to a number using the second underlined phrase. As you click each underlined word or phrase, a list of available options is displayed.

Complete the following to create a structured rule.

  1. Open a project from the Project list.
  2. Select a ruleset and click the Check Out icon.
  3. Click the Edit icon if the ruleset is not already in edit mode.
  4. Click the green + icon.
  5. Click the new rule to open it.
    By default, it opens in Free Form editing mode.
  6. Select Structured Editing in the drop-down list.
    A default rule appears in the editing window. Underlines and down arrows indicate editable components.

  7. In the if portion of the rule, click the menu and select All of or Any of.
    All of indicates that ALL of the conditions must evaluate to true in order to execute the rule action portion of the rule. The All of option is equivalent to an and boolean operator.

    The Any of option indicates that ANY one of the conditions must evaluate to true to execute the rule action. Any of is equivalent to a OR boolean operator.

  8. Click the first element on that line and select either a data feed or a scoring record name.
    Access Custom UDFs for the current project by selecting an item beginning with CUSTOM_. That prefix provides access to custom UDFs associated with the data feed.
  9. Click the second element, after the dot, and select a property.
  10. Click the third element and select a comparison operator.

  11. Click the down arrow and select a data type.
    The value field changes according to the selected data type.
  12. Depending on the data type, enter or select a value for each element.
    A text string expression, such as "Merchant Name", or a numeric value entered as a string, such as "840," must be enclosed in quotes.
  13. To add a condition, hover over the round blue operation icon to display the toolbar.
  14. Click the green + icon to display the condition list.

    List of conditions that can be added.
  15. Add multiple conditions by repeating the previous two steps.
  16. After creating all the conditions, hover over the round blue operation icon to display the toolbar.
  17. Click the green + icon to display the rule action list.

  18. Click Add.
    Add multiple rule actions by repeating the previous two steps. Each rule can have up to six (6) actions.
  19. Click the Save icon, and take any other appropriate action, such as validating the rule or sending it for approval.

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