Adding a Rule to a Ruleset

After the ruleset is checked out, a rule can be added by clicking the green + icon. To write a rule, you need to know about the data that feeds into Falcon. You also need to know about the rule language and syntax requirements. After logging on to the Falcon Expert system, use the following procedure to add a rule to a ruleset.

  1. Select and open the project that contains the ruleset where you want to add the rule.
  2. Check out the ruleset by clicking it to highlight it.
    This displays the rule list. Click the Check Out icon and make sure the ruleset is in edit mode.
  3. Click the Edit icon if the ruleset is not in edit mode.
  4. Click the green + icon.
    This adds a rule to the ruleset list. The new rule appears as the name Rule, followed by a number (for example, Rule5).
  5. Click your new rule to access the Rule Editor window.
  6. Click the Check Out icon to check out the rule.
  7. If necessary, click the Edit icon to put the rule in edit mode. Change the rule name, description, syntax, and so on.
  8. Enter a name in the Rule Name field.
  9. Enter a description of the rule in the Description field.
    We recommend that you limit your description to 1,000 characters.
  10. Use the drop-down list to select the editing method you want to use (structured or free form) to enter your rule syntax and write your rule.
    For information on writing structured rules, see “Structured Rules” on page 61. For information on writing rules in Free Form Editing mode, see Writing Free Form Rules.
  11. Select the Is Active option to activate the rule.
    If your rule is active (there is a check in the Is Active box) and the rule contains invalid code, upon check in, you will receive a message indicating what type of syntax error is included in your code. You must fix the code and save again, or deselect the Is Active option for this rule to be checked into the ruleset.
  12. If necessary, select the Test Mode option to keep the rule in Test Mode.
    Deselecting this option causes this rule to be in production mode when it is deployed to the server. For more information on Test mode, see “Testing Rules” on page 46.
  13. If necessary, select the Track Decisions option to track decisions on this rule.
    Deselecting this option stops the logging of this rule's decisions, unless global rule tracking has been enabled in Tracking Management.
  14. Click the Save icon to save your rule.
  15. Validate your rule using the Validate button.
  16. Check in your rule or ruleset using the Check In icon.
    You are prompted to add comments.

    When a new rule is checked in, both the rule and the ruleset get checked in.

  17. Submit the rule and the ruleset change for approval.
    Items that are submitted for approval are locked until they are approved or rejected.
  18. (Optional) If you want to cancel the approval submission, you can set the approval status to In Progress to continue working on the rule.

Both the rule and the ruleset change must be approved before the rule can be deployed.

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