Writing Rules
Rules specify the actions to take when specific conditions occur.
An individual rule performs one or more tests on the data that is passed in to the rule service, and executes one or more actions when the test conditions are met. Logically related rules are grouped into rulesets that implement complete business policies.
In Falcon Expert a rule typically evaluates the data in a transaction, the score returned by the Scoring Server, or both. A rule can also evaluate any UDVs that are available for the transaction type. The rules for each type of transaction are grouped into a ruleset in the project corresponding to that type of transaction. The rule actions typically send advice to the authorization system, or create a case.
- Covered Topics
- Writing Effective Rules
Following these guidelines will help you write efficient and manageable rules. - Updating a Project
Before you work on a rules project, update the project in your workspace to ensure that it is in sync with the corresponding project in the repository. - Checking Out a Ruleset
Checking out a ruleset locks it to prevent anyone else from working on that ruleset until you check it back in. - 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. - Checking Out and Editing a Rule
Check out a rule to prevent others from altering it while you work on it. - Cancelling a Check Out
- Checking in Rules and Rulesets
- Submitting a Rule or Ruleset for Approval
New or modified rules must be reviewed and approved before they are eligible for deployment. Rulesets that have been modified by the addition or deletion of a rule or by reordering of the rules in the ruleset must also be reviewed and approved. - Approving or Rejecting Rules and Rulesets
Rules and rulesets that have been changed and submitted for approval must be reviewed and approved before they are eligible for deployment. The ability to approve rules is determined by roles and permissions assigned in the Case Manager. - Deleting Rules
- Validating Rules
Validating checks your rule code to ensure that the code is syntactically correct. - Rule Execution
Rules are executed in the order in which they are listed in a ruleset. To modify their order, check out the ruleset and then click the up or down arrows next to a rule. The order of execution is top to bottom. - Data Feed Objects, Custom UDFs, and Scoring Objects
Rules within a ruleset are evaluated against data contained in objects representing the data feed transactions or custom user-defined fields (custom UDFs), and the scores obtained from the Scoring Server. - Writing Structured Rules
- Writing Free Form Rules
The Free Form rule editor is an advanced feature that requires knowledge of SRL and rule behavior to write rules. - Rule Search
You can search for rules by searching for the rule name or the description of the rule. - Segment ID
The Scoring Response Message Data Area contains segment IDs, which are internal modeling fields used for debugging and diagnostics. The Scoring Response Message Data Area contains up to eight scores. Each score has an associated segment ID. For example, score_name_1 is associated with segment_ID_1. - Audit Log Reports
Activity occurring in Falcon Expert is audited and logged. You can access reports of your logged activity from the Audit Log Reports pane of Falcon Expert.