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Rules

In the Rules page, you can view, create and edit business rules. Business rules contain parameters that are applied to the logic of a transaction. Therefore, a transaction will be evaluated and approved or rejected according to the business rule or rules set for it.

BRM_RULES.png
  1. + Create Rule. Click to create a new rule.

  2. Search bar. Click on the search bar and find a rule by typing its name.

  3. Rule name. Name given to the rule upon creation.

  4. Dimensions. Parameters under which the rule should be applied, including transactions, profiles and products.

  5. Conditions. Conditions or parameters of the rule that will be considered in the transaction evaluation for the transaction to be rejected or not.

  6. Enabled. Click on the toggle switch to enable the rule. If you want to disable the rule, click on the toggle switch again. Upon enabling or disabling a rule, the message “The rule has been updated successfully” will appear on the top right side of the screen.

  7. Edit. Click on the vertical three-dot icon to edit the rule settings.

To learn how to create or edit a rule, read Create or Edit a Rule.