Rule Card

The Rule Card is where you define a single rule: its conditions, how those conditions are combined, when it is valid, and whether it is active. It belongs to a rule group within a rule set.

{add screenshot of Rule Card here}

General

• Conditions Connector — how the rule's conditions are combined: AND (all must match) or OR (any may match).
• Line Match Type — Any (a match on any record satisfies the rule) or All Records (every record must match).
• Valid From / Valid To — the validity dates that bound when the rule applies.
• Active — a toggle to enable or disable the rule without deleting it.

The Valid To date must not be earlier than the Valid From date.

Conditions

The Conditions subpage lists the individual comparisons that make up the rule. To add a condition:

• Select the field to test (from the primary or a related table).
• Choose a comparison operator (for example Equal, Contains, Between, In Set, RegEx).
• Enter a value, or, for the In Set operator, reference a reusable value set.

Only operators that are valid for the selected field's data type can be used; an operator that does not apply to the field type is rejected.

Validity Periods

The Validity Periods subpage lets you further restrict when the rule applies using weekday, time-of-day, and date windows — in addition to the Valid From / Valid To dates on the card.

Testing the rule

Use the interactive Rule Test page to evaluate the rule (and its rule set) against sample data and confirm it matches as expected before relying on it in production.

Usage

• From a rule group, create a new rule to open the Rule Card.
• Set the Conditions Connector and Line Match Type.
• Add conditions on the Conditions subpage.
• Optionally add Validity Periods and set the Valid From / Valid To dates.
• Set the rule Active and test it.

Related features

• Rule Engine
• Rule Sets