Set Applicability allows you to set where and when a rule will be run.
When you have established your rule, you will need to then set its Applicability:
Applicable Journeys
For each rule, you need to set one or more journey that you would like the rule to apply to. Note that you can add more than one journey to this setting:
Note: If in the future you build another journey in your channel, you will need to remember to add that journey to each rule that you want to run in that journey.
Applicability Logic
For each rule, you can also set applicability logic for it to run only when the logic is passed (or failed).
Note that if you don't set Applicability Logic, the rule will always run. You should use this setting if you want to make a rule run only in certain circumstances.
As an example, a lender normally requires only 12 months employment history. But when the LVR is over 80%, this means LMI is required, and the LMI rule is that 2 years employment history is required. So we would like a rule to run to ensure we have 2 years employment history to comply with LMI policy, but only when the LVR is over 80%.
To do this, we would build the rule, the click Set Applicability:
And then add some logic so that the rule will only run, when the LVR is over 80%:
Using "Standard" or "Complex" to write your applicability rule
When writing the actual logic for your rule, there are two methods that you can use.
You will need to select which method in the Rule Query collection.
The 'Standard' method.
The Standard method allows you to construct your rule by selecting pre-established data points and then combining them with rule builder logic. This is the simpler, less flexible way of building rules and you would use this for 'standard', everyday logic that is easier to write.
To build a rule using the Standard method, click 'standard' in the Rule Query. You will see the And/Or Rule Builder appear:
You can then use the + sign to add a Group or Condition, which establishes the rule itself:
In this example, we have built a simple rule by selecting an established Data Element (LoanDetail.LVR) and then using the pre-set parameters to set the rule to trigger when LVR is over 90%:
The "Complex" method.
The Complex method allows you to construct your rule by building whatever you like, in json. This is the complex, and completely flexible way of building rules. Basically, if the data exists in our data model, you can build a rule around it.
Note that the Complex method requires some coding/datamodel knowledge.
To build a rule using the Complex method, click 'Complex' in the Rule Query. You will see the JSON Rules Engine Statement section appear. You are then able to build your JSON expression to be applied in the rule:
