Sample business rules

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Business rules can include user-defined case properties and case system properties. Business rules can also include custom rule parameters if you want the rule to refer to data that is external to the case.

Including various types of case properties in a rule

The following sample business rule sets the customer ranking for the account holder to Gold if the current account balance is more than 1 million dollars, the credit rating of the account holder is more than 75, and at least one of the following conditions are true:

A salary is directly deposited into the account each month
The account was open for more than three years

If the conditions are not met, the associated rule step returns the specified print statement to the workflow so that the value can be used by the next step in the workflow.

The rule includes a temporary variable, customerAccountBalanceAsOfToday, that is set to the value of the current account balance.

The rule includes the following properties from the BankAccountUpdate case type:

Name	Type
AccountBalance	Float
isSalaryAccount	Boolean
RelationshipStartDate	Datetime
CustomerCategory	String that is associated with a choice list that has the values GOLD, SILVER, and NORMAL

The rule also includes the following custom rule parameters that are defined in the rule designer and whose values can be passed into the rule when it is called.

Name	Type
CreditRatingFromExternalAgency	Integer
RelationshipDurationInMonths	Integer. The value of this parameter is derived by using an expression that uses the RelationshipStartDate case property and the system time.

definitions
  set 'customerAccountBalanceAsOfToday' to the AccountBalance of BankAccountUpdate ;

if all of the following conditions are true :
- customerAccountBalanceAsOfToday is more than 1000000
- CreditRatingFromExternalAgency is more than 75
- any of the following conditions is true :
   - BankAccountUpdate is isSalaryAccount
   - RelationshipDurationInMonths is more than 36

then set the CustomerCategory of BankAccountUpdate to GOLD ;

else print "No changes were made to the customer category by the rule: "+ the name of this rule ;

Call the business rule from a process activity by using the executeRule JavaScript API in the currentProcessInstance.parentCase class, as shown in the following example:

var theCase = tw.system.currentProcessInstance.parentCase;
var ruleResponse = theCase.executeRule("CheckForExec", null, null);
if (ruleResponse != null) theCase.addCommentToCase(ruleResponse);

Business rule called from a JS script by using the executeRule JavaScript API

For more information, see JavaScript API in processes, cases, and service flows External link opens a new window or tab

Determining process routing

The following sample business rule is used to determine process routing. Based on whether the account holder is included in a list of defaulters that is obtained from an external data source, the rule returns a print statement to the workflow to indicate whether to accept the overdraft request. The specified print statement can be used by the next step in the workflow, such as to display the print output on the Case Details page to advise the case worker how to proceed. Alternatively, you can create a step in IBM® FileNet® Process Designer to automatically trigger a response that depends on the value of the print output.

The rule includes the following property from the BankAccountUpdate case type:

Name	Type
AccountHolderName	String

The rule also includes the following custom rule parameter that is defined in the Case Builder rule designer and is mapped to an external data source in IBM FileNet Process Designer:

Name	Type
ListOfDefaulters	String, multiple value

if the AccountHolderName of BankAccountUpdate is one of ListOfDefaulters
then print "REJECT THE OVERDRAFT REQUEST PENDING SUPERVISOR APPROVAL";
else print "SEND THE REQUEST FOR SENIOR MANAGER REVIEW";