Task 3: Creating and editing rules

You update a decision table, and create an action rule to implement policy changes.

About this task

The loan company wants the following changes to be implemented in the decision service:
  • Increase the minimum credit score from 200 to 300 for all new loan requests.
  • Reject loans that are shorter than six months.

To implement the changes, you use the search function to locate the table that applies the minimum credit score. After you change the score, you create an action rule to implement the minimum loan duration.

For more information, see Decision table editor and Building rules using the Intellirule editor.

Step 1: Searching for rules

To make the first change, you use the search function to find all the rules that change the credit score.

Procedure

  1. Enter score in the Search for rules field, and press Enter.
    The search results show the rules that contain the word score. You look at the results, and decide to edit the repayment and score decision table.
  2. Click repayment and score in the list of search results. The decision table opens in the preview window.

Step 2: Modifying the decision table

You update the decision table.

Procedure

  1. Click Edit > OK.
    The decision table editor opens.
  2. Double-click 200 in row 1 of the credit score column, and replace it with 300.
    Do the same in row 2.
  3. Click Save.
  4. Enter the following comment, and then click Create New Version.

    Changed credit score to 300

Step 3: Creating an action rule

You introduce the second policy change by creating an action rule.

Procedure

  1. In My Branch, click Decision Artifacts, and then click validation to open the folder.
  2. Click the Create button "", and click New Rule.
  3. Enter check duration as the name of the rule, and click Create.
  4. Enter the following rule statement in the rule editor.
    If your web browser supports it, you can copy the rule to the rule editor. Otherwise, type in the rule or build it with the completion menu. 
    
if
   the duration of 'the loan' is less than 6
then
   add "The duration of the loan is too short" to the messages of 'the loan';
   reject 'the loan';

    The rule checks the duration of a loan. If the duration is shorter than six months, the rule adds a rejection message to the loan and rejects the loan.

  5. Click Save.
  6. Enter the following message, and then click Create New Version.

    Added rule for summer policy

What to do next

In the next task, you test and deploy the decision service.