Task 2: Creating and editing rules

In this task, you learn how to search for rules, modify a decision table, and create an action rule in the Business console.

About this task

You log in as Bea and implement the policy changes.

Step 1: Searching for rules

In this step, you log in as Bea and search for a business rule.

Procedure

  1. Log in to the Business console by using Bea as the user name and password.
    The console opens on the Home tab.
  2. Click Library > Miniloan Service > Branches > main.
  3. In the Search for rules field, type score and press Enter.
    The results show the business rules that contain the word score. Open the repayment and score decision table.

Step 2: Modifying a decision table

In this step, you open the decision table, check its change history, and edit the table.

Before you begin

See Editing a decision table for a more complete tutorial on how to edit a decision table.

Procedure

  1. Click repayment and score to see the decision table.
  2. Click the Timeline clock button.
    The timeline for the decision table shows no recent changes.
  3. Click Timeline again to close the timeline.
  4. Click the Edit pencil button. A message box opens.
  5. Keep the default settings in the box, and click OK.
  6. Double-click the number 200 in row 1 of the credit score column. Enter the value 300 and press Enter.
    Do not change this same value in row 2 yet.
  7. Click the Details magnifying glass button. Change the status to Validated, and then click the X in the upper right corner to close the box.
    The rule properties are used for different purposes such as permissions, testing, and deployment.
  8. Click the Save diskette button. Enter the following comment, and then click Create New Version:
    Changed credit score to 300

    The decision table now displays v1.1. Decision Center versions all changes. The major version number 1 is assigned to the main branch. Any new branch, including the branches of the governance framework, take the next available number. The minor version number corresponds to the number of changes made in the branch.

Step 3: Correcting an error

In this step, you correct an error, and save your work again.

Procedure

  1. Hover over the gold triangle next to 200 in row 2 of the decision table.
    It shows an error:
    Line 2 overlaps with line(s) 1
  2. Click Edit to reopen the table.
  3. Double-click the credit score condition for row 2, change the value 200 to 300, and press Enter. This change corrects the overlap between rows 1 and 2.
  4. Click Save.
  5. In the Create New Version window, enter the following comment, and then click Create New Version:
    Fix for gap error

Step 4: Creating an action rule

In this step, you create a rule to check the loan durations of applications.

Procedure

  1. Open the validation folder, which currently contains one rule to validate loan data.
  2. Click the Create an artifact button "", and then click New Rule.
  3. Enter check duration as the name of the rule, and click Create.
  4. Copy and paste the following rule into the rule editor, or build the rule 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';
  5. Click Save. Enter the following comment, and then click Create New Version:
    Added for Summer policy

What to do next

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