Function documentationRule Builder

 

You use the rule builder to create and edit rules.

Integration

The rule builder is technically based on the Business Rule Framework plus (BRFplus), and is available for loyalty management and territory management.

You create the following objects with the rule builder:

  • rule policies

  • rule sets

  • rules

Prerequisites

  • You have defined any additional rule conditions and rule actions you require in Customizing for Customer Relationship Management under Start of the navigation path CRM Cross-Application Components Next navigation step Rule Builder Next navigation step Define Rule Policy Types End of the navigation path.

  • If creating rules for loyalty management, you have created a loyalty program.

  • If creating rules for territory management, you have made settings for rule policies in territory management.

Features

  • Formulas and variables

    Example Example

    You could use formulas to award points to users based on their purchase amounts and on their customer status. For example, you could multiply the available points by 1.5 for one status, and by 2.0 for another status.

    End of the example.

  • Rule simulation and consistency checks

  • Ability to transport rules to other systems

  • Version handling

    Rules can have multiple versions. Only one version can be valid at any point in time.

  • Rule statement

    The system stores the rule statement in BRFplus as a decision table with rule conditions.

Activities

Rule definition hierarchy

There are no technical restrictions to the number of rules you can create in a rule policy. However, we recommend that to keep your rule policy concise you only fill it with logically related rules.

Rule policy

The rule policy is a collection of logically related rule sets. Each rule policy has a rule policy type.

Example Example

The rule policy type LOYMGMT determines that all rule sets in this rule policy belong to a loyalty program.

End of the example.
Rule set

The rule set is a collection of logically related rules.

Example Example

A rule set contains all the rules of a loyalty program with which a member can earn points.

End of the example.
Rule statement

The rule statement is a list of conditions that make up a rule.

Example Example

If Booking Class Z

And

If Flight Date between X and Y

Then

Action = Earn Double Points

End of the example.
Rule definition structure

To create new nodes to structure your rules, you can choose one of the following:

  • Rule set

  • Rule set with template

You can subsequently add rules or another rule set.

Options for defining rules and rule sets

Selection

Rule Definition

Additional Actions

Rule

  1. Create a rule.

  2. Set the rule parameters (rule conditions and rule actions) that you want to be available for the rule definition.

  3. Define the rule with the rule parameters you selected.

You can do the following with the rule:

  • Check for consistency

  • Simulate

  • Release

  • Edit

  • Transport

    Note Note

    You can only transport released rules.

    End of the note.

  • Revise

    Note Note

    You cannot subsequently change valid and released rules; you can only revise them. The system creates a new version that you can edit and release.

    End of the note.

Rule with template

You use an existing rule as a template for your rule.

Rule set

You can insert another rule set in the rule hierarchy.

You must define rules.

Rule set with template

You use an existing rule set as a template for your rule set.
Rule Transport

After defining rules, you must transport them so that there are no inconsistencies in the destination host. The system administrator, has to execute the transaction CRM_FDT_TRANS.

More Information

Loyalty Program

Rules in Territory Management