Creating Rule-Driven Documents Based on Business Logic

Creating Rule-Driven Documents Based on Business Logic

Rule-driven documents are automatically generated or populated by applying predefined business rules and logic. These rules are tailored to meet the unique requirements and workflows of a business, ensuring that the generated documents conform to the organization’s specific standards and regulatory needs.

For instance, consider the generation of a policy document. The content within this document may vary based on the customer’s profile. Younger members, such as those under the age of 18, would see content governed by a certain set of rules, while individuals over the age of 60 would be presented with information pertinent to another set of guidelines.

Naming the section: In the email structure, each section is regarded as a block. Therefore, prior to applying any rules to a particular section, it is essential to assign a name to that section.

Hover over the desired section where you want to apply the rule; two options will appear on the right side. Click on the settings option, prompting a window to open on the left side, allowing you to input the name of the section. 



Enter the name in the designated field. 



Now that the section has been named, let's explore how business logic can be applied.
Before proceeding to business logic, ensure that the necessary variables have been created. Once the required variables are in place, proceed to the business logic section.

1. Navigate to the Business Logic Section and select “Add New Business Logic.” 



2. Assign a name to your Business Logic. Upon naming, a window will present itself with several fields to be filled. 



3. In the first step, select the Variable pertinent to this section. The efficacy of the business logic hinges on the variable chosen here. 



4. In the following section, select the condition to be applied to this logic, by clicking on the Equals drop down list, which lists out multiple conditions based on the input given. 



5. The Result field will illustrate the outcome derived from the applied conditions.  



6. In the Display area, specify which section should be visible. After you've named your section, it will become selectable here. 



After saving the business logic with the required conditions, it will appear as follows:



Condition types:
Match First: Enabling this option will display the section based on the first rule that matches, disregarding subsequent rules.

Match Last: This option matches with all sections and displays the section that matches the last. For instance, in a set of three rules, if it matches both the 2nd and 3rd rules, the system will display only the section corresponding to the 3rd rule.

Match All: This option matches with all rules and displays sections for which all rules match. 



Add or Remove Conditions:
Users can easily add new conditions, include multiple rules within the same business logic, or remove existing conditions and rules as needed.
Adding a New Condition:
To add a new condition alongside the current condition, click the +New Condition button located at the bottom.



To insert a new condition within the same rule, click the +Add More button inside the condition. This will add the new condition below the existing one.



Adding a New Rule:
Click on Add More Rule to create a new rule, which will appear next to the existing rule. 



Removing a Condition:
To delete an existing condition, click on the delete symbol within the condition.



For a newly added condition, click the corresponding delete symbol to remove it. 



Removing a Rule:
Hover over the rule you want to delete and select the Remove Rule option to remove it.

 

VIDEO DEMO:



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