Previous Topic: Create a Business Policy

Next Topic: Rule Types


Create Business Policy Rules

Step through the wizard to create a rule, as follows:

  1. Under Basic Information, provide information that describes the scope and purpose of the rule. The following fields are not self-explanatory:
    Score

    A numeric value that defines the risk level of a violation of this rule relative to violations of other rules in the policy.

    Owner

    Defines the user responsible for the rule.

    Compliance Message

    Defines the message provided to the user when this rule is violated.

    Business Area/Business Process

    Text fields that define the scope and purpose of the rule. These fields are descriptive and do not affect processing of the rule.

  2. Under logic, specify values for the following fields to define the underlying logic of the rule:
    Type

    Specifies the rule type that defines what entities, links, or attributes are examined to identify violations.

    Restriction

    Specifies the restrictions to examined entities.

  3. Under Data, define the entities that are examined. You can select individual entities, or specify attribute values to select a group of entities.

    Many types of rules compare two sets of entities. In these cases the Data screen is divided into two areas, left and right, and the logic of the rule is stated in terms of these two groups.

    For other types of rules you define numerical thresholds, date ranges, or text matching patterns.

  4. The Summary screen displays rule settings, and lets you test the rule against the reference configuration before you create the rule.