Introducing AI Rule Builder: Simplifying Rule Creation with Natural Language

AI Rule Builder simplifies how users interact with our platform by allowing them to create complex rules without navigating long dropdown menus or learning complex logic structures. All you need to do is type what you want the rule to accomplish, and the AI will translate that into the appropriate rule format behind the scenes.
Picture of Ravi Sandepudi

Ravi Sandepudi

September 17, 2024

Effectiv’s AI Rule Builder is designed to revolutionize how users create rules within our platform. By allowing you to write rules in plain human language, we’ve made the process of writing rules faster and more intuitive. Rather than scrolling and selecting attributes to run rules on a list, this feature allows users to ask our AI engine what rule they are trying to write. It will deliver an output you can directly apply to your workflow strategy. With AI Rule Builder, even those unfamiliar with technical workflows can quickly create complex rules, reducing the learning curve and increasing your team’s efficiency.

What Is AI Rule Builder?

AI Rule Builder simplifies how users interact with our platform by allowing them to create complex rules without navigating long dropdown menus or learning complex logic structures. All you need to do is type what you want the rule to accomplish, and the AI will translate that into the appropriate rule format behind the scenes.

Why We Developed AI Rule Builder

Here are the key reasons we designed AI Rule Builder:

  • Speed and Efficiency: By allowing users to type rules in everyday language, we significantly reduce the time spent building rules.
  • User-Friendly Interface: AI Rule Builder is perfect for users unfamiliar with technical dropdowns or complex rule formats. This feature removes the learning curve, making it easier for anyone on your team to create and implement rules quickly.
  • Faster Iteration: Need to tweak a rule? Simply describe the change you want to make, and the AI will update the rule accordingly. This allows for rapid testing and refinement of your decision-making processes.

How Does AI Rule Builder Work?

Using AI Rule Builder is straightforward:

  1. Navigate to the Decision Rule step in your workflow.
  2. Click on the new “AI Rule Builder” option.
  3. Type out your rule in plain language. For example, “Decline the transaction if the amount is over $500 and the user’s account is less than 30 days old.”
  4. Review the rule generated by the AI, making any necessary adjustments.
  5. Save and implement your new rule.

Use Cases for AI Rule Builder

AI Rule Builder supports several key use cases, including:

  • Know-Your-Customer (KYC)
  • Know-Your-Business (KYB)
  • Transaction Monitoring
  • ACH Transactions
  • Card Transactions
  • Credit Underwriting
  • Login Event

AI Rule Builder leverages a subset of available data fields and device data to automate decision-making. Whether approving a credit application or flagging a high-risk login event, you can trust AI Rule Builder to simplify the rule-writing process.

Get Started Today

AI Rule Builder is currently in beta. We’re eager to hear your feedback as we continue to refine and expand this feature.

Experience the future of decision rule creation with AI Rule Builder. It’s not just a tool—it’s your partner in building a more efficient, responsive, and intelligent decision-making process.

Ready to simplify your rule-building process? Book a demo or contact your account manager today.

**this feature is still in beta – we’re eager to get your hands on it!

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