We’re excited to announce our new Decision Rules feature, which simplifies complex and lengthy rule writing. This powerful addition enables users to utilize a new Decision Rules step in Effectiv’s workflow builder where they can create multiple conditions that are executed in sequence using an intuitive rule creation process. Let’s dive into how this feature works and how it benefits our customers.
How Decision Rules Work
Creating and Managing Rules:
- Drag and Drop Functionality: Similar to other workflow steps, you can drag and drop Decision Rules into your workflow. This makes it easy to place them exactly where they need to go.
- Custom Naming: You can rename each rule to clearly reflect its purpose. For example, you might name a rule “Approve Transactions.”
- Adding Rules and Conditions: You can add as many rules as you need. Each rule is composed of a decision (such as review, approve, cancel, or decline), a tag, a queue, and the normal conditions you’re already familiar with. You can also add condition groups and delete rules and conditions as necessary.
Advanced Features:
- Chained Decision Rules: Decision Rules can be chained together, allowing for complex decision-making processes.
- Else Conditions: By default, the else condition is set to approve, but it can be changed to review or continue. This flexibility ensures that the workflow behaves as expected even when specific conditions aren’t met.
- Error Handling: The feature includes robust error handling, displaying errors above the relevant decision or condition for easy troubleshooting.
Benefits for FIs & Fintechs
Streamlined Rule Creation: Decision Rules simplify the process of creating and managing complex rulesets. The intuitive drag-and-drop interface makes it easy to organize rules logically, reducing the time and effort required to set up and maintain workflows.
Enhanced Flexibility and Control: With the ability to add multiple rules and conditions, users have greater control over their workflows. This flexibility is particularly valuable for rule-heavy use cases, such as transaction monitoring, where precise control over decision-making processes is crucial.
Improved Error Handling: By clearly displaying errors associated with specific decisions or conditions, Decision Rules help users quickly identify and resolve issues, ensuring that workflows run smoothly and accurately.
Seamless Integration: The new feature integrates seamlessly with existing workflows, allowing users to enhance their decision-making processes without having to overhaul their current systems. This ensures a smooth transition and minimal disruption to ongoing operations.
Optimized Workflow Management: Decision Rules empower users to create more powerful and organized rulesets. This leads to more efficient workflow management, as rules can be easily adjusted and updated to meet changing needs and requirements.
In summary, the Decision Rules feature is a game-changer for users looking to simplify complex rule writing and enhance their workflow management. With its intuitive interface, robust functionality, and seamless integration, Decision Rules provide the flexibility and control needed to optimize decision-making processes.
