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Managing Decisions

This section controls how the flow makes a final decision on an event after it has been evaluated by your rules.
  • Use the slider to configure what status a given rule score represents. For example:
    • A score between 0 and 20 is Good.
    • A score between 21 and 70 is Pending (sent to Cases for review).
  • Set the Retention Period, which is the historical period of data that should be analyzed for the transaction.
  • Set the minimum and maximum number of transactions required to perform ML and behavioral analysis on an account.
  • Once you are done, click Apply changes. You can also Reset the settings to their original state.

Managing Rules (Rule Editor)

The Rule Editor is a powerful visual canvas where you build and manage the logic for your flow.
  • Adding a Rule:
    • Click the Add (a) New rule button in the side panel.
    • Alternatively, click the plus (+) button directly inside the rule editor canvas.
  • Setting up a Rule:
    • When you add a rule, a form appears in the side panel.
    • You can configure its Name, Description, Rule Score, and Rule Type (High, Medium, or Low).
  • Setting a Condition:
    • In the rule setup form, use the interactive section to add conditions.
    • Select a Field (e.g., Transaction) and a Sub-field (e.g., Transaction amount).
    • Choose an Operator (e.g., equals).
    • Provide a Value (e.g., 10000).
    • This will appear on the canvas as: Transaction amount = 10000.
  • Deleting a Rule or Condition:
    • Use the delete icons located in the side panel where you adjust your rules and conditions.
  • Saving and Publishing a Flow:
1

Save

After editing, you must first click Save. A toast message will appear confirming that the flow is saved.
2

Publish

After saving, click the Publish flow button. A pop-up will appear asking you to confirm, as publishing will make the rules go live instantly.
  • Select Confirm and publish rules to activate your flow.
  • Version History:
    • Click the Version History button at the bottom of the screen to view previous versions of your flow.
    • You can select a past version to view it and choose to roll back to it if necessary.
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