The Eligibility Rules Editor
The Eligibility Rules Editor provides a simple, intuitive way of creating new data items and Eligibility Rules using natural language. The editor is dynamic and automatically calculates the type of Eligibility Rule you want to create; boolean, string, numeric, or symbolic, as you type.
Data Item Picker
The Data Item Picker provides you with access to all the data items you can use to create new data attributes and Eligibility Rules.
Open the Data Item Picker
- In MXO, choose Orchestrate.
- Select Eligibility Rules.
- Click Create and then select Open Data Item Picker.
Profiles Tab
When the Data Item Picker opens, the Profiles tab is shown by default.
The Profiles tab provides a list of all data attributes associated with any Profiles you set up on the Profiles page.
Data Items Tab
The Data Items tab provides access to the full list of data attributes available to use in your Eligibility Rules. Data attributes are grouped into the following types:
- Data Adapters. Lists data attributes according to the Data Adapter in which they are contained.
- Eligibility Rules. Lists all previously-created Eligibility Rules.
- Action Attributes. Lists all attributes you can configure for an Action.
Functions Tab
The Functions tab provides access to the full list of functions available to use in your Eligibility Rules. Functions are listed in alphabetical order.
Search
The Search functionality enables you to search for an individual data attribute. You can search for attributes on any tab. If an attribute appears in more than one tab, you can move between tabs. For example, the recognized customer attribute appears on both the Profiles and Data Items tab.
Data Attribute Details
When you select a data attribute, the right-hand panel is populated with a list of the criteria you must define for that attribute.
For example, if you select Activity count, you must select the Proposition name and Activity Type for which you want to count customer activity.
Data Items
Data items are derived from a number of sources, including ONE's data adapter framework, external systems such as your existing CRM, and Action attributes, as well other Eligibility Rules you have created.
Filters
Filters let you refine your Eligibility Rules by providing additional selection criteria, based on individual customer attributes.
Input fields for string filters are case-sensitive. You must ensure any text you enter matches the text for the existing data, exactly.
Filtering by Proposition
You can filter either by individual Proposition or by current Proposition. When you filter by current Proposition, MXO resolves to the current Proposition at runtime.
For more information about using "Current Proposition" in Eligibility Rules, see Example.
Example 1 - Filter uses an individual Proposition
Example 2 - Filter resolves to the current Proposition at runtime
Functions
Functions enable you to create and define new data items from your existing data sources in the format you want. For example, your existing CRM may provide you with a customer's date of birth, but you need a data item that provides a customer's age.
For more information, see Using Functions in Eligibility Rules.
Grouping in Eligibility Rules
The Eligibility Rules Editor allows you to group of parts of an Eligibility Rule. This ensures that all parts of an Eligibility Rule are evaluated in the correct order.
For example, you want to write an Eligibility Rule that offers customers who have a gold or silver credit card and are also over the age of 60 a special deal on a new savings bond. If you write the Eligibility Rule as follows:
Completed for Silver credit card = true OR Completed for Gold credit card = true
AND customer is over 50This would be evaluated as "if the customer owns a gold credit card OR the customer owns a silver credit card and is over 60, offer them a special deal on a new savings bond" which is not what was intended.
By grouping the first part of the Eligibility Rule, relating to the credit card the customer owns, as follows, you can ensure the Eligibility Rule is evaluated exactly as you intended:
(Completed for Silver credit card OR Gold credit card = true) AND customer
is over 50Minimum and Maximum Values
You can specify whether MXO uses the minimum or maximum value in a list when defining additional selection criteria to use in Eligibility Rules.
For example, you may want to select a Proposition whose cumulative count has the lowest or highest value, or a date which is the earliest or most recent.
Operators
Operators work with filters to refine your Eligibility Rules. MXO provides a number of string, numeric, and date operators for use out-of-the-box.
String
- equals
- does not equal
- includes
- does not include
Numeric
- plus
- minus
- multiplied by
- divided by
- mod
- is greater than
- is less than
- is greater than or equal to
- is less than or equal to
- equals
- does not equal
Date
- is the same date as
- is not the same date as
- is later than
- is before
- is later than or on the same date as
- is before or the same date as
Unavailable Data Items
If a data item is not applicable to the Eligibility Rule you are building, it is greyed out in the Eligibility Rules Editor and cannot be used.
User-defined Descriptions
You can provide your own descriptions when defining additional selection criteria to use in Eligibility Rules. This provides additional context when you save your Eligibility Rules and makes reading the final Eligibility Rules easier.
is shown as:
