Adding/Editing Rule using Standard View

The Standard View tab of the Rule Editor allows specifying rules in a simpler format compared to the Textual View. Specifically it is not necessary to type IF and THEN keywords required by the Rule Language.

The Standard View consists of two areas – the area where you specify rule conditions (displayed in green) and the area where you specify actions (displayed in yellow). The rule conditions area is the table where each row represents a single condition. A rule may have multiple conditions connected with AND or OR keywords. You can enter a condition by clicking on the row in the table and typing the text of the condition directly into the table. If a rule has more than one condition the conditions will be linked with the AND keyword by default. To change the keyword click on the last column in the table and select OR from the combo box that gets displayed. Note that AND or OR keywords can be entered as part of the condition as well (see the second example below). If your rule has more conditions than the number of rows currently displayed in the table click on the icon at the bottom of the editor.

The Actions area is the table where each row represents a single action. To edit an action, click on the action row in the table. If your rule has more actions than the number of rows currently displayed in the table click on the icon at the bottom of the editor.

At any time when editing rule conditions or rule actions you can press F3 or F4 to bring up the Context Assistant.

Let us consider some examples:

IF Policy.ExpiryDate < CURRENT_DATE AND Policy.Owner IS DEFINED Then
   SEND ReminderLetter TO Policy.Owner 
   Policy.LetterSent = 'Yes' 

To enter this rule in the Standard Form tab you would need to enter the following conditions into the conditions table:

Note that the AND keyword displayed in brackets will be automatically added by AwareIM into the last column of the conditions table.

The following actions would need to be entered into the Actions table:

• SEND ReminderLetter TO Policy.Owner
• Policy.LetterSent = 'Yes'

Let us look at another example:

IF (Policy.Owner.Age > 70 AND Policy.Owner.Exempt = 'No') OR (Policy.Owner.PostCode < 2030 AND Policy.Garage= 'No') THEN
   Policy.Premum = 300 

To enter this rule in the Standard Form tab you would need to enter the following conditions into the conditions table:

Note that the AND keywords in the first and second conditions are entered as part of the conditions whereas the OR keyword displayed in brackets must be set in the last column of the conditions table.