Set Up Decision Matrices and Build an Expression Set
Use the Business Rules Engine to apply advanced logic and automate the decision-making process when onboarding an applicant.
Required Editions
| Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have the Financial Services Cloud enabled |
| User Permissions Needed | |
|---|---|
| To create, update, and delete expression sets: | Rule Engine Designer |
| To use decision tables in Business Rules Engine: | Rules Engine Runtime |
Decision matrices and expression sets are key components in the Business Rules Engine. Decision matrices are lookup tables that contain user-defined input and output columns. The engine takes in inputs and then looks up the appropriate outputs. When an expression set calls a decision matrix, the engine locates the table row that matches the input values and returns the output value for that row.
When you enable the Sample Onboarding Application Template setting, you can access two prebuilt expression set templates. These templates are designed to automate decision-making processes when onboarding an applicant using the sample onboarding app.
- Application Assessment Mapping: This template maps an application form to an assessment based on the value of the application form product.
- Evaluate Party Profile Risk: This template determines the risk category for a party profile record based on the values of the Employment Industry, Employment Type, and Fund Source fields.
- Set Up Decision Matrices to Map an Application Form to an Assessment Type
Set up a Decision matrix and then build an expression set to automate the process of mapping an Application Form to an Assessment Type based on the Application Form Product selected by the applicant. - Set Up Decision Matrices to Determine the Risk Category for a Party Profile Onboarding
Set up a Decision Matrix and then build an expression set to automate the calculation of a risk category for a Party Profile record.
