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            Determine Transaction Enrichment Providers by Using Business Rules

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            Determine Transaction Enrichment Providers by Using Business Rules

            Automate the selection of transaction enrichment providers by using business rules. Configure a decision matrix to define the transactions eligible for enrichment and an expression set to determine the correct provider.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            User Permissions Needed
            To save an expression set template as an expression set version: Rules Engine Designer
            To use decision tables in Business Rules Engine and to run expression sets: Rules Engine Runtime
            To update integration procedures: OmniStudio Admin
            To run integration procedures: OmniStudio User

            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.

            1. Define a decision matrix to determine which provider enriches transactions based on a given transaction code.
              1. From the App Launcher, find and select Business Rules Engine.
              2. From the app navigation menu, select Lookup Tables.
              3. Click New.
              4. Select Decision Matrix and click Next.
              5. For Name, enter EnrichmentProviderMapping, and for Type, select Standard.
              6. Save your changes.
              7. On the record page of your new decision matrix, on the Related tab, click version 1 of the matrix.
              8. Add columns to define your input and output data.
                The input data includes financial account type and transaction code. The output data includes the enrichment provider name for each transaction code, card type, and payment network. Here’s a sample decision matrix for mapping a transaction code to an enrichment provider name:
                INPUT DATA OUTPUT DATA
                FinancialAccountType(Text) TransactionCode (Text) ProviderNames (Text Range) CardType(Text) PaymentNetwork(Text)
                Credit Card 1300 EnrichmentProvider1, ConsumerClarity Credit Card Mastercard
                Credit Card 1400 EnrichmentProvider1 Credit Card Mastercard
                Credit card 1500 ConsumerClarity Credit Card Mastercard
                Credit Card 100000000000006 Visa Credit Card Visa
                Credit Card 100000000000009 Visa Credit Card Visa
              9. Save and activate your decision matrix.
                After you create the decision matrix, reference it from the Identify Enrichment Provider expression set template.
            2. Set up an expression set to map the corresponding enrichment provider for each transaction code.
              1. From the App Launcher, find and select Business Rules Engine.
              2. From the app navigation menu, select Expression Set Templates.
              3. From the expression set templates list view, click Identify Enrichment Provider.
              4. Click Save As.
                The template is cloned and saved as an expression set. You can find the expression set in the expression set list.
              5. Open the expression set properties.
              6. In the Rank field, enter a rank number.
                When more than one enabled version matches an expression set call, and the date-time periods overlap, the version with the highest rank is chosen. For example, if two enabled versions have rank values set to 1 and 2, the version with rank 2 is chosen.
              7. Activate the expression set.
                After you activate the expression set, reference it in the FSC/TransactionDisputeEnrichment Integration Procedure.
            3. Update the Integration Procedure with the expression set name.
              1. From the App Launcher, find and select OmniStudio.
              2. In the OmniStudio app, from the navigation bar, select Integration Procedures.
              3. Select the FSC/TransactionDisputeEnrichment Integration Procedure and open the highest version.
              4. Create a version of the Integration Procedure.
              5. Click EnrichmentExpressionSetAction expression set action.
              6. In the Configuration Name field, enter the name of the expression set.
              7. Save and activate the Integration Procedure.
             
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