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Unified Catalog
Control Access by Using Eligibility Rules

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Control Access by Using Eligibility Rules

Use eligibility rules to determine which requestors can view and submit a service process in Unified Catalog.

Required Editions

Unified Catalog Editions and Permissions.
User Permissions Needed
To configure eligibility rules for a service process:

Unified Catalog Admin

AND

Required Business Rules Engine permission

Before configuring eligibility rules, create a decision table, configure product discovery settings, select a qualification procedure from the Select Qualification Procedure list on the Product Discovery Settings page, and verify that the procedure uses the context definition configured for orchestration.

Eligibility rules use decision tables and requestor attributes to determine whether a service process is visible and available to a requestor. A rule can qualify or disqualify a requestor based on conditions that use logical operators such as AND and OR. For example, a rule can evaluate custom attributes such as employee tenure, department, and location.

  1. From the Service Processes tab, open the service process for which you want to configure eligibility rules.
  2. Select the Eligibility Rules tab.
    The page shows the default decision table and its associated rules.
  3. If no rules are defined, click Create Eligibility Rule.
    The Define Qualification Rules page opens.
  4. Review the decision table associated with the service process.
    To use a different decision table, select one from the list.
  5. Review the conditions for the decision table.
    To define an eligibility rule, click Create Eligibility Rule, and then add the condition criteria. Depending on the admin settings, you can edit the condition type and operators for optional fields.
    Note
    Note An admin can configure the available condition types, such as all, any, or custom condition, and the logical operators for decision table conditions. An admin can also allow designers to define condition logic or change condition types and operators. To allow row-level operators to override column-level operators, turn on Allow the row level operators to override column level operators in the Conditions section of the Behaviours page for the decision table definition. See Decision Tables for Qualification Rules.
  6. Save the eligibility rule.
  7. To modify an eligibility rule, click Edit.
    You can edit values only for fields that an admin configured as optional.
  8. To remove an eligibility rule, click Delete.

The saved eligibility rules determine whether requestors can view and submit the service process.

Example
Example

New Employee Onboarding Kit example

This example defines eligibility rules for the New Employee Onboarding Kit service process. The service process is available only to new, full-time employees in New York or London.

  • Service process: New Employee Onboarding Kit
  • Goal: Make the kit available only to new, full-time employees in New York or London.
  • Logic: [Rule 1: New York Staff] OR [Rule 2: London Staff]

Eligibility Rule Logic in Unified Catalog

Eligibility Rules page

Logic structure

[Rule 1 Conditions] OR [Rule 2 Conditions]

How the rule runs

The service process is available when a requestor satisfies all conditions in Rule 1 or all conditions in Rule 2.

User Profile Location Status Type Satisfies Rule 1? Satisfies Rule 2? Result (Service Availability)
Sarah New York New Hire Full-Time Yes No Eligible
Mark Austin New Hire Full-Time No No Ineligible
Lisa New York Existing Full-Time No No Ineligible
David London New Hire Full-Time No Yes Eligible
 
Laden
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