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Control Access by Using Eligibility Rules
Control which service processes are visible for your users and customers in Unified Catalog.
Required Editions
| Unified Catalog Editions and Permissions. |
Before you begin, complete these tasks:Create a decision table and configure product discovery settings. On the Product Discovery Settings page, select a qualification procedure from the Select Qualification Procedure dropdown. Verify that the qualification procedure uses the context definition configured for orchestration.
Eligibility rules determine if a service process must be available based on specified conditions. Use these rules with a flexible Decision Table architecture to define complex logical conditions (For example AND or OR) for qualification or disqualification. This usage helps you customize service availability based on attributes, for example, Custom Attributes Employee Tenure, Department, and Location.
- In the Unified Catalog app, select the service process you want to apply eligibility rules to.
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On the Eligibility Rules tab, you set up qualification or disqualification rules through
decision tables. These tables determine if this service process must be applied based on
specified conditions. The page shows the decision table that’s selected by default and its
associated rules. If there are no rules defined, click Create Eligibility
Rule.
The Define Qualification Rules page opens.
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Review the details of the decision table that’s associated with the service process.
To change the decision table, select from the dropdown.
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Review the conditions for the decision table.
To define an eligibility rule, click Create Eligibility Rule and add condition criteria. Based on the admin settings, you can edit the condition type and the condition operators for optional fields when creating a rule.
Note Admins can define the condition type (all, any, or custom condition) and logical operator (such as AND, OR, or Equals) for each individual condition within a Decision Table rule. Admins can also set whether designers are allowed to define a condition logic or change the condition type and operators when defining a rule. For this change, turn on the Allow the row level operators to override column level operators check box. The system provides the configuration options in the Conditions section of the Behaviours page for Decision Table definition. See Decision Tables for Qualification Rules. - Save the eligibility rule.
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To edit an eligibility rule, click Edit.
You can edit only optional rows.
- To delete an eligibility rule, click Delete.
This example defines a rule for a New Employee Onboarding Kit service process. The rule uses simple AND logic for the status and type, requires OR logic across two separate rules to handle the multiple locations.
- Service Process: New Employee Onboarding Kit
- Goal: Provide the kit 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
Logic Structure
[Rule 1 Conditions] OR [Rule 2 Conditions]
How the Rule Runs
The service is available only if a user 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 |
