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            Business Rules Engine in Workflows (Example)

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            Business Rules Engine in Workflows (Example)

            Use Business Rules Engine components and features in your workflows to simplify complex lookups and to automate business decisions. Here's an example of how Business Rules Engine components work with a workflow.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Unlimited, and Developer Editions for clouds that have Business Rules Engine enabled
            Example
            Example Let's look at a workflow that provides a user with a quote for health insurance.

            Business Rules Engine and workflow integration example.

            Here's how the workflow is set up to gather inputs from a user and to return the insurance premium quote to the user:

            1. A form in the workflow gathers the user's age, ZIP code, and smoking status.
            2. After the user enters the requested details and clicks Get Quote on the input form, the workflow passes the user details to the Calculation Service expression set.
            3. The expression set calls the Rate Factor decision matrix. The decision matrix looks for and matches the user's age, ZIP code, and smoking status to a row in the matrix, and returns the row's rate factor to the expression set.
            4. The next steps in the expression set use the rate factor that the matrix returns and perform further calculations configured in the expression set to derive the quote.
            5. The expression set returns the final quote to the workflow, which is then shown to the user.
             
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