In order to create a rule please click on Rules in the Dashboard navigation sidebar and then click Add New Rule from the upper right hand corner, this will take you to the Create New Rule screen.

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Creating a new rule

In order to create a new rule, please follow the steps below.

  1. Choose a checkpoint: By default, the checkpoint that was selected in the previous screen will be preselected for you; however you can change it from the dropdown menu.
  1. Enter a Rule Name: Enter a concise and descriptive rule name. This is the name that will show up in the Rules table later on. You can always edit it later.
  1. Enter a Rule Description: Enter a rule description, which is a detailed snippet that explains what the rule is supposed to do and why it was created.
  1. Build Rule Conditions: This is where you can define the conditions under which the rule will trigger in this block.
  • In order to view the Sardine Data Dictionary with a full list of available features and signals that you can use in the Rules, click Check available conditions,
  • There are two ways you can define the conditions for the rule. You can either use the no-codeRule Builder or enter Code the conditions directly. You can choose among these options in the Conditions section. For more information on how to use these: see Using Rule Builder and Using Code.

  1. Add Outcome Actions: This is where you can define the conditions under which the rule will trigger in this block.

    • Click the +Add button
  • Select an attribute and the value you would like to set it to if the rule is triggered for a certain transaction:
  • You can enter multiple outcome actions to the rule by clicking the +Add another button
  • You can toggle the rule environment (i.e. Live vs Shadow) from the toggle button on the upper right hand corner
  • Once you have defined the rule condition, assigned outcome actions, and selected a checkpoint, entered rule name and description, you can click Submit Rule to save your rule to the assigned checkpoint.

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Using Rule Builder

The rule builder provides you a way to graphically construct a logical statement by combining condition clauses and logical operators and nesting several logical statements together.

  1. To start building a condition clause, first select a feature from the feature explorer by clicking the search bar and browsing the feature list or typing a feature name
  1. Then, select an operator and the condition value you want the feature to be compared to:
  1. You can add more conditions by clicking the +Add condition button

  1. You can choose to add another condition group by clicking +Add group button

  2. If you are combining multiple condition groups together, you will need to choose a top-level logical operator (i.e. AND or OR) for the combination

  3. As you build out the rule condition, the logical statement you have built thus far will appear in the output dialog box

  1. Opening Feature Details: When you click the “chart button” next to the condition builder for each condition statement, a Feature Details pop-up will appear to show the description, type and distribution histogram for the selected feature:

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Using Code

You can choose to directly enter the rule conditions using the logical expressions using the Code builder. To use this functionality, simply click the code tab.

Once you start writing the logical expression, the feature names will be automatically searched from the feature library.

If you submit a rule while you are still in the Code mode, you will no longer be able to edit the rule in Rule Builder mode in the future.