Create a Rule Flow Using the Rule Flow Editor
To create a rule flow:
-
Select the
Business RulesRule Flows category.
-
Right-click on the folder
where you want to create the new rule flow, and select
New
Rule Flow. Alternatively, select the folder where you
want to add the new rule flow, click
, and select
New Rule Flow.
The
New Rule Flow window appears.
-
Enter a name for the
new rule flow. Rule flow names are limited to 32 characters and can
contain any character except forward slash (/), backslash (\), left
brace ({), right brace (}), colon (:), and question mark (?).
-
(Optional) Enter a description
for the new rule flow. Descriptions are limited to 256 characters.
-
(Optional) Select
Create
output only for records that fire rules to limit the
output of the rule flow. By default, all output records are written
to the output data set. However, for some types of applications, only
the output records for which at least one rule has fired are of interest.
Limiting output is useful for applications that detect outliers, such
as applications that detect fraud.
-
Click
Create. SAS Decision Manager
creates a new rule flow and opens the rule flow editor. By default,
the
Properties page is displayed.
-
Select the
Rule
Sets page.
-
(Optional) Select
Complex
Rule Flow from the menu in the toolbar. SAS Decision Manager
adds Initial and Final sections to the rule flow table. The rules
in these sections are run at the start and end of the rule flow.
-
Add rule sets to the
rule flow. Right-click on a rule set in the
Rule Sets pane,
and select the appropriate
Add To Section option.
The options that are available depend on whether you are creating
a simple or complex rule flow.
Note: A rule flow can use only
rule sets that are defined for the same vocabulary. After the first
rule set is added to the rule flow, the vocabulary for the rule flow
is established. Only the rule sets that use the same vocabulary are
displayed in the Resources pane.
Note: A rule set can be added to
the same rule flow only once.
-
(Optional) If you selected
Complex
Rule Flow, you can specify BY-group terms. With BY-group
processing, all of the input records that have the same values for
the BY-group terms are processed before output is generated. One output
record is written for each group.
-
Click
and select the BY-group terms. SAS Decision Manager
adds Group Start and Group End sections to the table. The rules in
these groups are run at the start and end of each BY group.
-
(Optional) Add the rule
sets that you want in the Group Start and Group End sections of the
table.
-
(Optional) Select the
version of each rule set. If the version is
Use latest,
then the most recently saved version of the rule set is always used
when it is run. Specifying
Use latest for
the version is useful during rule flow development and testing. However,
before you can publish a rule flow, all of the rule set versions that
are referenced in the rule flow must be locked. Also, a rule flow
cannot be published if
Use latest is specified
for any of the rule set versions.
-
(Optional) Reorder the
rule sets. To move a rule set, select the rule set, and click
or
to move it to a different row in the table. To move
a rule set to a different section (Initial, Main, and so on), you
must remove the rule set, and then add it to the other section. To
remove a rule set, select the rule set and click
.
-
(Optional) Clear the
check boxes in the
Run column for any rules
or sections that you do not want to be run the next time the rule
flow is run. Selectively running certain rule sets is useful during
rule flow development and testing.
-
Click
to save the rule flow.
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