Skip to main content

HelloID

Business rules

Business_rules_overview.png

Use business rules to specify the Conditions under which Entitlements are granted to Persons during Enforcement.

To get started, Add a business rule.

For example, in a single target system you might create:

  • A business rule that creates disabled accounts for everyone in the R&D department (i.e., Account entitlements only)

  • Another business rule that enables those accounts one day before the employees' start date (i.e., Account Access entitlements)

  • Another business rule that assigns multiple Group Membership entitlements to those accounts

Business rule states

Each business rule is always in a Draft or Published state.

Draft

Business rules in a Draft state are not included in Enforcement. To put a draft business rule into the Published state, Publish a rule.

Published

Business rules in a Published state are included in Enforcement. When you make changes to a published business rule, it changes to the Draft state.

Business rules export

It's possible to export the business rules to a CSV file . Click grid_export.png at the top of the business rules overview to export the business rules to a CSV file.

Per business rule, the exported file contains the following information:

  • Name: The name of the business rule.

  • Entitlements count: Number of entitlements granted by the rule.

  • Persons latest evaluation: Number of persons selected by the business rule during the last evaluation.

  • Categories: All categories assigned to the business rule, separated by a |.

  • State: Published or Draft. The rule will appear twice in the export if it has a draft and a published version.

  • Entitlements: All entitlements granted by the business rule, separated by a |.

  • Conditions: All conditions defined in the business rule, separated by a |

Note

Fields with multiple values are separated with a | symbol. If a field value contains a | this could result in unwanted behavior when importing the CSV file in Excel.