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Business rules

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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 an CSV file within the business rules overview. Click on grid_export.png to export the business rules to an CSV file. The export contains the following information:

  • Name

  • Entitlements Count (Number of entitlements assigned to the rule

  • Persons Latest Evaluation (Number of persons assigned to the business rules during the last evaluation)

  • Categories (All categories assigned to the business rule seperated by a |)

  • State (Published or Draft, The rule will appear twice in export when it has a draft and published version)

  • Entitlements (All entitlements assigned to the business rule seperated by a |)

  • Conditions (All conditions applied for the business rules seperated by a |)

Note

Fields with multiple values are seperated with a | symbol. Please be aware that of your field value contains a | it could result in unwanted behaviour when import the csv in Excel.