A set in Policy Management is a collection of segments and policies grouped together based on specific logic and conditions. You can create multiple sets of rules to manage fraud attempts. Only one set can be active for each Event Type.
Note
When a set is active, it cannot be deleted.
Sets have multiple uses and features:
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Create multiple sets of segments and policies based on different business cases.
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Duplicate sets and modify rules.
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Switch between sets without modifying an active set.
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Prepare multiple sets in advance for business conditions or time-based events.
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Enable default sets created during onboarding.
You can create a set in Policy Management to organize segments and policies for specific use cases.
To create a set:
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Sign in to Kount 360.
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Select Policy Management.
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From Decisioning, select Create New Set.
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In the Name field, enter a set name.
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Add a description.
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Select Save.
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Edit and add policies and segments as needed. For more information, go to Manage Segments or Manage Policies.
You can change the name and description of a set at any time.
To edit set details:
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Sign in to Kount 360.
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Select Policy Management.
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From Decisioning, find the set, and then select Set Actions.
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Select Edit Set Details.
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Enter a new name and description.
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Select Save.
All edits made to a set must be published before the set can be activated.
To publish a set:
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Sign in to Kount 360.
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Select Policy Management.
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From Decisioning, select Edit, Actions, and then Publish Changes.
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Select Confirm.
A new version of the set is published and is now the active version.
After creating a new set or editing an inactive set in Policy Management, you can activate the set in Policy Sets.
To activate a set:
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Sign in to Kount 360.
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Select Policy Management.
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Find the set you want to activate, and then select Set Actions.
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Select Activate Set, and then Confirm.
This set is now active, and its policies start evaluating.
If you want to create a set, but do not want to start a new set, you can duplicate an existing one.
To duplicate a set:
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Sign in to Kount 360.
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Select Policy Management.
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From Decisioning, find the set, and then select Set Actions.
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Select Duplicate Set.
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In the Name field, enter a new set name.
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Add a description.
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Select Save.
You can delete an entire set when it is no longer needed.
To delete a set:
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Sign in to Kount 360.
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Select Policy Management.
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From Decisioning, find the set, and then select Set Actions.
Note
Make sure the set you want to delete is not active. Active sets cannot be deleted. To deactivate a set, you must activate a different set.
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Select Delete Set.
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Select Delete.