How to Manage Rules in the Agent Web Console

The Rule List page in the Agent Web Console (AWC) is a list of all of the rule sets that have been created. On this page, you can also see which rule set is currently active, when it was created, as well as take various actions affecting rule sets. To reach the Rules List, in the AWC menu, select Fraud Control , and then select Rules. Column headings are defined as follows:

There may be instances when there is a need to select many rules at a time and perform a bulk action.

To select all of the rules on the page, choose the checkbox in the column header. All the checkboxes on this page are now selected. This bulk select is only for the current page of rules, so, for example, if 50 rules are being displayed, the bulk select is only selecting the 50 rules shown on this page.

Now select the Choose menu, and then select one of the following options:

If, for example, you select Change Action in the Choose menu, a separate menu displays allowing you to select a disposition and then select the Change Action button. This changes the disposition for each of the selected rules in the list in the Action column.

The process of creating a rule to specify a particular result can be very complex, since the number of available variables in the rule creation process is vast. The following section of this document will demonstrate only the basic mechanics of creating a generic rule using the Rules Editor.

Select the Add Rule button located at the bottom right portion of the Rule List table.

On the Rule Editor page, notice that the Action for the rule is by default set to a Review action and the Disabled checkbox is set.

In this example, to add a rule condition concerning the Total Amount for an Order, select the Order Total Amount check box located under the Order category and the Payment Amounts sub-category. Notice that the condition will be added to the workspace section of the Rules Editor.

Select the appropriate condition values in the main pane, deselect the Disabled check box, enter an informational description, and then select Save Rule. A confirmation message displays. Select Back to Rules List.

Notice the new rule we created based on the Order Total has a -1 as a Rule ID. This indicates the rule set changes have not been saved permanently. If the web session were to end all the changes made here would be lost.

Once you are back on the Rules List page, a message in red displays: “This rule set has been modified. Don’t forget to save your changes.” Locate your new rule set in the list, select the check box for the rule set, and then select Save. A confirmation message displays.

To activate the rule set, in the sidebar under Rule Set Actions, select Activate Rule Set. A confirmation message displays and your new rule set is now the active rule set.

Rule and Rule Set creation and management is highly complex, and this document is only meant to show a basic example of this process. Please contact your Client Success Manager for assistance in creating rule sets that are optimal for your own business strategy.