Task 3: Authoring

In this task, you learn how to modify a rule and a decision table, and how to write a rule in Decision Center.

Changes in the business policy occur regularly. As a business user you can be asked to edit business rules to reflect the changes in the business policy. In this task, you use the editors in Decision Center to modify and create business rules.

Time This task should take you about 20 to 30 minutes to complete.

Step 1: Modify an action rule

You have been asked to change the allowable debt-to-income ratio for people who earn less than 500,000 from 30% to 50%.

In the previous task, you ran a query on the rules that use the yearly income of the borrower. The query returned the minimum income rule, and the repayment and score decision table.

Now, you can change the allowable debt-to-income ratio in the minimum income rule, and add a condition on the yearly income of the borrower.

Note:

If you have closed the query results, you can run the query again by clicking the Query tab, and click Run Query.

To change the allowable debt-to-income ratio:

In the query results table, click Quick Edit next to the minimum income rule.
The rule opens in editing mode at the bottom of the page:

Note:
If you have difficulties using the Quick Edit, make sure that you have a supported browser version.
In the if part of the rule, click the value 0.3 to activate the field, and change the value to 0.5, then press Enter to incorporate the change.
Click the blue arrow just above the then keyword and add the following condition using the completion menu:
```
and the yearly income of the borrower is less than 500000 
```
Tip:
Click is to select is less than:
In the text box at the bottom, type the following comment to the new version of the rule:
```
Reject loans for low to mid-range income with debt-to-income ratio above 50% 
```
```
Compliant with corporate policy v1.5 
```
Tip:
You can also copy and paste the comment.
Click Save to save the policy change.

Step 2: Modify a decision table

In this step, you change the policy to make the lending criteria more restrictive. You modify the repayment and score decision table so that the application rejects a loan for someone whose debt-to-income ratio is between 0% and 30% if the applicant’s credit score is less than 300.

To modify the repayment and score decision table:

Click Quick Edit next to the repayment and score decision table.
The decision table opens in editing mode.

Note:
If you have difficulties using the Quick Edit, make sure that you have a supported browser version.
Under credit score, click the first cell in the max column, replace 200 with 300, and then press Enter.
The decision table displays a warning indicating an overlap with the second row:
To solve this problem, in the second row of the min column, replace 200 with 300, and press Enter.
The warning is no longer displayed.
Click Save to save the policy changes.

Step 3: Create a rule

The maximum loan amount that a borrower can request is 1,000,000. You are asked to create a new rule that rejects the loan if the requested amount is greater than 1,000,000.

In this step, you create the maximum amount rule using the completion menu available in the editor:

if
  the amount of 'the loan' is more than 1,000,000
then
   add "The loan cannot exceed 1,000,000" to the messages of 'the loan';
   reject 'the loan' ;

To create the maximum amount rule:

Click the Compose tab.
Make sure that Action Rule is selected and click OK to create an action rule.
In the Name field, enter maximum amount.
In the Folder field, select the validation folder.
Click Next to start writing the content of the rule.
Click <select a condition>, and build the following statement using the completion menu:
```
if
  the amount of the loan is more than 1,000,000
```
Click <select an action>, select add a <string> to the messages of <a loan>, and then click the placeholder to enter the message to display, and select terms and phrases from the completion menu to build the following expression:
```
then
   add The loan cannot exceed 1,000,000 to the messages of the loan
 
```
Click the blue arrow to create a new action line.
Click <select an action>, select reject <a loan>, and click the placeholder to build the following action:
```
reject the loan
```
The maximum amount rule appears as follows in the editor:

Click Finish to save the rule.

The maximum amount rule is now complete:

if
  the amount of 'the loan' is more than 1000000
then
   add "The loan cannot exceed 1,000,000" to the messages of 'the loan';
   reject 'the loan' ;

You have discovered how to modify and write rules in Decision Center. In the next task, you manage project elements by creating a smart folder, and comparing two versions of a decision table.

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