< Previous | Next >

Task 4: Managing

In this task, you create a smart folder to display the rules that you have modified by day, and you compare two versions of a decision table.

Business users create and edit business rules in Decision Center. Their work is saved in a database that handles versioning, history, and multi-user access.

Time This task should take you about 15 minutes to complete.

Step 1: Compare versions of a decision table

Now, you check the history of the decision table that you modified in Task 3: Authoring, and compare the differences between the two versions.

To compare versions of a decision table:

  1. Click the Explore tab.
  2. Click the eligibility folder, and select the check box next to the repayment and score decision table.
  3. Click History button in toolbar History in the toolbar.

    On the History page, you can see the versions of the decision table since its creation.

  4. Select versions 1.0 and 1.1, and click Compare 2 Versions to see the changes in the decision table between these two versions.
  5. Click the Content link to display the differences between the old and new values of the decision table content.

    The values that you have modified in the previous task are displayed in red.

    Note:

    You can proceed the same way to view the changes in the minimum income rule. The action statement that you added to the minimum income rule in Task 3: Authoring is displayed in green.

Step 2: Create a smart folder

You want to get a quick view of the rules that you have modified today, and you want the rules to be listed according to the day that you have modified them. To do so, you create a smart folder based on a query and on the modification date of the rules.

To create a smart folder:

  1. Click the Compose tab.
  2. Select Smart Folder, and click OK.
  3. In the Name field, enter Last Changed On.
  4. Click Next.
  5. Use the completion menu to build the following query:
    Find all business rules
     such that the last modifier name of each business rule is me
  6. Click Next.
  7. In the Available Properties, select Last Changed On, and then click the arrow Arrow icon to move item from one window to the other. to move the property to the Displayed Properties window:
    Move Last Changed On from Available Properties to Displayed Properties
  8. Click Finish.

    The new smart folder is displayed in the Explore tab, and displays the rules that you have modified today:

    Smart folder displays three rules modified today.

    You have modified the minimum income rule, the repayment and score decision table, and you have created the maximum amount rule. The minimum credit score rule is not displayed because you have not modified it today.

    Tip:

    If the rules are not automatically displayed, click Refresh.

In the next task, you test your rules using scenarios to make sure that they behave as expected.

< Previous | Next >