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Adding A New Rule To A Ruleset

To add a new Rule to an open Ruleset:

1.      Make sure you have either created a new Credit Review Ruleset or opened an existing Credit Review Ruleset.

2.      The New button on the Toolbar - Sub Menu allows you to add to the Ruleset a new Rule, Action, Comment or Section:

To add a new Rule, select New > Rule.

The Insert Rule window opens:

3.      To create your new rule you must perform the following tasks in the Insert Rule window:

• Define The Rule's 'Check' Criteria

• Add True And/Or False Actions

NEXT: Defining The Rule's 'Check' Criteria