Adding The New Rule To The Ruleset

You have now defined the Rule's Check criteria and added True and/or False Actions. When you have finished defining your Rule, click OK to close the Insert Rule window:

Note: Alternatively you may close the Insert Rule window without implementing the Rule by clicking Close.

The Rule is added to the Credit Review Ruleset, listing the Check criteria and Actions:

Note that Rules are marked in blue. Actions are marked in red.

What Next?

Continue by doing one or more of the following:

• To add further Rules to the Ruleset, repeat the procedure(s) described above.

• To add Actions to the Ruleset, see Adding Actions.

• To add Comments to the Ruleset, see Adding Comments.

• To add Sections to the Ruleset, see Adding Sections.

When the Ruleset is complete, save it by selecting Save on the Toolbar - Sub Menu.

You may then run the Credit Review. See Running A Credit Review.

Note: To reposition Actions, Rules or Comments within a Ruleset (i.e. move them up or down in the Ruleset) see Moving Actions, Rules And Comments Within A Ruleset. To delete an Action, Rule, Comment or Section from a Ruleset, or delete the whole Ruleset, see Editing And Deleting Credit Review Rulesets.

NEXT: Adding Comments