Eligibility Rules

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Introduction

Usually some products shouldn’t be available for some users or customers depending on some criterias. To achieve this Wattyo offers the Eligibility Rules.

Eligibility Rules control which product would be available for selection when navigating the Product Catalog. These rules can be defined based on the current user properties, the customer or both.

For instance:

  • You only want to make a Product available for VIP Customers.
  • You want a product to not be available if the Customer has certain Risk Level.
  • You want just specific profiles to be able to setup a product.

 Setup

Validation Rules are setup at Product level which means that they affect to any Product Version.

To create a new Eligibility Rule you just need to create a Record in the Eligibility Rules related list in the Product record page.

Field Description Example
Name The name of the rule Only for VIP
Rule The product to check if exists or not Account.Type = “VIP”
Message The message to explain why is not available This product it’s only available for VIPs

The Rule

You can use any expression defined following the syntax of the [ Wattyo Rule Engine ]({{< relref “/docs/technical/rules” >}}).

Custom Functions

You can add any custom Function that you need trough [ Custom Fucntions Libraries ]({{< relref “/docs/technical/rules/implementation/customfunctionslibraries” >}}).

It’s important to note that the Context passed to the formulas is a Map<String, Object> with the Account information retrieved by the EligibilityContext object Tree.

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