Overview

North52's business rules engine for Microsoft Dynamics 365 is excellent for eligibility rules. In this scenario we demonstrate how to quickly and easily set up a Decision Table that determines eligibility for a particular type of Credit Card.

For this article it is assumed that you have at least basic familiarity with Decision Tables and/or have read the following articles:

• Everything you need to know about Decision Table Conditions
• How to set up your Actions!

We will use the following custom fields on the Contact entity to decide if a customer is entitled to a Platinum Credit card:

• Annual Income
• Total Assets of Applicant
• Credit Score

This is a part one of a two part series. You can see this example extended here.

 

 

Eligibility Rules for a Platinum Credit Card

If a customer matches any of the scenarios below then they are entitled to a Platinum credit card. As you can see there are 12 possible combinations each with 3 variables to check which means 36 data points to check.

Rule #	Annual Income	Total Assets	Credit Score
1	< 100000	< 500000	> 188
2	< 100000	Between 50000 and 100000	> 180
3	< 100000	> 1000000	> 172
4	Between 100000 and 150000	< 500000	> 164
5	Between 100000 and 150000	Between 50000 and 100000	> 159
6	Between 100000 and 150000	> 1000000	> 151
7	Between 150000 and 200000	< 500000	> 145
8	Between 150000 and 200000	Between 50000 and 100000	> 134
9	Between 150000 and 200000	> 1000000	> 131
10	> 200000	< 500000	> 124
11	> 200000	Between 50000 and 100000	> 120
12	> 200000	> 1000000	> 112

The easiest and fastest way to achieve the desired functionality is with a North52 Decision Table.

North52 Decision Suite Solution

The North52 Decision Suite solution works like this:

• A new North52 Formula of type Save - Perform Action is created on the Contact entity
• The Source Properties for this Formula are Annual Income,  Total Assets of Applicant and Credit Score
• Set the Event to be Create & Update
• Add 2 additional Condition Columns and set the 3 Columns to check against the Annual Income, Total Assets and Credit Score
• Set the Action Column to update the Credit Card field.

                                                                                        

• Finally we add the condition values to the to Decision Table editor and save

 

Note: The ((150000, 200000)) syntax is inclusive of 150000 and 200000.

Testing the Decision Table

We open a Contact record and set the following fields and values:

• Annual Income to $120,000
• Total Assets of Application to $440,000
• Credit Score to 174

When we click Save the Decision Table updates the Credit Card Type accordingly to Platinum