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:
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 |
|
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
