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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
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