Policy Engine: work the alerts, pause a rule and delete a rule

Steps

1. 1

   Open the Policy Engine and select Alerts

   In the left menu select Policy Engine. Unresolved Alerts at the top reads 2. Select Alerts. The panel lists the two alerts, newest first.

   • Select Policy Engine
   • Select Alerts
2. 2

   Read one alert

   Each alert shows a severity label, here Medium, the kind of record and the date. Its title names the record that matched: here the transaction's description, its amount and its date, Winter homeware stock for the Deira store, 62,000.00 dirhams. The lines under it give the rule's name and the rule itself. On the right are View and Resolve.

3. 3

   Select View

   Select View on the first alert. Tax Intelligence opens on the Transactions list, already narrowed to that transaction's date and counterparty, so the matched purchase is the row shown.

   • Select View
4. 4

   Go back and resolve the first alert

   You have checked the purchase against its approval. Go back to the Policy Engine from the left menu and select Alerts. Select Resolve on the first alert. It leaves the Open list, and the heading now reads 1 unresolved.

   • Select Policy Engine
   • Select Alerts
   • Select Resolve
5. 5

   Resolve the second alert

   Select Resolve on the other alert, the shop fit-out of 128,000.00 dirhams. The heading reads 0 unresolved, and Unresolved Alerts at the top of the page is back to zero.

   • Select Resolve

   

6. 6

   Select Resolved

   Above the list, the filter reads Open, Resolved and All. Select Resolved. Both alerts are listed with the date and time each was resolved, so the record of what the rule found is kept.

   • Select Resolved
7. 7

   Add a second rule

   Close the alerts panel with its cross and select New Policy. Type the name Sales to hotel customers, keep the target Tax Transactions, and describe the rule: Flag every tax transaction where the transaction type is INCOME and the vendor name contains Hospitality. Select Create and Compile.

   • Select Close
   • Select New Policy
   • Type Policy Name: Sales to hotel customers
   • Type Policy Description (Natural Language): Flag every tax transaction where the transaction type is INCOME and th…
   • Select Create & Compile
8. 8

   Pause the rule

   The sales team asks you to hold this rule back for now. In the Status column of its row, select the label Active. It changes to Inactive, and the play arrow on the row is greyed out: an inactive rule cannot be run. Total Policies at the top reads 2 and Active reads 1.

   • Select Active
9. 9

   Select the bin

   In the end the rule is not wanted. Select the bin at the end of its row. A window asks you to confirm: Delete policy, followed by the rule's name.

   • Select Delete
10. 10

    Select Confirm

    Select Confirm. The rule leaves the list at once, and Total Policies is back to 1. Deleting a rule cannot be undone: to bring it back you would have to describe it and compile it again.

    • Select Confirm