Preview a Rule

Learn how to preview a new rule before execution

Overview

The Preview Rule feature in the Rule Engine module allows users to test and validate a rule before execution. This helps ensure that the rule logic is correct and applies as expected.

Previewing a New Rule

Step 1: Navigate to Rule Engine and click on "Add New Rule. (or select an existing rule to preview).

Step 2: Configure the rule details, such as name and conditions.

Step 3: At the bottom of the rule setup page, click on "Preview Rule".

The system will process the rule against available transaction data and display the results.

Step 4: Review the Preview Output
The preview will generate the calculated points (positive or negative) based on the last transaction record in the system.

Step 5: Adjust and Re-Test (If Needed)
If the preview output is incorrect, modify the rule conditions or transaction details. Then, click the Preview Rule again to check the updated results.

Important Notes & Limitations

Member onboarding is required for the preview feature to work.

  • The Preview does not consider:
    • Group/Product Capping restrictions.
    • Anomaly Detection settings.
  • The preview uses the last transaction record in the system to compute points.
  • If the transaction is in a pending state (Transaction Type = 5), it will still qualify for preview.