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Basic Rules

Create Single-Field Logic for Individual Sets of Data

Rich Schaeffer avatar
Written by Rich Schaeffer
Updated over 3 months ago

🟢 Step-by-Step Instructions

  1. Accessing the Advanced Rules Tab

    • Click "Data" on the top navigation bar

    • Click "Show Rules" in the top right corner

    • Click "Basic Rules" in the right sidebar

  2. Defining Fields

    • To create a basic rule, choose a Statement Field (ex. Writing Agent Name) that the rule will apply to and a Custom Field that will show the results of the rule (ex. Agent Name)

    • Use the up and down arrows to determine priority/execution order. Lower numbers are applied first.

  3. Filtering the Basic Rules Table

    • Once you define the custom and statement fields you want to work with, the table displays a real-time list of tag rules applied to data records, including their matched values, corresponding tags, and frequency (Count)

    • In the Tag Filters section, filter by:

      • Search: Enter keywords or values to locate specific rules

      • Carriers: choose from a dropdown of available carriers

      • Tags: toggle between All, Untagged, and Tagged to only show rows that fit the specific criteria

      • Filter to Data Table: when this is turned on, the table will only show the Statement Field values currently shown in the main data table

    • Click Table Settings to open the 'Tables' section on the Settings Tab

    • Click Refresh to update data after changes

  4. Apply Single-field Logic

    • Now, you can apply one-on-one logic to each row and individually edit values in the Custom Field you chose

    • Values you add to the Custom Fields are called Tags

    • We’re building if-this-then-that logic: If field X equals value Y, then set the tag equal to Z.

    • To add or edit a tag in a specific row:

      • Click on Untagged or the current value in that row in the Custom Field row

      • Either scroll through the pop-up to find a pre-existing tag, or type a new value into the search bar and hit enter (ex. tag 'Richard Schaeffer III' as 'Richard Schaeffer')

    • Once you apply a basic rule to a value, the rule will apply every time that value is uploaded from any statement

🔵Custom Fields

  • To create a custom field, click Custom Fields next to Advanced Rules

    • Click Select a Custom Field... to see a dropdown of previously created custom fields. If you select a custom field and click the X button, the custom field will be deleted

    • Click the + sign to create a new custom field. You will then be prompted to enter a field name value. When you click Create, your new custom field will be added to the system

🔵Common Use Cases

  • Correct Agent Names that were reported differently on different carrier statements (ex. JOHN RYAN," "RYAN, JOHN," "JOHN S RYAN," etc.)

  • Assign a Sales Manager to specific groups

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