Manage rules

Decisioning rules allow you to implement unique business logic that overrides Transmit recommendations in certain cases. It can be used for risk detection and response, and ID verification decisioning. For example, you can always allow login actions from devices in your internal network, or challenge phone numbers from high-risk carriers. For more, see How rules work.

Note

This service is currently preview only, and only available for customers upon request.

View rules

The Rules page presents a list of all your decisioning rules for each type of rule. For each rule, the table presents basic details like the rule status, name, number of conditions, decision, mode, and number of rule matches in the last 7 days.

Manage rules

You can manage your decisioning rules from the Rules page:

  • Create a rule by clicking + Add rule and configuring Rule settings .
  • Change the rule status by clicking , and then Enable or Disable (depending on the rule's current status).
  • Change the rule priority by clicking , and then Priority up or Priority down . Rules are evaluated according to their order in the table, and only the first match will apply.
  • Promote a preview rule to production mode by clicking , and then Change mode .
  • Delete a rule by clicking and then Delete .
Note

If a rule is both enabled (i.e., Active) and in production mode, it can start impacting decisions in production. So make sure to properly test and evaluate the impact of rules before going live.

Rule settings

Rule settings are configured when they're created, and include the following:

  • Rule name : Name of your rule, displayed in the Admin Portal.
  • Rule description : Short description of your rule, displayed in the Admin Portal.
  • Type : Type of rule, either Risk (risk detection and response), or Identity proofing (identity verification)
  • Conditions : List of conditions that must all be satisfied for the rule to match. Attributes depend on rule type.
  • Decisions : Decision of the rule if conditions are satified: Trust , Allow , Challenge , or Deny .
  • Mode : Controls whether the rule is in Production or Preview mode. Preview mode allows you to simulate a rule and evaluate its impact before releasing it to production.
  • Enabled : Toggles the rule status, where enabled rules have an Active status and disabled rules have an Inactive status. Only enabled rules will impact decisions (if they're also in Production).