Assignments

The assignment ruleset

The assignment ruleset enables tenants to sort individual customers or customer groups into specific dunning and communication workflows based on predefined criteria. This feature is useful when tenants do not assign claims directly to specific workflows via API.

Rules' priority

Assignment rules are listed in order of priority. When a claim matches all the expected values for a rule with priority 1, the claim is assigned to the target workflow, and the rule with priority 2 is not validated. The order of the rules can be adjusted by dragging them into the desired order.

If the claim does not provide all the expected values for any of the rules, the claim can remain unassigned or be assigned to a specific workflow. A user can define this behavior in the "If no rule matches" section. Tenants that only use one workflow can leave the rules section blank and only select a workflow in the dropdown.

Draft & publishing cycle

To prepare changes without publishing them immediately, there is a draft publishing cycle. Draft mode can be accessed from the top bar if a draft is already in place. Draft mode can be used to prepare different changes over multiple sessions.
If no draft is in place, one will be created as soon as the rules are edited or the order of the rules is changed. The draft must be explicitly published to go live. You can discard the draft ruleset to start editing with a fresh draft.

Creating/editing assignment rules

Rule components

1. Rule name:

   • A user-defined name for quick identification.

2. Validation:

   • Select the properties that define the criteria (e.g., year of birth, claim value, email address, mobile number, address or country)

   • The available options depend on the selected property.

3. Validation conflicts:

   • A notification will appear when duplicating properties or values from an existing rule are used to avoid redundancy.

4. Target workflow:

   • A dropdown list of all workflows for the merchant.

   • ℹ️ It includes an option to "leave claims unassigned," which is useful for pausing or requiring manual assignment.

Deactivation and deletion of assignments

Deactivation: Temporarily disables assignments for workflows. Please read workflow management for further information.

Deletion: Remove unnecessary rules via the quick action menu .