Business Rules

Use the Business Rules pane to create placement files to send to outside agencies or attorneys. Business rules respect agency constraints. You can reuse business rules to place new accounts or to place recalled accounts with another agency or attorney. You associate a distribution template and an account filter to a business rule to distribute accounts to one or more agencies or attorneys. For more information, see Account Filters and Distribution Templates.

To open the Business Rules pane

In the AIM window, in the submenu bar, click Add and then click Business Rules. The Business Rules pane appears with the General tab selected.

1. Menu bar: Displays options for maintaining business rules.

2. Information pane: Displays the tabs for maintaining business rules.

Related Topics

Account Distribution

Create a Business Rule

Add Business Rule Details

Modify a Business Rule

Modify Business Rule Details

Delete a Business Rule

Delete Business Rule Details

Preview and Place Accounts