Processes in Atfinity are guided by rules. A rule tells the application what actions it should take, when a specific condition is met.

Each rule can trigger multiple actions, from ensuring defined instances are present in a case to issuing a warning, from sending out an email to performing a background check.

These are the actions a rule can trigger:


Ensure Instances

When a contractual relationship in a case has a joint account, there must be at least two account holders. A rule could recognise this situation with a condition like this:

cr is ContractualRelationship
cr.type_of_account = joint

The rule could then trigger the action Ensure Instances to automatically ensure two account holders for this case.

ensure 2 Person, AccountHolder

Had the case been about a contractual relationship with an individual account, the condition would have been false and no actions would have been triggered.

Assign Values

Sometimes it is faster to have some information take default values. If someone's nationality is Swiss, chances are that this person also lives in Switzerland. Therefore, whenever the condition...

p is Person
p.nationality = che

... is true, the information 'Domicile' can be assigned the value Switzerland (che). The assignment would look like this:

p.domicile := che
p.phone_country_code := che

It is possible to assign multiple values in an assignment action. In the example above, the phone country code was also set to be the country code for Switzerland.

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