Manage Rules on Optimizer

Know how to edit and manage custom rules on Optimizer.

Available in🇮🇳 India

You can edit a custom rule and change:

• Rule details, conditions and target payment provider.
• Rule priority.
• Rule status.

Edit Rule Details, Conditions and Target Payment Provider

To modify the rule details, conditions and target payment providers:

1. In the list of Custom Rules, click on the required rule name.
2. In the side panel, click Edit Rule.
3. The Edit Rule screen is displayed. You can edit the rule details, conditions and target payment providers.
4. Click Publish Edits to update the rule.

Edit Rule Priority

To modify the rule priority order using the drag-and-drop:

1. In the list of Custom Rules, click on the required rule name.
2. In the side panel, click Change Priority.
3. Drag and drop the custom rule as per your business need.

Edit Rule Status

You can deactivate or publish a rule.

Deactivate Rule

To deactivate a rule:

1. In the list of Custom Rules, click on the required rule name.
2. In the side panel, click Deactivate Rule.
3. Confirm the change by clicking Yes, Deactivate.
4. Once the rule is deactivated, its status changes to Draft.

Publish Rule

To publish a rule:

1. In the list of Custom Rules, click on the required rule name.
2. In the side panel, click Publish Rule.
3. Confirm the change by clicking Yes, Publish.
4. Once the rule is published, its status changes to Live. You can then drag-and-drop the rule to change its priority level as needed.

Related Information

• Add Payment Providers
• Create Custom Rule
• Set Rule Priority
• Update Default Rule
• SR Analytics Dashboard
• Single Reconciliation View
• Roles and Permissions
• Tokenisation for Optimizer