Business Rules Engine

Note: Only users with Admin permissions can modify your organization’s BRE configuration. Viewers can view the configuration.

Overview

The Business Rules Engine (BRE) is a tool that enables you to control which attributes are included in your enrichment response and what level of trust you want to have in each of those attributes, represented by a TealBook Trust Score.

At the top of the BRE page is a banner that you can access at any time with more information on the various options and their respective icons.

At this time, there are two different types of attributes available in SDP:

1. Pending Trust Score attributes (these attributes do not yet have a trust score associated with them).
2. Attributes with Trust Scores (these attributes do have a trust score associated with them).

The configuration options that are available for each attribute depend both on the attribute type and the nature of the attribute itself. For example, some attributes will have High as the greatest Trust Score, whereas others may go up to Very High.

Note: It is imperative to understand that your BRE configuration takes precedence over API requests. For example, if you configure your business rules to ‘Never’ receive data for a specific attribute, such as NAICS, then even if you make an API call requesting data for a handful of attributes including NAICS, you will not receive any TealBook NAICS data as the merged_value in the response (because according to your BRE configuration, you never want to receive data for the NAICS attribute).

Default BRE Configuration

The default BRE configuration, before any modifications from your organization, depends on the type of attribute.

Default BRE Configuration for Attributes with a Trust Score:

• If the value for a given attribute in your vendor master data is blank, then by default TealBook will return a value (where available) if the trust score is Low or higher.
• If the value for a given attribute in your vendor master data is populated, then by default TealBook will return a value (where available) if the trust score is High (or higher in the case of attributes that go up to Very High trust score).

Default BRE Configuration for Attributes without a Trust Score (Pending Trust Score):

• If the value for a given attribute in your vendor master data is blank, then by default TealBook will Always return a value (where available).
• If the value for a given attribute in your vendor master data is populated, then by default TealBook will Never return a value.

Modifying Your Configuration

To modify the BRE configuration for any attribute:

1. Click on the attribute row in the configuration overview table. 
2. The configuration card on the right will update to reflect the selected attribute’s current configuration.
3. Use the dropdowns for Blank and/or Populated to make your desired modifications. Note: the options available in the dropdowns depend on the attribute type.
4. Review the configuration summary at the bottom of the card to verify that your changes will result in the outcome you intended.
5. Press save.
6. The Configuration column in the overview table will update to reflect your modifications.

Resetting Your Configuration

If, at any time, you wish to return your BRE configuration to TealBook’s default settings, you can do so either in bulk or at the specific attribute level.

To bulk-reset your BRE configuration to the default settings:

1. Click the Reset All button above the configuration overview table.
2. Verify that you would like to reset the BRE configuration for all attributes to the default settings.

To reset your BRE configuration for a specific attribute:

1. Click on the attribute row.
2. Click on ‘Reset’ at the bottom of the configuration card for that attribute.
3. Verify that you would like to reset the BRE configuration for this attribute to the default settings