Component Features

The IDM application is logically divided into the following modules:

Module	Description
Modeling	Create and define decision table structures
Manage Decision	Manage rules, decision tables, text rules, and rule chain
Admin Console	Configure applications and foundational metadata
Rule Simulation	Simulate and validate rule execution outputs

Modeling Module

The Modeling module enables users to define and configure decision table structures using a guided and intuitive wizard-based interface.

This module acts as the foundation for creating reusable and structured rules.

Modeling Landing Screen

Create Rule

The Create Rule functionality allows users to create and configure different types of business rules within the IDM application. Users can initiate rule creation by clicking the Create Rule button.

The system provides a guided interface where users enter rule metadata and select the required rule type.

Rule Creation Fields

Field	Description
Name	Unique system name for the rule. Used internally for identification and processing.
Label	Business-friendly display name shown on the UI.
Description	Detailed explanation of the rule's purpose, functionality, or business logic.
Effective Date	Defines the date from which the rule becomes active and applicable during execution or simulation.

Select Rule Type

Rule Type	Description
Decision Table	Decision Tables provide a structured tabular format for managing business decisions.
Simple Text Rule	Simple Text Rules allow users to define straightforward business logic using simple condition-action statements.
Advanced Text Rule	Advanced Text Rules support complex business logic with expressions, functions, and multiple nested conditions.
Rule Chain	Rule Chains enable orchestration with sequential and parallel execution of multiple rules.

Decision Table Creation

Users can create decision tables using a step-by-step guided flow.

Step 1: Configuration

Configuration Settings	Description
Rule Execution Sequence	Defines how rules should be executed when multiple rule conditions match. Controls whether the system executes only the first matching rule or all matching rules.
Validity Period	Defines the type of validity management for rule records. While executing, the valid from and valid to fields should be taken into consideration. N/A means no validity period is maintained for the rule. Date means rules are validated based on start and end dates. Timestamp means rules are validated using exact date and time.
Expression Language	Enables usage of expressions and functions within rules.
Orchestration	Supports sequential or parallel processing of rules while rule chaining.
Value Help Representation	Defines how value help fields are displayed to users. Example: key-value, key | value, key, value
Value Help Dependent?	Defines whether value help depends on another field selection.
AutoSequence?	Automatically generates sequence numbers for a field when adding new rule records.
Tree Hierarchy Representation	Displays rule data in hierarchical tree structure format. Useful for parent-child relationships.
2D Representation Required?	Enables matrix or grid-style representation of rules. Useful for crosstab or matrix-based rules.
Allow Deletion on UI	Allows users to delete rule records directly from the UI. Enables manual cleanup or maintenance.
Titles Required on Export	Includes DT ID and DT Name in title during Excel export operation.
Allow Deletion on Import	Allows records to be deleted during Excel import processing. Deleted rows from import file deactivate the rule record in DB.
Excel Import	Enables importing rule data from Excel files. Supports bulk upload and maintenance. Validate and display on UI: validates imported data and displays validation errors on UI so users can review, correct, validate, and save from UI. Validate and save to DB: validates and directly saves valid records into the database.

Step 2: Configuration

Reusable Object References

Users can:

• Reuse existing objects
• Create new objects
• Reference global catalogs

This promotes:

• Standardization
• Reusability
• Reduced duplication

Value Help Configuration

The module supports:

• Independent Value Help
• Dependent Value Help

Independent Value Help means values are selected independently.

Example:

• Country -> India, USA, Germany

Dependent Value Help means values depend on another field.

Example:

• Country = India
• State -> Maharashtra, Gujarat

Execution Sequence Configuration

Users can define execution behavior:

Execution Type	Description
First Match	Stops execution after first matching rule
All Matches	Executes all matching rules

Default Value Configuration

The module supports:

• Static default values
• Expression-based defaults

This minimizes manual data entry.

Rule Orchestration Support

Users can configure orchestration logic during modeling to support:

• Sequential execution
• Dependent processing
• Rule integration

Version Management

New versions of decision tables can be created whenever structural changes are required.

This ensures:

• Backward compatibility
• Controlled change management
• Version tracking

Admin Console Module

Overview

The Admin Console module provides centralized administrative configuration for IDM.

It allows users to define foundational structures required for rule creation and governance.

Key Functionalities

Application Management

Users can create and manage applications.

Applications act as top-level containers for:

• Rule Maintenance Sets
• Rule Sets
• Decision Tables
• Text Rules

Rule Maintenance Set (RMS)

RMS acts as a logical grouping layer for rule sets.

Used for:

• Functional segregation
• Business domain organization

Rule Set Management

Rule Sets group related rules together.

Used for:

• Domain-specific rule organization
• Execution grouping

Action Type Configuration

Users can define configurable action types used in:

• Decision Tables
• Text Rules
• Rule Chains

Field Catalog Management

The system supports:

• Application Field Catalog
• Global Field Catalog

These catalogs define reusable business fields.

Guided Configuration Flow

The module provides guided flows for:

• Structure creation
• Metadata configuration
• Dependency setup

This simplifies onboarding for business users.

Content Migration Support

The system settings functionality enables migration of IDM content across environments.

Supported migrations:

• DEV -> QA
• QA -> UAT
• UAT -> PROD

Migration is supported through:

• JSON packaging
• Export or Import mechanism

Manage Decision Module

Decision Table Management

Overview

This module enables authorized users to maintain and manage decision table rules.

Access is controlled using IDM authorization mechanisms.

Supported Interfaces

The platform supports multiple interfaces for rule management:

Interface Type	Description
Spreadsheet View	Excel-like rule maintenance
Form Interface	Structured form-based editing
2D Matrix View	Matrix-based rule visualization
Tree Interface	Hierarchical representation
Graphical Interface	Visual rule management

Bulk Operations

Supports:

• Mass rule addition
• Bulk editing
• Multi-record updates

This improves operational efficiency.

Variant Smart Table Concept

Decision table fields are managed using the Variant Smart Table concept.

This enables:

• Dynamic field rendering
• Flexible layouts
• Configurable structures

Rule Validity Management

Each rule can have:

• Valid From date
• Valid To date
• Status

Supported statuses:

• Draft
• Active
• Inactive

Validation Features

The platform supports:

• Data validation
• Mandatory field checks
• Date-split logic

This ensures data integrity and prevents overlapping rule periods.

Spreadsheet Import or Export

Rules can be:

• Exported to spreadsheets
• Imported from spreadsheets

Import validations include:

• Missing data
• Invalid formats
• Dependency checks

Audit and Activity Tracking

The system tracks:

• Record-level audit changes
• User activities
• Rule modifications

This supports governance and traceability.

Additional Features

• File upload support
• Comment management
• Dynamic filtering
• Pagination
• Enhanced search capabilities

Text Rule Management

Overview

Text Rules allow users to define complex rule logic using flexible conditional structures.

The rule structure follows:

• IF -> THEN -> ELSE

Key Functionalities

Dynamic Rule Configuration

Users can dynamically configure:

• Conditions
• Operators
• Action fields
• Action values

Unlimited Rule Complexity

The system supports:

• Unlimited conditions
• Unlimited actions
• Nested rule structures

Flexible Operators

Supported operators include:

• Equals
• Not Equals
• Greater Than
• Less Than
• Contains
• Between

Audit and Activity Logs

The platform maintains:

• Rule block audit tracking
• Activity history
• Change logs

Additional Features

• File upload support
• Comment functionality
• Pagination
• Dynamic search
• Undo or Redo operations

Rule Chain Module

Overview

Rule Chaining enables graphical orchestration of multiple rules into a unified execution flow.

Key Functionalities

Graphical Rule Linking

Users can visually connect:

• Decision Tables
• Text Rules
• Other Rule Chains

Sequential Execution

The output of one rule can become input to another rule.

This supports:

• Multi-step processing
• Dependent rule execution
• Workflow orchestration

Unified Simulation and Execution

Entire rule chains can be:

• Simulated
• Executed
• Validated

as a single entity.

Rule Simulation Module

Overview

The Rule Simulation module enables users to validate and test rule behavior before deployment.

Supported Simulations

Users can simulate:

• Decision Tables
• Text Rules
• Rule Chains

Simulation Inputs

Users can provide:

• Conditions
• Input fields
• Test values

to evaluate rule outcomes.

Version-Based Simulation

Simulations can be executed based on:

• Specific rule versions
• Validity date ranges
• Modified rule policies

Simulation Preview

Simulation results are displayed on dynamic preview screens.

The preview adapts based on:

• Rule type
• Execution structure
• Output format

Simulation Output

The preview displays:

• Matching rules
• Triggered actions
• Output values
• Executed rule blocks

This helps users:

• Validate configurations
• Analyze rule behavior
• Improve rule accuracy

Security and Access Control

The IDM platform supports:

• Role-based access control
• Hierarchy-level authorization
• User or group-based permissions

Access can be configured for:

• Applications
• RMS
• Rule Sets
• Decision Tables
• Text Rules

Audit and Governance

The system provides enterprise-grade governance capabilities including:

• Audit logs
• Version management
• Activity tracking
• Change history
• Rule lifecycle management