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Once you select the entity type, you will select a property to use. The available options are based on the selected entity type. For most entity types, the you will have three property options:
Entity Type Name: There will be an entry that is just the entity type name (for example “ABA Routing Numbers”)
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. This option allows you to select from a variety of operators that can be used to narrow down the information you want to include or exclude as part of the assignment rule
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Entity Type Exists: This option includes the entity name with “Exists” (for example, “ABA Routing Numbers Exists”). You will then select either True (the selected entity type exists in the file) or False (the selected entity type doesn’t exist in the file) as the value.
Entity Type Frequency: This option includes the entity name with “Frequency” (for examples, “ABA Routing Numbers Frequency). It allows you to choose from different inequalities (equals, is greater than, is at least, is less than, at most, or is at most) to specify the number of time an entity type needs to be identified in a file before it should be assigned to the tracking group.
Operator
The operator specifies the relationship between the entity type and the value you will add. The available operators change based on the entity type selected. Entity types that use the “exists” property only provide an “equals” operator. You will then select either True (the selected entity type exists in the file) or False (the selected entity type doesn’t exist in the file) as the value.
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Select Add criteria.
Select Edit in the Select an entity type field.
The select an entity type modal appears.
Select the entity type you want to use.
Select the property you want to use from the Select a property list.
Select Done.
Select the operator you want to use from the Select an operator list. The available operators depend on the entity type property you selected in step 5.
Enter the value you want to use in the last field.
Repeat these steps 1-8 for each entity type you want to add to this assignment rule. (Remember, all entity types added to the same assignment rule serve as an “and” condition. A file must match all the entity types listed for the file to be added to the tracking group.)
Click the X next to an entity type line to remove it as needed.
To add another assignment rule, select the + under the previous assignment rule, and add the entity types for that rule. (Remember, each separate assignment rule serves as an “or” condition. If a file doesn’t meet the criteria of the previous assignment rules(s), it will be compared against the subsequent assignment rules in the tracking groups in sequential order.)
Duplicating an Assignment Rule
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If necessary, select Edit for the tracking group to enable editing.
Click the ellipses (…) for the assignment rule you want to duplicate.
Select Duplicate from the menu that displays.
Ordering Assignment Rules
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If necessary, select Edit for the tracking group to enable editing.
Hover in front of the assignment rule. Up and down arrows will appears.
Click the up arrow to move the action up and the down arrow to move the action down.
Deleting an Assignment Rule
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