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Overview

Assignment rules are lists of entity types that should be run against a file. You can add one to many assignment rules to a tracking group, and each assignment rule can consist of one to many entity types.

The list of entity types within a single assignment rule serves as an “and” condition. A file must match all the entity types listed for the file to be added to the tracking group.

Each individual assignment rule serves as an “or” condition. SkySync will compare each file to each assignment rule in a tracking group. If the file doesn’t match an assignment rule, SkySync will work through the subsequent assignment rules in sequential order. As soon as the file matches one of the assignment rules, SkySync adds it to the corresponding tracking group.

Understanding Assignment Rule Properties

Assignment rules are built by selecting an entity type, an operator, and a value. Together, these pieces build the equation that determines if the content of a file meets the assignment rules for the tracking group.

Entity Type

You will select an entity type from the available entity types in the system. This includes the preinstalled entity types provided by SkySync and and custom entity types you added. A search option is available to make finding the entity type easier.

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, 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”). 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.

  • 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.

The Custom Metadata entity type is the exception to the above options. When you choose Custom Metadata, a text field will display where you need to enter the metadata value (property name). The name you specify will display as the selected entity type for the assignment rule.

When scanning using custom metadata, SkySync will not detect changes to the metadata on subsequent scans. If you edit the metadata for a file after a scan has run and the file has been classified, SkySync won't acknowledge the change or remove the file from the previously assigned 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.

Other entity types allow you to select from a list of operators that determine how the value you add in the next field relates to how to file is matched against the assignment rule.

Value

In some instances, you will need to enter a value in this field. This will be the exact string that should be used to determine if the file matches the entity type. This could be any combination of words, numbers, and symbols.

If you selected to use an “exists” entity type, you must select either True or False as the value from the available list.

Adding Assignment Rules

  1. Select Add criteria.

  2. Select Edit in the Select an entity type field.

  3. The select an entity type modal appears.

  4. Select the entity type you want to use.

  5. Select the property you want to use from the Select a property list.

  6. Select Done.

  7. 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.

  8. Enter the value you want to use in the last field.

  9. 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.)

  10. Click the X next to an entity type line to remove it as needed.

  11. 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

You can duplicate an assignment rule to use as the base of a new assignment rule. This is useful if a subsequent assignment rule needs to be similar to an existing rule. Instead of adding all the criteria again, you can simply edit the fields that need to be changed.

  1. If necessary, select Edit for the tracking group to enable editing.

  2. Click the ellipses (…) for the assignment rule you want to duplicate.

  3. Select Duplicate from the menu that displays.

Ordering Assignment Rules

Assignment rules will be read in the order they display in the tracking group. If you add multiple assignment rules to a tracking group, you can reorder them to ensure they are in the proper order in the event you added them out of sequence.

  1. If necessary, select Edit for the tracking group to enable editing.

  2. Hover in front of the assignment rule. Up and down arrows will appears.

  3. Click the up arrow to move the action up and the down arrow to move the action down.

Deleting an Assignment Rule

  1. If necessary, select Edit for the tracking group to enable editing.

  2. Click the ellipses (…) for the assignment rule you want to delete.

  3. Select Delete from the menu that displays.

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