On This Page

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 priority 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.

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, the property options will be the entity type name (for example “ABA Routing Numbers”) or an “exists” option (for example, “ABA Routing Numbers Exists”). The name 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. (See Operators below for more information.)

The “exists” option only provides an “equals” operator so you can simply specify “true” (the selected entity type exists in the file) or “false” (the selected entity type doesn’t exist in the file.

Note that some entity types (such as the Standardized Form Matcher and Tags) will not offer an “exists” property to select.

Operator

The operator specifies the relationship between the entity type and the value added. The available operators change based on the entity type selected. Entity types that use the “exists” property only provides an “equals” operator so you can simply specify “true” (the selected entity type exists in the file) or “false” (the selected entity type doesn’t exist in the file. Other entity type properties allow you to select from a list of operators.

Value

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 and displays all the entity types in the application--preinstalled entity types provided by SkySync and custom entity types you created. Scroll through the list or use the Search option to find the entity type you want to add to the assignment rule.

4. Select the entity type.

5. A Select a property list appears. The list contains properties unique to the entity type you selected. The property you select affects the additional

6. Select Done.