CARDEXCHANGE®
ADMIN CENTER

OPERATIONS MANUAL

Last Updated: November 30th, 2021

Adding a Business Rule

To add a Business Rule, click on the Business Rule menu option under Processes in the left hand menu, then click on the Add button at the top.

A new pane will open up on the right hand side. Here you will be able to specify the Name, Description, and set whether it is active or not.

Once you have added your name, description, and set the rule to active, you will need to configure an If statement for the system to check. Click on the If dropdown item, click on the Condition(s) dropdown, then click on the Add Condition button. Configure the correct statement. Click on the + button just underneath the statement to finalize the addition.

If you have added it correctly, then you should now see your condition written out as a sentance. You can remove the condition using the Red Trashcan icon if you need to modify it, and then click on the Add Condition button again. You can also add multiple conditions if desired.

Once you have configured your if statement, then you can tie it back to an action you have previously defined when adding an action.

To do this, click on Actions under the If statement, then click on the Add Action button. Select your action from the dropdown box, then click on the + button under the Action to finalize the action addition.

If you have added the action correctly, you should now see it in a list, like with the if statement. If you need to modify it, you can remove it by clicking on the Red Trashcan icon, then adding a new action. You can add multiple actions if desired.

If needed, you can also configure the Else If, and Else statements using the same steps as above.

Once you have finished your rule, click on the Save button at the bottom to return to the Business Rules Overview Screen.


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