# GoRules - Complete Documentation > This document contains the full content of all GoRules documentation pages. --- ## Why GoRules? - The Business Rules Engine Built Different **URL:** https://gorules.io/why-gorules **Description:** Native performance, runs anywhere, no per-eval pricing, open source core. Discover why GoRules is the modern choice for business rules management. # Why GoRules? The business rules engine built different. Most rules engines are stuck in the past - slow, expensive, locked to the cloud. GoRules is native, fast, and runs anywhere. Here's what makes us different. Truly Native ## Not an API wrapper. Most "SDKs" are lying to you. They claim support for Python, Go, Node.js - but under the hood? Just a REST call wrapped in a library. Every decision hits their server. Every millisecond of latency is your problem. GoRules is different. Our ZEN engine compiles to actual native code. It runs in your process. On your device. In microseconds. ❌ THEM ┌──────────┐ ┌──────────┐ ┌──────────┐ │ Your App │ ────► │ Internet │ ────► │ Their VM │ └──────────┘ └──────────┘ └──────────┘ ~50ms latency ✅ GORULES ┌─────────────────────────────────────────────────┐ │ Your App + ZEN Engine (embedded) │ └─────────────────────────────────────────────────┘ ~50μs latency - Native Rust core - Native bindings for Node.js, Python, Go, iOS, Android - No network hop - 1000x faster Runs Everywhere ## Cloud. Self-hosted. Mobile. Edge. Air-gapped. The same engine runs everywhere - not different products stitched together. Build once, deploy anywhere. ### Cloud Managed BRMS. We handle infrastructure. ### Self-Hosted Your VPC. Your data. Docker or K8s. ### Mobile Native iOS and Android. On device. ### Edge & IoT Warehouses, kiosks, devices. ### Air-Gapped Fully disconnected. Still works. No Per-Eval Pricing ## Unlimited decisions. Predictable costs. Most vendors charge per evaluation. Sounds cheap at first - until you're running millions of decisions a day. Then it kills you. GoRules is flat-rate. Typical Vendors 1M evaluations$1,000/mo 10M evaluations$10,000/mo 100M evaluations$100,000/mo Pricing modelPer evaluation GoRules 1M evaluationsIncluded 10M evaluationsIncluded 100M evaluationsIncluded Pricing modelFlat rate No surprises. No meter anxiety. No "we need to optimize our rule calls" conversations. Open Source Core ## Audit every line. Our ZEN engine is fully open source. Not "source available" with restrictions. Not "open core" with all the good stuff behind a paywall. Actually open. Why? Because we believe critical business logic shouldn't be a black box. You deserve to see exactly how your decisions are made. - Full source on GitHub - Fork it if you need to - Self-host forever - even if we disappear - Community contributions welcome - No vendor lock-in - your rules are portable JSON [View on GitHub](https://github.com/gorules/zen) Built for Both ## Business users and developers. One platform. Rules engines usually pick a side - either dumbed down for business users, or powerful but dev-only. We refuse to choose. ### For Business Users - Spreadsheet-like decision tables - Edit rules in Excel, import back - Visual flow builder - drag and drop - No code required - Test with real data before publishing ### For Developers - Git-like workflow - branches, commits, rollback - Full JavaScript functions when you need them - Native SDKs - not wrappers - CI/CD integration - Microsecond-level performance tracing Same graph. Same rules. Different interfaces for different people. --- ## What is a Business Rules Engine? Complete Guide **URL:** https://gorules.io/what-is-business-rules-engine **Description:** A business rules engine (BRE) automates decision-making by executing predefined business logic. Learn how BREs work, key components, use cases by industry. # What is a Business Rules Engine? The complete guide to understanding business rules engines-how they work, when you need one, and how they transform decision-making at scale. [Try GoRules Free](/signin/verify-email) [Explore BRMS](/brms) ## In a Nutshell A business rules engine (BRE) is software that automates decision-making by executing predefined business logic - without requiring code changes. It separates "what to decide" from "how to execute," enabling faster policy updates, consistent outcomes at scale, and complete audit trails for compliance. ### Jump to Section - [How It Works](#how-it-works) - [BRE vs Alternatives](#bre-vs-alternatives) - [Key Components](#components) - [Industry Use Cases](#use-cases) - [Benefits](#benefits) - [When You Need One](#signals) - [Evolution & Future](#history) - [FAQs](#faq) ## How Does a Business Rules Engine Work? At its core, a business rules engine follows a straightforward pattern: it takes input data, evaluates that data against a set of predefined rules, and produces output decisions. Think of it as a specialized "if-this-then-that" processor optimized to handle thousands of conditions and millions of decisions per second with complete consistency. The power of this approach lies in the separation of concerns. Application developers build systems that can execute decisions, while business users define what those decisions should be. When business logic changes - new regulations, updated policies, competitive responses - only the rules need to change, not the underlying applications. ### The Core Pattern Every decision follows this simple flow #### Input Data Loan application, transaction, customer profile, or any structured data #### Rules Engine Evaluates conditions, applies logic, calculates results #### Decision Output Approve, deny, calculate price, route request, trigger action ### A Practical Example: Loan Approval Consider a lending company that processes thousands of loan applications daily. Without a business rules engine, the approval logic would be hardcoded into the application. Every time lending criteria change - maybe regulators adjust debt-to-income thresholds, or the company wants to target a new customer segment - developers would need to modify code, test it, and deploy a new version. This process takes weeks or months. With a business rules engine, those lending criteria exist as configurable rules. A compliance officer can update the debt-to-income threshold in minutes. A product manager can create new approval tiers for preferred customers. A risk analyst can add fraud detection rules. All without writing code, waiting for sprints, or risking production stability. #### Credit Score Input + #### Debt-to-Income Input + #### Decision Output + #### Rate Output \>= 700 < 0.4 approve 4.5% 650 - 699 < 0.4 approve 6.2% 600 - 649 < 0.35 review 7.8% < 600 any deny \- ### The Evaluation Process When the rules engine receives a request, it follows a systematic process: 1. **Input Validation:** The engine validates incoming data against expected schemas, ensuring all required fields are present and correctly formatted before evaluation begins. 2. **Rule Selection:** Based on the input context, the engine identifies which rules apply. This might be all rules in a decision table, or a subset based on filters and conditions. 3. **Condition Evaluation:** Each applicable rule's conditions are evaluated against the input data. Complex expressions, calculations, and external lookups happen at this stage. 4. **Action Execution:** When conditions match, corresponding actions execute-setting output values, triggering calculations, or routing to sub-decisions for additional processing. 5. **Result Assembly:** The engine assembles the final output, including the primary decision, supporting data, confidence scores, and metadata for audit purposes. ## Business Rules Engine vs. Alternatives Choosing the right technology for your decision logic is critical. Business rules engines excel in specific scenarios, but they're not the only option. Understanding how BREs compare to hardcoded logic, workflow engines, and machine learning helps you select the right approach-or combination of approaches-for your needs. vs. Workflow Enginevs. Hardcoded Logicvs. Machine Learning ### Processing a Request Watch how each approach handles a single decision Rules Engine Running... Data In → Evaluate → Decision → Complete Workflow Engine Running... Start → Task 1 → Wait... → Task 2 → Complete Purpose Instant decisions vs Process orchestration Throughput Thousands/sec vs Thousands/day State Stateless vs Long-running Replay ### When to Use Each Approach - **Use a Business Rules Engine when:** You need instant, deterministic decisions with full explainability. Compliance and audit trails are mandatory. Business users need to manage logic. The same rules apply across multiple systems. Examples: credit decisioning, pricing rules, eligibility determination, fraud rules, policy enforcement. - **Use a Workflow Engine when:** Processes span hours, days, or weeks. Human approvals and tasks are involved. You need to orchestrate multiple systems and services. State must be maintained across interactions. Examples: employee onboarding, loan underwriting processes, customer support tickets, order fulfillment. - **Use Machine Learning when:** Patterns are complex and not easily expressed as rules. Historical data is available for training. Probabilistic predictions are acceptable. The problem involves classification, ranking, or anomaly detection. Examples: fraud scoring, recommendation engines, document classification, demand forecasting. ### The Hybrid Approach: Best of All Worlds Modern architectures increasingly combine these technologies. A fraud detection system might use ML models to generate risk scores, then feed those scores into a business rules engine that applies deterministic policies (e.g., "if risk\_score > 0.8 AND transaction\_amount > $10,000, decline and flag for review"). This hybrid approach provides the pattern recognition power of ML with the explainability, control, and compliance capabilities of rules engines. ## Key Components of a Business Rules Engine A complete business rules platform combines several interconnected components, each serving a specific function in the rule lifecycle. ### Rule Repository Central storage for all business rules with full version history. Organize rules across projects, search and discover existing logic, track every change made over time. ### Visual Rule Editor Intuitive authoring interface for creating rules without code. Decision tables, expression builders, and flow designers enable business users to participate directly. ### Execution Engine High-performance core optimized for both throughput and latency. Evaluates rules against input data and returns decisions consistently regardless of scale. ### Testing & Simulation Validate rules before production deployment. Run test cases, batch test with historical data, simulate how changes impact outcomes before they affect real decisions. ### Audit & Compliance Complete audit trail of every change and decision. Track who modified rules, what changed, when. Essential documentation for compliance reviews and regulatory examinations. ### Deployment Management Promote rules through environments with approval workflows. Configure sign-offs before changes go live. Roll back to any previous version instantly if issues arise. ### Types of Business Rules Engines Not all business rules engines work the same way. Understanding the different approaches helps you choose the right tool for your specific use case and performance requirements. - **Production Rules (Forward Chaining):** Rules are evaluated when conditions match, potentially triggering other rules in a chain. The engine works through the rule set until no more rules fire. Used for complex inference where one decision leads to another. - **Deterministic Rules:** Rules are evaluated in a defined order, and each input produces exactly one output. No chaining or inference. This approach is simpler, faster, and easier to debug- ideal for straightforward business decisions where predictability is paramount. - **Event-Driven Rules:** Rules trigger in response to events in real-time. Common in fraud detection, IoT applications, and streaming scenarios where decisions must happen as data arrives rather than in request-response patterns. - **Stateful vs Stateless:** Stateless engines evaluate each request independently with no memory between calls-simpler to scale and debug. Stateful engines maintain context across multiple interactions, useful for shopping cart rules, session-based decisions, or multi-step approval workflows. ## Use Cases by Industry Business rules engines power decisions wherever consistency, speed, and auditability matter. Explore how different industries leverage this technology. Financial ServicesInsurancePayments & FintechE-commerce & RetailHealthcareLogistics & Supply Chain ### Financial Services Banks, lenders, and financial institutions use business rules engines to automate critical decisions while maintaining regulatory compliance. From credit decisioning that evaluates hundreds of factors in milliseconds to fraud detection systems that analyze transaction patterns in real-time, BREs enable financial services to process thousands of applications per second. Every decision creates an audit trail that satisfies regulators and supports dispute resolution. #### Common Use Cases - Credit decisioning and loan origination - Fraud detection and transaction monitoring - KYC/AML compliance screening - Risk scoring and assessment - Account opening eligibility - Collections strategy and prioritization ### Insurance Insurance carriers leverage business rules engines across the entire policy lifecycle. Underwriting rules evaluate risk factors and determine coverage eligibility. Claims systems apply adjudication rules to process thousands of claims daily. Rating engines calculate premiums based on complex factor combinations. Product managers and actuaries can update rules directly, accelerating time-to-market for new products and responding quickly to regulatory changes. #### Common Use Cases - Automated underwriting decisions - Claims processing and adjudication - Policy pricing and rating calculations - Coverage eligibility determination - Renewal risk assessment - Agent commission calculations ### Payments & Fintech Payment processors and fintech companies require sub-millisecond decision latency for real-time transaction processing. Business rules engines evaluate each transaction against fraud rules, compliance requirements, and routing logic instantly. When a payment requires additional verification, rules determine whether to step up authentication, decline, or flag for review. This enables fintechs to maximize approval rates while minimizing fraud losses. #### Common Use Cases - Real-time transaction approval/decline - Payment routing optimization - Dynamic interchange and fee calculation - Velocity checks and spending limits - Merchant risk scoring - Regulatory compliance screening ### E-commerce & Retail Retailers use business rules engines to personalize the shopping experience and optimize operations. Promotion engines apply complex discount rules based on cart contents, customer segments, and inventory levels. Pricing rules adjust dynamically based on demand, competition, and margins. Fulfillment rules determine optimal shipping methods and warehouse selection. Merchandisers can configure these rules through visual interfaces without engineering support. #### Common Use Cases - Promotion and discount rule management - Dynamic pricing optimization - Product recommendation logic - Inventory allocation rules - Customer segmentation and targeting - Shipping and fulfillment routing ### Healthcare Healthcare organizations use business rules engines to navigate complex regulatory requirements while improving patient outcomes. Insurance eligibility verification happens in real-time during patient registration. Claims adjudication rules apply payer-specific policies to determine coverage and reimbursement. Clinical decision support systems use rules to surface relevant information and alerts to clinicians, improving care quality while reducing liability. #### Common Use Cases - Insurance eligibility verification - Claims adjudication and processing - Prior authorization decisions - Clinical decision support systems - Medical coding validation - Care pathway recommendations ### Logistics & Supply Chain Supply chain and logistics companies optimize complex operations using business rules engines. Carrier selection rules evaluate cost, service levels, and capacity to choose optimal shipping methods. Customs compliance rules ensure shipments meet regulatory requirements before crossing borders. Inventory replenishment rules trigger orders based on demand forecasts, lead times, and safety stock levels. Operations teams can adjust rules as business conditions change. #### Common Use Cases - Carrier selection and routing - Dynamic rate calculation - Inventory replenishment rules - Customs and trade compliance - SLA monitoring and alerts - Warehouse allocation logic ### Business Rules Engine for Financial Services Banks, lenders, and financial institutions use business rules engines to automate critical decisions while maintaining regulatory compliance. From credit decisioning that evaluates hundreds of factors in milliseconds to fraud detection systems that analyze transaction patterns in real-time, BREs enable financial services to process thousands of applications per second. Every decision creates an audit trail that satisfies regulators and supports dispute resolution. #### Financial Services Use Cases - Credit decisioning and loan origination - Fraud detection and transaction monitoring - KYC/AML compliance screening - Risk scoring and assessment - Account opening eligibility - Collections strategy and prioritization ### Business Rules Engine for Insurance Insurance carriers leverage business rules engines across the entire policy lifecycle. Underwriting rules evaluate risk factors and determine coverage eligibility. Claims systems apply adjudication rules to process thousands of claims daily. Rating engines calculate premiums based on complex factor combinations. Product managers and actuaries can update rules directly, accelerating time-to-market for new products and responding quickly to regulatory changes. #### Insurance Use Cases - Automated underwriting decisions - Claims processing and adjudication - Policy pricing and rating calculations - Coverage eligibility determination - Renewal risk assessment - Agent commission calculations ### Business Rules Engine for Payments & Fintech Payment processors and fintech companies require sub-millisecond decision latency for real-time transaction processing. Business rules engines evaluate each transaction against fraud rules, compliance requirements, and routing logic instantly. When a payment requires additional verification, rules determine whether to step up authentication, decline, or flag for review. This enables fintechs to maximize approval rates while minimizing fraud losses. #### Payments & Fintech Use Cases - Real-time transaction approval/decline - Payment routing optimization - Dynamic interchange and fee calculation - Velocity checks and spending limits - Merchant risk scoring - Regulatory compliance screening ### Business Rules Engine for E-commerce & Retail Retailers use business rules engines to personalize the shopping experience and optimize operations. Promotion engines apply complex discount rules based on cart contents, customer segments, and inventory levels. Pricing rules adjust dynamically based on demand, competition, and margins. Fulfillment rules determine optimal shipping methods and warehouse selection. Merchandisers can configure these rules through visual interfaces without engineering support. #### E-commerce & Retail Use Cases - Promotion and discount rule management - Dynamic pricing optimization - Product recommendation logic - Inventory allocation rules - Customer segmentation and targeting - Shipping and fulfillment routing ### Business Rules Engine for Healthcare Healthcare organizations use business rules engines to navigate complex regulatory requirements while improving patient outcomes. Insurance eligibility verification happens in real-time during patient registration. Claims adjudication rules apply payer-specific policies to determine coverage and reimbursement. Clinical decision support systems use rules to surface relevant information and alerts to clinicians, improving care quality while reducing liability. #### Healthcare Use Cases - Insurance eligibility verification - Claims adjudication and processing - Prior authorization decisions - Clinical decision support systems - Medical coding validation - Care pathway recommendations ### Business Rules Engine for Logistics & Supply Chain Supply chain and logistics companies optimize complex operations using business rules engines. Carrier selection rules evaluate cost, service levels, and capacity to choose optimal shipping methods. Customs compliance rules ensure shipments meet regulatory requirements before crossing borders. Inventory replenishment rules trigger orders based on demand forecasts, lead times, and safety stock levels. Operations teams can adjust rules as business conditions change. #### Logistics & Supply Chain Use Cases - Carrier selection and routing - Dynamic rate calculation - Inventory replenishment rules - Customs and trade compliance - SLA monitoring and alerts - Warehouse allocation logic ## Why Use a Business Rules Engine? Organizations implement business rules engines to solve specific operational challenges. Here are the concrete benefits they experience. 90% Faster Changes <1ms Latency 100% Audit Trail 10M+ Decisions/min ### Deploy Changes in Minutes, Not Months When regulations change or business needs evolve, update rules and see them take effect immediately. No code deployments, no release cycles, no waiting for IT. A compliance officer can adjust lending criteria in the morning and have it applied to every application by afternoon. ### Ensure Perfectly Consistent Decisions Apply identical logic across every channel, system, and touchpoint. Whether a customer applies online, through mobile, via an agent, or at a branch, they receive the same consistent decision based on the same criteria. Eliminate the inconsistencies that frustrate customers and create compliance risk. ### Maintain Complete Audit Trails Every decision is logged with the exact rules that were applied, the input data evaluated, and the resulting output. When auditors or regulators ask why a specific decision was made, you have complete documentation. This isn't just compliance - it's operational intelligence. ### Empower Business Users Directly Let business analysts, compliance officers, product managers, and operations teams manage rules directly through visual interfaces. Reduce the IT bottleneck that slows every business initiative. The people who understand the business can now control the logic without writing code. ### Scale to Any Decision Volume Modern business rules engines handle millions of decisions per minute with sub-millisecond latency. Process real-time transactions, batch millions of records overnight, or handle sudden traffic spikes. Scale horizontally as your business grows without redesigning your decision infrastructure. ### Write Once, Deploy Everywhere Create a single source of truth for business logic and use it across all applications, services, and channels. Stop duplicating rules in multiple codebases. When logic changes, it changes everywhere - consistently and simultaneously. ## When Do You Need a Business Rules Engine? These signals indicate your organization would benefit from externalizing business logic to a dedicated rules engine. ### Scale & Performance - You're making the same decision thousands or millions of times - Multiple systems need access to the same business logic - Spreadsheets used for decision logic are becoming unmanageable ### Compliance & Audit - Auditors or regulators require detailed decision trails - Rules change frequently due to regulations or policies - Inconsistent decisions across channels are causing problems ### Team Collaboration - Business users need to modify rules without IT involvement - IT has become a bottleneck for every business rule change ### Speed to Market - Policy changes take weeks or months to implement - Competitors are responding to market changes faster than you If you recognize three or more of these signals, a business rules engine will likely provide significant value. The ROI typically comes from reduced time-to-market for policy changes, decreased IT burden, improved compliance posture, and elimination of decision inconsistencies that frustrate customers. ### How to Choose a Business Rules Engine When evaluating business rules engines for your organization, consider these key factors: - **Deployment Model:** Cloud-hosted for fastest deployment and managed infrastructure, self-hosted for maximum data control and security, or hybrid for flexibility. - **User Experience:** Low-code/no-code interfaces for business users, developer-focused APIs for engineering teams, or platforms that serve both constituencies effectively. - **Performance Requirements:** Real-time sub-millisecond decisions for transaction processing, batch processing for millions of records, or big data integration for analytics. - **Integration Capabilities:** REST APIs and webhooks, native SDKs for your programming languages, database connectors, and event streaming support for your architecture. ## The Evolution of Business Rules Engines From AI research labs to powering billions of daily decisions across every industry, business rules technology has evolved significantly over five decades. Understanding this history helps contextualize where the technology is heading and why modern platforms look the way they do. 1970s-80s ### Expert Systems Era Rule-based systems emerged from artificial intelligence research. Systems like MYCIN for medical diagnosis and XCON for computer configuration demonstrated that encoding domain expertise as rules could automate complex decisions previously requiring human experts. 1990s ### Commercial BRMS Emerge Companies like ILOG (later acquired by IBM), Fair Isaac (FICO), and Pegasystems commercialized business rules technology for enterprise applications. These systems brought rule-based decisioning to financial services, insurance, and telecommunications at scale. 2000s ### Open Source Movement Drools brought rules engines to Java developers with an open-source approach. The OMG's Decision Model and Notation (DMN) standardization began, creating common language for decision modeling. Rules engines became accessible beyond large enterprises. 2010s ### Cloud-Native Era API-first, cloud-native rules engines emerged to meet the needs of modern microservices architectures. Focus shifted to real-time decisioning, developer experience, and seamless integration. The rise of fintech created new demand for high-performance decision systems. 2020s ### AI + Rules Hybrid Modern approaches combine deterministic rules with machine learning models. Rules provide explainability and regulatory compliance, while ML handles pattern recognition. Low-latency engines power real-time fraud detection, dynamic pricing, and personalization at unprecedented scale. The Future ### Democratized Decision Intelligence For decades, rules engines meant Java or C#. The future is platform-agnostic-running natively on cloud, mobile, edge servers, even offline. Open source is driving innovation, breaking vendor lock-in, and making enterprise-grade decisioning accessible to teams of any size. Real-time, event-driven architectures are becoming standard, and visual interfaces let business users manage decision logic directly-accelerating response to market changes and regulatory requirements. ## Frequently Asked Questions What does a business rules engine do? A business rules engine automates decision-making by evaluating data against predefined rules. It takes input data, processes it through IF-THEN conditions, and returns decisions or outputs without requiring code deployments. This allows organizations to change business logic quickly without involving developers or deploying new application versions. What is an example of a business rules engine? Examples include GoRules for real-time decisioning, Drools for Java applications, IBM ODM for enterprise deployments, and FICO Blaze Advisor for credit decisioning. A practical example: a lending company uses a BRE to approve or deny loan applications by evaluating credit score, income, debt-to-income ratio, and employment history against lending criteria - all in milliseconds. BRE vs Decision Engine: What's the difference? The terms are often used interchangeably. Decision engines typically emphasize real-time, high-throughput decisioning for use cases like fraud detection and pricing, while traditional BREs may include broader workflow capabilities. Modern platforms like GoRules combine both approaches - real-time performance with full rule lifecycle management. What is the difference between BRMS and BRE? A Business Rules Engine (BRE) is the execution component that runs rules. A Business Rules Management System (BRMS) is the complete platform including the BRE plus version control, visual authoring, testing tools, deployment management, access control, and audit logging. Most organizations need a BRMS, not just a BRE. When should I use a BRE instead of hardcoding? Use a BRE when rules change frequently, you need audit trails for compliance, multiple systems share the same logic, business users should manage rules without IT, or you want to test rules before deployment. Hardcoding is appropriate for stable logic that rarely changes and doesn't require auditability. Can a business rules engine work with machine learning? Yes, and this hybrid approach is increasingly common. Modern BREs orchestrate both deterministic rules and ML model predictions. Rules provide explainability, guardrails, and regulatory compliance, while ML handles pattern recognition. For example, an ML model generates a fraud score while rules determine actions based on that score plus business criteria. --- ## Version Control - Git-like Workflow for Business Rules **URL:** https://gorules.io/version-control **Description:** Branches, commits, merging, and history for your business rules. Track every change and roll back instantly when needed. # Version Control for Business Rules Git-like workflows designed for business rules. Create branches, track changes, review diffs, and roll back instantly. Never lose work and always know who changed what. [Start for Free](/signin/verify-email) [Explore BRMS](/brms) ## Core Capabilities Everything you need to manage rule changes with confidence. ### Branching Create branches for development, experimentation, or feature work. Isolate changes until they are ready to be merged into your main rules. ### Commits Every change is tracked as a commit with a message, author, and timestamp. Build a clear history of how your rules evolved over time. ### Merging Merge branches through pull requests with review workflows. Ensure changes are validated before they affect production rules. ### Diff Viewer Visual comparison between versions shows exactly what changed. Review additions, deletions, and modifications at a glance. ### History & Rollback Access the complete history of your rules. Roll back to any previous version instantly if something goes wrong. ### Release Management Tag specific versions as releases. Track which version is deployed to each environment and roll back releases independently. ## Typical Workflow A familiar process for managing rule changes. 1 ### Create Branch Start a new branch for your changes 2 ### Make Changes Edit rules with full editor features 3 ### Review & Approve Get team sign-off on changes 4 ### Merge & Deploy Merge to main and promote to production ## Why Version Control Matters Benefits that compound as your rules grow. ### Risk Reduction Test changes in isolation before they affect production. ### Team Collaboration Multiple people can work on rules without conflicts. ### Audit Compliance Complete history satisfies regulatory requirements. --- ## Rules Engine Templates - GoRules **URL:** https://gorules.io/templates **Description:** Discover a collection of customizable templates designed to simplify and accelerate your decision automation projects. # Templates Discover a collection of customizable templates designed to simplify and accelerate your decision automation projects. AllFinancialAviationInsuranceHealthcareLogisticsRetailTelcoPublic Sector 80 templates found [Telco ### Dynamic Tariff Engine Rule-based pricing system for telecommunication services that automatically applies discounts based on user profiles, time periods, and location types. Explore](/industries/telco/templates/dynamic-tarrif-engine) [Retail ### Seller Approval Workflow Rules-based marketplace solution that evaluates business credentials, expertise, inventory quality, and background checks to maintain seller standards. Explore](/industries/retail/templates/seller-approval-workflow) [Public Sector ### Government Assistance Streamlined decision system that determines program eligibility based on income thresholds, household size, age factors, and special circumstances. Explore](/industries/public-sector/templates/government-assistance) [Logistics ### Shipping Carrier Selector Rule-based system that selects optimal carriers by analyzing package details, service level needs, and cost factors to streamline shipping decisions. Explore](/industries/logistics/templates/shipping-carrier-selector) [Insurance ### Policy Eligibility Analyzer Automated rule-based system that evaluates customer eligibility for insurance policies based on age, location, and specific risk factors. Explore](/industries/insurance/templates/policy-eligibility-analyzer) [Healthcare ### Patient Triage System Rules-based medical triage system that prioritizes patients in emergency departments based on vital signs, symptoms, and chief complaints. Explore](/industries/healthcare/templates/patient-triage-system) [Financial ### Loan Approval Automated system that evaluates credit scores, income, debt ratios, and employment history to determine mortgage eligibility and personalized interest rates. Explore](/industries/financial/templates/loan-approval) [Aviation ### Flight Dispatch Decision System Rules-based aviation system that evaluates weather, aircraft, crew, and weight factors to ensure regulatory compliance and safe flight operations. Explore](/industries/aviation/templates/flight-dispatch-decision-system) [Telco ### Regional Compliance Manager Automated system that applies region-specific data privacy rules for telecommunications services across EU, US, UK, Canada, and Australia. Explore](/industries/telco/templates/regional-compliance-manager) [Retail ### Dynamic Marketplace Commission Calculator Automated system for calculating seller commission rates based on product category, sales data, seller performance, and promotional periods. Explore](/industries/retail/templates/dynamic-marketplace-comission-calculator) [Public Sector ### Tax Exemption Automated system that assesses organizations for 501(c)(3) tax-exempt status based on structure, activities, and financial metrics. Explore](/industries/public-sector/templates/tax-exemption) [Logistics ### Delivery Route Optimizer Smart logistics system that evaluates capacity, traffic, time windows, and distance to determine the most efficient delivery routes for maximum efficiency. Explore](/industries/logistics/templates/delivery-route-optimizer) [Insurance ### Auto Insurance Premium Calculator Dynamic pricing system that determines accurate premiums based on driver profile, vehicle specifications, and coverage options for personalized insurance rates. Explore](/industries/insurance/templates/auto-insurance-premium-calculator) [Healthcare ### Clinical Pathway Selection Decision system that determines optimal treatment pathways based on diagnosis severity, comorbidities, and patient characteristics for personalized care plans. Explore](/industries/healthcare/templates/clinical-pathway-selection) [Financial ### Real-Time Fraud Detection Advanced transaction monitoring system that identifies suspicious financial activities using location analysis, spending patterns, and behavioral anomalies. Explore](/industries/financial/templates/realtime-fraud-detection) [Aviation ### Dynamic Airline Ticket Pricing Engine Automated fare optimization system that sets ticket prices based on time to departure, seat availability, market demand, and competitor pricing. Explore](/industries/aviation/templates/dynamic-ticket-pricing) [Telco ### Customer Eligibility Engine Intelligent system that analyzes customer data to determine service upgrades, loyalty rewards, and premium features based on usage patterns and account history. Explore](/industries/telco/templates/customer-eligibility-engine) [Retail ### Product Listing Scoring Automated scoring system that evaluates and ranks product listings based on image quality, description completeness, and other key marketplace success factors. Explore](/industries/retail/templates/product-listing-scoring) [Public Sector ### Municipal Permit Evaluation System Automated system that evaluates building and event permits based on zoning regulations, safety requirements, and environmental impact factors. Explore](/industries/public-sector/templates/municipal-permit-evaluation-system) [Logistics ### Warehouse Storage Location Maximizes warehouse efficiency by strategically placing products based on turnover rates, picking frequency, and product characteristics. Explore](/industries/logistics/templates/warehouse-storage-location) [Insurance ### Insurance Claim Validation System Automated verification system that validates insurance claims against policy status, timeframe requirements, and claim details before advancing to investigation. Explore](/industries/insurance/templates/claim-validation-system) [Healthcare ### Medication Dosage Calculator Clinical decision system that calculates precise medication dosages based on patient weight, age, and organ function to maximize safety and efficacy. Explore](/industries/healthcare/templates/medication-dosage-calculator) [Financial ### Customer Onboarding KYC Verification Automated regulatory compliance solution that validates identity documents, screens against watchlists, and applies risk-based due diligence for financial customer onboarding. Explore](/industries/financial/templates/customer-onboarding-kyc-verification) [Aviation ### Booking Personalization System Dynamic flight booking platform that tailors UI, discounts, and features based on customer loyalty status, device type, booking history, and traffic source. Explore](/industries/aviation/templates/booking-personalization-system) [Telco ### Service Level Agreement Enforcement Automated system that monitors telecommunication service levels, detects SLA violations, and triggers appropriate compensation and escalation responses. Explore](/industries/telco/templates/service-level-agreement-enforcement) [Retail ### Marketplace Seller Grading System Objective performance evaluation system that scores sellers on delivery, satisfaction, inventory, and compliance metrics to determine marketplace status. Explore](/industries/retail/templates/marketplace-seller-grading-system) [Public Sector ### Immigration Eligibility Evaluator Rules-based system automating visa application processing by evaluating documentation completeness, background checks and qualification scoring. Explore](/industries/public-sector/templates/immigration-eligibility-evaluator) [Logistics ### Order Consolidation System Smart logistics system that optimizes shipping by combining orders based on location proximity, delivery timeframes, and available carrier capacity. Explore](/industries/logistics/templates/order-consolidation-system) [Insurance ### Policy Discount Calculator Automated system that calculates personalized insurance discounts based on customer loyalty, policy bundling, and vehicle safety features. Explore](/industries/insurance/templates/policy-discount-calculator) [Healthcare ### Insurance Prior Authorization Automated system that evaluates insurance requirements for medical services based on carrier rules, diagnosis codes, and service details. Explore](/industries/healthcare/templates/insurance-prior-authorization) [Financial ### Portfolio Risk Monitor Dynamic portfolio management system that continuously evaluates investment holdings against market conditions to implement appropriate risk mitigation actions. Explore](/industries/financial/templates/portfolio-risk-monitor) [Aviation ### Flight Ancillary Recommendations Data-driven system that personalizes travel add-on recommendations based on customer profile, route details, and previous purchasing behavior. Explore](/industries/aviation/templates/flight-ancillary-recommendations) [Telco ### Device Compatibility Checker Intelligent system that evaluates device models and firmware versions to determine service availability and feature compatibility. Explore](/industries/telco/templates/device-compatibility-checker) [Retail ### Marketplace Listing Verification System Automated risk assessment system that flags suspicious marketplace listings based on brand authenticity, pricing anomalies, and seller credibility factors. Explore](/industries/retail/templates/marketplace-listing-verification-system) [Public Sector ### Environmental Compliance Assessment Rules-based system that evaluates organizational compliance with environmental regulations based on industry type, emissions data, and geographical location. Explore](/industries/public-sector/templates/environment-compliance-assessment) [Logistics ### Dynamic Shipping Cost Calculator Advanced shipping rate system that automatically calculates costs based on shipment attributes, seasonal variables, and customer loyalty tiers. Explore](/industries/logistics/templates/dynamic-shipping-cost-calculator) [Insurance ### Applicant Risk Assessment Advanced scoring system that evaluates credit history, income stability, and debt ratios to categorize insurance applicants into risk tiers for optimal underwriting. Explore](/industries/insurance/templates/application-risk-assessment) [Healthcare ### Clinical Treatment Protocol Decision system that selects personalized medical treatments based on diagnosis, patient characteristics, and risk factors for optimal healthcare outcomes. Explore](/industries/healthcare/templates/clinical-treatment-protocol) [Financial ### Payment Routing & Fee Calculator Intelligent payment processing system that determines optimal routing paths, calculates precise fees, and applies appropriate security measures based on transaction context. Explore](/industries/financial/templates/payment-routing-and-fee-calculator) [Aviation ### Booking Fraud Detection Advanced risk assessment that evaluates payment methods, booking patterns, and account behavior to prevent travel reservation fraud. Explore](/industries/aviation/templates/booking-fraud-detection) [Telco ### Partner Revenue Sharing Automated calculation system that determines commission rates, bonuses, and payouts for content, service, and technology partnership agreements. Explore](/industries/telco/templates/partner-revenue-sharing) [Retail ### Returns and Refund Policy Automated system that determines return eligibility, responsibility, and refund calculations based on purchase conditions and seller policies. Explore](/industries/retail/templates/returns-and-refund-policy) [Public Sector ### School District Resource Allocation Data-driven funding distribution tool that allocates educational resources based on student population, performance metrics, and specialized program needs. Explore](/industries/public-sector/templates/school-district-resource-allocation) [Logistics ### Last-Mile Delivery Assignment Automated system that matches packages with delivery personnel based on priority, weight, skills, location, and time constraints to optimize delivery efficiency. Explore](/industries/logistics/templates/last-mile-delivery-assignment) [Insurance ### Insurance Coverage Calculator Personalized insurance coverage recommendations based on property value, location risk factors, and claim history to optimize protection and cost. Explore](/industries/insurance/templates/insurance-coverage-calculator) [Healthcare ### Preventive Care Recommendation Data-driven system that generates personalized preventive healthcare recommendations based on patient demographics and risk factors. Explore](/industries/healthcare/templates/preventive-care-recommendation) [Financial ### Financial Transaction Compliance Classifier Automated system that classifies financial transactions, assigns risk scores, identifies compliance issues, and determines regulatory reporting requirements. Explore](/industries/financial/templates/transaction-compliance-classifier) [Aviation ### Airline Seat Map Display Rules Dynamic seat map system that personalizes seat availability based on loyalty tier, fare class, group size and cabin occupancy levels. Explore](/industries/aviation/templates/seat-map-optimization) [Telco ### International Roaming Policy Manager Automated telecom solution that applies custom roaming rates and service levels based on customer destination, plan type and usage patterns. Explore](/industries/telco/templates/international-roaming-policy-manager) [Retail ### Seller Fee Calculator Adaptive fee structure that automatically calculates transaction rates, subscription costs, and service charges based on seller metrics and program eligibility. Explore](/industries/retail/templates/seller-fee-calculator) [Public Sector ### Traffic Violation Penalty Calculator Automated system that determines appropriate fines, points, and penalties for traffic violations based on severity, driver history, and circumstances. Explore](/industries/public-sector/templates/traffic-violation-penalty-calculator) [Logistics ### Warehouse Cross-Docking Automated system that determines optimal handling of incoming shipments based on outbound orders, time constraints, and current warehouse capacity. Explore](/industries/logistics/templates/warehouse-cross-docking) [Insurance ### Insurance Agent Commission Dynamic commission calculation system that determines agent payouts based on policy type, premium value, and agent performance metrics. Explore](/industries/insurance/templates/insurance-agent-commission) [Healthcare ### Clinical Lab Results Interpreter Automated system that evaluates laboratory test results against patient context to determine abnormalities and urgent follow-up actions. Explore](/industries/healthcare/templates/clinical-lab-result-interpreter) [Financial ### Smart Financial Product Matcher Personalized banking product recommendations based on credit score and income, matching customers with the right financial products for their unique situation. Explore](/industries/financial/templates/smart-financial-product-matcher) [Aviation ### Online Check-in Eligibility System Automated passenger validation system that determines online check-in eligibility based on travel documents, flight timing, and special assistance requirements. Explore](/industries/aviation/templates/online-checkin-eligibility) [Telco ### Cellular Data Rollover System Intelligent system that automatically calculates and applies unused data transfers to next billing cycles based on customer plan tiers and usage patterns. Explore](/industries/telco/templates/cellular-data-rollover-system) [Retail ### Affiliate Commission Calculator Dynamic system that calculates precise affiliate payouts based on product category, performance metrics, and promotional factors. Explore](/industries/retail/templates/affiliate-commission-calculator) [Public Sector ### Disaster Relief Fund Allocation Automated system that calculates disaster relief payments based on damage severity, household factors, income level, and insurance coverage status. Explore](/industries/public-sector/templates/disaster-relief-fund-allocation) [Logistics ### Hazardous Materials Management System Automated rules engine that classifies hazardous materials and provides handling, storage, and transportation guidelines based on regulatory requirements. Explore](/industries/logistics/templates/hazardous-materials-management-system) [Insurance ### Insurance Underwriting Risk Automated system that evaluates insurance applications against risk factors to determine whether manual underwriting review is necessary. Explore](/industries/insurance/templates/insurance-underwriting-risk) [Healthcare ### Medical Appointment Priority System Healthcare scheduling system that prioritizes patients based on clinical severity, risk factors, and wait times to optimize care delivery and resource allocation. Explore](/industries/healthcare/templates/medical-appointment-priority-system) [Financial ### Credit Limit Adjustment Data-driven solution that evaluates payment history, utilization, and financial behavior to automatically recommend credit limit changes. Explore](/industries/financial/templates/credit-limit-adjustment) [Aviation ### Flight Rebooking Fee Calculator Dynamic fee system for airline booking modifications that adjusts charges based on fare class, time to departure, loyalty status, and change history. Explore](/industries/aviation/templates/flight-rebooking-fee-calculator) [Telco ### MVNO Partner Enablement Automated rules engine that determines service access, network resources, and pricing tiers for mobile virtual network operators based on partnership metrics. Explore](/industries/telco/templates/mvno-partner-enablement) [Retail ### Flash Sale Eligibility Smart retail solution that automatically selects products for flash sales based on inventory, profitability, seasonality, and seller performance. Explore](/industries/retail/templates/flash-sale-eligibility) [Public Sector ### Import Duties Calculator Automated system that calculates precise import duties and taxes based on product details, country relationships, and trade agreements. Explore](/industries/public-sector/templates/import-duties-calculator) [Logistics ### Returns Processing System Streamlines product return processing by applying business rules based on customer status, product details, and return circumstances for optimal efficiency. Explore](/industries/logistics/templates/returns-processing-system) [Insurance ### Vehicle Claims Resolution Automated decision system for determining optimal insurance claim resolution based on damage severity, vehicle age, and parts availability. Explore](/industries/insurance/templates/vehicle-claims-resolution) [Healthcare ### Care Team Assignment System Automated system for assigning optimal healthcare providers to patients based on medical conditions, age, care complexity, and personal needs. Explore](/industries/healthcare/templates/care-team-assignment-system) [Financial ### Customer Service Escalation Intelligent routing system that prioritizes customer inquiries based on customer value, issue complexity, and financial impact for optimal support allocation. Explore](/industries/financial/templates/customer-service-escalation) [Aviation ### Airline Upgrade Eligibility Advanced passenger upgrade decision engine that evaluates loyalty status, fare class, corporate agreements, and cabin availability to prioritize upgrades. Explore](/industries/aviation/templates/airline-upgrade-eligibility) [Telco ### Legacy Plan Management Rules-based telecom system that preserves benefits for long-term customers while streamlining catalog offerings and guiding migration paths. Explore](/industries/telco/templates/legacy-plan-management) [Retail ### Dynamic FX Rate Pricing System Tiered foreign exchange rate system that offers preferential rates for premium products, enhancing margins on luxury items while maintaining competitiveness. Explore](/industries/retail/templates/dynamic-fx-rate-pricing-system) [Public Sector ### Grant Funding Distribution Automated system that calculates grant awards based on project merit, applicant quality, budget availability, and potential community impact. Explore](/industries/public-sector/templates/grant-funding-distribution) [Logistics ### Supply Chain Risk Evaluator Comprehensive assessment system that analyzes supplier data, geopolitical factors, and market conditions to identify and prioritize supply chain vulnerabilities. Explore](/industries/logistics/templates/supply-chain-risk) [Insurance ### Customer Lifetime Value Insurance calculation system that determines customer value metrics to optimize retention strategies and set appropriate service tiers for policyholders. Explore](/industries/insurance/templates/customer-lifetime-value) [Healthcare ### Clinical Trial Eligibility Screener Automated patient screening system that evaluates medical criteria to determine clinical trial eligibility based on multiple health factors. Explore](/industries/healthcare/templates/clinical-trial-eligibility-screener) [Financial ### Account Dormancy Management Proactive banking solution that identifies inactive accounts, determines appropriate interventions, and ensures compliance with regulatory requirements. Explore](/industries/financial/templates/account-dormancy-management) [Aviation ### Airline Loyalty Points Calculator Advanced system for calculating airline loyalty program points based on fare class, route type, distance, member status, and seasonal promotions. Explore](/industries/aviation/templates/airline-loyalty-points-calculations) --- ## Security - Enterprise-Grade Protection **URL:** https://gorules.io/security **Description:** Self-hosted deployment, SSO integration, role-based access control, audit logging, and encryption. Built for enterprise security requirements. # Enterprise-Grade Security Built for organizations with strict security and compliance requirements. Self-hosted deployment means your data never leaves your infrastructure. [Visit Trust Portal](https://trust.gorules.io/) [Request Security Review](/contact-us) ### Your Infrastructure, Your Security GoRules is fully self-hosted. Deploy on your own servers, VPC, or Kubernetes cluster. Your data never leaves your environment - leverage your existing security controls and compliance frameworks. [View Deployment Options](https://docs.gorules.io/learn/getting-started/first-rule) ## Security Features Comprehensive security controls for enterprise deployments. ### Self-Hosted Deployment Deploy GoRules on your own infrastructure. Your data never leaves your environment. Full control over where and how your rules are stored and executed. ### Encryption at Rest & Transit All data is encrypted using industry-standard AES-256 encryption at rest. TLS 1.3 ensures secure communication between all components. ### SSO Integration Integrate with your existing identity provider via OIDC. Support for Okta, Azure AD, and other OIDC-compliant providers. No separate passwords to manage. ### Role-Based Access Control Fine-grained permissions control who can view, edit, approve, and publish rules. Create custom roles that match your organization structure. ### Audit Logging Complete audit trail of every action. Track who changed what, when, and why. Export logs to your SIEM for compliance and security monitoring. ### Approval Workflows Require reviews before rules go live. Multi-stage approval flows ensure changes are validated by the right people before deployment. ## Security by Design Security is built into every layer of GoRules. ### Sandboxed Execution Rules execute in isolated environments with no access to filesystem or network. ### No Data Collection We never see your business data. Everything stays in your infrastructure. ### Regular Audits Third-party security assessments and penetration testing. ## Compliance Verified security controls you can trust. [ #### SOC 2 Type II Compliant GoRules has obtained SOC 2 Type II report, demonstrating our commitment to highest security and latest standards. View our trust portal for detailed compliance information. View Trust Portal → ](https://trust.gorules.io/) **Self-hosted deployments:** When you deploy GoRules on your own infrastructure, you bring your own security controls. Your compliance posture is determined by your cloud environment and internal policies. --- ## Pricing - GoRules **URL:** https://gorules.io/pricing **Description:** Whether you're a larger enterprise or a developer looking to explore, we have the right offer for you. # Simple, transparent pricing Whether you're a startup or an enterprise, we have the right plan for you. All plans include self-hosted deployment with unlimited rule evaluations. Self-hosted ### Free Try self-hosted GoRules on your infrastructure 0 EUR / month [Get Started](https://portal.gorules.io/signup) - Visual business rules editor - API-based rule evaluation - Docker & Kubernetes deployment - PostgreSQL dependency only Self-hosted ### Team Built for smaller teams and startups 50 EUR / month [Get Started](https://portal.gorules.io/signup) - Everything in Free, plus: - 5 users included - 2 projects per installation Self-hosted ### Business Scale across multiple environments 500 EUR / month [Get Started](https://portal.gorules.io/signup) - Everything in Team, plus: - 2 environments (Stage, Prod) - Azure AD & Okta SSO - Audit log & diff viewer - Basic SLA Self-hosted ### Enterprise Custom support and prioritization Custom [Contact Us](/contact-us) - Everything in Business, plus: - Unlimited environments - AI copilot & LLM integration - Custom SLA - Dedicated support engineer - Business analyst access Looking for open-source? Check out our [GitHub repositories](/open-source). ## Compare plans Detailed breakdown of what's included in each plan. Free Team Business Enterprise Limits Installations 1 2 3 Custom Environments \- \- 2 Custom Users 2 5 20 Unlimited Projects per environment 1 2 20 Unlimited Documents per project 10 15 50 Unlimited Evaluations per second Unlimited Unlimited Unlimited Unlimited Features Releases Version History User management Audit log \- \- Customize branding \- \- Diff Viewer \- \- Release Workflow \- \- \- Compare Releases \- \- \- LLM Integration (BYOLLM) \- \- \- Security OIDC SSO (Okta) \- \- OIDC SSO (Azure AD) \- \- Support Service level agreement \- \- Basic Custom Support engineer \- \- \- Optional Business analyst \- \- \- Optional ## Bespoke solutions Personalized development services that align with your specific needs. ### Integration Engage our integration experts to implement GoRules into your system. Our team is adept at array of technologies and happy to help. ### Fast-tracking Need a feature that's not available yet? We'll work closely with you to develop and fast-track the feature that you have in mind. ### Custom solutions Looking for something entirely custom? Our team can help you implement custom solutions using our open-source blocks. --- ## Open Source Rules Engine - GoRules **URL:** https://gorules.io/open-source **Description:** Open source business rules engine for Node.js, Python, Go, Rust, Java, and Kotlin. MIT licensed, high-performance rule evaluation with native bindings. # Open Source Rules Engine The GoRules engine is fully open source and MIT licensed. Embed high-performance rule evaluation directly in your applications with native bindings for every major language. [View on GitHub](https://github.com/gorules/zen) [Documentation](https://docs.gorules.io/developers/overview/architecture) **1.5k+** Stars **100+** Forks **8** Languages ### The Core ## Written in Rust The core engine is written in pure Rust, providing zero-cost abstractions and compile-time optimizations. All language SDKs share this high-performance foundation through native bindings. `cargo add zen-engine` ## Choose Your Language Native SDK bindings for every major programming language. Same engine, same performance, familiar APIs. [ ### Node.js Open source JavaScript rules engine with native Rust performance. Decision tables, expressions, and ... Get started](/open-source/javascript-rules-engine)[ ### Python Open source Python rules engine powered by Rust. Evaluate decision tables and business rules with su... Get started](/open-source/python-rules-engine)[ ### Go Open source Go rules engine with native bindings. Thread-safe, high-performance business rule evalua... Get started](/open-source/go-rules-engine)[ ### Rust Pure Rust rules engine with zero-cost abstractions. Async-ready business rule evaluation with maximu... Get started](/open-source/rust-rules-engine)[ ### Java Open source Java rules engine with native JNI bindings. Enterprise-grade decision tables and rule ev... Get started](/open-source/java-rules-engine)[ ### Kotlin Open source Kotlin rules engine with coroutine support. Idiomatic API for business rule evaluation o... Get started](/open-source/kotlin-rules-engine)[ ### C# Open source C# rules engine with native Rust performance. Decision tables, expressions, and rule gra... Get started](/open-source/csharp-rules-engine)[ ### Swift Open source Swift rules engine for iOS apps. Offline-capable business rule evaluation with native pe... Get started](/open-source/swift-rules-engine) ## Why Open Source? We believe in transparency and community-driven development. The open source engine gives you full control over your rule evaluation. ### MIT Licensed Free to use in any project, commercial or personal. No licensing fees or restrictions. ### Rust Core Written in Rust for maximum performance and memory safety. Zero garbage collection pauses. ### Native Bindings Direct FFI bindings for each language. No HTTP overhead or separate processes. ### Cross-Platform Runs on Linux, macOS, and Windows. Full support for ARM and x86 architectures. ### Battle Tested Used by companies processing millions of decisions daily in production environments. ### No Vendor Lock-in Own your rule evaluation stack. Self-host anywhere without external dependencies or API calls. --- ## Industries - GoRules Business Rules Engine **URL:** https://gorules.io/industries **Description:** Transform decision-making processes with powerful automation across industries. Financial, healthcare, insurance, aviation, and more. # Rules Engine for Every Industry Transform decision-making processes with powerful automation that ensures compliance, reduces administrative burden, and improves business outcomes across industries. [Get Started for Free](/signin/verify-email) ## Industries We Transform Our rules engine adapts to the unique challenges and regulatory requirements of various industries. [ ### Financial Enhance banking and fintech operations with GoRules business rules engine. Improve compliance, streamline decisioning, and deliver better customer experiences through intelligent automation. Learn more](/industries/financial)[ ### Aviation Enhance digital aviation experiences with GoRules business rules engine. Improve personalization, streamline booking flows, and optimize digital offerings through intelligent automation. Learn more](/industries/aviation)[ ### Insurance Enhance insurance operations with GoRules business rules engine. Improve underwriting, streamline claims processing, and optimize pricing through intelligent automation. Learn more](/industries/insurance)[ ### Healthcare Enhance clinical decision-making with GoRules business rules engine. Improve compliance, streamline workflows, and support better patient care through intelligent automation. Learn more](/industries/healthcare)[ ### Logistics Enhance logistics operations with GoRules business rules engine. Optimize routing, streamline warehouse operations, and improve delivery management through intelligent automation. Learn more](/industries/logistics)[ ### Retail Enhance retail operations with GoRules business rules engine. Optimize dynamic pricing, manage discounts, and streamline marketplace fee structures through intelligent automation. Learn more](/industries/retail)[ ### Telco Enhance telecommunications operations with GoRules business rules engine. Optimize network management, streamline pricing, and simplify product configuration through intelligent automation. Learn more](/industries/telco)[ ### Public Sector Enhance government operations with GoRules business rules engine. Improve eligibility determination, streamline case management, and optimize citizen services through intelligent automation. Learn more](/industries/public-sector) ## Cross-Industry Benefits No matter your industry, our rules engine delivers measurable improvements across your organization. ### Improved Decision Consistency Ensure all decisions follow established protocols and best practices, reducing variability in service delivery. ### Reduced Administrative Burden Automate routine decisions to free staff from repetitive tasks, allowing focus on higher-value activities. ### Enhanced Compliance Build regulatory requirements directly into decision flows with complete audit trails for regulatory review. ### Accelerated Revenue Cycle Reduce claim denials and billing errors through consistent application of payer requirements and coding rules. ### Better Outcomes Support informed decision-making with evidence-based guidelines that help achieve optimal results. ### Empowered Business Users Enable business stakeholders to manage decision logic without IT dependencies. --- ## GoRules: AI Business Rules Engine **URL:** https://gorules.io/ **Description:** Build, test, and deploy business rules with AI. GoRules is a modern Business Rules Management System with an AI copilot and MCP server for both business users and developers. # AI Business Rules Engine Build, test, and deploy business rules with AI. GoRules empowers business teams with an AI copilot and MCP integration while giving developers the control they need. [Start for Free](/signin/verify-email) [Book a demo](/contact-us) No credit card required Free tier available Introducing GoRules AI and MCP - build rules with natural language [Learn more](/ai) Open Source Core ![SOC 2](/soc2.png) SOC 2 Type II Verified Publisher Trusted by Fortune 100 companies ## Built for every industry [ FintechKYC, AML, Credit Scoring](/industries/financial)[ InsuranceUnderwriting, Claims](/industries/insurance)[ AviationFare Rules, Pricing](/industries/aviation)[ HealthcareClinical Decisions](/industries/healthcare)[ RetailPricing, Promotions](/industries/retail)[ LogisticsRouting, Shipping](/industries/logistics)[ Public SectorEligibility, Permits](/industries/public-sector)[ TelecomPlans, Billing](/industries/telco) Building Blocks ## Everything you need to model decisions GoRules gives you a visual canvas to model any decision. Drag components onto the graph, connect them together, and watch data flow from input to output. No code required - but full power when you need it. [![AI and MCP](/ai-panel.png) ### AI and MCP Let AI build and modify rules for you. Use the in-app copilot or connect external AI tools via MCP server. ](/ai)[![Decision Tables](/decision-table.png) ### Decision Tables Spreadsheet-style rules. Define conditions and outcomes visually, import from Excel - no code required. ](/components/decision-table)[![Decision Graphs](/decision-graph.png) ### Decision Graphs Model complex logic visually. Connect nodes on a canvas to build decision flows that anyone can understand. ](/brms) Simulate ## Test before you deploy Every change is a risk - until you test it. GoRules lets you run real data through your rules instantly. See exactly which nodes fired, what values changed, and how long each step took. Catch mistakes before they reach production. Build Test Cases with AIGenerate comprehensive test cases automatically. AI analyzes your decision logic, creates edge cases, and validates coverage across all branches. Real Data TestingPaste JSON input and see results instantly. Test edge cases, validate logic, and iterate quickly without deploying. Step-by-Step TraceFollow data through every node. See exactly which conditions matched, which branches were taken, and what values changed. Ship ## Deploy with confidence Business rules are code - treat them that way. GoRules gives you the same workflow developers trust: branches for isolation, commits for history, rollback when things go wrong. Branches & EnvironmentsIsolate changes safely Commits & HistoryFull audit trail RollbackOne-click undo Approval WorkflowsAccept, reject, comment Run Anywhere ## One engine. Every environment. The same rules engine runs everywhere - cloud, self-hosted, or embedded directly in your app. No vendor lock-in. No rewriting logic for different platforms. Build once, deploy anywhere. Deployment Options CloudManaged BRMS. We handle infrastructure. Self-HostedDeploy on your VPC. Docker or K8s. EmbeddedBundle into your app. Any language. Where It Runs Real-time APIsInstant decisions ML PipelinesPython / Data science Mobile AppsiOS & Android Cloud ServiceGo / Rust / Node Enterprise AppsJava / Kotlin Edge ComputingWASM / Rust Integrate ## 10 minutes to your first decision One API call. Native SDKs for every major language. GoRules fits into your existing stack - no architecture changes required. [REST API](https://docs.gorules.io/api-reference/introduction)[Rust](/open-source/rust-rules-engine)[Node.js](/open-source/javascript-rules-engine)[Python](/open-source/python-rules-engine)[Go](/open-source/go-rules-engine)[Java](/open-source/java-rules-engine)[Kotlin](/open-source/kotlin-rules-engine)[C#](/open-source/csharp-rules-engine)[Swift](/open-source/swift-rules-engine) ``` const result = await gorules.evaluate('pricing-rules', { customer: 'premium', total: 150 }); ``` That's it. [See full guides](https://docs.gorules.io) Truly native Works offline Microsecond latency No per-eval fees [What does "truly native" mean?](/why-gorules#truly-native) Open Source ## Transparency you can trust Our engine is fully open source. Audit the code. Run it yourself. Fork it if you need to. We believe critical business logic shouldn't be a black box - you deserve to see exactly how your decisions are made. [View on GitHub](https://github.com/gorules/zen) Full Source Access Inspect every line that runs your rules. No hidden logic, no surprises. No Lock-in Leave anytime. Your rules are portable JSON files you own. Community Driven Built with feedback from teams like yours. Shape the roadmap. Enterprise ## Built for critical workloads Security, compliance, and scale - everything you need to run business rules in production at enterprise scale. ### Self-Hosting Deploy in your VPC or on-premise. Docker and Kubernetes ready. Your data never leaves your infrastructure. [Deployment guide](https://docs.gorules.io/developers/deployment/brms/deployment) ### Single Sign-On Connect with Azure AD, Okta, or any OpenID Connect provider. Centralized identity management. [Configure SSO](https://docs.gorules.io/developers/deployment/brms/sso) ### CI/CD Integration Promote rules across Dev, UAT, and Production. Git-like workflow for your decision logic. [Environment setup](https://docs.gorules.io/brms/deploy/environments) ### Audit Logging Complete audit trail of every change. Who changed what, when. Built for compliance. [View audit logs](https://docs.gorules.io/brms/administration/audit-logs) ### Scalable Architecture Stateless design for horizontal scaling. Built-in disaster recovery. Handles millions of evaluations. [Architecture docs](https://docs.gorules.io/developers/overview/architecture) ### Professional Services Expert support for custom implementations. Dedicated SME guidance when you need it. [Contact us](/contact-us) --- ## Features - Complete Business Rules Platform **URL:** https://gorules.io/features **Description:** Version control, multiple environments, approval flows, autocomplete, validation, and more. Everything you need to manage business rules at scale. # Everything You Need A complete platform for creating, managing, and deploying business rules. Built with enterprise governance and developer experience in mind. [Start for Free](/signin/verify-email) [Explore BRMS](/brms) ## Version Control Git-like version control designed for business rules. Create branches, make changes, and merge through pull requests with full history tracking. - Create branches for development and experimentation - View complete history of every change - Compare versions with visual diff viewer - Roll back to any previous version instantly ## Multiple Environments Promote rules through isolated environments. Test in development, validate in staging, and deploy to production with confidence. - Separate dev, staging, and production environments - Environment-specific configurations - Controlled promotion between environments - Environment isolation prevents accidents ## Approval Flows Configure review workflows that match your organization. Require approvals before rules can be published to ensure quality and compliance. - Require one or more approvals before publishing - Define who can approve changes - Track approval history and comments - Integrate with your existing review processes ## Editor Features Powerful tools to help you build rules faster and with fewer errors. ### Autocomplete Intelligent suggestions for expressions, reducing errors and speeding up development. ### Real-time Validation Catch errors before deployment with instant feedback as you edit rules. ### Testing & Simulation Test rules with sample data to verify behavior before publishing. ### Expression Language Powerful ZEN language for conditions, calculations, and data transforms. ### Audit Logging Complete history of every change with who, what, and when. ### Team Collaboration Role-based access control and team-based editing workflows. --- ## Multiple Environments - Dev, Staging, Production **URL:** https://gorules.io/environments **Description:** Promote business rules through isolated environments. Test in development, validate in staging, deploy to production with confidence. # Multiple Environments Promote rules through isolated environments. Test changes in development, validate in staging, and deploy to production with confidence. Each environment is completely isolated. [Start for Free](/signin/verify-email) [Explore BRMS](/brms) ## Promotion Flow Rules flow through environments in a controlled manner. ### Development Build & test → ### Staging Validate & approve → ### Production Live traffic ## Key Features Everything you need to manage rules across environments. ### Environment Isolation Each environment is completely isolated. Changes in development never accidentally affect production. Test freely without risk. ### Controlled Promotion Promote rules through environments in a controlled manner. Define who can promote to each environment and require approvals. ### Environment-Specific Config Configure different settings per environment. Use different API endpoints, thresholds, or feature flags based on environment. ### Independent Rollback Roll back any environment independently. If production has issues, revert to a previous version without affecting other environments. ## Common Use Cases How teams use multiple environments. ### Development Experiment with new rules, test edge cases, and iterate quickly without any risk to live systems. ### Staging Validate rules with production-like data. Run integration tests and get stakeholder sign-off. ### Production Serve live traffic with confidence. Only approved, tested rules make it to production. ### Compliance Maintain separate environments for different regulatory requirements or data residency needs. ### Multi-Region Deploy environment-specific rules for different regions with localized business logic. ### A/B Testing Use environments to test different rule variations before rolling out to all users. --- ## JDM Editor - Open Source React Component **URL:** https://gorules.io/editor **Description:** Open source React component for building decision models. Create decision tables, expressions, and flows with a visual editor. React Open SourceMIT License # JDM Editor Open source React component for crafting JSON Decision Models. Build decision tables, expressions, and flows with a visual editor - no backend required. [Live Demo](https://gorules.github.io/jdm-editor/) [GitHub](https://github.com/gorules/jdm-editor) ### Interactive Demo [Open in Storybook](https://gorules.github.io/jdm-editor/) ## Quick Start Install the package and start building decision models in minutes. The editor outputs JSON that can be evaluated using any GoRules SDK. npm install @gorules/jdm-editor [View Documentation](https://github.com/gorules/jdm-editor#readme) ``` import '@gorules/jdm-editor/dist/style.css'; import { DecisionGraph, JdmConfigProvider } from '@gorules/jdm-editor'; function App() { const [graph, setGraph] = useState(null); return ( setGraph(val)} /> ); } ``` ## Features Everything you need to build decision models in your React application. ### React Component Drop-in React component that works with any React application. Supports controlled and uncontrolled modes. ### JSON Decision Model Outputs standard JDM format that can be evaluated by GoRules SDKs in any language. ### Full Editor Features Decision tables, expressions, functions, and graph visualization all included. ### Lightweight Minimal dependencies, optimized bundle size. Works with your existing toolchain. ### MIT Licensed Fully open source. Use it in commercial projects without restrictions. ### TypeScript Support Full TypeScript definitions included for type-safe development. ## Editor vs BRMS Choose the right tool for your needs. ### JDM Editor Open source React component - Embed in your own application - Outputs JSON decision models - Full control over storage - MIT licensed, free forever ### GoRules BRMS Full management platform - Version control & history - Multiple environments - Approval workflows - Team collaboration - Audit logging - SSO integration --- ## Contact us - GoRules **URL:** https://gorules.io/contact-us **Description:** Get in touch with our team of professionals who will help you integrate rules engine into your application(s). # Let's talk Whether you're exploring GoRules or ready to get started, we're here to help. - Get a trial enterprise key - Enterprise packages and dedicated support - Help integrating GoRules into your product - Explore use cases with our team ### Message sent! We'll get back to you shortly. Tell us how we can help Full name \* Work email \* What are you looking to achieve? \* You can also email us at [hi@gorules.io](mailto:hi@gorules.io)Send message By submitting this form, you acknowledge that your personal data will be processed in accordance with our [Privacy Policy](https://gorules.io/legal/privacy-policy) for the purpose of responding to your enquiry. --- ## Components - Building Blocks for Business Rules **URL:** https://gorules.io/components **Description:** Decision Tables, Expressions, Functions, and Switch components. The building blocks for creating powerful business rules. # Building Blocks Combine these components to create powerful decision flows. Each component serves a specific purpose, from spreadsheet-like tables to custom code execution. [Explore BRMS](/brms) [View Templates](/templates) [ ## Decision Table Excel-like interface for managing complex conditional logic. Define rules in a familiar spreadsheet format with inputs, outputs, and conditions. - Intuitive spreadsheet interface - Multiple hit policies - Import/export from Excel - Visual debugging Learn more](/components/decision-table)[ ## Expression Transform and map data using the ZEN expression language. Calculate values, format outputs, and prepare data for downstream processing. - Powerful expression syntax - Data transformation - Built-in functions - Type validation Learn more](/components/expression)[ JS ## Function Write custom JavaScript for complex logic that goes beyond expressions. Full programming capabilities when you need maximum flexibility. - Full JavaScript support - Async operations - External data fetching - Custom business logic Learn more](/components/function)[ ## Switch Control the flow of your decision graph with conditional branching. Route execution based on conditions, enabling complex decision flows. - Conditional branching - Multiple output paths - Dynamic routing - Flow visualization Learn more](/components/switch) --- ## Rules Engine Comparisons vs Alternatives **URL:** https://gorules.io/compare **Description:** Compare GoRules with other business rules engines. Side-by-side comparisons of features, performance, and use cases. # Rules Engine Comparisons Choosing the right business rules engine is critical. Compare GoRules with popular alternatives to find the best fit for your needs. [Try GoRules Free](/signin/verify-email) [What is a BRE?](/what-is-business-rules-engine) [ vs ### GoRules vs Drools Compare GoRules' lightweight, polyglot approach with Drools' mature Java-based BRMS. See differences in performance, scalability, and ease of use. - Performance benchmarks - Language support comparison - Deployment options - When to use each Read comparison ](/compare/gorules-vs-drools) --- ## Cloud Native Rules Engine - Deploy BRMS on AWS, Azure, GCP & Kubernetes **URL:** https://gorules.io/cloud-native **Description:** Self-host GoRules BRMS on any cloud platform. Docker-based deployment with PostgreSQL for AWS, Azure, Google Cloud, and Kubernetes. Enterprise serverless options available. # Cloud Native Rules Engine Self-host GoRules BRMS on your cloud infrastructure. Deploy with Docker and PostgreSQL on AWS, Azure, Google Cloud, or any Kubernetes cluster. Keep your data in your environment with enterprise-grade performance. [Start for Free](/signin/verify-email) [Deployment Guide](https://docs.gorules.io/developers/deployment/brms/deployment) GoRules BRMSDocker Container → PostgreSQL Release Deployment ↓ ↓ ↓ Development Storage ↓ Agent / SDK Staging Storage ↓ Agent / SDK Production Storage ↓ Agent / SDK [Learn more about Agents →](/agent)[Learn more about SDKs →](/open-source) ## Choose Your Stack GoRules separates rule management from execution. Choose the best option for each based on your governance needs and runtime requirements. ### Rule Management How you create and govern rules #### BRMS Platform Full Governance Visual editor, version control, environments, approval workflows, SSO/OIDC, and audit logging. Publishes rules to cloud storage. #### React Editor Open Source Embeddable React components for building your own rule editing UI. Full customization, manage rules in your own backend. ### Rule Execution How your apps consume rules #### GoRules Agent Open Source Pulls rules from cloud storage (S3, GCS, Azure Blob) and exposes HTTP API. Live reload without service restarts. Deploy as sidecar. #### Embedded SDKs Open Source Native SDKs (Rust, Node.js, Python, Go) with microsecond latency. Package rules via git or build your own live reload from storage. ## Deploy on Any Platform GoRules BRMS runs anywhere Docker runs. Choose your preferred cloud provider or Kubernetes distribution. [ ## AWS Rules Engine Deploy GoRules BRMS on Amazon Web Services. Run Docker containers on ECS or EKS with Aurora PostgreSQL and S3 storage. - ECS/EKS container orchestration - Aurora PostgreSQL - S3 for rule artifacts Learn more](/cloud-native/aws)[ ## Azure Rules Engine Deploy GoRules BRMS on Microsoft Azure. Use Container Apps or AKS with Azure Database for PostgreSQL. - Container Apps / AKS - Azure PostgreSQL - Blob Storage backend Learn more](/cloud-native/azure)[ ## Google Cloud Rules Engine Deploy GoRules BRMS on Google Cloud Platform. Run on Cloud Run or GKE with Cloud SQL PostgreSQL. - Cloud Run / GKE - Cloud SQL PostgreSQL - Cloud Storage Learn more](/cloud-native/google-cloud)[ ## Kubernetes Rules Engine Deploy GoRules BRMS on any Kubernetes cluster. Cloud-agnostic with Helm charts and production-ready configs. - Official Helm chart - Any K8s distribution - PostgreSQL operators Learn more](/cloud-native/kubernetes)[ ## Serverless Rules Engine Enterprise serverless deployment with GoRules Lambda layers. Contact us for AWS Lambda, Azure Functions, or Cloud Functions. - AWS Lambda layers - Azure Functions - Google Cloud Functions Learn more](/cloud-native/serverless)[ ## Big Data & PySpark Process millions of rule evaluations with PySpark integration. Distributed processing on Databricks, EMR, or Dataproc. - PySpark native SDK - DataFrame integration - Batch processing Learn more](/big-data) ## Why Self-Host? Keep full control over your business rules infrastructure while getting enterprise-grade performance and security. ### Your Infrastructure Deploy on your own cloud account. Data never leaves your infrastructure. Full control over security and compliance. ### Sub-Millisecond Latency Rust-powered engine delivers blazing-fast rule evaluation. No cold starts, no interpretation overhead. ### Horizontal Scaling Stateless architecture scales horizontally. Add instances to handle millions of evaluations per second. ### Hot Reload Rules Update business rules without restarting services. Changes propagate automatically with zero downtime. ### Zero Vendor Lock-in Open-source engine with portable JSON rules. Move between clouds or run on-premise without changes. ### Enterprise Security SOC 2 Type II compliant. Sandboxed execution, encrypted storage, and audit logging built-in. --- ## BRMS - Business Rules Management System **URL:** https://gorules.io/brms **Description:** Complete business rules management system with visual editor, version control, environments, approval workflows, and enterprise governance. # Complete Business Rules Platform More than just a rule editor. GoRules BRMS is a full governance platform with version control, team management, release workflows, and enterprise-grade access controls. [Start for Free](/signin/verify-email) [Book a Demo](/contact-us) ## What is a BRMS? A Business Rules Management System (BRMS) lets you define, deploy, and manage business logic separately from your application code. Instead of hardcoding rules, you externalize them to a dedicated platform. GoRules goes beyond basic rule editing - it's a complete governance system that gives your team control over the entire lifecycle: from authoring and testing to review, approval, and deployment. - Separate business logic from application code - Empower business users to manage rules directly - Full audit trail and compliance controls - Deploy changes without code releases ![BRMS Repository](/brms-repository.png) ## Enterprise-Grade Governance Everything you need to manage business rules at scale, with the controls enterprises require. Version Control ### Git-like Workflows for Rules Familiar version control concepts adapted for business rules. Create branches, track commits, review changes through pull requests, and maintain complete history of every modification. Branches Commits Pull Requests Diff Viewer [Learn about Version Control](/version-control) ![BRMS Branches](/brms-branches.png) Access Control ### Fine-Grained Permissions Control exactly who can do what. Create groups with granular permissions across projects, branches, releases, and even specific files. Integrate with your existing identity provider via SSO. Groups & Roles SSO / OIDC File Permissions Audit Logs [Learn about Security](/security) ![BRMS Groups](/brms-groups.png) Release Management ### Versioned Releases & Deployments Package your rules into versioned releases. Track which version is deployed to each environment. Roll back to any previous release instantly if issues arise. Semantic Versioning Environment Promotion Deployment Tracking Rollback [Learn about Environments](/environments) ![BRMS Releases](/brms-releases.png) Governance ### Approval Workflows & Compliance Require reviews before changes go live. Configure approvers by role, track approval history, and maintain complete audit trails for regulatory compliance. Required Approvals Configurable Reviewers Audit Trail SOC 2 Compliant [Learn about Approval Flows](/approval-flows) ![BRMS Environments](/brms-environments.png) AI-Powered ### Built-in AI Copilot & MCP Accelerate rule creation with an AI assistant that understands your business logic. Generate rules from natural language, auto-create tests, and connect external AI tools via MCP server. AI Copilot MCP Server Multi-provider LLM Test Generation [Learn about AI](/ai) ![AI Copilot](/brms-ai.png) ## Rule Building Blocks Visual components you combine to create decision flows. [ ### Decision Table Excel-like rules interface ](/components/decision-table)[ ### Expression Data mapping & transforms ](/components/expression)[ JS ### Function Custom JavaScript logic ](/components/function)[ ### Switch Conditional flow control ](/components/switch) ## Run Your Rules Multiple options for evaluating rules in production. [ ### Agent High-performance Rust service for API-based rule evaluation with hot reloading. ](/agent)[ ### SDKs Embed evaluation directly in your services with Node.js, Python, Rust, or Go. ](/open-source)[ ### Big Data Process millions of records with PySpark or native Rust for maximum throughput. ](/big-data) --- ## Blog - GoRules **URL:** https://gorules.io/blog **Description:** Explore GoRules business rules management insights. Learn about decision modeling, rule engines, and best practices for implementing business logic. # Blog Expert articles, tutorials, and case studies on optimizing business rules automation. Learn how to leverage GoRules for smarter decision-making. [ ![SOC 2 Type 2 Compliance](https://cdn.builder.io/api/v1/image/assets%2F94824ef0644d4e0891d655aa6e8ece0d%2Ff9d0719a056445b397e4f283d81f0284) ## SOC 2 Type 2 Compliance A significant milestone in our commitment to data security, regulatory compliance, and building trust with our customers. Jan 12, 2026Read more ](/blog/soc-2-type-2)[ ![KYC Automation Architecture: Building Scalable Verification Systems](https://cdn.builder.io/api/v1/image/assets%2F94824ef0644d4e0891d655aa6e8ece0d%2Fecfffc0f22f94b788fd9fc091da2e2c7) ## KYC Automation Architecture: Building Scalable Verification Systems Design patterns and implementation strategies for building automated, scalable Know Your Customer (KYC) verification systems. Nov 29, 2024Read more ](/blog/kyc-automation-architecture)[ ![Automated Approvals: From SharePoint to Modern Workflows](https://cdn.builder.io/api/v1/image/assets%2F94824ef0644d4e0891d655aa6e8ece0d%2Fcb13b347e2494a6e97fb9fbd48392752) ## Automated Approvals: From SharePoint to Modern Workflows Discover how automated approval workflows can revolutionize your operations. Nov 23, 2024Read more ](/blog/automated-approval-system)[ ![Embedded Decision Engine: Adding Flexible Business Logic to Your Product](https://cdn.builder.io/api/v1/image/assets%2F94824ef0644d4e0891d655aa6e8ece0d%2Fdbbc71f65c744351b6c701b5ea737b0d) ## Embedded Decision Engine: Adding Flexible Business Logic to Your Product Explore a powerful approach to adding configurable business logic to your product. Nov 8, 2024Read more ](/blog/embedded-decision-engine-adding-flexibility-to-your-platform)[ ![What is Dynamic Pricing and Why It Matters](https://cdn.builder.io/api/v1/image/assets%2F94824ef0644d4e0891d655aa6e8ece0d%2F3da15045372d448ab0ede57a939b4c12) ## What is Dynamic Pricing and Why It Matters Learn how to implement dynamic pricing strategies that automatically adjust prices based on market demand, competition, and customer behavior. Nov 7, 2024Read more ](/blog/what-is-dynamic-pricing-and-why-it-matters)[ ![Reshaping the Insurance Industry with Steadfast Technologies](https://cdn.builder.io/api/v1/image/assets%2F94824ef0644d4e0891d655aa6e8ece0d%2Fed9c7d83626d427096169df5e83f978e) ## Reshaping the Insurance Industry with Steadfast Technologies Steadfast Technologies, a leading InsureTech provider throughout Australia and New Zealand, is excited to announce its collaboration with GoRules. Feb 7, 2024Read more ](/blog/reshaping-the-insurance-industry)[ ![Building Python Rules Engine: Lambda and S3](https://cdn.builder.io/api/v1/image/assets%2F94824ef0644d4e0891d655aa6e8ece0d%2Fff70f7387ca54a6692eb346d72ce244c) ## Building Python Rules Engine: Lambda and S3 Learn how to deploy and utilize a serverless rules engine. Apr 4, 2023Read more ](/blog/python-rules-engine-lambda) --- ## Big Data - Rules at Scale **URL:** https://gorules.io/big-data **Description:** Evaluate business rules on millions of records using PySpark or Rust. Process batch data, streaming pipelines, and analytics workloads. # Rules at Scale Evaluate business rules on millions of records. Use our PySpark integration or Rust SDK for maximum throughput in your big data pipelines. [View Documentation](https://docs.gorules.io) [Explore SDKs](/open-source) ## Choose Your Runtime Two options for processing rules at scale, depending on your infrastructure. ### PySpark For Spark clusters Native PySpark integration for evaluating rules across distributed datasets. Works with Databricks, EMR, Dataproc, or self-managed Spark clusters. - Distributed processing across workers - DataFrame API integration - Works with existing Spark jobs - Python-native development ### Rust SDK For custom pipelines Maximum performance with our native Rust engine. Build custom data pipelines or integrate with existing Rust applications for throughput-critical workloads. - Millions of evaluations per second - Zero-copy memory management - Multi-threaded processing - Minimal resource footprint ## Performance at Scale Built for throughput-critical workloads. 1M+ Evaluations per second (Rust) <1ms Average evaluation latency 10x Faster than interpreted engines ## Use Cases Common patterns for big data rule evaluation. ### Batch Processing Process millions of records through your business rules. Ideal for nightly batch jobs, data migrations, or bulk calculations. ### Analytics Pipelines Apply business rules as part of your ETL pipelines. Classify, score, or transform data at scale before loading into your warehouse. ### Streaming Data Integrate with Spark Streaming for real-time rule evaluation on data streams. Process events as they arrive. ### Backfill Operations When rules change, easily backfill historical data. Re-evaluate past records with updated business logic. --- ## Approval Flows - Review Workflows for Business Rules **URL:** https://gorules.io/approval-flows **Description:** Configure review workflows that match your organization. Require approvals before rules go live, with complete audit trails. # Approval Flows Configure review workflows that match your organization. Require approvals before rules can be published, ensuring quality and compliance with complete audit trails. [Start for Free](/signin/verify-email) [Explore BRMS](/brms) ## How It Works A simple but powerful workflow for managing rule changes. ### Submit Changes Author creates PR → ### Review Team reviews & approves → ### Merge Changes merged to main → ### Publish Deploy to environment ## Features Everything you need to implement proper change management. ### Pull Request Workflow Changes go through a pull request process. Authors submit changes, reviewers approve, and only then can changes be merged and published. ### Configurable Reviewers Define who can approve changes. Require specific team members, role-based approvers, or a minimum number of approvals before merge. ### Review Comments Reviewers can leave comments on specific parts of rule changes. Discuss modifications, request changes, and document decisions. ### Notifications Get notified when reviews are requested, changes are approved, or when action is needed. Integrate with Slack, email, or webhooks. ### Approval History Complete audit trail of every approval. See who approved what, when, and any comments they left. Perfect for compliance. ### Protected Environments Require approvals before promoting to specific environments. Production can require multiple approvals while dev allows self-merge. ## Benefits Why approval workflows matter for your business. ### Quality Assurance Multiple eyes on every change catches mistakes before they reach production. Reduce errors and improve rule quality. ### Compliance Meet regulatory requirements for change management. Complete audit trail satisfies SOX, GDPR, and industry-specific regulations. ### Knowledge Sharing Review processes spread knowledge across the team. Everyone stays informed about rule changes and business logic. --- ## AI Business Rules - From Documents to Decisions **URL:** https://gorules.io/ai **Description:** Turn policy documents into live business rules. Import PDFs and spreadsheets, refine with an AI copilot, test automatically, and deploy through governed workflows. AI-Powered # Turn policy documents into live decisions Your rules already exist - in PDFs, spreadsheets, and policy docs. AI reads them, builds the logic, and your governance keeps it safe. From document to production in one conversation. [Start for Free](/signin/verify-email) [Book a Demo](/contact-us) 1 ## Import your rules Upload a PDF policy document, paste from a spreadsheet, or just describe your rules in plain text. AI parses the logic, identifies conditions and outcomes, and structures everything into decision tables and graphs. PDF & Documents Spreadsheets Plain text pricing-policy.pdf rules.xlsx ↓ AI processes & structures ↓ Decision Table Decision Graph 2 ## Refine with AI Talk to the copilot like you would a colleague. Ask it to adjust thresholds, add edge cases, explain what a rule does, or restructure the entire flow. It understands your business context. Natural language Instant changes Context-aware You Add a 15% discount when order quantity is over 1,000 units AI Copilot Done. I've added a new row to the pricing decision table with condition **quantity > 1000** and output **discount: 0.15**. I also added the edge case for exactly 1,000 units. Want me to generate tests for this? You Yes, test it 3 ## Test automatically AI generates test cases that cover your rules - including edge cases you might miss. Run simulations with realistic data and see exactly how every input flows through your decision logic. Auto-generated tests Simulation Edge case coverage ✓Standard order - 100 units, no discountPASS ✓Bulk order - 1,500 units, 15% discountPASS ✓Edge case - exactly 1,000 unitsPASS ✓Zero quantity - should rejectPASS !Negative quantity - needs ruleWARN 4 ## Deploy safely AI-generated rules go through the same governance as everything else. Version control tracks every change, approval workflows require sign-off, and environments let you promote from staging to production with confidence. Version control Approval workflows Environments AI generates pricing rule changes on branch **feat/bulk-discount** All 5 tests passing - ready for review Approval requested from @sarah (Business Lead) Promoted to production - live in 30 seconds ## Connect your dev tools Developers extract hardcoded logic from their codebase into GoRules using any MCP-compatible AI tool. The MCP server bridges your IDE to the BRMS via WebSocket. ![Claude](/ai/claude.svg)ClaudeAnthropic ![Cursor](/ai/cursor.svg)Cursor ![Windsurf](/ai/windsurf.svg)Windsurf ![MCP](/ai/mcp.svg)Any MCP ClientOpen standard → ![GoRules](/icons/gorules.svg)MCP Server → GoRules BRMS Extract if-else chains, switch statements, and config files into governed decision graphs - without leaving your IDE. See changes instantly Every change made via MCP appears in the BRMS in real time. Open your browser and watch decision graphs update as your AI tool works. Any tool that supports the Model Context Protocol can connect. The standard is open and growing. ## Your LLM, your data Bring your own AI provider. Your data stays in your infrastructure - GoRules never stores prompts or responses. ClaudeOpenAIGoogle GeminiAzure OpenAIAWS Bedrock --- ## Agent - High-Performance Rules API **URL:** https://gorules.io/agent **Description:** Deploy a high-performance Rust service for headless rule evaluation. Hot reloading, REST API, and sub-millisecond latency. Built with Rust # High-Performance Rules API Deploy a headless evaluation service that reads rules published from BRMS. Built in Rust for maximum performance with automatic hot reloading when rules change. [View Documentation](https://docs.gorules.io) [Book a Demo](/contact-us) ## How it works Agent sits between your services and the rules storage, providing fast evaluation over HTTP. BRMS → Storage → Agent → Your Services BRMS publishes rules to storage. Agent watches for changes and hot-reloads automatically. ## Built for Production Enterprise-grade features for reliable rule evaluation at scale. ### High Performance Built in Rust for maximum throughput. Handle thousands of evaluations per second with minimal latency. ### Hot Reloading Rules update automatically when published from BRMS. No restarts required, zero downtime deployments. ### Storage Agnostic Reads rules from various storage backends. Works with S3, GCS, local filesystem, or custom providers. ### Secure by Default Sandboxed execution environment. Rules cannot access filesystem, network, or other system resources. ### Observable Built-in metrics and tracing. Monitor performance, track evaluations, and debug rule execution. ### REST API Simple HTTP API for rule evaluation. Easy to integrate with any service or application. ## Use Cases Common patterns for deploying Agent in your architecture. ### Microservices Architecture Deploy Agent alongside your services for centralized rule evaluation. All services call the same Agent instance, ensuring consistent decision-making across your system. ### API Gateway Integration Place Agent behind your API gateway for request validation, routing decisions, or rate limiting rules. Evaluate rules before requests reach your backend services. ### Real-time Decisioning Power real-time decisions like pricing, eligibility checks, or fraud detection. Sub-millisecond evaluation times enable use in latency-sensitive workflows. ### Multi-tenant Applications Serve different rules for different tenants from a single Agent instance. Rules are isolated and can be updated independently per tenant. --- ## Insurance Solution: Real-Time Quotation - GoRules **URL:** https://gorules.io/use-cases/real-time-quotation **Description:** Get real-time, personalized insurance quotes and pricing. Find the perfect coverage for you with our quick and easy online quotation system. # Real-Time Quotations A real-time insurance quotation system automates quote creation by analyzing applicant data against predefined criteria. This streamlines pricing, delivering quick, precise, and reliable quotes while managing risk. The user would select desired types of Personal Insurance (PI), Public Liability (PL), and other applicable information, with the app dynamically determining and showing an instant quote. [Book a consultation](/contact-us) General liability $1mil$2mil$5mil Commercial property None$500k$1mil$2mil Professional indemnitiy None$1mil$2mil$5mil Edit Decision ## Bespoke solutions ### Your vision, our expertise * * * We understand that every business is unique and may have specific requirements that go beyond our standard packages. Our offerings include personalized development services that align perfectly with your specific needs: ![ethernet](/icons/ethernet.svg) ##### Integration Engage our integration experts to implement GoRules into your system. Our team is adept at array of technologies and happy to help. ![fast track](/icons/fast.svg) ##### Fast-tracking Need a feature that's not available yet? We'll work closely with you to develop and fast-track the feature that you have in mind. ![bespoke development](/icons/equalizer.svg) ##### Custom solutions Looking for something entirely custom? Our team can help you implement custom solutions using our open-source blocks. --- ## Dynamic Pricing Software Solution - GoRules **URL:** https://gorules.io/use-cases/dynamic-pricing **Description:** Transform your pricing strategy with GoRules dynamic pricing software. Automatically adjust prices based on market demand, competition, and more. # Dynamic Pricing Software Solution A dynamic pricing system automatically adjusts prices based on real-time market conditions, demand levels, and competitive data. This intelligent solution enables businesses to optimize pricing strategies by considering multiple factors such as market demand, time of day, competitor pricing, and customer segments. The user configures base prices and adjustment rules, with the system automatically calculating optimal prices that maximize revenue while maintaining market competitiveness. This automated approach ensures consistent pricing decisions across all channels while quickly adapting to changing market conditions, ultimately driving better business outcomes through data-driven price optimization. [Book a consultation](/contact-us) Base price $ Demand High Time of day Peak Competitor price Equal Customer segment Regular Edit Decision ## Bespoke solutions ### Your vision, our expertise * * * We understand that every business is unique and may have specific requirements that go beyond our standard packages. Our offerings include personalized development services that align perfectly with your specific needs: ![ethernet](/icons/ethernet.svg) ##### Integration Engage our integration experts to implement GoRules into your system. Our team is adept at array of technologies and happy to help. ![fast track](/icons/fast.svg) ##### Fast-tracking Need a feature that's not available yet? We'll work closely with you to develop and fast-track the feature that you have in mind. ![bespoke development](/icons/equalizer.svg) ##### Custom solutions Looking for something entirely custom? Our team can help you implement custom solutions using our open-source blocks. --- ## Fintech Solution: Company Analysis - GoRules **URL:** https://gorules.io/use-cases/company-analysis **Description:** Streamline risk management with our rules engine and flag-based system. Automate risk analysis for improved efficiency and decision-making # Company analysis Company Analysis uses data and a rules engine to assess a business's financial health, providing a flag-based system for quick insight into stability and growth prospects. It simplifies decision-making by evaluating financials, market position, and efficiency against different parameters. [Book a consultation](/contact-us) Country of incorporation United States Date of incorporation Industry type Healthcare Annual revenue ($) Credit Rating (e.g., Experian 300-850) Company size (employees) Medium (51-250) #### Evaluation Result - Flag Based Country of Inc. NA **United States** Annual Revenue NA $1,500,000.00 Company Size NA Medium (51-250) Credit Rating NA 770 Industry Type NA Healthcare Years in business NA 11 Edit Decision ## Bespoke solutions ### Your vision, our expertise * * * We understand that every business is unique and may have specific requirements that go beyond our standard packages. Our offerings include personalized development services that align perfectly with your specific needs: ![ethernet](/icons/ethernet.svg) ##### Integration Engage our integration experts to implement GoRules into your system. Our team is adept at array of technologies and happy to help. ![fast track](/icons/fast.svg) ##### Fast-tracking Need a feature that's not available yet? We'll work closely with you to develop and fast-track the feature that you have in mind. ![bespoke development](/icons/equalizer.svg) ##### Custom solutions Looking for something entirely custom? Our team can help you implement custom solutions using our open-source blocks. --- ## Expression Language - Fast & Embeddable Across Platforms **URL:** https://gorules.io/tools/expression-language **Description:** Friendly expression language with multi-language, multi-platform support. Embed our fast, versatile solution in any environment. # Expression Language The ZEN Expression Language reimagines business rule authoring with intelligent auto-completion that anticipates your needs and eliminates syntax errors. With smart suggestions for functions, operators, and field names as you type, teams can focus on business logic rather than language specifics. Edit context * * * ## Did you know? The above tool runs only only in your browser through WebAssembly. But that's just the beginning. This powerful solution serves as a robust foundation for both backend and frontend development, offering unparalleled versatility. ![open source](/icons/github.svg) ##### Open Source Our expression language is fully open source, fostering transparency and enabling community-driven improvements and customizations. [GitHub Repository](https://github.com/gorules/zen) ![embeddable](/icons/check.svg) ##### Embeddable Designed for seamless integration, our language can be easily embedded into any application, enhancing functionality without complex setup. ![wasm](/icons/wasm.svg) ##### WebAssembly Leveraging WebAssembly technology, our expression language delivers high-performance execution across multiple platforms and environments. [NPM Package](https://www.npmjs.com/package/@gorules/zen-engine-wasm) --- ## Base64 Encode Online **URL:** https://gorules.io/tools/base64-encode **Description:** Quickly & safely encode data to Base64. No data transferred to server. # Base64 Encode Online Quickly & safely encode data to Base64. No data transferred to server. Encode Decode Drag & Drop or Upload #### Drop Here Encoded dataCopy to clipboard --- ## Base64 Decode Online **URL:** https://gorules.io/tools/base64-decode **Description:** Quickly & safely decode data to Base64. No data transferred to server. # Base64 Encode Online Quickly & safely decode data to Base64. No data transferred to server. Encode Decode Drag & Drop or Upload #### Drop Here Decoded dataCopy to clipboard --- ## Base64 Certificate **URL:** https://gorules.io/tools/base64-certificate **Description:** Revolutionize your business with embeddable open-source business rules engine. Seamlessly manage complex rules and logic with our flexible authoring platform. # Certificate to Base64 Encode PEM Certificate to Base64 format. Drag & Drop or Upload certificate #### Drop Here Encoded dataCopy to clipboard 0 / 32,768 characters * * * ## Database SSL Certificates Learn more about certificates from your hosting provider. ![aws](/icons/hosting/aws.svg) ##### Amazon Web Services AWS uses trust certificates based on the region you are hosting in. [Certificate Bundles](https://docs.aws.amazon.com/AmazonRDS/latest/UserGuide/UsingWithRDS.SSL.html#UsingWithRDS.SSL.CertificatesDownload) ![azure](/icons/hosting/azure.svg) ##### Microsoft Azure Azure certificate can be downloaded from your DB resource page. [Learn more](https://learn.microsoft.com/en-us/azure/mysql/flexible-server/how-to-connect-tls-ssl) ![gcp](/icons/hosting/gcp.svg) ##### Google Cloud Platform GCP creates a database certificate when your create a DB resource. [Learn more](https://cloud.google.com/sql/docs/postgres/configure-ssl-instance) --- ## Credit Decision Engine Software - Automated Lending Decisions **URL:** https://gorules.io/solutions/credit-decision-engine **Description:** Credit decision engine software that automates lending decisions with rules. Build loan eligibility, credit scoring, and risk-based pricing without code. # Credit Decision Engine Automate lending decisions with visual rules. Your credit team manages the logic. Your tech team integrates once. Your sales team closes more deals. [Start Free](https://editor.gorules.io) [Book Demo](/contact-us) ## Why Manual Credit Decisions Don't Scale Manual credit decisions slow down lending and create inconsistency. Hardcoded rules mean every policy change becomes an IT project. When rates drop or regulations shift, you're stuck waiting instead of acting. ## How Automated Credit Decisioning Works From integration to proactive sales outreach. 1 ### Connect to Your Loan Origination System GoRules integrates with your existing LOS, CRM, or lending platform. Your technical team sets it up once, then it runs automatically. - REST API and native SDKs for any platform - One-time integration, then it runs automatically - Keeps your existing workflow intact ![Connect to Your Loan Origination System](/images/solutions/credit-decision-engine/Integration.png) 2 ### Define Your Credit Rules Visually Your credit team builds eligibility criteria, scoring models, and pricing rules in a spreadsheet-like interface. No code, no tickets to engineering. - Import existing rules from Excel - Decision tables anyone can read and edit - Combine income, credit score, DTI, and any other data ![Define Your Credit Rules Visually](/images/solutions/credit-decision-engine/DecisionTable.png) 3 ### Automate Credit Decisions Every application runs through your rules automatically. Instant decisions for clear approvals and denials. Edge cases get flagged for review. - Decisions in milliseconds, not hours - Consistent criteria applied every time - Full audit trail of every decision ![Automate Credit Decisions](/images/solutions/credit-decision-engine/DecisionResult.png) 4 ### Re-evaluate Your Portfolio Automatically Run your entire customer base through updated rules overnight. Find accounts that now qualify for better rates, higher limits, or new products. - Batch process millions of records - Flag credit limit increases and risk changes - Identify upsell and cross-sell opportunities ![Re-evaluate Your Portfolio Automatically](/images/solutions/credit-decision-engine/NightlyPortfolio.png) 5 ### Your Sales Team Reaches Out When customers become eligible for new offers, your sales team gets notified. Turn rule changes into revenue opportunities. - Automatic alerts when eligibility changes - Pre-qualified leads for your sales team - Proactive outreach while interest is warm ![Your Sales Team Reaches Out](/images/solutions/credit-decision-engine/SalesDashboard.png) ## Credit Decisions You Can Automate Common lending automation use cases. ### Loan Eligibility Check income, employment, and credit history against your criteria ### Credit Limits Calculate limits based on risk profile and customer segments ### Risk-Based Pricing Set interest rates dynamically based on applicant risk ### Instant Decisions Auto-approve or deny applications that meet clear criteria ### Manual Review Routing Flag edge cases for underwriter review with full context ### Portfolio Monitoring Continuously check existing accounts against updated rules ## Credit Decision Engine: Build vs Buy Two common paths, and why lending teams choose a third. The Hard Way ### Build In-House Your engineering team builds a custom decision engine from scratch. - Months of development before you see results - Building a flexible UI is a massive undertaking - Ongoing maintenance pulls engineers from core product - Business users still depend on developers for changes The Risky Way ### Enterprise Platforms Sign a multi-year contract with a legacy decision management vendor. - Your data lives on their servers - Need a feature? Get in line and wait - Limited integration options with your LOS - Locked into proprietary formats and pricing increases ### GoRules: The Best of Both Worlds A powerful decision engine you can self-host, with a visual interface your team will actually use. - Open-source engine - no vendor lock-in, ever - Self-host in your VPC or use our cloud - Visual UI built by decision management experts - Integrates with any LOS via API or SDK - Your data stays yours - Deploy in days, not months ## Frequently Asked Questions ### What is a credit decision engine? A credit decision engine is software that automates lending decisions by evaluating applicant data against your credit rules. Instead of manual review or hardcoded logic, it uses configurable rules to instantly determine eligibility, calculate credit limits, and set pricing - while maintaining a full audit trail for compliance. ### How long does integration take? Most teams complete integration in hours to days, not months. GoRules provides REST APIs and native SDKs for popular languages, so your engineering team can connect it to your existing loan origination system with minimal effort. The rules themselves can be built and tested in parallel. ### Can we use our existing credit scoring models? Yes. You can import existing rules from Excel spreadsheets or recreate them visually in our decision table editor. GoRules supports complex scoring models, nested conditions, and custom calculations - all without writing code. ### Is our data secure? Your data stays yours. GoRules can be self-hosted in your own VPC, meaning applicant data never leaves your infrastructure. For cloud deployments, we offer SOC 2 Type II certification, encryption at rest and in transit, and configurable data retention policies. --- ## How to Choose a Business Rules Engine | BRMS Buyer's Guide 2026 **URL:** https://gorules.io/resources/how-to-choose-business-rules-engine **Description:** Business rules engine buyer's guide: 10 questions for vendors, lock-in risks to avoid, and how to evaluate open source vs proprietary BRMS platforms. # How to Choose a Business Rules Engine Your business rules are your competitive advantage. This guide helps you avoid the traps that cost companies millions in switching costs and years of technical debt. [See the 10 Questions](/resources/how-to-choose-business-rules-engine#questions) [Compare Your Options](/resources/how-to-choose-business-rules-engine#comparison) For engineering leaders, architects, and procurement teams evaluating business rules engines We've seen companies trapped by their BRMS vendor – facing 200% price increases, unable to migrate to the cloud, with millions of dollars of rules locked in proprietary formats. This rules engine buyer's guide exists because choosing the wrong platform creates years of pain. We're going to tell you what vendors won't: how to protect yourself, what questions to ask, and why ownership of your rules matters more than any feature list. ## The Price You'll Pay Here's what happens to your budget over 5 years depending on which path you choose. Portable + Open Execution ### Open Source Engine Path Year 1Base Year 2Same Year 3Same Year 4+Same **You always have leverage.** Portable formats mean you can leave anytime. Vendors compete for your business, not the other way around. Proprietary BRMS ### Enterprise Vendor Path Year 1Base Year 2+10% Year 3 (renewal)+60% Year 4+? **You have no leverage.** By year 3, your rules are locked in their format. Migration would cost more than the increase. They know this. \* Illustrative pricing based on typical enterprise BRMS contracts. Actual costs vary by vendor and deal size. ## The Hidden Costs of "Enterprise" BRMS What legacy BRMS contracts don't make obvious. ### Unpredictable Price Increases Once you're dependent, vendors raise prices. ### Cloud Migration Blocked Per-CPU licensing makes cloud and serverless architectures prohibitively expensive. You stay on-prem forever. ### Proprietary Formats Trap You Your rules in proprietary binary formats. No export. No migration path. Starting over costs millions. ### Vendor Controls Your Roadmap Need a feature? Get in line. Vendor priorities don't align with yours. You wait years or pay for custom development. ## The Open Source Advantage When you choose open source, you're not just saving money. You're protecting your most valuable asset: your business logic. ### You Own Your Rules Portable open formats. Export anytime. No permission needed. Your IP stays yours. ### Predictable Pricing No per-CPU games. No surprise increases. Budget with confidence year over year. ### Fork If Needed Vendor disappears? Direction changes? You have the code. You're never stuck. ### Community & Transparency See the roadmap. Contribute features. Join a community, not a sales cycle. ### Cloud Native by Design Built for modern architectures. Serverless, Kubernetes, edge - no licensing barriers. ### Audit Everything Security team can review the code. No black boxes. Full transparency. 10 Questions to Ask Every BRMS Vendor Bring this checklist to every demo. Check off each question as you get answers. ## 10 Questions to Ask Every Vendor Print this list. Bring it to every demo. The answers will tell you everything you need to know. 1 ### If I export my rules, can I run them without your platform? This is the real test of portability. Many vendors let you "export" to a format only they can execute. Good answer: Yes, with open source engine · Red flag: "Export" requires our runtime 2 ### Is the execution engine open source? Open source engine = true freedom. You can run your rules forever, even if the vendor disappears. Good answer: Fully open source (MIT/Apache) · Red flag: Proprietary or "source available" 3 ### What format are rules stored in? Open formats (JSON, XML) are readable, version-controllable, and portable. Proprietary binary formats lock you in. Good answer: Open format (JSON, XML) · Red flag: Proprietary or binary format 4 ### Does the engine run fully offline with no vendor dependency? True independence means running in air-gapped environments, on your own infrastructure, with no external connections required. Good answer: Fully air-gapped capable · Red flag: Requires license server 5 ### If you go out of business tomorrow, can I still run my rules? Vendors get acquired, pivot, or shut down. Your business rules need to survive that. Good answer: Yes, everything is portable · Red flag: Awkward silence 6 ### What's pricing at 10x my current scale? Get this in writing. Many vendors offer low entry pricing then hit you at scale. Good answer: Linear or flat pricing · Red flag: "Let's discuss when you get there" 7 ### Is there per-CPU, per-core, or per-decision pricing? Per-CPU kills cloud migration. Per-decision costs explode with traffic. Both are traps. Good answer: No usage-based gotchas · Red flag: Any per-CPU/core/decision model 8 ### What happens to my rules if I stop paying? Your business logic is your competitive advantage. Can you take it with you or does it vanish? Good answer: You keep and run everything · Red flag: "License required to access" 9 ### Can I version control my rules with standard tools? Rules should be able to live in git like your code, backed by an open format. Good answer: Yes, standard git workflows · Red flag: Requires proprietary tooling 10 ### Can I build a POC, export everything, and run it independently? The ultimate test. If you can't do this, you're not evaluating - you're already trapped. Good answer: Yes, try it yourself · Red flag: Requires paid license ## Open Execution vs Proprietary Lock-in A side-by-side comparison of what you get with each approach. Factor Open Source Engine Proprietary Engine Exit Strategy Always possible – you own everything Costly or impossible Rule Ownership Yours, in portable formats Locked in proprietary format Rule Format Open format (JSON, XML) Proprietary or binary (locked) Cloud/Serverless Built for it – no licensing barriers Per-CPU licensing nightmare Security Audit Full source code access Black box – trust us Vendor Risk Fork if needed, community continues Acquired? Sunset? You're stuck ## Migrating from Legacy BRMS If you're evaluating alternatives to enterprise BRMS platforms like IBM ODM, FICO Blaze Advisor, or InRule, you're not alone. Here are the signs it's time to move. Your annual license renewal comes with a surprise price increase Cloud migration is blocked by per-CPU licensing costs Simple rule changes require weeks of IT involvement You can't export your rules in a usable format Vendor support quality has declined while prices increased Your platform lacks modern features (APIs, cloud deployment) New developers struggle with outdated tooling Business users still depend entirely on technical staff ### Ready to explore migration? We help teams migrate from legacy BRMS platforms every month. [Talk to Us](/contact-us) ### BRMS Evaluation Checklist Print this page to get a printable checklist. Bring it to vendor demos and score each platform objectively. Print Checklist ## Frequently Asked Questions ### Is GoRules an IBM ODM alternative? Yes. Teams migrate from IBM ODM to GoRules for lower costs, faster deployment, and no per-CPU licensing. GoRules offers a migration path for organizations looking to modernize their decision management infrastructure. Unlike ODM's Java-centric approach, GoRules supports modern polyglot architectures with native SDKs for Python, Node.js, Go, Rust, and more. ### Is GoRules a FICO Blaze Advisor alternative? Yes. GoRules provides similar decision management capabilities without FICO's enterprise pricing model. Organizations migrate from Blaze Advisor to reduce licensing costs, enable cloud deployment, and give business users more direct control over rule authoring through our visual editor. ### Is GoRules a Drools alternative? Yes. While Drools is open source, it's Java-only with heavy JVM overhead. GoRules offers native support for multiple languages and a more intuitive visual editor. For teams not fully committed to the Java ecosystem, GoRules provides a more flexible foundation. See our full comparison at [gorules.io/compare/gorules-vs-drools.](/compare/gorules-vs-drools) ### What's the difference between a BRE and BRMS? A Business Rules Engine (BRE) is the execution component that evaluates rules. A Business Rules Management System (BRMS) is the complete platform including the BRE plus visual authoring, version control, testing tools, deployment management, and audit logging. Most organizations need a BRMS, not just a BRE. ### How do I migrate from a proprietary BRMS to open source? Migration typically involves: (1) Exporting rule logic documentation, (2) Recreating rules in the new platform using visual editors, (3) Parallel running both systems to validate outputs match, (4) Gradual cutover by use case. The timeline depends on rule complexity - simple decision tables migrate in days, complex rule sets take weeks. GoRules offers migration assistance for enterprise customers. ### Can I use an open source rules engine in enterprise? Yes. The key is separating execution from management. An open source engine (like GoRules' MIT-licensed core) means you can export rules and run them independently, forever. The management platform (visual editor, version control, collaboration) can be paid - that's a service, not lock-in. You're only locked in when you can't run your rules without the vendor's proprietary runtime. --- ## Swift Rules Engine - GoRules **URL:** https://gorules.io/open-source/swift-rules-engine **Description:** Open source Swift rules engine for iOS apps. Offline-capable business rule evaluation with native performance. # Swift Rules Engine Open source Swift rules engine for iOS apps. Offline-capable business rule evaluation with native performance. [Documentation](https://docs.gorules.io/developers/sdks/swift) [GitHub](https://github.com/gorules/zen-ios) Step 1 ### Add the Package Add the GoRules engine to your Swift package or Xcode project. ``` // Package.swift dependencies: [ .package(url: "https://github.com/gorules/zen-ios", from: "0.1.0") ] ``` Copy Step 2 ### Load a Decision Create an engine and load your decision graph from a JSON file. ``` import ZenEngine let engine = ZenEngine() let content = try String(contentsOfFile: "decision.json") let decision = try engine.createDecision(content: content) ``` Copy Step 3 ### Evaluate Rules Pass your input data and receive the decision result. ``` let input: [String: Any] = [ "customer": ["tier": "premium", "country": "US"], "cart": ["total": 150, "items": 3] ] let result = try decision.evaluate(input) print(result.result) // ["discount": 15, "freeShipping": true] ``` Copy ## Why Swift? Built for performance and developer experience ### Native Swift API Idiomatic Swift with strong typing, optionals, and error handling via throwing functions. ### Offline Capable Evaluate rules entirely on-device. No network required after loading the decision graph. ### Apple Platform Support Full support for iOS. Works with SwiftUI and UIKit. ## About the Swift SDK GoRules brings high-performance business rules evaluation to the Apple ecosystem. The Swift SDK provides native bindings to our Rust core, delivering exceptional performance for iOS applications. Designed with Swift idioms in mind, the SDK offers a clean, type-safe API that feels natural to Swift developers. Whether you're building mobile apps that need offline rule evaluation or server-side Swift applications with Vapor, GoRules integrates seamlessly with your codebase. The engine runs entirely on-device, making it perfect for apps that need to evaluate business rules without network connectivity. All processing happens locally with no external API calls, ensuring user privacy and instant response times. --- ## Rust Rules Engine - GoRules **URL:** https://gorules.io/open-source/rust-rules-engine **Description:** Pure Rust rules engine with zero-cost abstractions. Async-ready business rule evaluation with maximum performance and memory safety. # Rust Rules Engine Pure Rust rules engine with zero-cost abstractions. Async-ready business rule evaluation with maximum performance and memory safety. [Documentation](https://docs.gorules.io/developers/sdks/rust) [GitHub](https://github.com/gorules/zen) Step 1 ### Add the Dependency Add the GoRules engine to your Cargo.toml. ``` cargo add zen-engine ``` Copy Step 2 ### Load a Decision Create an engine and load your decision graph. ``` use zen_engine::DecisionEngine; use zen_engine::model::DecisionContent; let content: DecisionContent = serde_json::from_str( include_str!("./decision.json") )?; let engine = DecisionEngine::default(); let decision = engine.create_decision(content.into()); ``` Copy Step 3 ### Evaluate Rules Pass your input data and receive the decision result. ``` use serde_json::json; let result = decision.evaluate(&json!({ "customer": { "tier": "premium", "country": "US" }, "cart": { "total": 150, "items": 3 } })).await?; println!("{:?}", result.result); // {"discount": 15, "freeShipping": true} ``` Copy ## Why Rust? Built for performance and developer experience ### Zero-Cost Abstractions Pure Rust implementation with no runtime overhead. Compile-time optimizations for maximum speed. ### Async Runtime Built on Tokio for efficient async execution. Perfect for high-throughput applications. ### Memory Safe Rust's ownership model guarantees memory safety without garbage collection pauses. ## About the Rust SDK The GoRules Rust SDK is the foundation of our entire ecosystem. Written in pure Rust, it provides the highest possible performance for business rule evaluation with zero-cost abstractions and compile-time optimizations. The engine leverages Rust's ownership model for guaranteed memory safety without garbage collection pauses. Built on Tokio, it supports efficient async execution for I/O-bound operations while maintaining blazing-fast synchronous evaluation for pure rule processing. This is the same engine that powers all our other language SDKs through native bindings. For applications where every microsecond counts, or when you want maximum control over the rule evaluation process, the Rust SDK delivers uncompromising performance. --- ## Python Rules Engine - GoRules **URL:** https://gorules.io/open-source/python-rules-engine **Description:** Open source Python rules engine powered by Rust. Evaluate decision tables and business rules with sub-millisecond latency. pip install zen-engine. # Python Rules Engine Open source Python rules engine powered by Rust. Evaluate decision tables and business rules with sub-millisecond latency. pip install zen-engine. [Documentation](https://docs.gorules.io/developers/sdks/python) [GitHub](https://github.com/gorules/zen) Step 1 ### Install the SDK Install the GoRules engine using pip. ``` pip install zen-engine ``` Copy Step 2 ### Load a Decision Create an engine and load your decision graph from a JSON file. ``` import zen with open("./decision.json", "r") as f: content = f.read() engine = zen.ZenEngine() decision = engine.create_decision(content) ``` Copy Step 3 ### Evaluate Rules Pass your input data and receive the decision result. ``` result = decision.evaluate({ "customer": {"tier": "premium", "country": "US"}, "cart": {"total": 150, "items": 3} }) print(result["result"]) # {"discount": 15, "freeShipping": True} ``` Copy ## Why Python? Built for performance and developer experience ### Rust-Powered Performance Native bindings to our Rust engine deliver near-native speed. No Python GIL limitations for rule evaluation. ### Simple API Pythonic interface that feels natural. Load a decision graph and start evaluating in just a few lines. ### Type Hints Included Full type hint support for better IDE integration and code completion. ## About the Python SDK GoRules brings enterprise-grade business rules management to Python applications. The SDK provides native bindings to our Rust-based engine, delivering performance that pure Python implementations simply cannot match. Perfect for data pipelines, ML feature engineering, and backend services, the Python SDK integrates seamlessly with your existing codebase. Load decision graphs created in the visual editor and evaluate them with a simple, Pythonic API. The engine handles complex decision logic including decision tables, expression evaluation, and branching rule graphs. All processing happens in-process with no external service calls, making it ideal for batch processing, real-time APIs, and anywhere low latency matters. --- ## Kotlin Rules Engine - GoRules **URL:** https://gorules.io/open-source/kotlin-rules-engine **Description:** Open source Kotlin rules engine with coroutine support. Idiomatic API for business rule evaluation on JVM and Android. # Kotlin Rules Engine Open source Kotlin rules engine with coroutine support. Idiomatic API for business rule evaluation on JVM and Android. [Documentation](https://docs.gorules.io/developers/sdks/kotlin) [GitHub](https://github.com/gorules/zen) Step 1 ### Add the Dependency Add the GoRules engine to your Gradle project. ``` // build.gradle.kts dependencies { implementation("io.gorules:zen-engine:0.29.2") } ``` Copy Step 2 ### Load a Decision Create an engine and load your decision graph. ``` import io.gorules.zen.ZenEngine import java.nio.file.Path val engine = ZenEngine() val content = Path.of("./decision.json").toFile().readText() val decision = engine.createDecision(content) ``` Copy Step 3 ### Evaluate Rules Pass your input data and receive the decision result. ``` val input = mapOf( "customer" to mapOf("tier" to "premium", "country" to "US"), "cart" to mapOf("total" to 150, "items" to 3) ) val result = decision.evaluate(input) println(result.result) // {discount=15, freeShipping=true} ``` Copy ## Why Kotlin? Built for performance and developer experience ### Kotlin-Native API Idiomatic Kotlin with extension functions, null-safety, and type inference throughout. ### Coroutine Support Suspend functions for non-blocking rule evaluation. Perfect for Ktor and other async frameworks. ### Android Compatible Full Android support for embedding business rules directly in mobile applications. ## About the Kotlin SDK GoRules provides first-class Kotlin support for business rules management. Built on our Java SDK with Kotlin-specific extensions, it delivers an idiomatic development experience with coroutine support and type-safe builders. The Kotlin SDK embraces modern JVM development practices with suspend functions, extension methods, and null-safety throughout. Whether you're building with Ktor, Spring Boot, or Android applications, GoRules integrates naturally with your Kotlin codebase. Leverage Kotlin's expressive syntax alongside GoRules' powerful rule engine. The SDK supports all GoRules features including decision tables, expressions, and complex rule graphs, all accessible through a clean, Kotlin-native API. --- ## JavaScript Rules Engine - GoRules **URL:** https://gorules.io/open-source/javascript-rules-engine **Description:** Open source JavaScript rules engine with native Rust performance. Decision tables, expressions, and rule graphs for Node.js, Deno, and Bun. # JavaScript Rules Engine Open source JavaScript rules engine with native Rust performance. Decision tables, expressions, and rule graphs for Node.js, Deno, and Bun. [Documentation](https://docs.gorules.io/developers/sdks/nodejs) [GitHub](https://github.com/gorules/zen) Step 1 ### Install the SDK Add the GoRules engine to your project using npm, yarn, or pnpm. ``` npm install @gorules/zen-engine ``` Copy Step 2 ### Load a Decision Create an engine instance and load your decision graph from a JSON file. ``` import { ZenEngine } from '@gorules/zen-engine'; import fs from 'fs/promises'; const engine = new ZenEngine(); const content = await fs.readFile('./decision.json'); const decision = engine.createDecision(content); ``` Copy Step 3 ### Evaluate Rules Pass your input data and get the decision result in milliseconds. ``` const result = await decision.evaluate({ customer: { tier: 'premium', country: 'US' }, cart: { total: 150, items: 3 } }); console.log(result.result); // { discount: 15, freeShipping: true } ``` Copy ## Why Node.js? Built for performance and developer experience ### Rust-Powered Performance Native bindings to our Rust engine deliver near-native speed. Process thousands of rules in milliseconds. ### Full Async Support Built for modern Node.js with full async/await support. Non-blocking evaluation for high-throughput applications. ### Zero Dependencies Minimal footprint with no external runtime dependencies. Just install and start evaluating rules. ## About the Node.js SDK GoRules provides a high-performance business rules engine for JavaScript applications. Built with a Rust core and native Node.js bindings, it delivers exceptional speed without sacrificing the developer experience JavaScript developers expect. The engine supports decision tables, expression evaluation, and complex rule graphs - all manageable through a visual editor or programmatically via the SDK. Whether you're building pricing engines, eligibility checkers, or approval workflows, GoRules handles the complexity while keeping your code clean. Unlike traditional rule engines that require a separate server, GoRules embeds directly into your Node.js application. This means zero network latency for rule evaluation, offline capability, and no per-evaluation fees. The same decision graphs created in the GoRules editor work seamlessly in your JavaScript runtime. --- ## Java Rules Engine - GoRules **URL:** https://gorules.io/open-source/java-rules-engine **Description:** Open source Java rules engine with native JNI bindings. Enterprise-grade decision tables and rule evaluation for Spring Boot and JVM apps. # Java Rules Engine Open source Java rules engine with native JNI bindings. Enterprise-grade decision tables and rule evaluation for Spring Boot and JVM apps. [Documentation](https://docs.gorules.io/developers/sdks/java) [GitHub](https://github.com/gorules/zen) Step 1 ### Add the Dependency Add the GoRules engine to your Maven or Gradle project. ``` // Maven io.gorules zen-engine $version // Gradle implementation 'io.gorules:zen-engine:$version' ``` Copy Step 2 ### Load a Decision Create an engine and load your decision graph from a JSON file. ``` import io.gorules.zen.ZenEngine; import io.gorules.zen.ZenDecision; import java.nio.file.Files; import java.nio.file.Path; ZenEngine engine = new ZenEngine(); String content = Files.readString(Path.of("./decision.json")); ZenDecision decision = engine.createDecision(content); ``` Copy Step 3 ### Evaluate Rules Pass your input data and receive the decision result. ``` Map input = Map.of( "customer", Map.of("tier", "premium", "country", "US"), "cart", Map.of("total", 150, "items", 3) ); ZenResult result = decision.evaluate(input); System.out.println(result.getResult()); // {discount=15, freeShipping=true} ``` Copy ## Why Java? Built for performance and developer experience ### JNI Native Bindings Direct native bindings through JNI for maximum performance. No JNA overhead or reflection costs. ### Spring Boot Integration First-class support for Spring Boot with auto-configuration and dependency injection. ### Thread Safe Fully thread-safe engine designed for concurrent JVM applications. Share one engine across threads. ## About the Java SDK GoRules delivers a production-ready business rules engine for Java applications. The SDK provides native bindings through JNI, connecting your Java code directly to our high-performance Rust core while maintaining the familiar Java development experience. Designed for enterprise workloads, the engine integrates seamlessly with Spring Boot, Quarkus, and other popular Java frameworks. Whether you're building microservices, batch processing systems, or traditional enterprise applications, GoRules handles complex decision logic with consistent sub-millisecond performance. The SDK supports all GoRules features including decision tables, expressions, and complex rule graphs. Decision definitions created in the visual editor work directly with the Java SDK, enabling business users to modify rules without requiring code deployments or developer intervention. --- ## Go Rules Engine - GoRules **URL:** https://gorules.io/open-source/go-rules-engine **Description:** Open source Go rules engine with native bindings. Thread-safe, high-performance business rule evaluation for Golang applications. # Go Rules Engine Open source Go rules engine with native bindings. Thread-safe, high-performance business rule evaluation for Golang applications. [Documentation](https://docs.gorules.io/developers/sdks/go) [GitHub](https://github.com/gorules/zen-go) Step 1 ### Install the SDK Add the GoRules engine to your Go module. ``` go get github.com/gorules/zen-go ``` Copy Step 2 ### Load a Decision Create an engine and load your decision graph from a JSON file. ``` package main import ( "github.com/gorules/zen-go" "os" ) func main() { engine := zen.NewEngine(zen.EngineConfig{}) graph, _ := os.ReadFile("./decision.json") decision, _ := engine.CreateDecision(graph) } ``` Copy Step 3 ### Evaluate Rules Pass your input data and receive the decision result. ``` result, _ := decision.Evaluate(map[string]any{ "customer": map[string]any{"tier": "premium", "country": "US"}, "cart": map[string]any{"total": 150, "items": 3}, }) fmt.Println(result.Result) // map[discount:15 freeShipping:true] ``` Copy ## Why Go? Built for performance and developer experience ### Native Go Implementation Pure Go bindings with CGO for optimal integration. No external processes or HTTP overhead. ### Concurrent Safe Thread-safe engine designed for high-concurrency Go applications. Share one engine across goroutines. ### Minimal Allocations Optimized for low memory overhead and minimal GC pressure in hot paths. ## About the Go SDK GoRules provides a production-ready business rules engine for Go applications. The SDK offers native bindings through CGO, connecting your Go code directly to our high-performance Rust core. Designed for Go's concurrency model, the engine is fully thread-safe and can be shared across goroutines. This makes it perfect for high-throughput web services, microservices, and data processing pipelines where rule evaluation happens on every request. The SDK supports all GoRules features including decision tables, expressions, and complex rule graphs. Decision definitions created in the visual editor work directly with the Go SDK, enabling business users to modify rules without code changes. --- ## C# Rules Engine - GoRules **URL:** https://gorules.io/open-source/csharp-rules-engine **Description:** Open source C# rules engine with native Rust performance. Decision tables, expressions, and rule graphs for .NET applications via NuGet. # C# Rules Engine Open source C# rules engine with native Rust performance. Decision tables, expressions, and rule graphs for .NET applications via NuGet. [Documentation](https://docs.gorules.io/developers/sdks/csharp) [GitHub](https://github.com/gorules/zen) Step 1 ### Install the SDK Add the GoRules engine to your .NET project using the NuGet package. ``` dotnet add package GoRules.ZenEngine ``` Copy Step 2 ### Load a Decision Create an engine instance and load your decision graph from a JSON file. ``` using GoRules.ZenEngine; var engine = new ZenEngine(loader: null, customNode: null); var content = new JsonBuffer(File.ReadAllBytes("decision.json")); var decision = engine.CreateDecision(content); ``` Copy Step 3 ### Evaluate Rules Pass your input data and get the decision result in milliseconds. ``` var context = new JsonBuffer(@"{ ""customer"": { ""tier"": ""premium"", ""country"": ""US"" }, ""cart"": { ""total"": 150, ""items"": 3 } }"); var result = await decision.Evaluate(context, null); Console.WriteLine(result.result); // { "discount": 15, "freeShipping": true } ``` Copy ## Why C#? Built for performance and developer experience ### Rust-Powered Performance Native bindings via UniFFI deliver near-native speed. Process thousands of rules in milliseconds with minimal overhead. ### Cross-Platform Pre-built native libraries for Windows (x64), macOS (x64/ARM), and Linux (x64/ARM). Just add the NuGet package. ### Full .NET Integration Works with .NET 8+, async/await patterns, and IDisposable. Integrates naturally with ASP.NET Core and other frameworks. ## About the C# SDK GoRules provides a high-performance business rules engine for .NET applications. The C# SDK delivers native bindings to our Rust core through UniFFI, giving you exceptional evaluation speed while maintaining a familiar, idiomatic C# developer experience. The engine supports decision tables, expression evaluation, custom node handlers, and full execution tracing. Whether you're building pricing engines, eligibility checkers, or approval workflows in ASP.NET Core, background services, or console applications, GoRules handles the complexity while keeping your code clean and maintainable. The SDK ships with pre-built native libraries for Windows (x64), macOS (x64/ARM), and Linux (x64/ARM), so there's nothing extra to configure. Just add the NuGet package and start evaluating rules. All processing happens in-process with no external service calls, making it ideal for high-throughput APIs and batch processing scenarios. --- ## Terms of service - GoRules **URL:** https://gorules.io/legal/terms-of-service **Description:** This Agreement states the Terms of Service that apply to your use of the services. # Terms of Service [Previous Terms of Service](/legal/terms-of-service-2024-10-24) Effective from: 20.06.2025. These Terms of Service ("Terms" or “TOS”) govern the relationship between **GORULES TECHNOLOGIES DOO**, Trg Narodnog Ustanka 2, Čačak, Serbia, CIN: 21925713, TIN: 113787086 (“GoRules”, "we," "us," or "our"), and the User (as defined herein). In this agreement and related documents, the following terms have the following meanings: · "Agreement" means the contract comprising these Terms (as amended from time to time in accordance with Section 3), [Privacy Policy](https://gorules.io/legal/privacy-policy), [Cookie Policy](https://gorules.io/legal/cookie-policy), [Pricing Plan](https://gorules.io/pricing), Basic Service Level Agreement, Data Processing Addendum (if applicable), Order Form (if applicable), and, where applicable, any supplemental license terms that accompany the Software, Service and any terms linked in this document or published on Website. · “Product” or “Software” means the GoRules software platform, related products and services that we provide, updates, upgrades, modifications, and extensions provided by GoRules, and other linked programs and tools, including: ·       Cloud-based service, whereby GoRules is making available Software, User Account, and Content (including the related mobile and desktop apps, extensions, as well as other linked computer programs GoRules makes available) on-demand (Cloud). ·       Software installed on a licensed User's device or other device determined by the User and hosted by that User or third party (Self-Hosted), as explained here. The Self-hosted Product is accessed by registering on the Website and entering the software license keys for it. This definition does not encompass any open-source software developed by GoRules. · "Content" means all Product’s features and technical resources available to Users, including but not limited to data, text, photographs, videos, audio clips, software, scripts, graphics, and interactive features generated, provided, or otherwise made accessible on or through Product by us, as well as the source code, Website, and other related materials. · “Enterprise” means a User subscribed for the Enterprise Plan.  · "Free Plan" means the free version of Cloud or Self-Hosted Product. · “Incident” means a period during which Product is unavailable, or any deviation from any functionality as defined for Product. The following, including but not limited to, shall not be considered as Incident: scheduled maintenance and upgrades, degraded performance, factors outside of GoRules’s control, including any force majeure event, failures of the internet, omissions of User and/or its end users, enforcement of applicable regulations. · “Incident Report” means the User’s notification to GoRules regarding the Incident in accordance with the Order Form. The Incident Report shall include the exact dates, times, and description of the Incident, and, where possible, proof of the Incident. · "Intellectual Property Rights" or “IP“ means all registered and unregistered rights granted, applied for, or otherwise now or hereafter in existence under or related to any patent, copyright, trademark, trade secret, database protection, or another intellectual property right, and all similar or equivalent rights or forms of protection, in any part of the world. · „Order Form“ means a subscription order form that specifies the commercial details, maintenance and support Services, and other specific terms and conditions for the Self-Hosted Product. If applicable and in case of any discrepancies, the Order Form shall prevail over these Terms. · "Organization" means a User which is a legal entity (including an Enterprise). · "Paid Plan" means any subscription plan that we charge for, as explained [here](https://gorules.io/pricing). · "Privacy Policy" means GoRules’ personal data protection policy available [here](https://gorules.io/legal/privacy-policy). · "Service" means making the Product available by GoRules in any version, in full or in part, including any updates, upgrades, modifications, and new features, and all services provided in relation to the Software. · "Terms of Use" or "TOS" means these rules that govern the use of the Service. · "User", “you” and “your'' refers to any person or entity, other than GoRules, that uses, accesses, downloads, saves, installs, possesses, controls, or receives the Service or the Software or any part thereof, including Enterprises, Organizations, and any other category of Users. Users should interpret the term as referring to them unless the context suggests otherwise. · "User Account" means an account provided by Software, whose purpose is to allow User to access and use Service or certain parts of it and create User Content. · "User Content" means any content provided by User in Software, including any entered, recorded, stored, used, controlled, modified, disclosed, transmitted, or erased information and data. · "Website" means the website located at https://gorules.io/. **1\. Who can use Products?** The Service is solely intended for those who have full legal capacity. Natural persons must be of legal age to be able to use the Service. Legal age depends on the national legislation applicable to the User (typically 18 years old). By using the Service, you represent that you are of legal age, and if you are not, please stop using the Service or Products immediately. The Service is primarily aimed at businesses and companies. If you are using the Service as a natural person for a purpose unrelated to trade, business, or profession and wish to rely on consumer protection legislation, you need to notify GoRules before you start using the Service and before subscribing to any Paid Plan. If the User fails to notify GoRules, it precludes the User from relying on any applicable consumer law. GoRules may, at its sole discretion, reject the provision of Service to certain groups, parties, industries, or companies in certain countries. **2\. Acceptance of Terms** User shall be bound by this Agreement upon the first occurrence of any of the following: 1. Creating the User Account. 2. Agreeing (explicitly or implicitly) to the Agreement, by using, accessing, or attempting to use or access the Software or the Service (including receiving the provision of Services by GoRules). 3. Downloading, installing, or attempting to install a Self-hosted version. 4. Making the payment for the Paid Plan. 5. Signing the Order Form by both parties (if applicable). By using Product, you acknowledge that you have read, understood, and accepted these TOS in their entirety. These TOS constitute a legally binding agreement between you and us. If you are entering into this agreement on behalf of a legal entity, you represent that you have the authority to bind that entity to these TOS. GoRules may modify the features and functionality of the Service during the Agreement term, providing you with commercially reasonable advance notice of such modification. If you are dissatisfied with the terms of this Agreement or any modifications to this Agreement or the Service, you agree that your sole and exclusive remedy is to terminate your subscription and discontinue use of the Service. **3\. Changes to the Agreement** We reserve the right, at our sole discretion, to modify or update these Terms or any part of the Agreement at any time. Please review the Terms periodically. We will provide notice of material changes to the Terms via communication through the Website, Product, or other appropriate channels, including email. If you disagree with the new TOS, you must immediately stop using the Product or delete your User Account (if applicable). Your continued use of the Product after such notification constitutes your acceptance of the revised Terms. For the Paid Plans subscribers, regardless of the changes to the TOS, the existing Agreement remains valid until the current billing term expires, unless the parties agree otherwise (including the agreement which entails an implicit consent by the User’s continued use). **4\. Use of the Product** 1. Authorization to use: 1. If you are a natural person using Cloud Product, subject to your compliance with the Agreement and your payment of all applicable fees (if any), we grant you a personal, limited, non-exclusive, non-transferable, revocable authorization to access and use the Service for your personal purposes in accordance with the Agreement. 2. If you are an Organization using Cloud Product, subject to your acceptance of this Agreement and your payment of all applicable fees (if any), we grant you a limited, non-exclusive, non-transferable (or restrictedly-transferable), revocable authorization to access and make use of the Service solely for your internal business purposes, in accordance with the Agreement. Nothing in this Agreement obligates GoRules to deliver or make available any copies of computer programs or code to the User, whether in object code or source code form. If you are a User of the Self-hosted Product, please see Section 16 of TOS. If you are an Enterprise, please see Section 7 of TOS. 2. Restrictions: 1. Except as expressly permitted by the Agreement, you shall not, and shall not allow any third party to: 1. Copy, publish, modify, create derivative works, or transfer in any way the Product, Website, Service, or any portions of the foregoing; 2. Reverse engineer, decompile, or disassemble the Product, or attempt to derive the source code or architecture of the Product; 3. Work around, or attempt to work around any technical restrictions or limitations in the Software; 4. Use the Product to develop a competing product or service; 5. Use the Product in any way that violates applicable laws, regulations, or third-party rights; 6. Transmit, store, or distribute any content that is unlawful, harmful, threatening, defamatory, obscene, or otherwise objectionable; 7. Interfere with or disrupt the integrity or performance of the Product or its associated infrastructure; 8. Use any automated system, including bots or spiders, to access or interact with the Product in an unreasonably invasive manner, determined at our sole discretion. **5\. Intellectual Property Rights** 1. Ownership: Our Product and Content, including all associated IP, are owned and retained by us or our licensors. Users have only the rights specified under these Terms, and they may not acquire any other IP under this Agreement. Software is made available on a limited-access basis, and no ownership right may be conveyed to any User, irrespective of the use of terms such as "purchase" or "sale" in TOS or anywhere on the Website. Any unauthorized use of any part of the Content shall be deemed an IP infringement. GoRules will take all legal remedies to protect its IP immediately upon knowledge of such unauthorized use. GoRules also reserves all IP not expressly granted in this Agreement. 2. User's IP Rights: You acknowledge and agree that any User Content, including any related IP, i.e., data you input or generate using the Product, belongs exclusively to you. We do not claim any ownership over the data you create or provide through our Software. 3. Restrictions: You shall not, directly or indirectly, reproduce, modify, distribute, sell, rent, lease, sublicense, or create derivative works based on our Product in whole or in part, or circumvent any subscription or payment requirements through database manipulation or other means unless expressly permitted in writing by us. Except for the rights granted under Section 7 of TOS, any copying or downloading of Content in part or whole is permitted only by written consent from GoRules. 4. Protection of IP: You shall take reasonable measures to protect IP associated with our Product. You shall not remove, alter, or obscure any proprietary notices or labels present in the Product. 5. Feedback: If you provide us with any feedback, suggestions, or ideas regarding the Product, you hereby grant us a perpetual, irrevocable, worldwide, royalty-free license to use and incorporate such feedback into the Product without any compensation. 6. Use of User’s Logo a.     Permission to User Logo: Unless otherwise agreed between the parties, User grants GoRules a non-exclusive, royalty-free, worldwide license to use, reproduce, and display the User’s logo (the “Logo”) solely to promote and advertise GoRules’ services. This includes but is not limited to, the GoRules’ website, marketing materials, case studies, presentations, and other promotional content. b.     Scope and Restrictions: GoRules will use the Logo in a manner consistent with User’s brand guidelines and will not alter or modify the Logo without prior written consent from the User. c.     Duration and Termination: The User may revoke this license at any time with 5 days’ written notice to GoRules. Upon such revocation, GoRules shall cease using the Logo and remove it from all promotional materials and publications. d.     Ownership: The User retains all rights, title, and interest in and to the Logo. Nothing in this clause shall be construed as granting GoRules any ownership rights in the Logo. **6\. Ordering a Product, Subscriptions, and Usage Limitations** 1. Ordering process: 1. Product Selection and Payment: To order the Product from us, select the desired option from the options available on our Website. Upon selecting the option, you will provide the necessary payment information and complete the payment through the designated payment gateway. 2. Information Submission and Accuracy: During the ordering process, you may be required to provide certain information relevant to your order, including but not limited to your name, email address, phone number, credit card number, credit card expiration date, billing address, and shipping information. You represent and warrant that you have the legal right to use the chosen payment method(s) provided in connection with your order, as well as that the information you supply to us is true, correct, and complete. User must keep all the billing data complete and accurate and must promptly notify GoRules if the payment method has changed or if User becomes aware of a potential breach of security. If User fails to provide any of the foregoing information, User agrees that GoRules may continue charging for any use of the Service unless User has terminated Agreement as set forth herein. 3. Consent to Information Sharing: By submitting the aforementioned information, you grant GoRules the right to provide this information to payment processing third parties for the completion of your order, including payment processing and verification. GoRules does not have any responsibility nor receives any commission for the processing of the User’s payments and shall not be liable for any matter in connection therewith. More information about this can be found in the third party’s [(Paddle) Terms of Use](http://www.paddle.com/legal/terms). 4. Electronic Delivery: The Product is delivered electronically unless otherwise specified. 3. Subscription and Auto-Renewal: 1. Monthly Subscription: We support monthly subscription plans for the Product, except for the Enterprise Plan. By subscribing to the Paid Plan, you agree to pay the recurring monthly subscription fee as specified during the ordering process or in the corresponding agreement. 2. Auto-Renewal: Unless you cancel your subscription in accordance with this Agreement, your subscription will automatically renew, processed by using the payment information provided during the initial subscription. 3. Upgrading subscription: As a User, you may upgrade your plan at any time by switching to a Paid Plan, or any higher Paid Plan that offers more features. Plans may be upgraded as follows: ·     **Upgrading from the Free Plan to any Paid Plan** You are instantly charged for the next billing period and, after payment, you obtain immediate access to all extra features for the Paid Plan you choose. ·     **Upgrading to a higher Paid Plan** You are instantly charged for the next subscription term on a pro-rata basis, and you obtain immediate access to all extra features for the higher plan. Your next billing date is after the expiry of the subscription term, starting from the next day after the day payment has been made. 4. Downgrading subscription: As a User, you may downgrade your Paid Plan at any time by switching to a Free Plan or a lower Paid Plan that offers fewer or no extra features. Plans may be downgraded as follows: ·     **Downgrading from any Paid Plan to Free Plan** After your then-current subscription term expires, your access to the extra features will be denied and you can continue to use the Free Plan. ·     **Downgrading to a lower Paid Plan** After your then-current subscription term expires, your access to the extra features offered in the current Paid Plan will be denied, you will be charged for the lower Paid Plan, based on the subscription term you chose and you can continue to use the lower Paid Plan. 3. Usage Limitation: 1. Product Usage Limits: Certain parts of the Product offered by GoRules may have usage limitations, such as restrictions on the number of users, API calls, storage capacity, etc. We reserve the right to enforce these limitations and take appropriate actions, including the suspension or termination of your access to the Product in case of non-compliance. 5. Support and Maintenance: 1. Support Provision: 1. Paid Product: We provide support and maintenance, but the availability and extent of support may vary depending on the Product and subscription plan. Please find more information [here](https://gorules.io/pricing). 2. Free Product: It does not include guaranteed support and maintenance, and the support for the free Product is provided at GoRules' discretion and without any service level agreements. 2. Maintenance and Updates: 1. Updates: We may release updates, upgrades, or new versions of our Product from time to time at our sole discretion, and such updates are subject to this Agreement, unless other prevailing terms accompany the updates. To ensure optimal performance and security, regularly update the version you use. 2. Maintenance Downtime: Occasionally, we may need to perform scheduled maintenance for Paid Products, during which the Product may be temporarily unavailable. We will make commercially reasonable efforts to notify you in advance of any scheduled maintenance that may affect your access to the Product. The User is not entitled to engage a third party to provide maintenance services on Software. 3. Additional Terms: Additional terms and conditions on support and maintenance may be communicated in a separate agreement, or the Order Form. **7\.  Self-Hosted Products** This section applies to all Users who install and use the Self-hosted Product. Additional terms apply to Enterprise Users subscribing under the Enterprise Plan. In case of any conflict, the specific terms in this section prevail over the general Terms of Service. The Agreement requires a minimum initial commitment term as set forth in the Order Form. License Rights. For the term of the Agreement, GoRules grants User a limited, non-exclusive, non-transferable, revocable, temporary, non-sublicensable, non-refundable license to install a copy of the Software on the User’s device and use the Software solely for User’s business purposes, provided User pays all the agreed fees and complies with the restrictions set forth in the Agreement. This license includes the right for User to grant access to the Software to a specified number of authorized users within its organization, unless otherwise agreed between the parties. Delivery. GoRules shall use commercially reasonable efforts to make the Software available to User in Docker Image format and the ancillary documentation on the commencement date of the Agreement. Delivery shall be considered complete when GoRules provides User with access to download the Software from the hosting platform at [https://hub.docker.com/r/gorules/brms](https://hub.docker.com/r/gorules/brms), access to the ancillary documentation on GoRules’ website, and a valid license key. Installation. User shall install Software by downloading Software on the equipment compliant with Software specification, as set forth in the Order Form (if applicable), in accordance with GoRules’ instructions. The Software can be downloaded by Enterprise without any access code, but it cannot be activated without a valid license key. The license key will be provided to Enterprise upon request via GoRules’ site at [https://portal.gorules.io](https://portal.gorules.io). The documentation related to the Product is readily available on GoRules’ website and no additional documentation will be sent separately. Fee & Payment. The fees for the use of Software and Services, as well as any payment terms, shall be defined in the [Pricing Plan](https://gorules.io/pricing) on the Website, within the Software, or in the Order Form (if applicable). **Restrictions on Software License Rights.** In addition to the restrictions set out in Section 4, and without limiting the generality of the foregoing, User shall not: 1. modify, create derivative works from, distribute, publicly display, publicly perform, or sublicense the Self-hosted Product; 2. rent, lease, or land the Self-hosted Product; 3. use the Self-hosted Product for service bureau or time-sharing purposes, or in any other way allow third parties to exploit the Software; 4. reverse engineer, decompile, disassemble, or otherwise attempt to derive any of the Self-hosted Product’s source code; 5. reproduce or create more copies of the Self-hosted Product than agreed with GoRules; 6. use Self-hosted Product for more users than agreed in the Agreement with GoRules; 7. attempt to exercise any copyright holder’s rights not specifically granted in the Agreement. Breaching any restriction on the User’s software license rights will cause the User to immediately lose the license and shall entitle GoRules to copyright infringement damages. In cases where Enterprise engages third-party subcontractors who have access to the Software, Enterprise warrants that any such third-party subcontractor will comply with these TOS.  **8\. Payment Terms** 1. Invoicing and Payment: 1. Invoicing and Payment Obligation: Unless otherwise stated in a separate agreement, you are obligated to make payment to GoRules prior to the date of delivery. The delivery date refers to the date on which the Product becomes available or accessible to you. 2. Non-Cancelable and Non-Refundable Payments: All payments accrued under these Terms are non-cancellable and non-refundable under any circumstances, unless otherwise expressly agreed between the parties in writing. If the Agreement or a Paid Plan is terminated or varied during a certain billing period, the User shall not be entitled to any refund concerning that billing period. 3. Price: In case of any change of price, GoRules will provide a 30-day notice by any manner chosen by GoRules in its commercially reasonable discretion, including email or posting on the Website (in which case you will be deemed to have received notice on the day following the date it was posted). Any change of price shall enter into force after the expiration of the 30-day notice period or upon expiration of the then-current billing period for each respective User, whichever date is later. 2. Taxes: 1. Tax Liability: It is your responsibility to bear any applicable public duties associated with the purchase of the Service. 2. Tax Calculation and Payment: You will remit payment to us for the Product without any deductions for taxes or other deductibles, including but not limited to bank fees, currency conversion charges, wire transfer fees, or remittance fees that may be applicable. If GoRules is required to collect or remit taxes imposed on you, such taxes will be invoiced to you, such as VAT where applicable, unless you provide GoRules with a valid and timely tax exemption certificate or other required documentation authorized by the appropriate taxing authority. In certain jurisdictions, sales tax is due on the total purchase price at the time of sale, and it must be invoiced and collected at that time. 3. Withholding Delivery for Non-Payment: 1. Non-Payment Consequences: Failure or delay in making payment of any due fee may result in the withholding of delivery or access to the Product until your account balance is paid in full. 2. Suspension or Termination: In the event of non-payment or delayed payment, GoRules may suspend or terminate your access to the Product, and may exercise any other rights or remedies available under applicable law. If your default payment instrument is declined for any reason, we may deny access to the Paid Plan immediately. **9\. Data Security, User Content, User Data, Personal Data Protection** **DATA SECURITY** 1. Cloud-based Product: 1. The User recognizes and agrees that providing and using cloud-based services involves risks of unauthorized disclosure or exposure and by accessing and using the Software, the User assumes such risks. GoRules offers no representation, warranty, or guarantee that User Data will not be exposed or disclosed through errors or the unlawful actions of third parties. 3. Self-Hosted Product: 1. If you choose to use the self-hosted version of the Product, you acknowledge and agree that you are solely responsible for the security of your own data (User Data) and systems. 2. We are not liable or responsible for any unauthorized access, loss, or disclosure of data, including the User Data that occurs as a result of your hosting and security practices. 3. We also collect personal data during registration on the Website, which is necessary to obtain access to software license keys to the Self-hosted Product. When collecting, processing, and storing such personal data, we will apply an adequate level of data security. 5. Backup and Redundancy: It is recommended that you regularly back up your data to ensure its availability and integrity. 6. Compliance with Regulations: It is your responsibility to understand and comply with any applicable regulations or requirements specific to your industry or jurisdiction. **SECURITY INCIDENT** **External Incident**: In the event of an accidental, unauthorized, or unlawful destruction, loss, alteration, disclosure of, or access to personal data (a “Security Incident”), that impacts the personal data you maintain through Cloud Product, and which is perpetrated by anyone other than your employees, contractors or agents, upon discovery of such Security Incident, GoRules will: (a) initiate remedial actions that comply with applicable law and are consistent with industry standards; and (b) notify you of the Security Incident, its nature and scope, the remedial actions GoRules will undertake, and the timeline within which GoRules expects to remedy the Security Incident. You will be responsible for fulfilling your obligations under applicable law. **Internal Incident**: In the event of a Security Incident which is perpetrated by your affiliate, employee, contractor, or agent, or due to your failure to maintain your systems, network, or User Data securely, you shall have sole responsibility for initiating remedial actions and you shall notify GoRules immediately of the Security Incident and steps you will take to remedy such Incident. In our sole discretion, we may take any action, including suspension of your access to the Service, to prevent harm to you, us, the Service, or other third parties. You waive any right to make a claim against us for losses you incur that may result from our actions. **USER CONTENT** Users are also solely responsible for all text, documents, User Data (as defined below), or other User Content. User warrants, represents, and covenants that the User owns or has a valid and enforceable license to use all User Content. User Content will not infringe, misappropriate, or violate the rights of any person or entity, or any applicable law, rule, or regulation of any government authority of competent jurisdiction. Without limiting the foregoing, any feature(s) of the Service and/or Software that may permit you to temporarily save or otherwise store User Content is offered for your convenience only, and GoRules does not guarantee that the User Content will be retrievable. You are solely responsible for saving, storing, and otherwise maintaining User Content. GoRules reserves the right to refuse, limit or cancel the Service, terminate User Accounts, or remove or edit User Content at its sole discretion. When investigating alleged violations of this Agreement, GoRules reserves the right to review your User Content to resolve the issue. GoRules may also access the User Content when providing technical support or when performing other legal obligations under this Agreement, but has no obligation to monitor or remove any User Content. GoRules cannot be held responsible for any loss, damage, expense, or other harmful consequences to any User resulting from User Content. GoRules will have no responsibility or liability for the accuracy of data uploaded to the Software by User, including without limitation User Data (as defined below) and any other data uploaded by Users. In the event GoRules becomes aware of any User Content that is not compliant with the Agreement or applicable law, GoRules may, in its sole discretion, disable, close, temporarily or permanently limit access to any User Account without any notice. GoRules shall not be liable for any loss, damages, or undesirable consequences resulting from such action. **USE OF THE USER DATA** For the purpose of TOS, “User Data” shall mean data in electronic form input or collected through the Software or Service by or from any User, including without limitation personal data (as defined in [Privacy Policy](https://gorules.io/legal/privacy-policy)). The User retains ownership of User Data. Unless it receives the User’s prior written consent, GoRules: (a) shall not access, process, or otherwise use User Data other than as necessary to provide the Service and use of Software (as defined in [Privacy Policy](https://gorules.io/legal/privacy-policy)); and (b) shall not intentionally grant any third-party access to User Data, including without limitation GoRules’s other Users, except subcontractors that are subject to a reasonable nondisclosure agreement. Notwithstanding the foregoing, GoRules may disclose User Data as required by applicable law or by proper legal or governmental authority. **COMPLIANCE WITH DATA PROTECTION LAWS** Providing the Service by GoRules involves processing the User’s personal data (as defined in [Privacy Policy](https://gorules.io/legal/privacy-policy)). The User determines the purposes and means of processing, making them the data controller. By providing the Service, GoRules acts as a data processor and processes personal data on behalf of and according to instructions given by the User. Despite all other provisions of the Agreement, it is in the User's full responsibility to ensure the legal grounds for processing the personal data (as defined in [Privacy Policy](https://gorules.io/legal/privacy-policy)), as well as to properly assess the proportionality of the personal data processing. By entering into Agreement the User warrants and grants to GoRules that the User has secured a valid purpose and legal basis to process personal data via the Service. The User warrants and grants that it has informed the data subjects on all aspects of the processing via the Service or the Software before processing has started and has enforced proper policies and/or has undertaken necessary steps if stipulated by the applicable data protection legislation. The User or Organization shall indemnify, defend, and hold harmless GoRules in full and on-demand from and against any and all liabilities, claims, demands, damages, losses or expenses (including legal and other professional adviser’s fees and disbursements), and penalties incurred by GoRules arising out of or in connection with the User’s breach of the obligations stipulated in this paragraph or applicable data protection laws. **11\. Warranty** Your use of the Products is at your sole risk. The Service is provided on an "as is" and "as available" basis, and GoRules disclaims, to the fullest extent permitted under the applicable law, all statutory warranties and course of performance, course of dealing, and usage related to licensees' and Users' expectations. User is solely responsible for any damage User may suffer resulting from the use of the Service. Without prejudice to the generality of the previous provisions, GoRules does not warrant that: 1. the Service will meet User's specific requirements, nor that the Service will be "fit for purpose" unless GoRules and a User agree otherwise, 2. the Service will be uninterrupted, timely, secure, error-free, or of satisfactory quality, 3. the results that may be obtained from the use of the Service will be accurate or reliable, 4. any errors in the Service will be corrected. GoRules and/or its suppliers make no representations about the suitability, reliability, availability, continuity, timeliness, and accuracy of the Service and Software. 1. Limited warranty for Self-Hosted Paid Products: 1. Our Warranty to You: Subject to the next sentence, GoRules represents and warrants that it is the owner of the Software and every component thereof, or the recipient of a valid license thereto, and that it has and will maintain the full power and authority to grant the IP to the Software set forth in this Agreement without the further consent of any third party. GoRules will never access User Data on Self-hosted Products (this does not apply to the data necessary for registration on the Website), unless required for support reasons, in accordance with the Agreement, or with your explicit permission. 2. Warranty disclaimer: Except for the express warranties in Section 11.1.a. above, **GORULES MAKES NO WARRANTIES, EITHER EXPRESS OR IMPLIED, INCLUDING WITHOUT LIMITATION ANY IMPLIED WARRANTY OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, OR NON INFRINGEMENT OF IP** **OR ANY IMPLIED WARRANTY ARISING FROM STATUTE, COURSE OF DEALING, COURSE OF PERFORMANCE, OR USAGE OF TRADE.** 3. High-risk activities: 1. The Product is not designed, licensed or intended for use in high-risk activities or hazardous environments (including, but not limited to aircraft navigation or communication systems, air traffic control, medical devices, life support machines, autonomous vehicles, nuclear facilities, military or defense operations, spacecraft systems, critical infrastructure control systems, or weapons systems), where failure of the Software could lead to personal injury, death, or environmental damage. 2. We shall not be liable for any damages, losses, or liabilities arising from your use of the Product in such high-risk activities. 5. Wrongful use: 1. We shall not be held responsible for any damages, losses, or liabilities arising from the wrongful use of the Product. 2. You shall be solely responsible for any consequences that may arise from your unauthorized, inappropriate, or illegal use of the Product. 3. You must provide complete information for registration purposes and accurate and up-to-date information (including accurate contact information). Using a false identity is strongly prohibited. 4. Subject to item e. below, you will prevent any other person from using your account. 5. You must maintain the security of the account and password, and share it solely with authorized persons. User is responsible and liable for any use of the Website, Service, or Software through User’s account, whether authorized or unauthorized. GoRules cannot be held liable for any loss, damages, or expenses incurred due to User’s failure to comply with this obligation. If you become aware of any unauthorized use of your account, you need to immediately notify us by sending an email to [legal@gorules.io](mailto:legal@gorules.io). 6. You will not engage in activity that violates the privacy of others, or any misuse or unlawful processing of personal data, nor will you publicly display or use Software to share inappropriate content or material. 7. You will not access the Service or the Software to build a competitive product or service, to build a product using similar ideas, features, functions or graphics, or to copy any ideas, features, functions, or graphics. 8. You will not engage in web scraping or data scraping on or related to the Software, including without limitation collection of information through any software that simulates human activity or any bot or web crawler. 9. You will not automate access to the Website or the Service, including, without limitation, through the use of APIs, bots, scrapers, or other similar devices. You acknowledge and agree that your use of the Product is at your own risk. You are solely responsible for evaluating the suitability, use, and results of the Product for your intended purposes. **12\. Termination** This Agreement shall continue until either party terminates it. Termination by User: You may terminate the Agreement by providing written notice to us or by cessation of use of the Service. If you cancel the subscription during the subscription term, no refunds will be granted and you will be able to access Software until the end of the current term that you paid for, unless your User Account is otherwise suspended. If you use any Paid Plan that involves a recurring payment of a fee, we will continue collecting the fee for the Service using any credit card we have on record for you, until we are notified about cancellation or non-renewal. Termination by Us: We reserve the right to terminate the Agreement at any time by providing written notice to you. Upon termination, any outstanding fees become immediately due, and no refunds shall be issued for any fees paid prior to the termination. Termination takes effect at the end of the current subscription term, provided that you have paid the fees for the entire subscription period. GoRules may immediately terminate this Agreement and suspend your access to the Services and User Account if you do not pay the fees when due in accordance with your Paid Plan. If you fail to pay any part of the subscription fee when due, we may suspend your access to the Services and User Account until all outstanding amounts are fully paid. We reserve the right to terminate this Agreement if the overdue payments remain unpaid. You are obligated to pay the full subscription fee for the agreed subscription period, regardless of any agreed payment schedule. GoRules may deny you access to all or any part of the Service or terminate your account with or without prior notice if you engage in any conduct or activities that GoRules determines, at its sole discretion, violate this Agreement or the rights of GoRules or any third party, or are otherwise inappropriate. Effect of Termination and Survival: 1. All rights and licenses granted under this Agreement shall immediately terminate, and all Orders Forms (if applicable) shall consequently be automatically terminated. 2. User shall cease all use of the Product and delete, destroy, or return all copies of the Self-hosted Product and documentation in its possession or control. Any use of Product after the license has expired shall constitute a breach of GoRules’ IP and will entitle GoRules to copyright infringement damages. Upon termination of the license to use Self-hosted Product, User is obliged to delete Software and the Content from all the devices, prevent all users who have been using Self-hosted Product via the license obtained by User, and present GoRules with the proof of cessation of all activities authorized by the Agreement. Until GoRules receives User’s notice of cessation of use of the Product, it shall be deemed that the User is using Product 3. User may export and save the User Content that is related to the User’s product (release) via an “export” option offered by Software prior to the termination date. 4. Termination of the Agreement shall not relieve either party of any obligations or liabilities accrued prior to the termination. The following provisions will survive termination of this Agreement: · Any obligation of the User to pay for the Service · Section 5 (Intellectual Property) · Section 13 (Indemnity) · Section 11 (Warranty) and Section 14 (Limitation of Liability) · Section 15.6 (Governing Law and Jurisdiction) · Any other provision of this Agreement that must survive to fulfill its essential purpose. **13\. Indemnity** You agree to defend, indemnify, and hold harmless GoRules and its affiliates from any third-party claims, damages, or expenses (including reasonable attorneys’ fees) arising out of or related to your use of the Products and Services, including but not limited to: 1. Any use or misuse of the Product or Services by you or any authorized user. 2. Claims or damages from your reliance on the accuracy, completeness, or reliability of the Product. 3. Third-party IP infringement claims related to your use of the Product, or invasion of privacy arising from hosting, sharing, or using User Content. 4. Any activity on User Account unless such activity was caused by the act or default of GoRules. 5. Any breach of this Agreement, applicable regulations, industry standards, or its terms and conditions by you. 6. Any violation of third-party terms resulting from your use of the Product. 7. Any other claims, actions, or damages arising from your access to or use of our Product, including but not limited to: 1. Personal injury or property damage 2. Any unauthorized access or use of your account or any breach of security 3. Processing of User’s personal data **14\. Limitation of Liability** To the maximum extent permitted by the applicable law, GoRules and its affiliates shall not be liable for: 1. Any harm from use or inability to use the Software; 2. Issues from third-party installation, customization, or modifications; 3. Failure to install updates, patches, or upgrades; 4. Unauthorized access to User Content; 5. Unauthorized use of User credentials. GoRules shall not be liable for indirect, incidental, special, or consequential damages (e.g., loss of data, profits, or business) arising from use or performance of the Software, delays or failure in using the Software or Services, or any information or services accessed through the Software. If any of the foregoing limitations are deemed unenforceable or in the event any liability of GoRules is established, GoRules’ total liability will not exceed the amount paid by the User in the 12 months prior to the claim, or EUR 100 if no payment was made. You agree that this limitation of liability represents a reasonable allocation of risk and is a fundamental element of the basis of the bargain between GoRules and you. You understand that the Website, Service, and Software would not be provided without such limitations. This Section does not exclude mandatory liability for wilful breach by GoRules of any of its obligations, or death or personal injury caused by a defective item produced by GoRules. Neither party is liable for failure to perform due to unforeseeable and uncontrollable events (force majeure), such as natural disasters, war, cyber-attacks, or internet outages. GoRules does not provide its Users with legal advice regarding compliance, data privacy, or other relevant applicable laws in the jurisdictions in which they use the Service, and any statements made by GoRules to you shall not constitute legal advice. **Exclusion of Liability for Data Security for Self-hosted Products**. Given that all the User Content is hosted on the User’s server or server chosen by the User, the security of the User’s data and the User Content and application of the physical, technical, administrative, organizational, and other measures is in the User’s full responsibility. Under no circumstances GoRules may be held accountable for any security data breach, unauthorized access, use, disclosure, or any other illegal activity related to the User’s data (including personal data). **15\. Miscellaneous** 1.     Third Party Websites. The Product may include links to websites or resources operated by third parties, which are provided solely for your convenience. We have no control over such websites or resources, and we are not responsible for any information, materials, or links displayed on such third-party sites. Placing links to third-party websites on the Website does not imply that GoRules recommends or approves services or products offered through such websites. 2. Entire Agreement: This Agreement (as amended from time to time) constitutes the entire agreement between you and GoRules relating to the subject matter herein and supersedes any other agreements, whether oral or written, and this Agreement shall prevail over any such agreements. 3. Severability: If any provision of this Agreement is found to be invalid, illegal, or unenforceable, the remaining provisions shall continue in full force and effect. 4. Confidential Information: “Confidential Information” refers to the following information that one party to this Agreement ( “Discloser”) discloses to the other ( “Recipient”): (a) any information Discloser designates as “Confidential”, either orally or in writing; (b) any object code and source code disclosed by GoRules together with all documentation and any names of actual or potential customers disclosed by User, whether or not marked as confidential; and (c) any other non-public, sensitive information Recipient should reasonably consider a trade secret or otherwise confidential. Information from Order Form shall always be considered confidential. Confidential Information does not include information that: (i) is in Recipient’s possession at the time of disclosure; (ii) is independently developed by Recipient without the use of or reference to Confidential Information; (iii) becomes known publicly, before or after disclosure, other than as a result of Recipient’s improper action or inaction; or (iv) is approved for release in writing by Discloser. Nondisclosure. Recipient agrees to use Confidential Information only for purposes related to this Agreement and to keep it confidential during the term and for 5 years after termination, except that any Confidential Information constituting trade secrets, source code, or object code shall be protected for as long as such information remains a trade secret under applicable law or for 10 years after termination, whichever is longer. Recipient may only share it with employees or contractors who need access, are bound by similar confidentiality obligations, and may not disclose it to other persons without Discloser’s written consent. Recipient is obliged to promptly report any known misuse or unauthorized access. Termination & Return. Upon termination of this Agreement, Recipient shall return all copies of Confidential Information to Discloser or certify, in writing, the destruction thereof. 5. Assignment: You may not assign or transfer any rights or obligations under this Agreement without the prior written consent of GoRules. 6. Governing Law and Jurisdiction: Any dispute, controversy, or claim arising out of or in connection with this Agreement shall be resolved through arbitration administered by the International Court of Arbitration of the International Chamber of Commerce (ICC) in accordance with the ICC Rules of Arbitration. The seat of arbitration shall be Belgrade, Serbia, and the arbitration proceedings shall be conducted in English. The arbitration hearings and conferences shall be held remotely by videoconference, telephone, or other appropriate means of communication, unless otherwise agreed by the parties. The governing law of this agreement shall be the substantive law of the Republic of Serbia, without regard to its conflict of laws principles. If the above agreement, with respect to arbitration, proves to be void or unenforceable, all disputes to which it was intended to apply shall be subject to the exclusive jurisdiction of the competent court in the Republic of Serbia. Notwithstanding the provisions above, GoRules may, at its absolute discretion, assert and seek the protection of its IP and rights concerning Confidential Information or data processing anywhere in the world. **16\. Contact Us** If you have any questions about these Terms, You can contact us via [support@gorules.io](mailto:support@gorules.io).  ![](https://cdn.builder.io/api/v1/pixel?apiKey=94824ef0644d4e0891d655aa6e8ece0d) --- ## Terms of Service 2024-10-24 - GoRules **URL:** https://gorules.io/legal/terms-of-service-2024-10-24 **Description:** This Agreement states the Terms of Service that apply to your use of the services. # Terms of Service _Last updated: 24.10.2023_ These Terms of Service ("Terms" or “TOU”) govern the relationship between the parties, GoRules Technologies DOO with registered seat at Trg Narodnog Ustanka 2, Čačak, the Republic of Serbia, CIN: 21925713 TIN: 113787086 (“GoRules”, "we," "us," or "our") and the User ("you" or "your"). In this agreement and in each related document, these words, phrases and expressions have these meanings: - "Agreement" means the contract comprising these Terms of Use (as amended from time to time in accordance with Section 3), [Privacy Policy](/legal/privacy-policy), [Cookie Policy](/legal/cookie-policy), [Pricing Plan](/pricing), and any supplemental license terms that accompany the Software and any terms linked in this document. - “Product” or “Software” means the GoRules software platform, related products and services that we provide, individually and collectively, upgrades, enhancements, modifications, extensions, new features, and possible replacements provided by GoRules, now existing or later developed, and other programs and tools, developed in conjunction therewith, including: - Cloud-based service, whereby GoRules is making available the Software, the User Account and the Content (including the related mobile apps, desktop apps and extensions as well as other computer programs GoRules makes available in conjunction therewith) on-demand (Cloud Lite). - Software installed on a licensed User's device and hosted by that User (Self-Hosted), as further explained here. The Self-hosted Product is accessed by registering on the Portal and by obtaining the software license keys for it. Also, it is important to note that this definition does not encompass any open-source software developed by GoRules. - “Business Day” means any working day, Monday to Friday inclusive, excluding statutory holidays applicable to the territory of the GoRules registered seat. - "Content" means all Product’s features and technical resources available to Users, including but not limited to information, data, text, photographs, videos, audio clips, software, scripts, graphics and interactive features generated, provided, or otherwise made accessible on or through Product. - “Defect” means any deviation from the defined functionality as defined for the GoRules product. - "Environment" means a collection of hardware and software components that enable the use of the Service. - "Enterprise" means a User which is a legal entity. - "Free Plan" means features that are included in the free version of Cloud Lite or Self-Hosted Product. - "Intellectual Property Rights" means any and all registered and unregistered rights granted, applied for or otherwise now or hereafter in existence under or related to any patent, copyright, trademark, trade secret, database protection or another intellectual property right, and all similar or equivalent rights or forms of protection, in any part of the world. - "Paid Plan" means any subscription plan that we charge as explained [here](/pricing). - "Portal" means part of our website where, after registering on it, you can obtain a license and software license keys to access the Self-hosted Product, available [here](https://portal.gorules.io). - "Privacy Policy" means GoRules’ personal data protection policy available [here](/legal/privacy-policy). - "Service" means making the Product available by GoRules in any version (both Cloud and Self-hosted), in full or in part, including any updates, upgrades, enhancements, modifications, new features, programs and tools. - "Subscription Term" means the period for which the Paid Plan is made available to a User, provided User adheres to the obligations arising from the Agreement. The subscription is on a monthly basis. - "Terms of Use" or "TOU" means these rules that govern the use of the Service. - "User", "You", “you” and “your'' refers to any person or entity, other than GoRules, that uses, accesses, downloads, saves, installs, possesses, controls, or receives the Service or the Software or any part thereof. The term User encompasses different categories of users which: 1) may be divided based on the access level 2) may be divided based on the type of Service they use 3) are using Software as natural persons or as legal entities. Users should interpret the term as referring to them unless the context suggests otherwise. - "User Account" means an account provided by Software, whose purpose is to allow User to access and use Content or certain parts of it and create User Content. - "User Content" means any content provided by User in Environment or anywhere else on Software, including any entered, recorded, stored, used, controlled, modified, disclosed, transmitted or erased information and data. - "User's device" means the designated system (server) capable of running the Software. - "Website" means the websites located at https://gorules.io/ as well as the related mobile apps and desktop apps and all browser extensions collectively or each of them individually. # 1\. Who can use Products? The Service is solely intended for those who have full legal capacity. If you are a natural person, you need to be at the age of majority (legal age) to be able to use the Service. Legal age depends on the national legislation applicable to the User (probably you need to be 18 years old). By using the Service, you represent that you are of legal age. If you are not at the required age, please stop using the Service or Products immediately. An Admin must ensure that any User, who is a natural person, whom he causes to become a User (for example, by inviting the person to access the Service) has full active legal capacity. The Service is primarily aimed at businesses and companies. However, if you are using the Service as a natural person for a purpose unrelated to trade, business, or profession and wish to rely on consumer protection legislation, you need to notify GoRules before you start using the Service and before subscribing to any Paid Plan. In the event a User fails to send such notification to GoRules, the User will not be able to rely on any applicable consumer law and will not be able to invoke any consumer rights (including the right to withdraw from the Agreement). If you are an individual User, or are accessing the Service or Software, or are otherwise browsing the Website, this Agreement is between you, individually, and GoRules. GoRules reserves the right to manage its User profile, the risks it will assume, the industries it will serve, and the locations where it will do business, including choosing to not provide Service to certain groups parties, industries, or companies in certain countries, in its sole discretion. # 2\. Acceptance of Terms User shall be bound by this Agreement in any of the following situations, whichever occurs first: 1. Upon creating a User Account (including when being invited by the Admin). Creating a User Account entails an obligation to verify the User’s email. 2. If User agrees to or is deemed to have agreed to the Agreement. Any use, access, or attempt to use or attempt to access the Software or the Service shall be considered deemed to agree. 3. If User installs or attempts to install a Self-hosted version. 4. If User makes the payment for the Paid Plan. By using this Product you acknowledge that you have read, understood, and accepted these Terms of Service in their entirety. These Terms of Service constitute a legally binding agreement between you and us. If you are entering into this agreement on behalf of a company or other legal entity, you represent that you have the authority to bind that entity to these Terms of Service. You acknowledge that GoRules may modify the features and functionality of the Service during the Term of the Agreement. GoRules shall provide You with commercially reasonable advance notice of any deprecation of any material feature or functionality. If You are dissatisfied with the terms of this Agreement or any modifications to this Agreement or the Service, You agree that your sole and exclusive remedy is to terminate your subscription and discontinue use of the Service. # 3\. Changes to the Agreement We reserve the right to modify or update these Terms of Service or any part of the Agreement at any time, and at our sole discretion. We will provide notice of material changes to the Terms of Service by means of communication through the Product, or through other appropriate channels, including via email. Your continued use of the Product after such notification, constitutes your acceptance of the revised Terms of Service. If you use Cloud Product, you are cautioned to review the Terms of Use posted on the Website periodically. Any changes shall enter into force upon being published on the Website (including via the User Account) and/or after at least 10 days after you have received a notification from us via email. Your continued access or use of the Website after any such change will constitute your acceptance of these changes. If you do not agree to the new terms of Agreement, and you have not subscribed to any of the Paid Plans, you must stop using Cloud Product and delete your account. If you are subscribed to any of the Paid Plans, the existing Agreement will continue to be valid until the expiration of the then-current billing term (for example, until the expiry of the month for which Customer has already made payment to GoRules), unless the Parties agree otherwise (including the agreement which entails an implicit consent by the Customer’s continued use). If you use Self-hosted Products, GoRules will send you the notification on the amendments of TOU. If you do not agree to the new TOU, you must notify GoRules within 10 days from receipt of such notification or delete your User Account. If you fail to send such notification to GoRules or delete your User Account, your continued use will be deemed as acceptance to the new TOU. If you do not wish to comply with the new TOU and you send a notification with the refusal to comply within 10 days, the existing Agreement will continue to be valid until the expiration of the then-current billing term (for example, until the expiry of the month for which Customer has already made payment to GoRules), unless the Parties agree otherwise. # 4\. Use of the Product 1\. Authorization to use: 1. If you are a natural person using Cloud Product, subject to your compliance with the terms and conditions of the Agreement and your payment of all applicable fees (if any), we grant you a personal, limited, non-exclusive, non-transferable, revocable authorization to access and use the Service for your personal purposes in accordance with the Agreement and any other instructions on the Website. 2. If you are an Enterprise using Cloud Product, in consideration of your acceptance to this Agreement and your payment of all applicable fees (if any), we grant you a limited, non-exclusive, non-transferable (or restrictedly-transferable), revocable authorization to access and make use of the Service solely for your internal business purposes, in accordance with the Agreement and any other instructions on the Website. Nothing in this Agreement obligates GoRules to deliver or make available any copies of computer programs or code to the User of Cloud Product, whether in object code or source code form. The granted authorization allows you to access and use the Product in accordance with the documentation, user guides, and instructions provided by us. You agree to use the Product only for their intended purposes and in compliance with all applicable laws and regulations. If you are a User of the Self-hosted Product, please see Section 15 of TOU. 2\. Restrictions: 1. Except as expressly permitted by this Agreement or with prior written consent from us, you shall not, and shall not allow any third party to: 1. Copy, publish, modify, create derivative works or transfer in any way the Product, Website, Service or any portions of the foregoing; 2. Reverse engineer, decompile, or disassemble the Product, or attempt to derive the source code; 3. attempt to access or derive the source code or architecture of the Software or work around any technical restrictions or limitations in the Software; 4. Remove, alter, or obscure any proprietary notices or labels on the Product; 5. Use the Product to develop a competing product or service; 6. Use the Product in any way that violates applicable laws, regulations, or third-party rights; 7. Transmit, store, or distribute any content that is unlawful, harmful, threatening, defamatory, obscene, or otherwise objectionable; 8. Interfere with or disrupt the integrity or performance of the Product or their associated infrastructure; 9. Use any automated system, including bots or spiders, to access or interact with the Product, unless explicitly permitted by us; 10. Share, rent, lease, lend, sell, or sublicense the Product to any third party without our prior written consent. # 5\. Intellectual Property Rights 1. Ownership: Our Product, and its entire Content (including but not limited to the original source code, Website copy, images, graphic elements, design, databases, logo or other signs, domain, trade name and business name, trademarks or service marks, any customized work and other related materials) including all associated intellectual property rights, are owned and retained by us or our licensors.. Users have only the rights specified under Section 4 and Section 15 of this Agreement. Users may not acquire any other Intellectual Property Rights under this Agreement. Software is made available on a limited-access basis, and no ownership right may be conveyed to any User, irrespective of the use of terms such as "purchase" or "sale" in TOU or anywhere on the Website. Any unauthorized use of the Content and/or any part of it, without the permission of the owner of Intellectual Property Rights, shall be deemed an infringement of Intellectual Property Rights. GoRules will take all legal remedies to protect its Intellectual Property Rights immediately upon the knowledge of such unauthorized use. GoRules also reserves all Intellectual Property Rights not expressly granted in this Agreement. 2. Restrictions: You shall not, directly or indirectly, reproduce, modify, distribute, sell, rent, lease, sublicense, or create derivative works based on our Product in whole or in part, or circumvent any subscription or payment requirements through database manipulation or other means, unless expressly permitted in writing by us. Except for the rights granted under Section 15 of TOU, any copying of Content or downloading Content in part or whole is permitted only by written consent from GoRules. 3. No Resale: You agree not to resell or licence our Product without our prior written consent. 4. Protection of IP: You shall take reasonable measures to protect our intellectual property rights, including but not limited to any trademarks, copyrights, or trade secrets associated with our Product. You shall not remove, alter, or obscure any proprietary notices or labels present in the Product. 5. Feedback: If you provide us with any feedback, suggestions, or ideas regarding the Product, you hereby grant us a perpetual, irrevocable, worldwide, royalty-free licence to use and incorporate such feedback into the Product without any obligation to compensate you. 6. User's IP Rights: You acknowledge and agree that any User Content, i.e data you input or generate using the Product belongs exclusively to you. We do not claim any ownership over the data you create or provide through our Software. Furthermore, any intellectual property rights associated with the content or materials you create using the Product are retained by you. We do not assert any ownership or control over your creations. # 6\. Ordering a product, Subscriptions, and Usage Limitations 1. Ordering process: 1. Product Selection and Payment: To order the Product from us, you must select the desired option from the options available on our Website. Upon selecting the option, you will proceed with the payment process, providing the necessary payment information and completing the transaction through the designated payment gateway. 2. Information Submission and Accuracy: During the ordering process, you may be required to provide certain information relevant to your order, including but not limited to your name, email address, phone number, credit card number, credit card expiration date, billing address, and shipping information. You represent and warrant that you have the legal right to use the chosen payment method(s) provided in connection with your order and that you have the authority to bind your organisation to a subscription contract. You further represent and warrant that the information you supply to us is true, correct, and complete. User must keep all the billing data complete and accurate (such as a change in billing address, credit card number, or credit card expiration date) and must promptly notify GoRules if payment method has changed (for example, for loss or theft) or if User becomes aware of a potential breach of security, such as the unauthorized disclosure or use of name or password. If User fails to provide any of the foregoing information, User agrees that GoRules may continue charging for any use of the Service unless User has terminated Agreement as set forth herein. 3. Consent to Information Sharing: By submitting the aforementioned information, you grant GoRules the right to provide this information to payment processing third parties for the sole purpose of facilitating the completion of your order, including payment processing and verification. 4. Formation of Agreement: By successfully completing the payment process, you are placing an order for the selected Product and establishing a binding agreement between you and GoRules. This agreement incorporates these Terms of Service and any additional terms and conditions specified during the ordering process. 5. Electronic Delivery: The Product offered by GoRules is delivered electronically unless otherwise specified. Delivery methods may include email, file transfer, or other means of electronic transmission. In the case of self-hosted subscriptions or certain software or products requiring software installation, a software licence key, where required, will be provided electronically to enable usage and compliance with the terms of this agreement. 3. Subscription and Auto-Renewal: 1. Monthly Subscription: We support monthly subscription plans for the Product. By subscribing to the Paid Plan you agree to pay the recurring monthly subscription fee as specified during the ordering process or in the corresponding agreement. 2. Auto-Renewal: Unless you cancel your subscription in accordance with the cancellation terms outlined in this agreement, your subscription will automatically renew on a monthly basis. The renewal will be processed using the payment information provided during the initial subscription. 3. Upgrading subscription: As a User you may upgrade your plan at any time. By upgrading your plan we mean either switching to a Paid Plan, and/or switching to any plan that offers more extra features. Plans may be upgraded as follows: - **Upgrading from the Free Plan to any Paid Plan** You are instantly being charged for the next billing period and, after payment, you obtain immediate access to all extra features for the Paid Plan you choose. - **Upgrading to a higher Paid Plan** You are instantly being charged for the next subscription term on a pro rata basis and you obtain immediate access to all extra features for the higher plan. Your next billing date is after the expiry of the subscription term starting from the next day from the day payment has been made. 4. Downgrading subscription: As a User, you may downgrade your Paid Plan at any time. By downgrading your Paid Plan we mean either switching to a Free Plan or a plan that offers less or no extra features. Plans may be downgraded as follows: - **Downgrading from any Paid Plan to Free Plan** After your then-current subscription term expires, your access to the extra features will be denied and you can continue to use the Free Plan. - **Downgrading to a lower Paid Plan** After your then-current subscription term expires, your access to the extra features offered in the current Paid Plan will be denied, you will be charged for the lower Paid Plan, based on the subscription term you chose and you can continue to use the lower Paid Plan. 4. Usage Limitation: 1. Product Usage Limits: Certain parts of the Product offered by GoRules may have usage limitations imposed. These limitations may include restrictions on the number of users, API calls, storage capacity, or other usage metrics. We reserve the right to enforce these limitations and take appropriate actions, including the suspension or termination of your access to the Product in case of non-compliance. 5. Support and Maintenance: 1. Support Provision: 1. Paid Product: For some paid Products offered by GoRules, we provide support and maintenance. The availability and extent of support may vary depending on the Product and subscription plan. Please find more information [here](/pricing). 2. Free Product: Free Product offered by GoRules does not include guaranteed support and maintenance. Support for the free Product is provided at GoRules' discretion and without any service level agreements. 2. Maintenance and Updates: 1. Updates: We may release updates, upgrades, or new versions of our Product from time to time. These updates may include bug fixes, security patches, feature enhancements, or performance improvements. It is recommended that you keep your version up to date by applying these updates to ensure optimal performance and security. Such updates are subject to this Agreement, unless other terms accompany the updates, in which case, those other terms apply. Providing updates is at GoRules' sole discretion. 2. Maintenance Downtime: Occasionally, we may need to perform scheduled maintenance for Paid Products, during which the Product may be temporarily unavailable. We will make commercially reasonable efforts to notify you in advance of any scheduled maintenance that may affect your access to the Product. The User is not entitled to engage a third party to provide maintenance services on Software. 3. Additional Terms: Additional terms and conditions pertaining to support and maintenance, such as response times, service level agreements, and eligible support channels, may be communicated separately or specified in the corresponding agreement. # 7\. Payment Terms 1. Invoicing and Payment: 1. Invoicing and Payment Obligation: For the Product to be delivered to you, unless otherwise stated in a separate agreement, you are obligated to make payment to GoRules prior to the date of delivery. The delivery date refers to the date on which the Product becomes available or accessible to you. 2. Non-Cancelable and Non-Refundable Payments: All payments accrued under these Terms of Service are non-cancellable and non-refundable, unless otherwise expressly stated in this agreement or by GoRules in writing. If the Agreement or a Paid Plan is terminated or varied during a certain billing period, the User shall not be entitled to any refund concerning that billing period. In addition, payments made for the future billing periods will not be refunded unless the Parties explicitly agree otherwise. You understand that cessation of use of the Service will not entitle you to any refund. If you do not use the Service, you need to cancel the subscription to any Paid Plan and switch to Free Plan or close the User Account. 3. Price: Any price may change at any time and will become binding on the User upon the following conditions: (1) GoRules has sent a 7-days-period-notice; (2) The User did not unsubscribe from the Paid Plan within such a period or by the end of the then-current term, whichever date is later. Such notice may be sent to a User by email to your most recently provided email address or posted on the Website or by any other manner chosen by GoRules in its commercially reasonable discretion. You will be deemed to have received any such notice that is posted on the Website on the day following the date it was posted. 2. Taxes: 1. Tax Liability: It is your responsibility to bear any applicable public duties associated with the purchase of the Service. 2. Tax Calculation and Payment: You will remit payment to us for the Product without any deductions for taxes or other deductibles, including but not limited to bank fees, currency conversion charges, wire transfer fees, or remittance fees that may be applicable in your country of residence or operations. If GoRules is required to collect or remit Taxes imposed on you, such Taxes will be invoiced to you, such as VAT where applicable unless you provide GoRules with a valid and timely tax exemption certificate or other required documentation authorised by the appropriate taxing authority. Please note that in certain jurisdictions, sales tax is due on the total purchase price at the time of sale, and it must be invoiced and collected at the time of the sale. 3. Withholding Delivery for Non-Payment: 1. Non-Payment Consequences: Failure to make payment or pay on time for any outstanding invoices may result in the withholding of delivery or access to the Product until your account balance is paid in full. 2. Account Balance Settlement: You shall settle your account balance by making the payment in the amount specified by the invoice issued by GoRules. It is your responsibility to ensure that payment is made by the specified due date to avoid any disruptions in the delivery or access to the Product. 3. Suspension or Termination: In the event of non-payment or delayed payment, GoRules reserves the right to suspend or terminate your access to the Product, and may exercise any other rights or remedies available under applicable law. If your default payment instrument is declined for any reason, we may deny access to the Paid Plan immediately. # 8\. Data Security, User Content, User Data, Personal data protection ### **DATA SECURITY** 1. Cloud-based Product: 1. We are committed to implementing and maintaining reasonable security measures to protect the customer data stored in the cloud-based Product. 2. We use industry-standard security practices to safeguard customer data from unauthorised access, loss, or disclosure. We make our best efforts to ensure the highest level of data security. While no security measures can provide an absolute guarantee, we continuously update and enhance our security measures to mitigate risks and safeguard your data to the best of our ability. 3. The User recognizes and agrees that providing and using cloud-based services involves risks of unauthorized disclosure or exposure and by accessing and using the Software, the User assumes such risks. GoRules offers no representation, warranty, or guarantee that User Data will not be exposed or disclosed through errors or the unlawful actions of third parties. 2. Self-Hosted Product: 1. If you choose to use the self-hosted version of the Product, you acknowledge and agree that you are solely responsible for the security of your own data (User Data) and systems. 2. We are not liable or responsible for any unauthorised access, loss, or disclosure of data, including the User Data that occurs as a result of your hosting and security practices. 3. We also collect personal data during registration on the Portal, which is necessary to obtain access software license keys to the Self-hosted product. When collecting, processing, and storing this personal data, we will apply an equal level of data security as described in paragraph 1 of this section, points a) to c), which pertains to the Cloud-based Product. 3. Backup and Redundancy: It is recommended that you regularly back up your data to ensure its availability and integrity. 4. Compliance with Regulations: it is your responsibility to understand and comply with any additional regulations or requirements specific to your industry or jurisdiction. ### **SECURITY INCIDENT** **External Incident**: In the event of an accidental, unauthorized, or unlawful destruction, loss, alteration, disclosure of, or access to, personal data (a “Security Incident”), that impacts the personal data you maintain through Cloud Product, and which is perpetrated by anyone other than your employees, contractors or agents, upon discovery of such Security Incident, GoRules will: (a) initiate remedial actions that are in compliance with applicable law and consistent with industry standards; and (b) notify you of the Security Incident, its nature and scope, the remedial actions GoRules will undertake, and the timeline within which GoRules expects to remedy the Security Incident. You will be responsible for fulfilling your obligations under applicable law. **Internal Incident**: In the event of a Security Incident which is perpetrated by your affiliate, employee, contractor, or agent, or due to your failure to maintain your systems, network, or User Data in a secure manner, you shall have sole responsibility for initiating remedial actions and you shall notify GoRules immediately of the Security Incident and steps you will take to remedy such incident. In our sole discretion, we may take any action, including suspension of your access to the Service, to prevent harm to you, us, the Service, or other third parties. You waive any right to make a claim against us for losses you incur that may result from our actions. ### **USER CONTENT** Users are also solely responsible for all text, documents, User Data (as defined below), or other User Content or information uploaded, processed, entered, or otherwise transmitted in connection with your use of the Service and/or Software. By accepting this Agreement, each User warrants, represents, and covenants that the User owns or has a valid and enforceable license to use all User Content. User Content will not infringe, misappropriate or violate the rights of any person or entity, or any applicable law, rule, or regulation of any government authority of competent jurisdiction. Without limiting the foregoing, any feature(s) of the Service and/or Software that may permit you to temporarily save or otherwise store User Content is offered for your convenience only and GoRules does not guarantee that the User Content will be retrievable. You are solely responsible for saving, storing, and otherwise maintaining User Content including by maintaining backup copies of your User Content on appropriate independent systems that do not rely on the Service and/or Software. GoRules reserves the right to refuse, limit or cancel the Service, terminate User Accounts, or remove or edit User Content at its sole discretion. Therefore, when investigating alleged violations of this Agreement, GoRules reserves the right to review your User Content to resolve the issue (such as to prevent harmful or illegal activity). GoRules may also access the User Content when providing technical support or when performing other legal obligations under this Agreement. Nevertheless, GoRules has no obligation to monitor User Content (and will make no attempt to do so) and has no obligation to remove any User Content. GoRules cannot be held responsible for any loss, damage, expense, or other harmful consequences to any User resulting from User Content. GoRules will have no responsibility or liability for the accuracy of data uploaded to the Software by User, including without limitation User Data (as defined below) and any other data uploaded by Users. ### **USE OF THE USER DATA** For the purpose of TOU, “User Data” shall mean data in electronic form input or collected through the Software or Service by or from any User (in the broadest possible interpretation of the term), including without limitation personal data (as defined in [Privacy Policy](/legal/privacy-policy)). Unless it receives User’s prior written consent, GoRules: (a) shall not access, process, or otherwise use User Data other than as necessary to provide the Service and use of Software (as defined in [Privacy Policy](/legal/privacy-policy)); and (b) shall not intentionally grant any third-party access to User Data, including without limitation GoRules’s other Users, except subcontractors that are subject to a reasonable nondisclosure agreement. Notwithstanding the foregoing, GoRules may disclose User Data as required by applicable law or by proper legal or governmental authority. GoRules shall give the User prompt notice of any such legal or governmental demand and reasonably cooperate with the User in any effort to seek a protective order or otherwise to contest such required disclosure, at the User’s expense. As between the Parties, the User retains ownership of User Data. ### **COMPLIANCE WITH DATA PROTECTION LAWS** Providing the Service by GoRules involves processing the User’s personal data (as defined in [Privacy Policy](/legal/privacy-policy)) including the processing of personal data of Users who have been invited or enabled to use Products by an Enterprise. The purposes and means of processing are determined by the User (including the Enterprise) and not by GoRules, making the User or Enterprise the data controller. By providing the Service GoRules acts as a data processor and processes personal data on behalf of and according to instructions given by the User or Enterprise. Despite all other provisions of the Agreement, it is in the User's or Enterprise’s full responsibility, according to all applicable privacy legislation, to ensure the legal grounds for processing the personal data as defined in [Privacy Policy](/legal/privacy-policy)), as well as to properly assess the proportionality of the personal data processing. By signing or consenting to the TOU, the User or Enterprise warrants and grants to GoRules that the User or Enterprise has secured a valid purpose and legal basis to process personal data via the Service. The User (including the Enterprise) warrants and grants that it has informed the data subjects on all aspects of the processing via the Service or the Software before processing has started and has enforced proper policies and/or has undertaken necessary steps if stipulated by the applicable data protection legislation (such as, for example, undertaking DPIA). The User or Enterprise shall indemnify, defend and hold harmless GoRules in full and on-demand from and against any and all liabilities, claims, demands, damages, losses or expenses (including legal and other professional adviser’s fees and disbursements), interest, and penalties incurred by GoRules arising out of or in connection with the User’s or Enterprise’s breach of the obligations stipulated in this paragraph or applicable data protection laws. ### **CONSEQUENCES OF THE ILLEGAL USER CONTENT** In the event GoRules becomes aware of the illegal User Content, activities that infringe anyone's Intellectual Property Rights or personal data or any other right, or activities that infringe these Terms of Use, GoRules may, in its sole discretion, disable, close, temporarily or permanently limit access to any User Account without any notice. GoRules may not be liable for any loss, damages, or undesirable consequences resulting from such action. # 9\. Links to Third-party Websites or Resources The Product may include links to websites or resources operated by third parties. These links are provided solely for your convenience, and we do not have control over the content, products, or services offered on or through those websites or resources. We are not responsible for any information, materials, or links displayed on such third-party sites. By using any third-party websites or resources, you acknowledge and accept that you are solely responsible for evaluating the associated risks and assume full responsibility for any consequences arising from your use of them. Placing links to third-party websites on the Website does not in any way imply that GoRules recommends or approves services or products offered through such websites. # 10\. Warranty Your use of Products is at your sole risk. The Service is provided on an "as is" and "as available" basis. Any warranty of GoRules regarding the Website, Service or Software (or part thereof) not expressly stated herein shall be deemed withheld. GoRules disclaims, to the fullest extent permitted under the applicable law, all statutory warranties and course of performance, course of dealing, and usage related to licensees' and users' expectations. User is solely responsible for any damage User may suffer resulting from the use of the Service. No oral or written information or advice given by GoRules or its authorized representatives shall create a warranty or in any way increase the scope of GoRules' obligations. Without prejudice to the generality of the previous provisions, GoRules does not warrant that: 1. the Service will meet User's specific requirements nor that the Service will be "fit for purpose" unless GoRules and a User agree on customization of Product by GoRules in a separate Agreement, 2. the Service will be uninterrupted, timely, secure, error-free, or of satisfactory quality, 3. the results that may be obtained from the use of the Service will be accurate or reliable, 4. any errors in the Service will be corrected. GoRules and/or its suppliers make no representations about the suitability, reliability, availability, continuity, timeliness, and accuracy of the Service and Software. In connection to Cloud Product, GoRules reserves the right (but has no obligation) to do any of the following, at any time: 1. to modify, suspend or terminate operation of or access to Software, or any part of the Service or any feature for any reason, 2. to modify, change, upgrade Software or any part of it, 3. to interrupt the operation of Software or any part of it, as necessary to perform routine or non-routine maintenance, error correction, or other changes, without notice to Users. 1. Limited warranty for Self-Hosted Paid Products: 1. Our Warranty to You: We provide a warranty exclusively to you as a User of Self-hosted Product on Paid Subscription that, for a period of sixty (60) days following the initial delivery of the Product to you (referred to as the "Warranty Period"), the Product will, under normal installation and usage, perform materially as described in the Agreement, its documentation and on the Website (the "Specifications"). Subject to the next sentence, GoRules represents and warrants that it is the owner of the Software and each and every component thereof, or the recipient of a valid license thereto, and that it has and will maintain the full power and authority to grant the Intellectual Property Rights to the Software set forth in this Agreement without the further consent of any third party. GoRules will never access your data (User Data) on Self-hosted Products (this does not apply to the data necessary for registration on the Portal), unless required for support reasons, in accordance with the Agreement or with your explicit permission. 2. Warranty disclaimer: Except for the express warranties in Section 10.1.a. above, **GORULES MAKES NO WARRANTIES, EITHER EXPRESS OR IMPLIED, INCLUDING WITHOUT LIMITATION ANY IMPLIED WARRANTY OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, OR NON INFRINGEMENT OF INTELLECTUAL PROPERTY RIGHTS OR ANY IMPLIED WARRANTY ARISING FROM STATUTE, COURSE OF DEALING, COURSE OF PERFORMANCE, OR USAGE OF TRADE.** GoRules does not warrant that the Self-hosted Product will perform without error or that it will run without immaterial interruption. 3. Please note that this warranty will not apply if: (i) you fail to notify us of any warranty claims during the Warranty Period, (ii) you are on free trial, non paid version of the Product, or (iii) in the case of a Paid plan for Self-hosted Product, (A) you modify or provide maintenance of the Product or any part of it made by anyone other than GoRules, unless GoRules approves such actions in writing, or (B) you do not implement all available updates to the Product that are provided to you free of charge during the Warranty Period or (C) you use the Product in combination with any operating system not authorized in documentation or with hardware or software specifically forbidden by documentation. 4. How We’ll Address a Warranty Breach: In the event that we breach the warranty stated in this section, your sole and exclusive remedy, and our sole obligation, is to address such breach as described herein. At our discretion and at our expense, we will either: (i) repair or replace the defective Product to restore its substantial compliance with the Specifications, or (ii) terminate these Terms and refund to you the fees paid by you to us for the defective Product. 2. High-risk activities: 1. You acknowledge and agree that the Product is not designed, licensed or intended for use in high-risk activities or hazardous environments (for example, aircraft navigation/communication systems, air traffic control, medical device and life support machines, or weapon systems) where failure of the Software could lead to personal injury, death, or environmental damage. Accordingly, this Agreement excludes any High-Risk Activities and User agrees not to use the Software in connection with High-Risk Activities. 2. We shall not be liable for any damages, losses, or liabilities arising from your use of the Product in such high-risk activities. 3. Wrongful use: 1. We shall not be held responsible for any damages, losses, or liabilities arising from the wrongful use of the Product. 2. You agree to use the Product in compliance with applicable laws, regulations, and terms of this agreement. 3. You shall be solely responsible for any consequences that may arise from your unauthorised, inappropriate, or illegal use of the Product. 4. You must provide complete information for registration purposes. 5. You must provide accurate and up-to-date information. The User has to use accurate contact information. Using false identity is strongly prohibited. 6. You will prevent any other person from using your account. Use of the account by more people is prohibited. 7. You must maintain the security of the account and password, and share it solely with the authorized persons. User is responsible and liable for any use of the Website, Service, or Software through User’s account, whether authorized or unauthorized. GoRules cannot be held liable for any loss, damages, or expenses incurred due to User’s failure to comply with this obligation. User will be liable for all losses, damages, liability, and expenses incurred by GoRules or a third-party as a consequence of authorized use of the account. If you become aware of any unauthorized use of your account, you need to immediately notify us by sending an email to [legal@gorules.io](mailto:legal@gorules.io). 8. You will not engage in activity that violates the privacy of others, or any misuse or unlawful processing of personal data, nor will publicly display or use Software to share inappropriate content or material. 9. You will not access the Service or the Software to build a competitive product or service, to build a product using similar ideas, features, functions or graphics, or to copy any ideas, features, functions, or graphics. 10. You will not engage in web scraping or data scraping on or related to the Software, including without limitation collection of information through any software that simulates human activity or any bot or web crawler. 11. You will not automate access to the Website or the Service, including, without limitation, through the use of APIs, bots, scrapers, or other similar devices. Users are fully responsible for all the activities that occur under their User Accounts. 4. Your own risk: 1. You acknowledge and agree that your use of the Product is at your own risk. 2. You are solely responsible for evaluating the suitability, use, and results of the Product for your intended purposes. # 11\. Termination This Agreement shall continue until either: - (1) you cancel your subscription and/or request for your User Account and all of your Environments to be deactivated and deleted; - (2) terminated by GoRules. 1. Breach of Agreement: In the event of a material breach of this Agreement by either party, the non-breaching party may provide written notice to the breaching party specifying the breach and requesting remedy. The breaching party shall have a period of thirty (30) days from the receipt of the notice to remedy the breach, unless the breach is not subject to cure when the termination will have an immediate effect. If the breach is not remedied within the specified period, the non-breaching party may terminate the Agreement and, if applicable, revoke the licence of the breaching party. 2. Termination by User: You may terminate the Agreement by providing written notice to us. If you cancel after your subscription renewal date, you will not receive a refund for any amounts that have been charged. Your cancellation will be effective at the end of your then-current subscription term, subject to applicable law, and you may use the Service until your cancellation is effective (unless your access is suspended or terminated in accordance with this Agreement or the applicable law). In other words, you may use the Service until the end of your subscription term. If you only wish to terminate a Paid Plan and continue with the Free Plan or upgrade/downgrade your Paid Plan to another Paid Plan, please see Section 6.2. If you use any Paid Plan that involves a recurring payment of a fee, we will stop charging the Service from the moment you notify us that you wish to cancel or that you do not want to automatically renew your subscription. Until such cancellation, you understand that we have the right to automatically continue (without notice to you, unless required by the applicable law) to collect the then-applicable fees and any taxes using any credit card we have on record for you. 3. You understand that cessation of use of the Service will not entitle you to any refund. If you do not use the Service, you need to cancel the subscription to any Paid Plan and switch to Free Plan or close the User Account. Termination by Us: We reserve the right to terminate the Agreement at any time, with or without cause, by providing written notice to you. Upon termination by us, any outstanding fees or obligations shall become immediately due and payable. If we terminate after your subscription renewal date, you will not receive a refund for any amounts that have been charged. The termination will be effective at the end of your then-current subscription term, subject to applicable law, and you may use the Service until the termination is effective (unless your access is suspended or terminated in accordance with this Agreement or the applicable law). In other words, you may use the Service until the end of your subscription term. You agree that GoRules may immediately terminate this Agreement if you do not pay the fees when due in accordance with your Paid Plan, and your access to Services and User account will be suspended. GoRules also reserves the right to cancel your subscription and your use of the Service. GoRules may deny you access to all or any part of the Service or terminate your account with or without prior notice if you engage in any conduct or activities that GoRules determines, at its sole discretion, violate this Agreement or the rights of GoRules or any third party, or is otherwise inappropriate. Without limitation, GoRules may deny you access to the Service, or terminate this Agreement and your User Account. We reserve the right to terminate the Agreement immediately if your use of the Product violates any applicable laws or regulations, or if it poses a significant security risk or threat to the integrity or functionality of our systems or networks. GoRules may, at its sole discretion, at any time and for any reason, terminate the Cloud Service, terminate this Agreement, or suspend or terminate any User Account at Cloud Product. GoRules will send notice to User at the email address User provides when creating User Account, or such other email address User may later provide to GoRules. GoRules may, at its sole discretion for any reason, terminate the Service and/or terminate the Agreement with Client in relation to Self-Hosted Products, after the expiry of 30 days from the day the notice of such termination is sent to User. 4. Effect of Termination and Survival: 1. Upon termination of the Agreement, all rights and licences granted under this Agreement shall immediately terminate. 2. Upon termination of this Agreement, User shall cease all use of the Product and delete, destroy or return all copies of the Self-hosted Product and documentation in its possession or control. User admits and acknowledges that any use after the license has expired shall constitute a breach of GoRules’ Intellectual Property Rights and will entitle GoRules, inter alia, to copyright infringement damages. Upon termination of the license to use Self-hosted Product for whatever reason, User is obliged to delete Software and the Content from all the devices, prevent all users who have been using Self-hosted Product via license obtained by User, and present GoRules with the proof of cessation of all activities authorized by the Agreement. The User has to send a written statement to GoRules that Software has been permanently deleted and that User ceased using Software. However, the User may export and save the User Data or User Content via an “export” option offered at Software prior to the termination date. Until GoRules receives such a written statement from the User, it shall be deemed that the User is using Product. 3. Termination of the Agreement shall not relieve either party of any obligations or liabilities accrued prior to the termination. The following provisions will survive termination of this Agreement: - Any obligation of the User to pay for the Service - Section 5 (Intellectual Property) - Section 12 (Indemnity) - Section 10 (Warranty) and Section 13 (Limitation of Liability) - Section 14.6 (Governing Law and Jurisdiction) - Any other provision of this Agreement that must survive to fulfil its essential purpose. # 12\. Indemnity You agree to defend, indemnify, and hold harmless GoRules (including its representatives, officers, directors, employees, affiliates, agents, and contractors) from and against any and all claims, demands, actions, losses, damages, liabilities, costs, and expenses (including reasonable attorneys’ fees) made against GoRules by any third party and all damages, liabilities, penalties, fines, costs, and expenses payable to any third party, due to or arising out of or relating to your Use of Products and the Service, including but not limited to: 1. Use of the Software and Services 1. Any use or misuse of the Product or Services by you or any authorised user. 2. Any claims or damages resulting from your reliance on the accuracy, completeness, or reliability of the Product. 3. Any third-party claim of infringement of copyright or other Intellectual Property Rights or invasion of privacy arising from hosting your User Content on the Software, and/or your making available thereof to other users of the Software, and/or the actual use of your User Content by other users of the Software or related services in accordance with the Agreement. 4. any activity related to your account, be it by You or by any other person accessing your account with or without your consent unless such activity was caused by the act or default of GoRules. 2. Violation of Terms 1. Any breach of this Agreement by you or any violation of the terms and conditions outlined herein. 2. Any claims or damages arising from your failure to comply with applicable laws, regulations, or industry standards. 3. Violation of Third-Party Terms 1. Any infringement of third-party intellectual property rights, including but not limited to copyright, trademark, or patent infringement, arising from your use of the Product. 2. Any violation of third-party terms, including privacy policies or terms of service, resulting from your actions or use of the Product. 4. Other Claims 1. Any other claims, actions, or damages arising from your access to or use of our Product, including but not limited to 1. Personal injury or property damage caused by your use of the Product 2. Any unauthorised access or use of your account or any breach of security related to the Product 3. Your violation of any applicable laws, regulations, or rights of any third party 4. Processing of User’s personal data infringement of any Intellectual Property Rights or any proprietary or personal right # 13\. Limitation of Liability To the maximum extent permitted by the applicable law, GoRules and/or its suppliers, employees and representatives shall not be liable in any event for: 1. any loss, damage, expense, or other harmful consequences resulting from anyone’s use or inability to use Software; 2. any installation, implementation, customization, or modification of the Software not carried out by GoRules; 3. any failure to apply available update, service pack, fix or upgrade that would have avoided the harmful event; 4. any unauthorized access to the User Content; 5. any unauthorized use of any User’s credentials. To the maximum extent permitted by applicable law, in no event shall GoRules and/or its suppliers, employees and representatives be liable for: any indirect, punitive, incidental, special, consequential damages or any damages whatsoever (including, without limitation, damages for loss of use, data or profits, or business interruption) arising out of or in any way connected: - with the use or performance of Software, - with the delay or inability to use Software and the Service, including the provision of or failure to provide Service, - with information, Website, Software, products, Service, and related graphics obtained through Software, or otherwise arising out of the use of Software, whether based on contract, tort, negligence, strict liability, or otherwise. In the event that any of the foregoing limitations are deemed unenforceable or in the event any liability of GoRules is established, to the greatest extent permitted by law, You agree that the entire aggregate liability of GoRules and sole remedy available to any User in any case in any way arising out of or relating to the Agreement, Software or the Service shall be limited to monetary damages that in the aggregate may not exceed the sum of any amount paid (if any) by that User during the twelve months prior to notice to GoRules of the dispute for which the remedy is sought. If the User had no obligation to make such payment during such a period, monetary damages that in the aggregate may not exceed the sum of EUR 100 (hundred euros). You agree that this limitation of liability represents a reasonable allocation of risk and is a fundamental element of the basis of the bargain between GoRules and you. You understand that the Website, Service and Software would not be provided without such limitations. Some countries do not allow the limitation of certain damages, so some or all of this limitation of liability may not apply to you and you may have additional rights. Nevertheless, if any portion of these sections is held to be invalid under the applicable law, the invalidity of such portion shall not affect the validity of the remaining portions of the applicable sections. This Section does not exclude mandatory liability for: 1. Wilful breach by GoRules of any of its obligations; 2. Death or personal injury caused by a defective item produced by GoRules Neither Party shall be liable for breaching its obligations due to a circumstance they reasonably could not have foreseen and which is beyond their control, such as, e.g., a force of nature, an act of a legislative or executive authority, war, civil unrest, an act of terror, strike, non-trivial cyber attack, failure of a third-party hosting, Internet failure or any other circumstance qualifying as force majeure under the applicable law — to the extent that the respective circumstance prevented or hindered the Party’s performance. For the avoidance of doubt, the provisions of this section: 1. are not intended to derogate from, or limit the application of, any statutory limitation or exclusion of liability; 2. shall not be construed to limit the amount of, or excuse User from paying, any fee or other consideration owed hereunder. GoRules does not provide its Users with legal advice regarding compliance, data privacy, or other relevant applicable laws in the jurisdictions in which you use the Service, and any statements made by GoRules to you shall not constitute legal advice. **Exclusion of Liability for Data Security for Self-hosted Products**. Given that all the User Content is hosted on the User’s server or server chosen by the User, the security of the User’s data and the User Content and application of the physical, technical, administrative, organizational, and other measures is in the User’s full responsibility. Under no circumstances GoRules may be held accountable for any security data breach, unauthorized access, use, disclosure, or any other illegal activity related to the User’s data (including personal data). # 14\. Miscellaneous 1. Entire Agreement: This Agreement (as amended from time to time), including any linked documents and additional terms and conditions or agreements referenced herein, constitutes the entire agreement between you and GoRules relating to the subject matter herein and supersedes any prior or contemporaneous discussions, understandings, or agreements, whether oral or written. In case of conflict between any provision herein and any statement, representation, or other information published on the Website or contained in any other materials or communications the provision in the Agreement shall prevail. 2. Severability: If any provision of this Agreement is found to be invalid, illegal, or unenforceable, the remaining provisions shall continue in full force and effect. The parties shall replace the invalid or unenforceable provision with a valid and enforceable provision that achieves the original intent of the Agreement to the maximum extent possible. Any such amendment shall be confined to the minimum necessary to make the provision valid and shall retain as much of its original ambit and meaning as possible. 3. No Waiver: Our failure to exercise or enforce any right or provision of the Terms of Use shall not constitute a waiver of such right or provision. 4. Confidential Information: “Confidential Information” refers to the following information that one party to this Agreement ( “Discloser”) discloses to the other ( “Recipient”): (a) any document Discloser marks “Confidential”; (b) any information Discloser orally designates as “Confidential” at the time of disclosure; (c) any object code and source code disclosed by GoRules together with all documentation and any names of actual or potential customers disclosed by User, whether or not marked as confidential; and (d) any other non-public, sensitive information Recipient should reasonably consider a trade secret or otherwise confidential. Quotation offered by GoRules for the license to use Enterprise plan or for the customization services will at all times be considered confidential. Information User shares with GoRules for the purpose of sending quotation shall be treated as confidential. Notwithstanding the foregoing, Confidential Information does not include information that: (i) is in Recipient’s possession at the time of disclosure; (ii) is independently developed by Recipient without the use of or reference to Confidential Information; (iii) becomes known publicly, before or after disclosure, other than as a result of Recipient’s improper action or inaction; or (iv) is approved for release in writing by Discloser. Nondisclosure. The Recipient shall not use Confidential Information for any purpose other than to facilitate the transactions contemplated by this Agreement ( “Purpose”) during the term of the Agreement and 10 years after its termination (regardless of the ground for termination). Recipient: (a) shall not disclose Confidential Information to any employee or contractor of Recipient unless such person needs access in order to facilitate Purpose and executes a nondisclosure agreement with Recipient with terms no less restrictive than those of this section; and (b) shall not disclose Confidential Information to any other third party without Discloser’s prior written consent. Without limiting the generality of the foregoing, Recipient shall protect Confidential Information with the same degree of care it uses to protect its confidential information of similar nature and importance, but with no less than reasonable care. Notwithstanding the foregoing, Recipient may disclose Confidential Information as required by the applicable law or by proper legal or governmental authority. The Recipient shall give Discloser prompt notice of any such legal or governmental demand and reasonably cooperate with Discloser in any effort to seek a protective order or otherwise to contest such required disclosure, at Discloser’s expense. Recipient shall promptly notify Discloser of any misuse or misappropriation of Confidential Information that comes to Recipient’s attention. Termination & Return. Upon termination of this Agreement, Recipient shall return all copies of Confidential Information to Discloser or certify, in writing, the destruction thereof. 5. Assignment: You may not assign or transfer any rights or obligations under this agreement without the prior written consent of GoRules. GoRules may assign or transfer its rights and obligations under this agreement to a third party upon providing you with written notice. Any assignment or transfer in violation of this section shall be null and void. 6. Governing Law and Jurisdiction: This Agreement shall be governed by and construed in accordance with the laws of the Republic of Serbia, without regard to its conflict of law principles. All disputes arising out of or in connection with the Agreement shall be finally settled by arbitration organized in accordance with the Rules of the Belgrade Arbitration Center (Belgrade Rules). The number of arbitrators shall be one. The place of arbitration shall be Belgrade. The language to be used in the arbitral proceedings shall be English. Specifically excluded from application to this Agreement is that law known as the United Nations Convention on the International Sale of Goods. Any disputes arising out of or relating to this agreement shall be subject to the exclusive jurisdiction of the courts located in the same jurisdiction. If the above agreement, with respect to arbitration, proves to be void or unenforceable, all disputes to which it was intended to apply shall be subject to the exclusive jurisdiction of the competent court in the Republic of Serbia. Notwithstanding the provisions above, GoRules may, at its absolute discretion, assert and seek the protection of its Intellectual Property Rights and rights concerning confidential information or data processing anywhere in the world. 7. Survival: Any provisions of this agreement that, by their nature, should survive termination or expiration, including but not limited to Sections related to Intellectual Property, Confidentiality, Limitation of Liability, and Governing Law, shall survive the termination or expiration of this agreement. # 15\. SELF-HOSTED PRODUCTS Terms of Use in other sections apply generally to all Service and use of Software. Additionally, Section 15 applies to Self-hosted Products and contains specific terms that apply in addition to the general terms of the Agreement. These specific terms govern if there are any conflicts with the general terms. If a User wishes to install Product on its internal device, the User must obtain a license from GoRules. A User is authorized to use Self-hosted Products only if they are properly licensed which means that the User has previously read, understood, and accepted the terms of the Agreement (including provisions applicable to Cloud Products), registered on the Portal and the Software has been properly downloaded and activated with a genuine product key or by other authorized methods provided by GoRules and for the duration of the license. If a Self-hosted Paid Product is being used, a User is authorized to use Self-hosted Product only after the he/she has paid all applicable Fees calculated on the billing page (or set in the invoice issued by GoRules). A copy of the Self-hosted Product created pursuant to this Agreement at the User’s device is being licensed for a limited period of time and cannot be sold, and Client receives no title to or ownership of any copy or of the Software itself. GoRules charges the license for Self-hosted Paid Products monthly in accordance with the [Paid Plan](/pricing) and the offer sent to with User. **License Rights.**During the term of the Agreement, GoRules grants User a limited, non-exclusive, non-transferable, revocable, temporary, non-sublicensable, non-refundable license to install a copy of the Self-hosted Product on the designated User’s device and use the Self-hosted Product solely for User’s internal business use, provided User pays all the agreed Fees and complies with the restrictions set forth in the Agreement. The User’s internal business use shall mean the authorization granted to the User to use Self-hosted Product to provide Software-as-a-Service access to the agreed number of its users. Such internal business use does not include use by any parent, subsidiary, or affiliate of User, or any other third party, and User shall not permit any such use. The User License Rights do not include access to the Product’s source code. **Restrictions on Software License Rights.** In addition to the restrictions set out in Section 4 of the TOU, and without limiting the generality of the foregoing, User shall not: 1. modify, create derivative works from, distribute, publicly display, publicly perform, or sublicense the Self-hosted Product; 2. rent, lease or land the Self-hosted Product; 3. € use the Self-hosted Product for service bureau or time-sharing purposes or in any other way allow third parties to exploit the Software; 4. reverse engineer, decompile, disassemble, or otherwise attempt to derive any of the Self-hosted Product’s source code; 5. reproduce or create more copies of the Self-hosted Product than agreed with GoRules; 6. use Self-hosted Product for more users than agreed in the Agreement with GoRules; 7. attempt to exercise any copyright holder’s rights not specifically granted in the Agreement. Breaching any restriction on the User’s software license rights will cause the User to immediately lose the license and shall entitle GoRules to the copyright infringement damages. **Delivery.** GoRules shall provide the Self-hosted Product and documentation to the User, through a reasonable system of online registration on the Portal, software license key provision, and electronic download, or otherwise agreed between the Parties. Users can electronically download a Self-hosted Product without GoRules’ assistance, but the usage of a Self-hosted Product will be possible only after GoRules provides the User with a software license key through the Portal.The usage of Self-hosted Paid Product will be possible only after the payment has been received by GoRules. In other words, GoRules will provide a software license key for the Self-hosted Paid Product only after the receipt of the payment. **Documentation.** Users can learn more about their rights by accessing the necessary documentation available on our website. # 16\. General Terms These general terms govern the use of our Product, and any other deliverables provided by GoRules. By accessing or using the Product, you agree to be bound by these terms. All communications, notices, and agreements between you and GoRules shall be conducted in the English language, unless otherwise expressly agreed upon in writing. We may send communications to you electronically via email or through postings on our website or software platform. It is your responsibility to ensure that your contact information is accurate and up to date. # 17\. Contact Us If you have any questions about these Terms of Service, You can contact us by email: [support@gorules.io](mailto:support@gorules.io). ![](https://cdn.builder.io/api/v1/pixel?apiKey=94824ef0644d4e0891d655aa6e8ece0d) --- ## Terms of Service - GoRules **URL:** https://gorules.io/legal/terms-and-conditions **Description:** This Agreement states the Terms of Service that apply to your use of the services. --- ## Service level agreement - GoRules **URL:** https://gorules.io/legal/service-level-agreement **Description:** This Agreement states the service level agreement that applies to your use of the services. # Service Level Agreement This Service Level Agreement applies to the Business Users and Enterprise Users using the Self-Hosted Product, unless amended by the Order Form.  All terms used herein beginning with a capital letter shall have the meaning defined in the Terms of Service. **Services**. GoRules will provide Services to the User, including any corrections, changes, or workarounds for any defects, errors, or malfunctions in the Self-Hosted Product discovered by GoRules or the User. **Categories of Incidents, Response, and Resolution Time** GoRules shall respond to the Incident Report and resolve problems in accordance with the severity levels (indicated below). **Incident type** **Response Time** **Resolution Time** **Priority 1**: Incidents that render the Self-Hosted Product completely unusable, causing severe disruptions or critical errors that significantly impact functionality or security Within 8 business hours upon Incident Report being submitted Reasonable commercial effort **Priority 2**: Incidents that cause a significant or ongoing interruption of critical functionalities that cause significant inconvenience to the User. While the Self-Hosted Product remains functional, this bug significantly impacts the productivity and usability of the system Within 16 business hours upon Incident Report being submitted Reasonable commercial effort **Priority 3**: Incidents that cause limited interruptions of non-critical functionalities of Self-Hosted Product or cause moderate inconvenience to the User Within 24 business hours upon Incident Report being submitted Reasonable commercial effort **Priority 4**: Incidents that have minimal impact on the functionality or usability of the Self-Hosted Product, including any general issues or inquiries of the User. Within 72 business hours upon Incident Report being submitted Reasonable commercial effort User is obliged to cooperate with GoRules and to provide all the necessary and reasonable assistance to GoRules in resolving the Incident. The Incident Report and GoRules support will be carried out via [support@gorules.io](mailto:support@gorules.io). The GoRules support team will provide assistance and support between 9 AM and 5 PM CET on business days in the Republic of Serbia, and the Response time for any Incident Reports or other inquiries received outside of such business hours shall commence the next business day in the Republic of Serbia. **Service Credit for Delays**. If GoRules fails to meet the specified Response time set out in this Order Form, User shall be entitled to request service credits as follows: ˗        If the response is delayed by up to twice the agreed response time, User will be entitled to receive a credit equal to 10% of the monthly fee for the current Paid Plan. ˗        If the response is delayed by more than twice but less than three times the agreed response time, the User will be entitled to receive a credit equal to 20% of the monthly fee for the current Paid Plan. ˗        If the response is delayed three times or more than the agreed response time, User will be entitled to receive a credit equal to 30% of the monthly fee for the current Paid Plan. The maximum service credit for any given month shall not exceed 100% of the monthly fee for User’s current plan. In addition to the monthly cap on service credits, the total amount of service credits shall not exceed 200% of User’s monthly fees for the applicable plan within any rolling 12-month period. Once this super cap is reached, no further service credits shall be issued until the rolling 12-month period resets. Service credits are non-transferable, non-refundable, and cannot be exchanged for cash or any other form of monetary compensation. In the event of termination of the Agreement for any reason, any unused service credits shall be forfeited and will not be available for use, refund, or any other form of compensation. **Credit Request Process**. User must submit a written request for the service credit within 7 days of the Incident. If the request is valid, GoRules will apply the credit to the User’s account for the subsequent billing cycle. **Exceptions**. GoRules shall not be obliged to respond to the Incident Report and remedy the Incident in the following cases: 1)    if the Incident has occurred as a result of the User’s use of the Self-Hosted Product and Service contrary to the Agreement between the parties or any instructions provided by GoRules; 2)    if the User had prevented or interfered with the provision of the Response by GoRules; 3)    if the Incident has been caused by the unauthorized modifications of Self-Hosted Product or other Software, including the modifications by use of third-party software; 4)    if the Incident occurred as a result of a security breach of the User’s device; 5)    if the Incident has occurred as a result of a force majeure event; 6)    if the User fails to pay due fees until such fees are paid in full.  ![](https://cdn.builder.io/api/v1/pixel?apiKey=94824ef0644d4e0891d655aa6e8ece0d) --- ## Privacy Policy - GoRules **URL:** https://gorules.io/legal/privacy-policy **Description:** a # Privacy Policy _Last updated: 24.10.2023_ Welcome to GoRules’ Privacy Policy! Please note that this Privacy Policy applies to personal data that is collected and processed in the course of providing a Product (as defined in [Terms of Service](/legal/terms-of-service)) by GoRules Technologies d.o.o. Čačak, with registered seat at Trg narodnog ustanka 2, 32000 Čačak, Republic of Serbia, CIN: 21925713, TIN: 113787086, (hereinafter: “GoRules”, or “we”). GoRules, as a Data Controller or Data Processor, (collects and) processes personal data relating to interactions on the Platform (as defined in the Definition Section of this Privacy Policy). This Privacy Policy describes how GoRules uses and protects any information that you share with us in relation to our Platform. We believe in full transparency, which is why we keep our Privacy Policy simple and easy to understand. We strongly urge you to read this Privacy Policy and make sure that you fully understand and agree with it. If you do not agree to this Privacy Policy, please do not access, or otherwise use GoRules Platform. In case there is anything that you would like to ask us regarding this Privacy Policy, please send your inquiry to [legal@gorules.io.](mailto:legal@gorules.io) Along with the Terms of Service, this Privacy Policy represents a contract between you and GoRules. Thus, any capitalized but undefined term in this Privacy Policy shall have the meaning given to it in the definitions section of the [Terms of Service.](/legal/terms-of-service) ## Content 1. DEFINITIONS 2. DATA CONTROLLER AND DATA PROCESSOR 3. WHAT DATA DO WE PROCESS ABOUT YOU AND WHEN? 4. WHAT DO WE NOT DO? 5. PERSONAL DATA SECURITY 6. WITH WHOM DO WE SHARE YOUR PERSONAL DATA? 7. INTERNATIONAL TRANSFER OF YOUR PERSONAL DATA 8. HOW LONG DO WE KEEP YOUR DATA? 9. YOUR RIGHTS 10. CHANGES TO PRIVACY POLICY ## 1\. Definitions TERM MEANING Account The account assigned to the Client or User, whose purpose is to enable the Client or User to access and use the Product and manage the User/Client Content. Client A company (legal entity) or an independent developer (natural person) represented by User(s) registered on its behalf, who enters into the Agreement with GoRules. Consent Your explicit consent on the processing of personal data. Persons who are 16 years of age or older may give free consent to the processing of their personal data. Cookies Cookies and other similar technologies (e.g. web beacons, LocalStorage, etc.) are small pieces of data stored on your device (computer or mobile device). This information is used to track your use of the Platform and to compile statistical reports on Platform activity. Data Controller An entity that alone or jointly with others determines the purposes and means of the processing of personal data. Data Processor Any natural or legal person who processes the data on behalf of the controller. Data Protection Law a) Law on Personal Data Protection (“Official Gazette of the RS” no. 87/2018)and / or b) General Data Protection Regulation 2016/679. Data Subject, or you Any natural person that shares personal data with us via Platform, or in relation to Platform (e.g. via email). Platform or Product GoRules software platform made available through any of GoRules’ self-hosted subscription packages or though cloud-based subscription package, as well as related products and services that we provide, individually and collectively. It is important to note that this definition does not encompass any open-source software developed by GoRules. Personal data or data Any information relating to an identified or identifiable natural person; an identifiable natural person is one who can be identified, either directly or indirectly. Therefore, data about a company or any legal entity is not considered to be personal data but registering on behalf of a legal entity may include sharing personal data. For example, information about one-person companies may constitute personal data where it allows the identification of a natural person. The rules also apply to all personal data relating to natural persons in the course of professional activity, such as the employees of a company or organization, and business e-mail addresses like “firstname.surname@company.com”. This Privacy Policy does not apply to information from which no individual can reasonably be identified (anonymized information). Processing Any operation or set of operations that is performed on personal data or sets of personal data. This includes activities such as collection, recording, organization, structuring, storage, adaptation or alteration, retrieval, consultation, use, disclosure by transmission, dissemination or otherwise making available, alignment or combination, restriction, erasure, or destruction. User An individual engaged by the Client, including but not limited to Client’s employees, developers, consultants and contractors, and registered on the Platform by the Client. ## 2\. DATA CONTROLLER AND DATA PROCESSOR In relation to your personal data processed via the Platform, GoRules may be either a Data Controller or Data Processor. When GoRules acts in the capacity of a Data Controller, GoRules determines the purposes and means of the processing of personal data. The purpose of data processing is the reason why we process your personal data. The table in Section 3.1 of the Privacy Policy presents the purposes and legal basis for data processing. In those cases, GoRules is responsible for your personal data. Apart from Section 3.2, this Privacy Policy primarily contains information on processing your data in the capacity of a Data Controller. Should you have any inquiries, or you wish to exercise any of the rights of a Data Subject stipulated in Section 9, please contact us: - GoRules Technologies d.o.o. Čačak - Trg narodnog ustanka 2, 32000 Čačak, Republic of Serbia - Email:legal@gorules.io Given that GoRules strongly supports fair personal data processing, despite being only a Data Processor in the below-listed cases, we made an additional effort to explain such personal data processing via Platform - in Section 3.2 of this Privacy Policy. The information contained therein outlines how personal data processing via GoRules’ Platform functions in general. But if you wish to send an inquiry, or exercise any of the rights which you may have under the applicable data protection law as the Data Subject, please contact the Client directly, as they hold the position of Data Controller. Since GoRules is a company operating under the laws of the Republic of Serbia and falls under the scope of application of the Data Protection Law, GoRules as a Data Processor is obliged to sign the Data Protection Addendum to the Terms of Service ("DPA"), with the Client as a Data Controller. The DPA reflects the agreement between the Client and GoRules regarding the terms which govern the processing of personal data under GoRules' Terms of Service. Signing the DPA will be considered as an amendment to the Agreement (within the meaning of the Definitions Section of Terms of Service) and will be considered to form a part of the Agreement. ## 3\. WHAT DATA DO WE PROCESS ABOUT YOU AND WHEN? We may collect and receive information about you in various ways: - Information you provide using Platform (for example, by requesting creation of an Account on Platform). - Information you decide to provide through getting in touch with us. - Information we collect using cookies and similar technologies as explained below. **Personal data we may collect automatically** Each time you use Platform we may automatically collect the following information: - At the time of logging in, we store the data in local storage, such as the user id, the hashtag that we generate ourselves and is created at the time of logging in, the date of logging in and the date when you will be logged out automatically. Namely, we have created the functionality that every user is automatically logged out of Platform after exactly 8 hours after being logged in. - when you use the Platform, we will keep a record of the details of that usage, including the date, time, location, frequency and duration of the usage; - technical information about your computer or mobile device for system administration and analysis, including your IP address, URL clickstreams, unique device identifiers, operating system, and network and browser type; - other information about your use of the Platform, including the pages you have viewed, the duration spent on the Platform and User/Client Content you have uploaded to the Platform. Please read our [Cookie Policy](/legal/cookie-policy) in order to find out more about these technologies. ### 3.1 GORULES AS DATA CONTROLLER GoRules will primarily have the role of Data Processor in relation to the collection and processing of your personal data via the Platform. However, for the purpose of complete transparency, we list possible occasions in which GoRules can find itself in the role of Data Controller. DATA WE COLLECT PURPOSE LEGAL BASIS RETENTION PERIOD Client’s organization name, first and last name, business email address, Client’s website, size of the Client’s company. Creating and maintaining Client’s Account at the Platform according to the [Terms of Service](/legal/terms-of-service). Processing is necessary for the performance of the Agreement. Until the Account is deleted in accordance with the [Terms of Service](/legal/terms-of-service). Payment information Card holder name, Card number, Expiration date, Security code Billing Information: First name, Last name, Company, VAT ID, Contact Email, Address, Country, State, City, ZIP code When subscribing to any of the Platform’s paid subscription packages or when changing any Platform’s paid subscription packages in accordance with the Terms of Service, this information is being collected by GoRules directly or a third-party processor. Processing is necessary for the performance of the Contract (as defined in Section 1 of this Privacy Policy). We keep only the last four digits of the credit card number under subscription billing info until such Contract is terminated and for the period necessary to comply with the applicable financial and tax accounting and other statutory obligations in accordance with the applicable law (Section 13 of the Terms of Service). Additional Data i.e., data you decide to share with us by contacting us. If you send us an inquiry or otherwise request support, we will collect the data you decide to share with us. Processing of personal data is either necessary to provide a Product or part thereof or the processing is based on your consent. If the processing is based on your consent, we keep the information until you withdraw your consent or for one year, whichever date comes first. Information necessary for identification, time and date of data subject’s request To allow Data Subjects to exercise their rights in accordance with this Privacy Policy, as defined in Section 9. Processing is necessary for compliance with a legal obligation to which the Data Controller is subject. We keep this information for a period of one year. Other personal data For the prevention and detection of fraud, money laundering or other crimes or to respond to a binding request from a public authority or court. The processing is necessary to comply with legal and regulatory obligations. In accordance with the applicable statutory deadlines. ### 3.2 GORULES AS DATA PROCESSOR As previously stated, concerning some of your personal data processed on the Platform, GoRules is a Data Processor, and the Client is the Data Controller. GoRules processes personal data following instructions from the Data Controller under the Terms of Service, and DPA (if any). The purpose of such personal data processing includes but is not limited to: inviting Clients and Users to the Platform, creating Accounts for Clients and Users, adding mandatory and optional data to the Accounts, adding system user roles, adding permissions to the Accounts, sending relevant notification in relation to the usage of the Platform. GoRules processes these data when the Platform is being used in the form of a Cloud-based Product, as well as when Users are registering on the Portal in order to use the Self-hosted Product. Besides that, GoRules might process data that is required for support reasons, in accordance with the Agreement or with Clients/Users explicit permission. Also, GoRules collects telemetry necessary for the validation of the license for the use of the Self-hosted version of the Platform. As a processor, GoRules is permitted to collect, use, disclose and/or otherwise process your personal data only in accordance with its contracts with the Client. #### 3.2.1 Processing prior to using the Product **a) User's data** - For the Cloud-based Product: The Client, who added you to the Platform, shares your work email address, and optionally first and last name to enable you to access the Platform.  - For the Self-hosted Product: The Client, who added you to the Platform, shares your work email address, and first and last name to enable you to access the Platform. - If you have any questions regarding the legal basis for such personal data processing, please contact the Client who added you to the Platform. #### 3.2.2 Processing during the usage of the Platform **User's data** **Cloud-based Product** If you decide to accept the invitation sent to your email to use the GoRules’ Platform, you will be required to confirm your registration. To finalize the registration and create the account, you will need to enter an SSO pop-up or a confirmation code and confirm your email address. Optional data, that the Client or the User may add within the Platform are: - First name - Last name **Self-hosted Product** If you decide to accept the invitation sent to your email via Portal, you will be required to confirm your registration. To finalize the registration and create the account, you will need to enter an SSO pop-up or a confirmation code and confirm your email address. You will aslo be required to add your company’s name (name of the Client who added you) and its website, if it exists. After registration, you will be able to acquire a software license key to access the Self-hosted Product. In regards to Self-hosted Product, GoRules is only processing personal data needed to register on the Portal and it is not processing personal data Users upload on the Self-hosted Product while using the Product. If you have any questions regarding the legal basis for such personal data processing, please contact the Client who added you to the Platform. ## 4\. WHAT DO WE NOT DO? GoRules will never: - Sell any kind of personal information or data. - Disclose this information to marketers or third parties not specified in Section 6 of the Privacy Policy. - Process your data in any way other than stated in this Privacy Policy. ## 5\. PERSONAL DATA SECURITY We take administrative, technical, organizational, and other measures to ensure the appropriate level of security of personal data we process. Upon assessing whether a measure is adequate and which level of security is appropriate, we consider the nature of the personal data we are processing and the nature of the processing operations we perform, the risks to which you are exposed by our processing activities, the costs of the implementation of security measures and other relevant matters in the particular circumstances. Some of the measures we apply include access authorization control, protection of integrity and confidentiality, data backup, firewalls, data encryption and other appropriate measures. We equip our staff with the appropriate knowledge and understanding of the importance and confidentiality of your personal data security. Whenever we save your personal information, it’s stored on servers and in facilities that only selected personnel and our contractors have access to. We encrypt all data that you submit through Platform during transmission using SSL in order to prevent unauthorized parties from viewing such information. Remember – all information you submit to us by email is not secure, so please do not send sensitive information in any email to GoRules. We never request that you submit sensitive or personal information over email, so please report any such requests to us by sending an email to [legal@gorules.io](mailto:legal@gorules.io). We protect personal information you provide online in connection with registering an account via GoRules’ Platform. Access to your own personal information is available through an Account created by you.. To protect the security of your personal information, never share your credentials with anyone. Please notify us immediately if you believe your Account has been compromised. ## 6\. WITH WHOM DO WE SHARE YOUR PERSONAL DATA? GoRules utilizes external processors and sub-processors for certain processing activities. We conduct information audits to identify, categorize and record all personal data that is processed outside our company, so that the information, processing activity, processor and legal basis are all recorded, reviewed and easily accessible. The list of our sub-processors is approved by the Client. We have strict due diligence procedures and measures in place and review, assess and background check all processors prior to forming a business relationship. We obtain company documents, certifications, references and ensure that the processor is adequate, appropriate, and effective for the task we are employing them for. We audit their processes and activities prior to contract and during the contract period to ensure compliance with the data protection regulations and review any codes of conduct that oblige them to confirm compliance. This is the list of processors and sub-processors with whom we share your personal data: DATA PROCESSOR ROLE SEAT AMAZON WEB SERVICES Cloud service provider United States of America DIGITAL OCEAN Cloud service provider The Netherlands MICROSOFT AZURE Cloud service provider United States of America We may also share your personal data with our outside accountants, legal counsels, and auditors. Moreover, we may disclose your personal information to third parties: - if we are under a duty to disclose or share your personal data in order to comply with any legal obligation; - to prevent and detect fraud or crime; - in response to a subpoena, warrant, court order, or as otherwise required by law. Please note that personal information may be disclosed or transferred as part of, or during negotiations of, a merger, consolidation, sale of our assets, as well as equity financing, acquisition, strategic alliance or in any other situation where personal information may be transferred as one of the business assets of GoRules. We do not have a list of all third parties we share your data with. However, if you would like further information about who we have shared your data with, you can request this by contacting us at legal@gorules.io. ## 7\. INTERNATIONAL TRANSFER OF YOUR PERSONAL DATA We may transfer your personal data to countries other than the one you reside in. In that case, we will also apply appropriate technical and organizational measures to ensure an adequate level of security in respect of all personal data we process. If the Data Protection Law applies to you, we make sure that such transfer is made: 1. to the countries within the EEA; 2. to the countries which ensure an adequate level of protection; 3. to the countries which do not belong to those specified under item 1. and 2, but only by applying the appropriate safeguard measures (such as Standard Contractual Clauses adopted by the European Commission) If you would like to obtain more information about these protective measures, please contact us at legal@gorules.io. When using Cloud Product Your personal data is stored on servers located in the Netherlands (Digital Ocean, Microsoft Azure) and North Virginia, United States of America (Amazon Web Services). When using Self-hosted Product, your personal data is stored on Client’s servers. ## 8\. HOW LONG DO WE KEEP YOUR DATA? The period for which we store your personal data depends on a particular purpose for the processing of personal data, as explained in detail in Section 3. We retain personal data for as long as we reasonably require it for legal or business purposes. In determining data retention periods, we take into consideration the applicable law (see [Terms of Service](/legal/terms-of-service)), contractual obligations, and the expectations and requirements of our Clients. When we no longer need personal information, or when you legitimately request us to delete your information, we will securely delete or destroy it. However, as an exception to the retention periods in Section 3 the data may be processed to determine, pursue, or defend claims and counterclaims. ## 9\. YOUR RIGHTS Given that fairness and transparency are our cornerstone principles, we wanted to remind you of the rights that you have as a Data Subject. These rights may be exercised by Data Subject when GoRules operates as a Data Controller. If your inquiry or exercise of any of the Data Subject's rights relates to the data processed by the Client as a Data Controller as explained in Section 3.2 of the Privacy Policy, please contact the Client (that you have linked your Account with). In the event GoRules receives a request for exercising any of these rights directly from a Data Subject, we are obliged to notify the Client before responding to such a request. **Right of Access** You can send us a request for a copy of the personal data we hold about you. We have ensured that appropriate measures have been taken to provide such in a concise, transparent, intelligible, and easily accessible form, using clear and plain language. Such information is provided in writing free of charge. It may be provided by other means when authorized by the Data Subject and with prior verification as to the subject's identity. Information is provided to the Data Subject at the earliest convenience, but at a maximum of 30 days from the date the request was received. Where the provision of information is particularly complex or is subject to a valid delay, the period may be extended by two further months where necessary. **Right to Object to Processing** You have the right to object to the processing of your personal data where that processing is being undertaken based on the Data Controller’s legitimate interest. In such a case the Data Controller is required to cease processing your data unless they can demonstrate adequate grounds that override your objection. **Right to Correction of Your Personal Data** If your personal data processed by the Data Controller is incorrect, you have the right to request that we correct those data. Where notified of inaccurate data by the Data Subject, we will rectify the error within 30 days and inform any third party of the rectification if we have disclosed the personal data in question to them. **Right to Erasure** You have the right to request that your personal data is deleted in certain circumstances, such as: - The personal data are no longer needed for the purpose for which they were collected; - You withdraw your consent (where the processing was based on consent); - You object to the processing and no overriding legitimate grounds are justifying processing the personal data; - The personal data have been unlawfully processed; or - To comply with a legal obligation. However, this right does not apply where, for example, the processing is necessary: - To comply with a legal obligation; or - For the establishment, exercise, or defense of legal claims. Each User can deactivate its User Account. Please note that some data will be kept for our internal business purposes, legal, financial, and accounting purposes. **Right to Restriction of Processing** You can exercise your right to the restriction of processing in the following situations: - if the accuracy of the personal data is contested, - you consider the processing unlawful, but you do not want your personal data to be erased, - we no longer need the personal data, but you require it for the establishment, exercise or defense of legal claims or you have objected to the processing and verification. **Right to Data Portability** Where you have provided personal data to us, you have the right to receive such personal data back in a structured, commonly used and machine-readable format, and to have those data transmitted to a third-party without hindrance, but in each case only where: - The processing is carried out by automated means; and - The processing is based on your consent or the performance of a contract with you. **Right to Withdraw the Consent** If you have provided your consent to the collection, processing, and transfer of your personal data, you have the right to fully or partly withdraw your consent. Once we have received notification that you have withdrawn your consent, we will no longer process your information for the purpose(s) to which you originally consented unless there is another legal ground for the processing. **Right to Lodge a Complaint** If you have any concerns or requests in relation to your personal data, please contact us at [legal@gorules.io](mailto:legal@gorules.io) and we will respond as soon as possible but not later than 30 days. If you are unsatisfied with our response, you may also contact the competent supervisory authority at your country of residency or Commissioner for information of public importance and personal data protection, , Bulevar kralja Aleksandra 15, 11120 Belgrade, telephone number: (+381) - 11 - 3408 900, https://www.poverenik.rs/en/home.html. ## 10\. CHANGES TO OUR PRIVACY POLICY Any changes we may make to our Privacy Policy will be posted on this page and where appropriate may be notified to you by email or advised to you on the next login to the Platform. If you continue with the use of the Platform after the changes were implemented, that will signify that you agree to any such changes. ![](https://cdn.builder.io/api/v1/pixel?apiKey=94824ef0644d4e0891d655aa6e8ece0d) --- ## Cookie Policy - GoRules **URL:** https://gorules.io/legal/cookie-policy **Description:** This Agreement states the cookie policy that applies to your use of the services. # Cookie Policy Welcome to our Cookie Policy! The Cookie Policy is an integral part of our [Privacy Policy](/legal/privacy-policy) and [Terms of Service](/legal/terms-of-service). In the following paragraphs, you can learn more about cookies and their purpose, how we use them on the GoRules Products, and how you can control them. The cookies and similar technologies are not used on GoRules self-hosted products. All terms starting with a capital letter have the same meaning as defined in our [Privacy Policy](/legal/privacy-policy) or [Terms of Service](/legal/terms-of-service). # 1\. What are the cookies? Cookies are text files (pieces of code) that contain small amounts of information, and they are stored on your computer or mobile device. Cookies are being sent to your browser by a website you visit, and they may be sent back to the originating website during future visits, or to another website that recognizes them. Cookies are useful because they allow a website to remember a user’s device and offer the best possible configuration. On our GoRules Products, we use cookies to make our Service more user-friendly, efficient, and secure. Also, some types of cookies enable us to collect information about the GoRules Products’s use and provide you with the relevant content. # 2\. Types of cookies Cookies can be classified in three different ways: based on their duration, i.e., how long they last, where they originate from, and what is their purpose. ## (a) Duration of cookies In general, cookies may last a certain period of time (such as 179 days, 1 year, 2 years, etc.), or only while the website visit session lasts. So, session cookies are temporary cookies that expire once you close your browser (or once your session ends). Persistent cookies are cookies that remain on your hard drive until you erase them, or your browser does, depending on the cookie’s expiration date. All persistent cookies have an expiration date written into their code, but their duration can vary. ## (b) Provenance (origin) First-party cookies – cookies that are put on your device directly by us, i.e., the website that you have visited. Third-party cookies - cookies placed on your device, not by us, but by a third party. Third-party cookies are usually related to an advertiser or an analytic system. Whether a certain cookie falls into the category of first-party or third-party ones, you can check in the category ‘provider’ in the table below. ## (c) Purpose Our Products include several types of cookies, which all have different purposes - the necessary ones, statistical, and marketing cookies. In addition, from time-to-time unclassified cookies may appear. ### Necessary cookies Necessary cookies make the GoRules Products usable by enabling basic functions such as page navigation and access to secure areas of the Products. In other words, GoRules Products cannot function properly without these cookies. COOKIE NAME PURPOSE PROVIDER EXPIRY TYPE client Preserves users states across page requests. gorules.io Session cookie First-party cookie dd\_cookie\_test\_\* Temporary cookie used to test for cookie support. editor.gorules.io A few seconds First-party cookie ### Statistic cookies Statistic cookies enable us to understand how visitors interact with GoRules Products, as they collect and report traffic information anonymously. Due to the implementation of these cookies, we can measure and improve the performance of our Products. This way, we know which pages are the most and the least popular with our users, and we can also have an insight into how our visitors move around the Products. All information collected by these cookies is collected anonymously and cannot be reasonably used to identify any particular individual. COOKIE NAME PURPOSE PROVIDER EXPIRY TYPE \_ga Registers a unique ID that is used to generate statistical data on how the visitor uses the website. gorules.io 2 years First-party cookie \_ga\_\* Used by Google Analytics to collect data on the number of times a user has visited the website as well as dates for the first and most recent visit. gorules.io 2 years First-party cookie \_gclxxxx Google conversion tracking cookie gorules.io 3 months First-party cookie \_dd\_s Datadog monitoring cookie gorules.io 15 minutes First-party cookie ### Marketing cookies We have implemented marketing cookies in order to improve our Products and their performance. So, marketing cookies help us provide you with a good user experience and tailored content. These cookies are set up through our Products by our advertising partners, who may use marketing cookies to create a profile of your interests and show you relevant advertisements in other locations. Please note that marketing cookies uniquely identify your browser and device. If you do not allow these cookies, you will not experience our targeted ads on other websites. COOKIE NAME PURPOSE PROVIDER EXPIRY TYPE \_gcl\_au Used by Google AdSense for experimenting with advertisement efficiency across websites using their services. gorules.io 3 months First-party cookie ads/ga-audiences Used by Google AdWords to re-engage visitors that are likely to convert to customers based on the visitor's online behaviour across websites. google.com Session cookie Third-party cookie IDE Used by Google DoubleClick to register and report the website user's actions after viewing or clicking on e of the advertiser's ads with the purpose of measuring the efficacy of an ad and to present targeted ads to the user. doubleclick.net 1 year Third-party cookie Pagead/1p-conversion/#/ Generated by Google pagead dynamic marketing to track events such as conversions or other meaningful user interactions. google.com Session cookie Third-party cookie \_\_hstc Used by HubSpot to track visitors across the website. Contains domain, user token, initial visit timestamp, last visit timestamp, current visit timestamp, and session number. gorules.io 6 months First-party cookie hubspotutk Used by HubSpot to identify a visitor and associate them with a contact record in the CRM. gorules.io 6 months First-party cookie \_\_hssc Used by HubSpot to track the current session and determine if a new session has started. gorules.io 30 minutes First-party cookie \_\_hssrc Used by HubSpot to determine if the visitor has restarted their browser. gorules.io Session First-party cookie ### Unclassified cookies Unclassified cookies are cookies that we are in the process of classifying, together with the providers of individual cookies. COOKIE NAME PURPOSE PROVIDER EXPIRY TYPE Pagead/1p-user-list Unknown google.com Session cookie Third-party cookie # 3\. Use of external tools on our Products #### Google Analytics On the Products, we have integrated a special analysis service - Google Analytics. Products’ analysis refers to the collection, recording and analysis of data regarding the behaviour of Products’ visitors. In other words, Google Analytics uses cookies to remember a visitor’s behaviour and provide us with reports on the Products’ visits and the visitors’ activity. The operator of the Google Analytics tool is Google Inc., 1600 Amphitheatre Pkwy, Mountain View, CA 94043-1351, USA. Google Analytics uses cookies, as described in the table above. The information about your use of our Products generated by the Google Analytics cookies is usually transmitted to a Google server in the USA and stored there. Google might disclose these personal data collected via the technical procedure to third parties. We have activated IP anonymization, which means that Google shortens the IP addresses of our visitors within the Member States of the European Union or in other countries that are parties to the European Marketing Area Treaty. Only in exceptional cases is the full IP address transmitted to a Google server in the USA and shortened there. Google uses this information to analyze your use of the Products to compile a report about your Products activities and provide us with other services associated with the Products and Service. In addition to the instructions in Section 5. of this Cookie Policy, you may prevent the disclosure of the data generated by the cookie which refers to the use of the Products (including your IP address) to Google, as well as the processing of these data by Google, by downloading and installing the browser plug-in available under the following [link](https://tools.google.com/dlpage/gaoptout?hl=en). This browser add-on notifies Google Analytics via JavaScript that no data or information about website visitors may be transmitted to Google Analytics. Apart from that, a cookie left behind by Google Analytics may be erased at any time via the Internet browser or other software programs. Google Analytics is explained in more detail [here](https://marketingplatform.google.com/about/), while information on how Google processes data you may find on this [link](https://support.google.com/analytics/answer/6004245#zippy=%2Cour-privacy-policy%2Cgoogle-analytics-cookies-and-identifiers). # 4\. Legal basis for the use of cookies We use cookies only if we have obtained your consent for that (through the cookie settings). In general, the legal basis for the use of cookies on the Products is the consent of the visitor, given in accordance with the [Privacy Policy](/legal/privacy-policy). The only exception is necessary cookies because the legal basis for their implementation is the performance of the agreement concluded with the data subject. Please note that it is assumed that the device you use to access the Products is yours. If you access the Products from a device that you do not own, it will still be assumed that you have the authority to consent to the use of cookies on that device, in accordance with the Cookie Policy. # 5\. How to block cookies? You can disable any type of cookies, except for the necessary ones. To block the cookies, you can: 1. Refuse cookies via the cookie banner and general cookie settings, or 2. Adjust your browser settings. When disabling the cookies via the cookie banner, please choose the option “Decline”. Also, please have in mind that you can change your cookie preferences at any time by clicking on the “Cookie settings” icon. Then, you can change the available sliders/checkboxes to “On” or “Off” and confirm the choice by clicking on “Save and close”. You may need to refresh your page for your settings to take effect. If you would like to disable cookies via browser, please note that most internet browsers accept cookies by their default setup. However, if you want to refuse or delete cookies, please refer to the help and support area on your browser for further instructions (e.g., [Google Chrome](https://support.google.com/chrome/answer/95647?hl=en-GB), [Microsoft Edge](https://support.microsoft.com/en-us/topic/description-of-cookies-ad01aa7e-66c9-8ab2-7898-6652c100999d), [Mozilla Firefox](https://support.mozilla.org/en-US/kb/cookies-information-websites-store-on-your-computer), [Safari Desktop](https://support.apple.com/en-gb/guide/safari/sfri11471/mac), [Safari Mobile](https://support.apple.com/en-us/HT201265), [Android Browser](https://support.google.com/nexus/answer/54068?visit_id=638337656775564941-1420620462&hl=en&rd=1), [Opera](https://www.opera.com/help), [Opera Mobile](https://help.opera.com/en/mobile/android/#privacy)). Browsers may have different procedures for managing and configuring cookies. But, if you decide to use your browser settings to block all cookies (including necessary cookies), please keep in mind that you may not be able to access all or some parts of our Products. For more information on cookies, i.e., instructions on how to delete or block them, please visit[https://www.aboutcookies.org/](https://www.aboutcookies.org/). # 6\. Changes to our Cookie Policy Due to legal and technological requirements, we will update this Cookie Policy occasionally. In such a case, you may be notified through a pop-up on the Products interface in a reasonable period prior to and following the change. ![](https://cdn.builder.io/api/v1/pixel?apiKey=94824ef0644d4e0891d655aa6e8ece0d) --- ## Telecom Rules Engine - GoRules **URL:** https://gorules.io/industries/telco **Description:** Enhance telecommunications operations with GoRules business rules engine. Optimize network management, streamline pricing, and simplify product configuration through intelligent automation. # Business Rules Engine for Telecom Transform telecom operations with a flexible decision automation platform that optimizes network resource allocation, enables dynamic pricing models, and streamlines product configuration while improving customer experience. [Get Started for Free](/signin/verify-email) [Explore Templates](/industries/telco/templates) #### Optimized Implement sophisticated network management logic that allocates resources based on service priorities, customer tiers, and usage patterns. #### Competitive Deploy dynamic pricing models and tariff structures that adapt to market conditions, customer segments, and service utilization. #### Flexible Quickly update product configurations and service bundles to respond to market opportunities without extensive IT involvement. ## Addressing Telecommunications Decision Challenges Telecom companies face unique challenges that generic automation solutions may not adequately address. Our business rules engine is designed to help with these industry-specific needs. ### Network Resource Optimization Telecommunications networks require complex resource allocation decisions based on multiple factors. Our visual decision graphs make it easier to implement sophisticated traffic management and QoS policies with clear visualization of decision rules. ### Pricing Complexity Telecom pricing involves numerous variables including usage patterns, service tiers, and promotional considerations. Our rules engine helps automate tariff calculations and discount applications across diverse customer segments. ### Product Proliferation Telecoms offer an increasing variety of service combinations and bundles. Our platform supports implementation of complex product configuration rules to ensure appropriate offerings for each customer segment. ### Integration with OSS/BSS Systems Many telecoms rely on established operational and business support systems. Our rules engine offers a flexible REST API that can integrate with your existing infrastructure. ## Potential Benefits for Telecommunications Organizations Implementing our rules engine can help deliver improvements across your telecom operations. ### Enhanced Network Performance Implement rule-based traffic management and resource allocation to help improve service quality during periods of high demand or network constraints. ### Responsive Pricing Strategies Develop and deploy dynamic pricing models that can adapt to changing market conditions, competitive pressures, and customer behaviors. ### Accelerated Product Innovation Reduce time-to-market for new service bundles and offerings by simplifying product configuration rules and reducing dependency on IT implementation cycles. ### Consistent Decision-Making Help ensure that network management, pricing, and product decisions follow established policies, potentially reducing variability across different systems and channels. ### Improved Operational Efficiency Automate routine decisions across network operations and business processes to help reduce manual interventions and accelerate response times. ### Empowered Business Users Enable network operations, product, and marketing teams to manage decision logic with reduced IT dependencies, using our intuitive interface. ## Explore Other Industries [View all industries](/industries) [ ### Public Sector Enhance government operations with GoRules business rules engine. Improve eligibility determination, streamline case management, and optimize citizen services through intelligent automation. Learn more](/industries/public-sector)[ ### Financial Enhance banking and fintech operations with GoRules business rules engine. Improve compliance, streamline decisioning, and deliver better customer experiences through intelligent automation. Learn more](/industries/financial)[ ### Aviation Enhance digital aviation experiences with GoRules business rules engine. Improve personalization, streamline booking flows, and optimize digital offerings through intelligent automation. Learn more](/industries/aviation) --- ## Retail Rules Engine - GoRules **URL:** https://gorules.io/industries/retail **Description:** Enhance retail operations with GoRules business rules engine. Optimize dynamic pricing, manage discounts, and streamline marketplace fee structures through intelligent automation. # Business Rules Engine for Retail & Marketplaces Transform retail operations with a flexible decision automation platform that enables dynamic pricing, streamlines discount management, optimizes marketplace fees, and delivers personalized shopping experiences. [Get Started for Free](/signin/verify-email) [Explore Templates](/industries/retail/templates) #### Competitive Implement dynamic pricing strategies that respond to market conditions, competitor moves, and inventory levels to optimize margins and conversion. #### Optimized Manage complex discount structures and fee calculations that align with business objectives while maintaining profitability. #### Personalized Deliver tailored shopping experiences with customized offerings, preferred payment options, and relevant product recommendations. ## Addressing Retail Decision Challenges Retailers and marketplaces face unique challenges that generic automation solutions may not adequately address. Our business rules engine is designed to help with these industry-specific needs. ### Pricing Complexity Retail pricing involves numerous variables including seasonality, competition, and inventory levels. Our visual decision graphs make it easier to implement sophisticated dynamic pricing strategies with clear visualization of decision rules. ### Promotional Management Managing multiple overlapping promotions and discounts can be challenging. Our rules engine helps automate discount calculations and eligibility determinations while preventing unintended promotional stacking. ### Marketplace Fee Structures Marketplaces need to manage complex seller and shipping fee models that may vary by category, seller performance, and order characteristics. Our platform supports implementation of nuanced fee calculation logic. ### Personalization at Scale Creating relevant experiences for millions of shoppers requires automated decisioning. Our rules engine helps deliver tailored recommendations, offers, and payment options based on shopper data and context. ## Potential Benefits for Retail Organizations Implementing our rules engine can help deliver improvements across your retail operations. ### Enhanced Pricing Agility Quickly implement and adjust pricing strategies that respond to market conditions, competitor actions, and inventory positions without extensive development cycles. ### Improved Promotional Effectiveness Design and deploy sophisticated discount structures that drive desired customer behaviors while maintaining appropriate margin levels. ### Optimized Marketplace Economics Implement intelligent fee structures for sellers and shipping that balance marketplace growth with profitability and service quality. ### Higher Conversion Rates Create more compelling shopping experiences with personalized elements that resonate with individual customer preferences and behaviors. ### Reduced Operational Complexity Automate routine retail decisions to help simplify operations and ensure consistent application of business policies across channels. ### Empowered Business Users Enable merchandising, marketing, and marketplace teams to manage decision logic with reduced IT dependencies, using our intuitive interface. ## Explore Other Industries [View all industries](/industries) [ ### Telco Enhance telecommunications operations with GoRules business rules engine. Optimize network management, streamline pricing, and simplify product configuration through intelligent automation. Learn more](/industries/telco)[ ### Public Sector Enhance government operations with GoRules business rules engine. Improve eligibility determination, streamline case management, and optimize citizen services through intelligent automation. Learn more](/industries/public-sector)[ ### Financial Enhance banking and fintech operations with GoRules business rules engine. Improve compliance, streamline decisioning, and deliver better customer experiences through intelligent automation. Learn more](/industries/financial) --- ## Government Rules Engine - GoRules **URL:** https://gorules.io/industries/public-sector **Description:** Enhance government operations with GoRules business rules engine. Improve eligibility determination, streamline case management, and optimize citizen services through intelligent automation. # Business Rules Engine for Public Sector Transform government operations with a flexible decision automation platform that streamlines eligibility determinations, improves case management, and enhances citizen services while maintaining transparency and compliance. [Get Started for Free](/signin/verify-email) [Explore Templates](/industries/public-sector/templates) #### Transparent Implement decision logic with clear visualization and comprehensive audit trails that support accountability and help explain outcomes to citizens and stakeholders. #### Consistent Apply policy guidelines and regulatory requirements consistently across all cases and jurisdictions to help ensure equitable service delivery. #### Secure Deploy with offline licensing options in air-gapped, locked-down environments that meet the stringent security requirements of government and defense agencies. ## Addressing Public Sector Decision Challenges Government agencies face unique challenges that generic automation solutions may not adequately address. Our business rules engine is designed to help with these sector-specific needs. ### Complex Eligibility Determinations Government benefits and services often involve multi-faceted eligibility criteria based on numerous factors. Our visual decision graphs make it easier to implement sophisticated eligibility rules with clear visualization of decision logic. ### Case Management Prioritization Government agencies need to efficiently allocate limited resources across varying case priorities. Our platform supports implementation of nuanced case prioritization rules that balance workload, urgency, and service requirements. ### Cross-Agency Coordination Many government services require coordination across multiple agencies and systems. Our rules engine helps standardize decision processes across organizational boundaries while integrating with existing government systems. ### Security Requirements Government agencies often operate in environments with strict security protocols and limited connectivity. Our platform addresses these needs with offline licensing options for secure, air-gapped deployments that maintain operational integrity. ## Potential Benefits for Public Sector Organizations Implementing our rules engine can help deliver improvements across your government operations. ### Enhanced Service Delivery Accelerate eligibility determinations and service approvals to help reduce wait times for citizens while maintaining accuracy and compliance. ### Improved Operational Efficiency Automate routine decisions to help optimize resource allocation and allow staff to focus on complex cases requiring human judgment. ### Greater Consistency Help ensure consistent application of policies and regulations across all cases, jurisdictions, and service channels to support equitable treatment. ### Better Policy Implementation Translate policy directives into operational rules more quickly and accurately, helping to ensure that policy intent is reflected in service delivery. ### Enhanced Transparency Provide clear documentation of decision criteria and logic that can help explain outcomes to citizens, auditors, and oversight bodies. ### Empowered Agency Teams Enable program managers and policy specialists to manage decision logic with reduced IT dependencies, using our intuitive interface. ## Explore Other Industries [View all industries](/industries) [ ### Financial Enhance banking and fintech operations with GoRules business rules engine. Improve compliance, streamline decisioning, and deliver better customer experiences through intelligent automation. Learn more](/industries/financial)[ ### Aviation Enhance digital aviation experiences with GoRules business rules engine. Improve personalization, streamline booking flows, and optimize digital offerings through intelligent automation. Learn more](/industries/aviation)[ ### Insurance Enhance insurance operations with GoRules business rules engine. Improve underwriting, streamline claims processing, and optimize pricing through intelligent automation. Learn more](/industries/insurance) --- ## Logistics Rules Engine - GoRules **URL:** https://gorules.io/industries/logistics **Description:** Enhance logistics operations with GoRules business rules engine. Optimize routing, streamline warehouse operations, and improve delivery management through intelligent automation. # Business Rules Engine for Logistics Transform supply chain operations with a flexible decision automation platform that optimizes routing decisions, streamlines warehouse management, and enhances delivery efficiency while adapting to changing conditions. [Get Started for Free](/signin/verify-email) [Explore Templates](/industries/logistics/templates) #### Optimized Implement intelligent routing and allocation rules that account for multiple constraints including time windows, vehicle capacity, and service requirements. #### Responsive Quickly adapt to disruptions with automated decision workflows that help reroute shipments and reallocate resources based on current conditions. #### Efficient Improve operational performance with rule-based decisions that help balance service levels, cost considerations, and resource utilization. ## Addressing Logistics Decision Challenges Logistics providers face unique challenges that generic automation solutions may not adequately address. Our business rules engine is designed to help with these industry-specific needs. ### Routing Complexity Transportation routing involves numerous variables including delivery windows, vehicle constraints, and traffic conditions. Our visual decision graphs make it easier to implement sophisticated routing logic with clear visualization of decision rules. ### Warehouse Management Optimizing storage allocation, picking routes, and labor assignments requires complex decision-making. Our rules engine helps automate warehouse decisions while adapting to changing inventory and order profiles. ### Last-Mile Delivery Managing final delivery execution with variable service requirements and delivery constraints requires flexible decisioning. Our platform supports implementation of nuanced delivery management rules that balance efficiency and service quality. ### Exception Handling Logistics operations regularly face disruptions requiring rapid decision adjustments. Our rules engine helps implement contingency logic and exception handling processes to maintain service continuity. ## Potential Benefits for Logistics Organizations Implementing our rules engine can help deliver improvements across your logistics operations. ### Enhanced Routing Efficiency Implement intelligent routing algorithms that help optimize vehicle utilization, reduce empty miles, and improve on-time delivery performance. ### Improved Warehouse Operations Automate storage allocation, picking sequence, and resource assignment decisions to help increase throughput and reduce operational costs. ### More Effective Last-Mile Delivery Optimize final delivery execution with rule-based decisions that account for service requirements, delivery constraints, and customer preferences. ### Better Disruption Management Respond more effectively to operational disruptions with automated exception handling and contingency rules that maintain service continuity. ### More Consistent Service Levels Help ensure consistent application of operational policies and service commitments across your logistics network through standardized decision logic. ### Empowered Operations Teams Enable transportation, warehouse, and delivery teams to manage decision logic with reduced IT dependencies, using our intuitive interface. ## Explore Other Industries [View all industries](/industries) [ ### Retail Enhance retail operations with GoRules business rules engine. Optimize dynamic pricing, manage discounts, and streamline marketplace fee structures through intelligent automation. Learn more](/industries/retail)[ ### Telco Enhance telecommunications operations with GoRules business rules engine. Optimize network management, streamline pricing, and simplify product configuration through intelligent automation. Learn more](/industries/telco)[ ### Public Sector Enhance government operations with GoRules business rules engine. Improve eligibility determination, streamline case management, and optimize citizen services through intelligent automation. Learn more](/industries/public-sector) --- ## Insurance Rules Engine - GoRules **URL:** https://gorules.io/industries/insurance **Description:** Enhance insurance operations with GoRules business rules engine. Improve underwriting, streamline claims processing, and optimize pricing through intelligent automation. # Business Rules Engine for Insurance Transform insurance operations with a flexible decision automation platform that streamlines underwriting, accelerates claims processing, and enables dynamic pricing while maintaining compliance and improving customer experience. [Get Started for Free](/signin/verify-email) [Explore Templates](/industries/insurance/templates) #### Precise Implement sophisticated underwriting and pricing logic that accounts for multiple risk factors and policy variables through visual decision models. #### Responsive Accelerate claims processing and quote generation with automated decision workflows that handle routine cases efficiently. #### Adaptable Quickly update decision criteria to respond to market changes, emerging risks, or new product configurations without extensive IT involvement. ## Addressing Insurance Decision Challenges Insurance companies face unique challenges that generic automation solutions may not adequately address. Our business rules engine is designed to help with these industry-specific needs. ### Complex Risk Assessment Insurance underwriting involves numerous variables and conditional logic. Our visual decision graphs make it easier to implement sophisticated risk assessment models with clear visualization of decision rules. ### Claims Processing Efficiency Claims handling requires balancing speed, accuracy, and fraud prevention. Our rules engine helps automate routine claims decisions while flagging complex cases for expert review. ### Pricing Precision Insurance pricing must balance competitive positioning with profitability and risk. Our platform supports implementation of complex rating algorithms and dynamic pricing models. ### Product Complexity Insurance products involve numerous coverage options, eligibility rules, and endorsements. Our engine helps manage product configuration rules to ensure appropriate offerings for each customer segment. ## Potential Benefits for Insurance Organizations Implementing our rules engine can help deliver improvements across your insurance operations. ### Faster Underwriting Decisions Automate routine underwriting decisions to help reduce time-to-quote and time-to-bind while maintaining consistent risk assessment. ### Improved Claims Experience Accelerate claims processing with automated decision workflows that can help reduce cycle times and improve customer satisfaction. ### Optimized Pricing Implement sophisticated pricing algorithms with the ability to adjust quickly to market conditions and competitive landscape. ### Consistent Risk Assessment Help ensure that underwriting decisions follow established guidelines and risk appetite, potentially reducing variability across different underwriters. ### Enhanced Product Flexibility Manage complex product configuration rules to support rapid development and deployment of new insurance offerings. ### Empowered Business Users Enable underwriting, claims, and product teams to manage decision logic with reduced IT dependencies, using our intuitive interface. ## Explore Other Industries [View all industries](/industries) [ ### Healthcare Enhance clinical decision-making with GoRules business rules engine. Improve compliance, streamline workflows, and support better patient care through intelligent automation. Learn more](/industries/healthcare)[ ### Logistics Enhance logistics operations with GoRules business rules engine. Optimize routing, streamline warehouse operations, and improve delivery management through intelligent automation. Learn more](/industries/logistics)[ ### Retail Enhance retail operations with GoRules business rules engine. Optimize dynamic pricing, manage discounts, and streamline marketplace fee structures through intelligent automation. Learn more](/industries/retail) --- ## Healthcare Rules Engine - GoRules **URL:** https://gorules.io/industries/healthcare **Description:** Enhance clinical decision-making with GoRules business rules engine. Improve compliance, streamline workflows, and support better patient care through intelligent automation. # Business Rules Engine for Healthcare Transform patient care and operational efficiency with a flexible decision automation platform that supports regulatory compliance, reduces administrative complexity, and helps improve clinical workflows. [Get Started for Free](/signin/verify-email) [Explore Templates](/industries/healthcare/templates) #### Efficient Reduce manual processing time and minimize error-prone repetitive tasks through intelligent workflow automation. #### Transparent Comprehensive audit trails and decision logs help support compliance efforts and provide visibility into automated processes. #### Adaptable Optimize revenue cycle management with more consistent processing that can help reduce denials and improve operational efficiency. ## Addressing Healthcare's Decision Challenges Healthcare organizations face unique challenges that generic automation solutions may not adequately address. Our business rules engine is designed to help with these industry-specific needs. ### Regulatory Considerations Healthcare operates in a highly regulated environment with various requirements that differ by region. Our rules engine provides audit trails and decision documentation to support your compliance efforts. ### Complexity of Clinical Decisions Medical decisions often involve numerous variables and conditional logic. Our visual decision graphs make it easier to map complex clinical pathways with clear visualization of decision logic. ### Integration with Existing Systems Many healthcare organizations rely on established IT systems that need to communicate effectively. Our rules engine offers a flexible REST API that can integrate with healthcare standards, helping to connect with your existing infrastructure. ### Evolving Guidelines Clinical best practices and payer requirements change over time. Our platform allows for updates to decision logic without coding, enabling adaptation to changing guidelines. ## Potential Benefits for Healthcare Organizations Implementing our rules engine can help deliver improvements across your organization. ### Streamlined Administrative Processes Automate routine decisions to help clinical and administrative staff reduce time spent on repetitive tasks, allowing them to focus on higher-value activities. ### Improved Decision Consistency Help ensure that decisions follow established protocols and best practices, potentially reducing variability in care delivery and administrative processes. ### Enhanced Decision Documentation Build decision flows with complete audit trails that document automated decisions for review and analysis. ### More Efficient Revenue Cycle Support more consistent application of payer requirements and coding rules to help improve billing processes. ### Support for Clinical Decisions Provide decision support with evidence-based guidelines that can help providers in their care delivery processes. ### Empowered Business Users Enable clinical and operational teams to manage decision logic with reduced IT dependencies, using our intuitive interface. ## Explore Other Industries [View all industries](/industries) [ ### Logistics Enhance logistics operations with GoRules business rules engine. Optimize routing, streamline warehouse operations, and improve delivery management through intelligent automation. Learn more](/industries/logistics)[ ### Retail Enhance retail operations with GoRules business rules engine. Optimize dynamic pricing, manage discounts, and streamline marketplace fee structures through intelligent automation. Learn more](/industries/retail)[ ### Telco Enhance telecommunications operations with GoRules business rules engine. Optimize network management, streamline pricing, and simplify product configuration through intelligent automation. Learn more](/industries/telco) --- ## Financial Rules Engine - GoRules **URL:** https://gorules.io/industries/financial **Description:** Enhance banking and fintech operations with GoRules business rules engine. Improve compliance, streamline decisioning, and deliver better customer experiences through intelligent automation. # Business Rules Engine for Financial Services Transform banking operations and customer experiences with a flexible decision automation platform that supports regulatory compliance, streamlines approval processes, and helps manage risk effectively. [Get Started for Free](/signin/verify-email) [Explore Templates](/industries/financial/templates) #### Efficient Reduce manual review time and minimize errors through automated decision workflows for loan approvals, onboarding, and transaction monitoring. #### Transparent Comprehensive audit trails and decision logs help support compliance efforts and provide visibility into automated processes. #### Adaptable Quickly update decision criteria to respond to market changes, new regulations, or evolving business strategies without extensive IT involvement. ## Addressing Financial Services' Decision Challenges Banks and fintech companies face unique challenges that generic automation solutions may not adequately address. Our business rules engine is designed to help with these industry-specific needs. ### Regulatory Compliance Financial services operate in a highly regulated environment with requirements that vary by jurisdiction. Our rules engine provides audit trails and decision documentation to support your compliance with KYC, AML, and other regulatory frameworks. ### Risk Management Financial decisions involve complex risk assessments with multiple variables. Our visual decision graphs make it easier to implement sophisticated risk models with clear visualization of decision logic. ### Integration with Core Systems Many financial institutions rely on established core banking platforms. Our rules engine offers a flexible REST API that can integrate with your existing infrastructure, including legacy systems. ### Need for Speed and Scale Modern banking requires real-time decisions at scale. Our high-performance engine is designed to handle large transaction volumes while maintaining response times suitable for customer-facing applications. ## Potential Benefits for Financial Institutions Implementing our rules engine can help deliver improvements across your organization. ### Accelerated Customer Journeys Automate routine decisions to reduce wait times for account opening, loan approvals, and other customer-facing processes. ### Improved Decision Consistency Help ensure that decisions follow established policies and risk guidelines, potentially reducing discrepancies across branches, channels, and products. ### Enhanced Fraud Detection Build sophisticated fraud detection rules that can adapt quickly to emerging threats and suspicious patterns. ### Operational Efficiency Reduce manual reviews and exception handling through clear, automated decision paths that handle routine cases while flagging only true exceptions for human review. ### Agile Product Development Launch new financial products faster by quickly implementing the associated decision logic without extensive coding requirements. ### Empowered Business Users Enable risk, compliance, and product teams to manage decision logic with reduced IT dependencies, using our intuitive interface. ## Explore Other Industries [View all industries](/industries) [ ### Aviation Enhance digital aviation experiences with GoRules business rules engine. Improve personalization, streamline booking flows, and optimize digital offerings through intelligent automation. Learn more](/industries/aviation)[ ### Insurance Enhance insurance operations with GoRules business rules engine. Improve underwriting, streamline claims processing, and optimize pricing through intelligent automation. Learn more](/industries/insurance)[ ### Healthcare Enhance clinical decision-making with GoRules business rules engine. Improve compliance, streamline workflows, and support better patient care through intelligent automation. Learn more](/industries/healthcare) --- ## Aviation Rules Engine - GoRules **URL:** https://gorules.io/industries/aviation **Description:** Enhance digital aviation experiences with GoRules business rules engine. Improve personalization, streamline booking flows, and optimize digital offerings through intelligent automation. # Business Rules Engine for Aviation Transform passenger journeys and digital interactions with a flexible decision automation platform that supports personalized experiences, streamlines booking processes, and helps optimize revenue opportunities. [Get Started for Free](/signin/verify-email) [Explore Templates](/industries/aviation/templates) #### Personalized Tailor digital experiences based on customer segments, loyalty status, and past behavior through data-driven decision rules. #### Revenue-Optimized Customize fee structures, ancillary offerings, and pricing based on multiple factors including route, demand, and customer profile. #### Adaptable Quickly update digital experiences and offerings to respond to market changes, seasonal demands, or competitive pressures without extensive IT involvement. ## Addressing Aviation's Digital Decision Challenges Airlines and aviation organizations face unique digital challenges that generic automation solutions may not adequately address. Our business rules engine is designed to help with these industry-specific needs. ### Complex Pricing and Offers Aviation pricing involves numerous variables including seasonality, fare classes, and passenger characteristics. Our visual decision graphs make it easier to implement sophisticated pricing and offer strategies with clear visualization of decision logic. ### Personalization at Scale Creating relevant experiences for millions of travelers requires automated decisioning. Our rules engine helps deliver tailored messaging, offers, and content based on customer data and context. ### Integration with Digital Platforms Many aviation organizations operate across multiple digital channels and systems. Our rules engine offers a flexible REST API that can integrate with your existing digital infrastructure, including booking engines and mobile apps. ### Rapid Market Changes The digital aviation landscape requires quick adaptation to market conditions. Our engine helps you modify digital experiences, offers, and messaging without lengthy development cycles. ## Potential Benefits for Aviation Digital Experiences Implementing our rules engine can help deliver improvements across your digital touchpoints. ### Enhanced Digital Experiences Automate personalization decisions to help deliver more relevant content, offers, and interactions throughout the customer journey. ### Dynamic Fee Structures Implement flexible fee rules that can adjust based on route, timing, customer value, and other variables to optimize revenue opportunities. ### Improved Conversion Rates Create more compelling booking flows with personalized upsell and cross-sell opportunities based on customer preferences and behavior. ### Digital Channel Consistency Support consistent application of business rules across web, mobile, and third-party channels through centralized decision management. ### Agile Marketing Capabilities Enable quick deployment of promotional offers, targeted campaigns, and seasonal pricing adjustments through rule-based automation. ### Empowered Digital Teams Enable marketing, revenue management, and digital product teams to manage decision logic with reduced IT dependencies, using our intuitive interface. ## Explore Other Industries [View all industries](/industries) [ ### Insurance Enhance insurance operations with GoRules business rules engine. Improve underwriting, streamline claims processing, and optimize pricing through intelligent automation. Learn more](/industries/insurance)[ ### Healthcare Enhance clinical decision-making with GoRules business rules engine. Improve compliance, streamline workflows, and support better patient care through intelligent automation. Learn more](/industries/healthcare)[ ### Logistics Enhance logistics operations with GoRules business rules engine. Optimize routing, streamline warehouse operations, and improve delivery management through intelligent automation. Learn more](/industries/logistics) --- ## Dynamic Flow Control with Switch Node - GoRules **URL:** https://gorules.io/components/switch **Description:** Create advanced decision flows with conditional branching. The Switch node enables dynamic routing of your business logic based on powerful conditions and expressions. # Dynamic Flow Control Build flexible decision paths with conditional branching. Switch node enables intelligent routing based on complex conditions, supporting both first-match and collect-all evaluation modes to handle diverse business scenarios with precision and clarity. [Get Started for Free](/signin/verify-email) ![Switch Node for Dynamic Flow Control](/components/switch.png) Dynamic & Intelligent ## Flow Control Made Simple Take control of your decision flows with the Switch node's powerful branching capabilities. Create dynamic, context-aware routing that adapts to your business scenarios using the intuitive ZEN Expression Language. Whether you need simple conditional routing or complex multi-path processing, the Switch node handles it all while preserving your data context. [Learn more](https://docs.gorules.io/learn/authoring/decision-graphs) #### Flexible Hit Policies Choose between first match and collect policies to control branching. #### Context Preservation Maintain data integrity as your decision flow branches. #### Visual Decision Paths See active branches during execution with visual indicators. ![Switch simulator inside decision graph](/components/switch-simulator.png) ## Intelligent Route & Branch Create sophisticated branching logic with flexible routing control [![policy icon](/icons/list.svg) ### Flexible Hit Policies Choose First Hit for prioritized routing or Collect for parallel evaluation. Learn more →](https://docs.gorules.io/learn/authoring/decision-graphs)[![condition icon](/icons/puzzle.svg) ### Powerful Conditions Build expressive routing conditions using the full power of ZEN Expression Language. Learn more →](https://docs.gorules.io/learn/zen-language/syntax)[![flow icon](/icons/tree-branch.svg) ### Visual Flow Control Design and visualize complex decision paths with an intuitive graphical interface. Learn more →](https://docs.gorules.io/learn/authoring/decision-graphs) --- ## JavaScript Functions for Advanced Business Logic - GoRules **URL:** https://gorules.io/components/function **Description:** Write custom JavaScript code for complex data processing and integrations. Built for developers - full JavaScript environment with modern features and built-in modules. # Advanced Data Processing Transform complex data and integrate external services using JavaScript. From API calls to sophisticated calculations, Function Node provides developers with a powerful programming environment supporting async/await, modern modules, and debugging capabilities. [Get Started for Free](/signin/verify-email) ![Function Node for Advanced Data Processing](/components/function.png) Powerful & Flexible ## Full JavaScript Environment Write custom JavaScript code with the full power of a modern runtime environment. GoRules empowers developers with familiar JavaScript syntax, async/await support, and built-in modules for complex data processing. Whether you're implementing complex algorithms, calling external APIs, or performing data validation, our Function node provides the flexibility and power of JavaScript enhanced with business rules capabilities. [Learn more](https://docs.gorules.io/learn/authoring/function-nodes) #### Modern JavaScript Support Write code using async/await, modules, and ES6+ syntax. #### Built-in Modules Access dayjs, big.js, zod, and http modules pre-installed. #### Developer Tools Debug with console logging and monitor execution metrics. Debug With Confidence ## Developer Tools Debug your functions with familiar console.log statements in real-time. Function Node's integrated console brings the development experience you know and love, letting you inspect data flow and troubleshoot issues directly in the simulator. From simple value inspection to complex object logging, see exactly what's happening inside your functions. It's like having Chrome DevTools built right into your decision flow. ![Developer tools with console.log](/components/function-devtool.png) ## Unleash the Power of JavaScript Write powerful custom logic with full JavaScript capabilities [![async icon](/icons/turn-right.svg) ### Modern Async Support Build complex integrations using async/await syntax. Make HTTP requests and handle async operations. Learn more →](https://docs.gorules.io/learn/authoring/function-nodes)[![console icon](/icons/code-terminal.svg) ### Debug with Console Debug in real-time using console.log. Track execution flow and inspect variables in the simulator. Learn more →](https://docs.gorules.io/learn/authoring/function-nodes)[![modules icon](/icons/bookshelf.svg) ### Built-in Modules Access dayjs for dates, big.js for calculations, zod for validation, and http for API calls. Learn more →](https://docs.gorules.io/learn/authoring/function-nodes) --- ## Powerful Expressions for Business Rules - GoRules **URL:** https://gorules.io/components/expression **Description:** Transform complex calculations and data mapping into simple expressions. Built for both business analysts and developers - powerful syntax for any business scenario. # Flexible Data Transformation Map, transform, and calculate business data using expression language. From simple mathematical operations to complex object transformations, Expression Node provides a powerful way to handle your business logic with clean, readable syntax. [Get Started for Free](/signin/verify-email) ![Expression Node](/components/expression.png) Business & Developer Friendly ## Simple Yet Powerful Write expressions as naturally as you would speak them. Expression Node bridges the gap between business users and developers with an intuitive syntax that feels familiar to everyone. Whether you're calculating loan interest, mapping customer data, or implementing discount rules, our expression syntax makes it natural to write and maintain your business logic. [Learn more](https://docs.gorules.io/learn/authoring/expressions) #### Familiar Syntax If you know basic Excel formulas or JavaScript, you'll feel right at home. #### Business-First Design Express complex business logic without getting lost in programming complexity. #### Immediate Results See your expression results in real-time as you type. Build Complex Logic Simply ## Chain Expressions Together Break down complex calculations into simple, logical steps. Expression Node's unique referencing system lets you build on previous results using the intuitive $ syntax. Start with simple calculations and progressively build up to sophisticated results. Reference any previous expression result to create clear, logical flows. Write With Confidence ## Smart Assistance Built-in Never second-guess your expressions again. Our intelligent auto-complete suggests relevant functions, operators, and field names as you type, while real-time syntax validation ensures your expressions are always correct. From suggesting available fields in your data to validating complex mathematical operations, our smart assistance tools guide you through expression creation with confidence. ## Unleash the Power of Expressions Transform and manipulate data with our intuitive Expression node [![reference icon](/icons/dollar.svg) ### References Shape your input data into the perfect output format using our user-friendly expression language. Learn more →](https://docs.gorules.io/learn/authoring/expressions)[![test tube icon](/icons/science.svg) ### Test While You Build Validate decisions instantly with our built-in simulator. See exactly which rules match. Learn more →](https://docs.gorules.io/learn/authoring/testing)[![loop icon](/icons/loop.svg) ### Powerful Loop Processing Process arrays of data effortlessly. Apply rules to each item in a collection. Learn more →](https://docs.gorules.io/learn/authoring/decision-graphs) --- ## GoRules: Business-Friendly Decision Tables for Business Rules **URL:** https://gorules.io/components/decision-table **Description:** Transform complex business logic into intuitive decision tables. Built for business analysts, backed by enterprise features - manage rules with simplicity. # Business-Friendly Decision Tables Create and manage business rules in a familiar spreadsheet format. Easily define conditions, actions, and outcomes using an intuitive interface that bridges the gap between business requirements and technical implementation. [Get Started for Free](/signin/verify-email) ![Decision Table for Credit Card Analysis](/components/decision-table.png) Familiar & Powerful ## Excel-Like Experience Transform your business rules into intuitive decision tables that feel just like Excel. Import existing rules directly into our platform, or create new ones using the same point-and-click experience your team already knows. Whether you're defining shipping rates, approval criteria, or pricing rules, our spreadsheet-like interface makes it natural to create, test, and maintain your business logic. [Learn more](https://docs.gorules.io/learn/authoring/decision-tables) #### Import/Export from Excel Seamlessly transfer your existing Excel-based rules into GoRules. #### Edit Like a Spreadsheet Use familiar operations like copy, paste, and drag to fill. #### Zero Learning Curve If you can use Excel, you can use GoRules decision tables. Code-Free Efficiency ## Intelligent Autocomplete Experience intelligent suggestions that make rule creation effortless. As you type, GoRules anticipates your needs by suggesting relevant fields, functions, and operators. From basic comparisons to complex calculations, our autocomplete understands your context and offers appropriate suggestions. Work confidently knowing you're using the right syntax every time. Write Rules with Confidence ## Smart Syntax Validation Say goodbye to syntax errors and debugging headaches. GoRules validates your business rules in real-time, catching errors as you type. Get instant feedback with clear, actionable messages. From simple typos to complex logical errors, our validation engine spots potential issues before they impact your business. ## Powerful Decision Table Features Everything you need to build and maintain business rules at scale [![hit policy icon](/icons/target.svg) ### Hit Policies Control how rules are evaluated. Choose "first match" for quick decisions, or "collect all" for multi-match scenarios. Learn more →](https://docs.gorules.io/learn/authoring/decision-tables)[![test tube icon](/icons/science.svg) ### Test While You Build Validate decisions instantly with our built-in simulator. See exactly which rules match and debug edge cases. Learn more →](https://docs.gorules.io/learn/authoring/testing)[![loop icon](/icons/loop.svg) ### Powerful Loop Processing Process arrays of data effortlessly. Apply rules to each item in a collection for batch processing. Learn more →](https://docs.gorules.io/learn/authoring/decision-graphs) --- ## GoRules vs Drools | Best Drools Alternative 2026 **URL:** https://gorules.io/compare/gorules-vs-drools **Description:** Compare GoRules and Drools business rules engines. See differences in performance, ease of use, language support, deployment options, and scalability. ![](/emblem.svg) Rules Engine Comparison # GoRules vs Drools A detailed comparison of two business rules engines. See how GoRules' modern, polyglot approach compares to Drools' Java-based BRMS for your decision automation needs. [Try GoRules Free](/signin/verify-email) [View Documentation](https://docs.gorules.io) ## Quick Summary **GoRules** is a lightweight, polyglot rules engine built for modern architectures-fast cold starts, horizontal scaling, and native SDKs for Node.js, Python, Go, Rust, Java, and Swift. **Drools** is a mature Java-based BRMS with powerful inference capabilities but heavier JVM overhead and steeper learning curve. GoRules is a strong Drools alternative for teams building cloud-native apps who need rapid iteration; choose Drools for complex Java-centric enterprises needing forward/backward chaining. Jump to Section - [Quick Comparison](#quick-comparison) - [Ease of Use](#ease-of-use) - [Language Support](#language-support) - [Performance](#performance) - [Deployment & Scaling](#deployment) - [When to Use Each](#when-to-use) - [FAQ](#faq) ## Quick Comparison Here's a side-by-side overview of how GoRules and Drools compare across key dimensions that matter for business rules management. Feature GoRules Drools Architecture Lightweight, embeddable JVM-based, modular Primary Language Rust core with polyglot SDKs Java Rule Format JDM (JSON Decision Model) DRL, DMN (XML), Spreadsheets Cold Start Time Milliseconds Seconds to minutes Rule Hot-Reload Native, real-time Complex, often requires restart Visual Editor Modern graph-based UI Business Central (Guvnor) Inference Engine Deterministic (no chaining) Forward & backward chaining Scalability Horizontal (stateless) Vertical (stateful sessions) Serverless Ready Excellent Challenging (JVM overhead) Learning Curve Low Steep Open Source MIT License Apache 2.0 ## Ease of Use The accessibility of a rules engine determines how quickly your team can adopt it and how effectively business users can participate in rule management. This is often the deciding factor between successful adoption and shelfware. ![GoRules](/emblem-white.svg) ### GoRules - Visual graph editor - drag and drop decision flows - Spreadsheet-style decision tables for business users - No coding required for most rule authoring - Instant preview and testing in the browser - JSON-based format - easy to read and version control - Built-in simulation and batch testing ### Drools - Business Central web interface for rule management - DMN decision tables with standard notation - DRL syntax requires learning curve - XML-based DMN can be verbose - Full power requires Java knowledge - Complex setup for new projects **GoRules** is designed for collaboration between technical and non-technical users. Business analysts can create and modify decision tables directly, while developers handle integration. The visual graph editor makes complex decision flows easy to understand and maintain. **Drools** is powerful but demands more technical expertise. While Business Central provides a web interface, effective use of Drools typically requires understanding DRL syntax, Java concepts, and the Rete algorithm. This makes it better suited for technical teams. ## Language Support The languages you can use with a rules engine determines how well it fits into your existing tech stack and whether your team can adopt it without major changes. ### ![](/emblem.svg)GoRules Native SDKs [Node.js](/open-source/javascript-rules-engine) [Python](/open-source/python-rules-engine) [Go](/open-source/go-rules-engine) [Rust](/open-source/rust-rules-engine) [Java](/open-source/java-rules-engine) [Kotlin](/open-source/kotlin-rules-engine) [Swift](/open-source/swift-rules-engine) WebAssembly PySpark ### Drools Language Support Java Kotlin Scala Groovy REST API **GoRules** provides first-class native SDKs for multiple languages, each optimized for that ecosystem. The Rust core compiles to native binaries and WebAssembly, enabling deployment anywhere from serverless functions to iOS/Android mobile apps to big data pipelines with PySpark and AWS Glue. **Drools** is fundamentally Java-based. While you can use it with other JVM languages like Kotlin or Scala, non-JVM languages must interact via REST APIs, adding latency and complexity. This makes Drools an excellent choice for Java shops but limiting for polyglot environments. ## Performance Characteristics Performance in rules engines isn't just about raw execution speed-it's about startup time, memory usage, scalability, and how well the engine handles dynamic rule changes in production. #### GoRules Performance Cold Start <50ms Instant serverless deployment Execution Speed Sub-ms Optional compilation for hot paths Rule Hot-Reload Real-time No restart, no downtime #### Drools Performance Cold Start Seconds-Minutes JVM + rule compilation overhead Execution Speed Sub-ms Optimized Rete algorithm Memory Footprint Hundreds of MB JVM + working memory ### The Real Difference: Startup Time In execution benchmarks, **GoRules and Drools perform comparably** for most rule sets. GoRules also supports optional ahead-of-time compilation for performance-critical scenarios. The actual execution speed depends heavily on rule complexity and structure. Where GoRules dramatically outperforms Drools is **startup time**. GoRules starts in milliseconds while Drools can take seconds to minutes as the JVM initializes and rules compile. This makes GoRules ideal for serverless, auto-scaling, and microservices where instances spin up and down frequently. Drools' Rete algorithm excels at scenarios requiring forward chaining and complex pattern matching across large fact bases-capabilities GoRules intentionally doesn't include in favor of deterministic, explainable decisions. ## Deployment & Scaling How you deploy and scale your rules engine matters as much as its features. Modern architectures demand flexibility in deployment models and the ability to scale with demand. ### Cold Start: First 60 Seconds What happens when a new instance spins up ![GoRules](/emblem-white.svg) GoRules Ready ~50ms Drools Still initializing... 0s15s30s45s60s+ Time to First Request ~50ms vs 30-120s Memory at Startup ~50MB vs 500MB+ Serverless Ready Excellent vs Challenging ### Auto-Scaling: Traffic Spike Response Time to handle 10x traffic increase ![GoRules](/emblem-white.svg) GoRules (Horizontal) 10 instances ~2s Drools (Vertical) Scaling up... 0s30s1m2m3m+ Scale Model Horizontal vs Vertical New Instance Ready <1 second vs Minutes Cost Model Pay per use vs Always on ### Deployment Options - **GoRules:** Docker, Kubernetes (Helm charts), AWS ECS/Fargate, Azure Container Apps, serverless functions (Lambda, Cloud Functions), embedded SDK, WebAssembly in browser - **Drools:** Traditional Java deployments, Docker with JVM, Kubernetes via Kogito, Red Hat OpenShift, KIE Server for centralized execution ### Scaling Philosophy **GoRules** is stateless by design, making horizontal scaling trivial. Add more instances behind a load balancer and they immediately start processing requests. This aligns perfectly with Kubernetes auto-scaling and serverless architectures. **Drools** often uses stateful sessions (working memory) which complicates horizontal scaling. While stateless sessions are possible, many Drools patterns rely on state accumulation. This typically leads to vertical scaling (bigger servers) rather than horizontal scaling (more servers). ### Integration Example See how rule execution looks in code for both engines: GoRules (Node.js) ``` import { ZenEngine } from '@gorules/zen-engine'; // Load rules - can be from file, API, or database const engine = new ZenEngine(); const decision = await engine.createDecision( await readFile('pricing.json') ); // Execute - hot reload supported const result = await decision.evaluate({ customer: { tier: "gold", years: 5 }, order: { total: 1500 } }); ``` Drools (Java) ``` // Build KIE container (slow startup) KieServices ks = KieServices.Factory.get(); KieContainer kc = ks.getKieClasspathContainer(); KieSession session = kc.newKieSession(); // Insert facts Customer customer = new Customer("gold", 5); Order order = new Order(1500); session.insert(customer); session.insert(order); // Fire rules session.fireAllRules(); session.dispose(); ``` ## When to Use Each Both engines excel in different scenarios. Here's guidance on choosing the right tool for your specific needs. ### Choose GoRules When - You're building microservices or serverless applications - Your stack includes Node.js, Python, Go, or Rust - Business users need to manage rules without IT - You need fast cold starts and horizontal scaling - Rules change frequently and need instant deployment - You want deterministic, explainable decisions - Big data processing with PySpark or AWS Glue ### Choose Drools When - You're in a Java-centric enterprise environment - You need complex event processing (CEP) - Forward/backward chaining inference is required - DMN standard compliance is mandatory - You have existing Red Hat/JBoss infrastructure - Complex pattern matching across many facts - You need the full Rete algorithm capabilities ### The Bottom Line **GoRules** is the better choice for most modern applications. Its lightweight architecture, polyglot support, and focus on developer experience make it ideal for teams building cloud-native applications who want to iterate quickly. The visual editor empowers business users while the native SDKs keep developers happy. **Drools** remains a solid choice for Java enterprises with complex inference requirements. If you need the full power of the Rete algorithm, complex event processing, or have existing investment in Red Hat ecosystem, Drools delivers. Just be prepared for the operational overhead and learning curve. ## Frequently Asked Questions Is GoRules a Drools alternative? Yes, GoRules is a modern alternative to Drools for business rules management. While Drools is a mature Java-based BRMS, GoRules offers a more lightweight, polyglot approach with native SDKs for Node.js, Python, Go, Rust, and Java. GoRules is particularly suited for teams that want faster deployment cycles, horizontal scalability, and a more intuitive visual editor for non-technical users. Can I migrate from Drools to GoRules? Yes, migration from Drools to GoRules is possible. While Drools uses DRL (Drools Rule Language) and DMN XML files, GoRules uses JDM (JSON Decision Model) format. The rule logic can be recreated using GoRules visual decision tables and expression editor. For complex migrations, GoRules offers professional services to assist with the transition. Which is faster: GoRules or Drools? For rule execution, they perform comparably-both achieve sub-millisecond evaluation for most rule sets. GoRules also supports optional compilation for performance-critical paths. The major difference is startup time: GoRules starts in milliseconds while Drools can take seconds to minutes due to JVM initialization and rule compilation. This makes GoRules significantly better for serverless, auto-scaling, and microservices architectures. Does GoRules support DMN like Drools? GoRules uses its own JDM (JSON Decision Model) format instead of DMN. While DMN is a standard, JDM offers advantages like human-readable JSON format, easier version control with Git, and faster parsing. GoRules decision tables provide similar functionality to DMN decision tables with a more intuitive interface. Can non-developers use GoRules vs Drools? GoRules has a significant advantage here. Its visual graph editor and decision tables are designed for business users with no coding experience. Drools, while powerful, typically requires familiarity with DRL syntax or technical knowledge to work with DMN effectively. GoRules enables true collaboration between business and technical teams. What about Drools Kogito vs GoRules? Kogito is Red Hat's cloud-native business automation platform built on Drools and jBPM. While Kogito brings Drools to Kubernetes, it still carries the JVM overhead and complexity. GoRules was built cloud-native from the start with sub-millisecond cold starts, native multi-language support, and simpler deployment without JVM dependencies. --- ## Serverless Rules Engine - Enterprise Lambda Layers for AWS, Azure & GCP **URL:** https://gorules.io/cloud-native/serverless **Description:** Enterprise serverless deployment with GoRules Lambda layers. Contact us for AWS Lambda, Azure Functions, or Google Cloud Functions integration with native performance. # Serverless Rules Engine Run GoRules in serverless environments with our enterprise Lambda layers. Native performance on AWS Lambda, Azure Functions, or Google Cloud Functions - contact us to get started with your deployment. [Contact Sales](mailto:sales@gorules.io) [View Open Source SDKs](/open-source) GoRules LayerNative Rust Engine runs on Lambda / Functions RuntimeNode.js Release Deployment ↓ ↓ ↓ Development Cloud Storage ↓ Lambda / SDK Staging Cloud Storage ↓ Lambda / SDK Production Cloud Storage ↓ Lambda / SDK [Learn more about Agents →](/agent)[Learn more about SDKs →](/open-source) Enterprise Feature ## Lambda Layers for Serverless Our serverless deployment option provides pre-built Lambda layers with the GoRules engine compiled for each runtime. This is an enterprise feature - contact our team to discuss your requirements and get access to the layers. - Pre-compiled Lambda layers - Native Rust performance - Node.js runtime support - Deployment guidance - Enterprise support included [Contact Us for Access](mailto:sales@gorules.io) ## Supported Platforms Enterprise Lambda layers available for major serverless platforms. ### AWS Lambda Native Lambda layers with Rust bindings for Node.js runtime. - Node.js 18+ runtime - ARM64 (Graviton) support - x86\_64 support - Cold start optimized ### Azure Functions Custom handlers and extensions for Azure Functions with native performance. - Node.js runtime - Premium plan recommended - Custom handlers - Consumption plan compatible ### Cloud Functions Deploy on Google Cloud Functions with native SDK integration. - Node.js runtime - Gen 2 functions - Cloud Run compatible - Automatic scaling ## Big Data Processing For batch processing millions of rule evaluations, consider our big data integrations. ### PySpark Integration Process millions of records with distributed rule evaluation on Databricks, EMR, or Dataproc. Native DataFrame integration with the Python SDK. [Learn About Big Data](/big-data) --- ## Kubernetes Rules Engine - Deploy GoRules BRMS on Any K8s Cluster **URL:** https://gorules.io/cloud-native/kubernetes **Description:** Deploy GoRules BRMS on Kubernetes with our Helm chart. Cloud-agnostic deployment on EKS, AKS, GKE, or any K8s distribution with PostgreSQL and horizontal scaling. # Kubernetes Rules Engine Deploy GoRules BRMS on any Kubernetes cluster with our production-ready Helm chart. Cloud-agnostic, portable, and designed for enterprise scale. Run on EKS, AKS, GKE, or your own cluster with PostgreSQL. [Get Started for Free](/signin/verify-email) [Helm Chart Docs](https://docs.gorules.io/developers/platform-guides/kubernetes) Kubernetes GoRules BRMSHelm Deployment → PostgreSQLManaged Service Release Deployment ↓ ↓ ↓ Development Storage ↓ Agent / SDK Staging Storage ↓ Agent / SDK Production Storage ↓ Agent / SDK [Learn more about Agents →](/agent)[Learn more about SDKs →](/open-source) Quick Start ## Deploy with Helm Our official Helm chart provides production-ready defaults for deploying GoRules BRMS on Kubernetes. Single command installation with sensible defaults - customize as needed for your environment. The chart includes deployment, service, ingress, and autoscaling configurations. Connect to any managed PostgreSQL database - Aurora, Cloud SQL, Azure Database for PostgreSQL, or any PostgreSQL-compatible service. [Helm Chart Documentation](https://docs.gorules.io/developers/platform-guides/kubernetes) #### One-Command Install Deploy a complete GoRules BRMS stack with helm install. #### Customizable Values Override any configuration with values.yaml. #### Upgrade Ready Rolling updates with zero downtime. Helm Charthelm install gorules ↓ Deployment Service Ingress Managed Database ## PostgreSQL for Kubernetes GoRules BRMS requires PostgreSQL for storing users, projects, rule versions, and audit history. Use managed databases from your cloud provider - Aurora, RDS, Cloud SQL, or Azure Database for PostgreSQL. Managed PostgreSQL provides automated backups, patching, high availability, and automatic failover. Connect securely using IAM authentication, Workload Identity, or managed identities. [Database Configuration](https://docs.gorules.io/developers/platform-guides/kubernetes) #### Aurora & RDS AWS managed PostgreSQL with automatic scaling. #### Cloud SQL Google Cloud managed PostgreSQL with high availability. #### Azure PostgreSQL Azure Flexible Server with zone redundancy. GoRules BRMS ↓ Managed PostgreSQLAurora / Cloud SQL / Azure Auto Scaling ## Horizontal Pod Autoscaler GoRules BRMS is designed for horizontal scaling. The stateless architecture means you can add replicas to handle increased load without coordination overhead. HPA scales based on CPU, memory, or custom metrics. Configure target utilization thresholds and let Kubernetes handle the rest. Scale from a single pod during quiet periods to hundreds during peak traffic - automatically. [Scaling Guide](https://docs.gorules.io/developers/platform-guides/kubernetes) #### CPU & Memory Metrics Scale based on resource utilization. #### Custom Metrics Scale on request rate or evaluation latency. #### KEDA Support Event-driven autoscaling for advanced scenarios. HPA Controller ↓ Pod 1 Pod 2 Pod N ↑ Metrics ServerCPU / Memory / Custom Traffic Management ## Ingress & Load Balancing Expose GoRules BRMS through your preferred ingress controller - NGINX, Traefik, or cloud-native options. The Helm chart includes ingress templates with TLS configuration. Use service mesh integration with Istio or Linkerd for advanced traffic management. Canary deployments, traffic mirroring, and circuit breaking are all supported. [Networking Guide](https://docs.gorules.io/developers/platform-guides/kubernetes) #### Ingress Templates Pre-configured for NGINX, Traefik, and cloud LBs. #### TLS Termination Automatic certificates with cert-manager. #### Service Mesh Ready Istio and Linkerd annotations included. Ingress ControllerNGINX / Traefik ↓ Service ↓ GoRules Pods ## Kubernetes-Native Features Built for cloud-native operations and GitOps workflows [ ### Prometheus Metrics Built-in /metrics endpoint for Prometheus scraping. Pre-built Grafana dashboards for visualization. Learn more →](https://docs.gorules.io/developers/platform-guides/kubernetes)[ ### Health Probes Liveness and readiness probes for proper pod lifecycle. Startup probes for slow-starting containers. Learn more →](https://docs.gorules.io/developers/platform-guides/kubernetes)[ ### GitOps Ready Deploy with ArgoCD or Flux. Store Helm values in Git for declarative, auditable infrastructure. Learn more →](https://docs.gorules.io/developers/platform-guides/kubernetes) --- ## Google Cloud Rules Engine - Deploy GoRules BRMS on GCP **URL:** https://gorules.io/cloud-native/google-cloud **Description:** Deploy GoRules BRMS on Google Cloud using Cloud Run or GKE with Cloud SQL PostgreSQL. Self-hosted business rules platform with Cloud Monitoring integration. # Google Cloud Rules Engine Deploy GoRules BRMS on Google Cloud Platform. Run Docker containers on Cloud Run or GKE with Cloud SQL PostgreSQL for a fully managed business rules platform on your GCP infrastructure. [Get Started for Free](/signin/verify-email) [Deployment Guide](https://docs.gorules.io/developers/deployment/brms/deployment) Google Cloud GoRules BRMSCloud Run / GKE → Cloud SQL PostgreSQL Release Deployment ↓ ↓ ↓ Development Cloud Storage ↓ Agent / SDK Staging Cloud Storage ↓ Agent / SDK Production Cloud Storage ↓ Agent / SDK [Learn more about Agents →](/agent)[Learn more about SDKs →](/open-source) Serverless Containers ## Deploy on Cloud Run Cloud Run is the fastest way to run GoRules BRMS on Google Cloud. Deploy Docker containers with automatic scaling, built-in HTTPS, and pay-per-request pricing. No infrastructure to manage. Cloud Run scales from zero to thousands of instances automatically. Built-in traffic splitting enables gradual rollouts and A/B testing of rule changes. [Cloud Run Guide](https://docs.gorules.io/developers/deployment/brms/deployment) #### Scale to Zero No charges when your service is not handling requests. #### Automatic HTTPS TLS certificates managed automatically by Google. #### Traffic Splitting Gradually roll out new versions with traffic controls. Cloud Load Balancing ↓ Instance 1 Instance 2 Instance N ↓ Cloud RunFully Managed Managed Database ## Cloud SQL PostgreSQL GoRules BRMS requires PostgreSQL for storing users, projects, rule versions, and audit history. Cloud SQL provides a fully managed PostgreSQL with automated backups, patching, and high availability. Use high availability configuration for production workloads. Cloud SQL handles failover automatically, ensuring your business rules platform stays available. Point-in-time recovery protects against data loss. [Database Configuration](https://docs.gorules.io/developers/deployment/brms/deployment) #### Managed Service Automated backups, patching, and maintenance. #### High Availability Regional instances with automatic failover. #### Encryption Data encrypted at rest and in transit by default. GoRules BRMS ↓ Cloud SQLPostgreSQL Kubernetes on GCP ## Deploy on Google Kubernetes Engine For enterprise Kubernetes workloads, Google Kubernetes Engine provides a managed, production-ready platform. Deploy GoRules BRMS using our Helm chart with GKE Autopilot for fully managed node infrastructure. GKE integrates with Workload Identity for secure access to GCP services, Cloud Load Balancing for global traffic management, and Anthos for hybrid and multi-cloud deployments. [Kubernetes Guide](/cloud-native/kubernetes) #### GKE Autopilot Fully managed nodes - focus on workloads, not infrastructure. #### Workload Identity Secure, credential-free access to Cloud SQL. #### Global Load Balancing Multi-region deployments with Cloud Load Balancing. Cloud Load Balancing ↓ Pod 1 Pod 2 Pod N ↓ GKE Control PlaneAutopilot / Standard ## GCP Integration Features Native integrations with Google Cloud services for enterprise deployments [ ### Cloud Monitoring & Logging Built-in metrics for Cloud Monitoring. Structured logs in Cloud Logging with advanced querying. Learn more →](https://docs.gorules.io/developers/deployment/brms/deployment)[ ### Secret Manager & IAM Store secrets in Secret Manager. Use IAM and Workload Identity for fine-grained access control. Learn more →](https://docs.gorules.io/developers/deployment/brms/deployment)[ ### VPC & Private Service Connect Deploy in private VPC networks. Use Private Service Connect for secure access to GCP services. Learn more →](https://docs.gorules.io/developers/deployment/brms/deployment) --- ## Azure Rules Engine - Deploy GoRules BRMS on Microsoft Azure **URL:** https://gorules.io/cloud-native/azure **Description:** Deploy GoRules BRMS on Azure using Container Apps or AKS with Azure Database for PostgreSQL. Self-hosted business rules platform with Azure Monitor integration. # Azure Rules Engine Deploy GoRules BRMS on Microsoft Azure. Run Docker containers on Container Apps or AKS with Azure Database for PostgreSQL for a fully managed business rules platform on your Azure infrastructure. [Get Started for Free](/signin/verify-email) [Deployment Guide](https://docs.gorules.io/developers/platform-guides/azure-container-apps) Microsoft Azure GoRules BRMSContainer Apps / AKS → Azure PostgreSQL Release Deployment ↓ ↓ ↓ Development Blob Storage ↓ Agent / SDK Staging Blob Storage ↓ Agent / SDK Production Blob Storage ↓ Agent / SDK [Learn more about Agents →](/agent)[Learn more about SDKs →](/open-source) Serverless Containers ## Deploy on Azure Container Apps Azure Container Apps is the fastest way to run GoRules BRMS on Azure. Deploy Docker containers without managing infrastructure - automatic scaling, built-in HTTPS, and pay-per-use pricing. Container Apps handles load balancing, certificate management, and scaling automatically. Perfect for teams who want production-ready deployments without Kubernetes complexity. [Container Apps Guide](https://docs.gorules.io/developers/platform-guides/azure-container-apps) #### Zero Infrastructure No VMs or clusters to manage - just deploy your container. #### Auto Scaling Scale based on HTTP traffic, CPU, or custom metrics. #### Built-in Ingress HTTPS endpoints with automatic certificate management. Azure Front Door / LB ↓ Replica 1 Replica 2 Replica N ↓ Container AppsManaged Environment Managed Database ## Azure Database for PostgreSQL GoRules BRMS requires PostgreSQL for storing users, projects, rule versions, and audit history. Azure Database for PostgreSQL provides a fully managed service with automated backups and high availability. Choose Flexible Server for production workloads with zone-redundant high availability. Automatic patching, point-in-time restore, and geo-redundant backups protect your data. [Database Configuration](https://docs.gorules.io/developers/platform-guides/azure-container-apps) #### Flexible Server Full control with managed infrastructure and high availability. #### Zone Redundancy Automatic failover across availability zones. #### Encryption Data encrypted at rest and in transit by default. GoRules BRMS ↓ Azure PostgreSQLFlexible Server Kubernetes on Azure ## Deploy on Azure Kubernetes Service For enterprise Kubernetes deployments, Azure Kubernetes Service provides a managed control plane with deep Azure integration. Deploy GoRules BRMS using our Helm chart with Azure-specific optimizations. AKS integrates with Azure Active Directory for authentication, Azure Monitor for observability, and Azure Key Vault for secrets. Use managed identities for secure access to Azure resources. [Kubernetes Guide](/cloud-native/kubernetes) #### Azure AD Integration Enterprise SSO with Azure Active Directory. #### Managed Identity Secure access to Azure resources without credentials. #### Azure CNI Native VNet integration for network security. Application Gateway ↓ Pod 1 Pod 2 Pod N ↓ AKS Control PlaneManaged by Azure ## Azure Integration Features Native integrations with Azure services for enterprise deployments [ ### Azure Monitor Built-in metrics and logs for Azure Monitor. Create dashboards, alerts, and Application Insights integration. Learn more →](https://docs.gorules.io/developers/platform-guides/azure-container-apps)[ ### Key Vault & Managed Identity Store secrets in Azure Key Vault. Use managed identities for secure, credential-free authentication. Learn more →](https://docs.gorules.io/developers/platform-guides/azure-container-apps)[ ### VNet & Private Endpoints Deploy in private VNets. Use Private Link for secure access to Azure services. Learn more →](https://docs.gorules.io/developers/platform-guides/azure-container-apps) --- ## AWS Rules Engine - Deploy GoRules BRMS on Amazon Web Services **URL:** https://gorules.io/cloud-native/aws **Description:** Deploy GoRules BRMS on AWS using Docker containers on ECS or EKS with Aurora PostgreSQL. Self-hosted business rules platform with CloudWatch monitoring and S3 storage. # AWS Rules Engine Deploy GoRules BRMS on Amazon Web Services. Run Docker containers on ECS or EKS with Aurora PostgreSQL for a fully managed, scalable business rules platform on your AWS infrastructure. [Get Started for Free](/signin/verify-email) [Deployment Guide](https://docs.gorules.io/developers/platform-guides/aws-ecs) Amazon Web Services GoRules BRMSECS / EKS → Aurora PostgreSQL Release Deployment ↓ ↓ ↓ Development S3 Bucket ↓ Agent / SDK Staging S3 Bucket ↓ Agent / SDK Production S3 Bucket ↓ Agent / SDK [Learn more about Agents →](/agent)[Learn more about SDKs →](/open-source) Container Orchestration ## Deploy on Amazon ECS Amazon Elastic Container Service provides the simplest path to running GoRules BRMS in production. Deploy the official Docker image directly to ECS with Fargate for serverless containers, or EC2 for more control. ECS handles container orchestration, load balancing, and auto-scaling automatically. Combine with Application Load Balancer for high-availability deployments that scale with your traffic. [ECS Deployment Guide](https://docs.gorules.io/developers/platform-guides/aws-ecs) #### Fargate Serverless No server management required. Pay only for the compute you use. #### Auto Scaling Scale based on CPU, memory, or custom CloudWatch metrics automatically. #### Service Discovery Built-in service discovery with AWS Cloud Map for microservices. Application Load Balancer ↓ Task 1 Task 2 Task N ↓ ECS ClusterFargate / EC2 Managed Database ## Aurora PostgreSQL GoRules BRMS requires PostgreSQL for storing users, projects, rule versions, and audit history. Amazon Aurora PostgreSQL provides a fully managed, highly available database with automatic scaling. RDS PostgreSQL is also supported. Aurora automatically replicates data across multiple Availability Zones with continuous backups. Serverless v2 scales capacity automatically based on demand, optimizing costs for variable workloads. [Database Configuration](https://docs.gorules.io/developers/platform-guides/aws-ecs) #### Fully Managed Automated backups, patching, and maintenance with zero downtime. #### High Availability Aurora Replicas across AZs with automatic failover in seconds. #### Serverless v2 Auto-scaling capacity for variable workloads and cost optimization. GoRules BRMS ↓ Aurora PostgreSQLManaged & Auto-scaling Kubernetes on AWS ## Deploy on Amazon EKS For teams running Kubernetes, Amazon EKS provides a managed control plane with full compatibility. Deploy GoRules BRMS using our Helm chart with AWS-specific optimizations for production workloads. EKS integrates with IAM for authentication, ALB Ingress Controller for load balancing, and supports both managed node groups and Fargate profiles. Use the same Helm chart across any Kubernetes cluster. [Kubernetes Guide](/cloud-native/kubernetes) #### Helm Chart Deploy with a single helm install command. #### IAM Integration Use IAM roles for service accounts (IRSA) for secure access. #### HPA Support Horizontal Pod Autoscaler for automatic scaling. ALB Ingress Controller ↓ Pod 1 Pod 2 Pod N ↓ EKS Control PlaneManaged by AWS ## AWS Integration Features Native integrations with AWS services for enterprise deployments [ ### CloudWatch Monitoring Built-in metrics for rule evaluations, latency, and errors. Create dashboards and alerts with CloudWatch. Learn more →](https://docs.gorules.io/developers/platform-guides/aws-ecs)[ ### IAM & Secrets Manager Use IAM roles for secure access. Store database credentials in AWS Secrets Manager. Learn more →](https://docs.gorules.io/developers/platform-guides/aws-ecs)[ ### VPC & Private Subnets Deploy in private subnets for maximum security. Use VPC endpoints for private AWS access. Learn more →](https://docs.gorules.io/developers/platform-guides/aws-ecs) --- ## What is Dynamic Pricing and Why It Matters **URL:** https://gorules.io/blog/what-is-dynamic-pricing-and-why-it-matters **Description:** Learn how to implement dynamic pricing strategies that automatically adjust prices based on market demand, competition, and customer behavior. # What is Dynamic Pricing and Why It Matters Learn how to implement dynamic pricing strategies that automatically adjust prices based on market demand, competition, and customer behavior. Nov 7, 2024 ![What is Dynamic Pricing and Why It Matters](https://cdn.builder.io/api/v1/image/assets%2F94824ef0644d4e0891d655aa6e8ece0d%2F3da15045372d448ab0ede57a939b4c12) Dynamic pricing is a strategy where prices automatically adjust based on market demand, competition, and other real-time factors. This pricing approach has become increasingly crucial in modern business, with major retailers and service providers adopting it to optimize revenue and stay competitive in real-time. In today's fast-paced digital economy, static pricing is becoming obsolete. E-commerce giants like Amazon make millions of price changes daily, while airlines adjust ticket prices every few minutes. This constant optimization ensures maximum revenue while maintaining market competitiveness. ## Real-World Use Cases Events and Venues - Sports venues adjusting ticket prices based on team performance and rivalry matches - Concert venues optimizing prices based on artist popularity and seat locations - Museums offering variable admission fees during peak tourist seasons Retail and E-commerce - Grocery stores automating markdowns for perishable goods - Fashion retailers managing seasonal inventory transitions - Electronics stores matching online and in-store pricing Travel Industry - Car rental companies balancing fleet utilization - Tour operators managing seasonal demand - Parking facilities adjusting rates during events ## Challenges in Implementing Dynamic Pricing While dynamic pricing offers significant benefits, implementation challenges exist. Data quality and availability often pose initial hurdles. Systems must process multiple data points quickly while maintaining accuracy. Customer perception also needs careful management - price changes must feel fair and transparent. Technical infrastructure presents another challenge. Traditional pricing systems often struggle with real-time adjustments and multiple variable processing. Integration with existing e-commerce platforms and point-of-sale systems requires careful planning and execution. ## Implementation Success Factors Key factors that determine successful dynamic pricing implementation: 1. **Start Small**: Begin with a single product line or service category 2. **Clear Rules**: Establish transparent pricing boundaries and rules 3. **Monitor Impact**: Track key metrics like revenue, margin, and customer satisfaction 4. **Regular Reviews**: Periodically assess and adjust pricing rules 5. **Customer Communication**: Maintain transparency about pricing practices # Common Dynamic Pricing Strategies ## Time-based Pricing Time-based pricing adjusts prices according to specific times, seasons, or events. Hotels increase rates during peak tourist seasons, while restaurants offer happy hour discounts during slower periods. This strategy optimizes revenue by matching price sensitivity to customer behavior patterns. ## Demand-based Pricing Demand-based pricing responds to real-time market demand. When demand rises, prices increase to maximize profit margins. Conversely, during low-demand periods, prices decrease to stimulate sales. Ride-sharing services like Uber use this strategy effectively with surge pricing during high-demand periods. ## Competitor-based Pricing Competitor-based pricing automatically adjusts prices in response to competitor movements. This strategy ensures your products remain competitive while maintaining profit margins. Many retailers use automated tools to monitor competitor prices and adjust accordingly. ## Customer Segment Pricing Different customer segments have varying price sensitivities and perceived value. Premium customers might value convenience over cost, while new customers might need introductory offers. This strategy personalizes prices based on customer characteristics and behavior patterns. # Building a Dynamic Pricing Engine with GoRules GoRules simplifies dynamic pricing implementation through its intuitive decision modeling interface. By combining different pricing factors into a single decision model, businesses can create sophisticated pricing strategies without complex coding. The process involves: 1. Defining pricing variables (demand levels, time periods, competitor positions) 2. Creating adjustment rules using decision tables 3. Setting up real-time price calculations 4. Testing and validating pricing scenarios ![](https://cdn.builder.io/api/v1/image/assets%2F94824ef0644d4e0891d655aa6e8ece0d%2Fda5ca16d4b8d4129977663e32b6dc745) Our dynamic pricing implementation uses GoRules JDM (JSON Decision Model) to create a flexible and maintainable pricing engine. The model consists of three main components that work together to calculate the final price. ### Input Factors Receives the initial request containing: - Base price - Current market demand - Time of day - Competitor price position - Customer segment information ### Adjustment Tables The model uses four decision tables, each responsible for a specific aspect of pricing: - **Market Demand Table**: Evaluates current demand levels (high/medium/low) and determines appropriate price adjustments - **Time-Based Table**: Analyzes time periods (peak/normal/off-peak) to apply time-sensitive pricing - **Competitor Analysis Table**: Compares market position (higher/equal/lower) and adjusts pricing accordingly - **Customer Segment Table**: Applies segment-specific adjustments based on customer type (premium/regular/new) ### Calculation An expression node that: - Combines all adjustment factors - Applies them to the base price - Calculates the final adjusted price - Determines the percentage change from base price # Interactive Dynamic Pricing Calculator [Experience dynamic pricing](https://gorules.io/use-cases/dynamic-pricing) in action with our interactive calculator. Adjust different variables to see how prices change based on market conditions, time of day, competition, and customer segments. This demo showcases how different factors combine to determine the final price, providing transparency into the decision-making process. By implementing dynamic pricing with GoRules, businesses can quickly adapt to market changes, optimize revenue, and maintain competitive advantage - all while ensuring pricing decisions remain transparent and manageable. ![](https://cdn.builder.io/api/v1/pixel?apiKey=94824ef0644d4e0891d655aa6e8ece0d) Table of contents * * * - [Real-World Use Cases](#real-world-use-cases) - [Challenges in Implementing Dynamic Pricing](#challenges-in-implementing-dynamic-pricing) - [Implementation Success Factors](#implementation-success-factors) - [Common Dynamic Pricing Strategies](#common-dynamic-pricing-strategies) - [Time-based Pricing](#time-based-pricing) - [Demand-based Pricing](#demand-based-pricing) - [Competitor-based Pricing](#competitor-based-pricing) - [Customer Segment Pricing](#customer-segment-pricing) - [Building a Dynamic Pricing Engine with GoRules](#building-a-dynamic-pricing-engine-with-gorules) - [Input Factors](#input-factors) - [Adjustment Tables](#adjustment-tables) - [Calculation](#calculation) - [Interactive Dynamic Pricing Calculator](#interactive-dynamic-pricing-calculator) [ ![Reshaping the Insurance Industry with Steadfast Technologies](https://cdn.builder.io/api/v1/image/assets%2F94824ef0644d4e0891d655aa6e8ece0d%2Fed9c7d83626d427096169df5e83f978e) Steadfast Technologies, a leading InsureTech provider throughout Australia and New Zealand, is excited to announce its collaboration with GoRules. Feb 7, 2024 ](/blog/reshaping-the-insurance-industry)[ ![Building Python Rules Engine: Lambda and S3](https://cdn.builder.io/api/v1/image/assets%2F94824ef0644d4e0891d655aa6e8ece0d%2Fff70f7387ca54a6692eb346d72ce244c) Learn how to deploy and utilize a serverless rules engine. Apr 4, 2023 ](/blog/python-rules-engine-lambda)[ ![Automated Approvals: From SharePoint to Modern Workflows](https://cdn.builder.io/api/v1/image/assets%2F94824ef0644d4e0891d655aa6e8ece0d%2Fcb13b347e2494a6e97fb9fbd48392752) Discover how automated approval workflows can revolutionize your operations. Nov 23, 2024 ](/blog/automated-approval-system) --- ## SOC 2 Type 2 Compliance **URL:** https://gorules.io/blog/soc-2-type-2 **Description:** A significant milestone in our commitment to data security, regulatory compliance, and building trust with our customers. # SOC 2 Type 2 Compliance A significant milestone in our commitment to data security, regulatory compliance, and building trust with our customers. Jan 12, 2026 ![SOC 2 Type 2 Compliance](https://cdn.builder.io/api/v1/image/assets%2F94824ef0644d4e0891d655aa6e8ece0d%2Ff9d0719a056445b397e4f283d81f0284) We're excited to announce that GoRules has successfully achieved compliance with SOC 2 Type 2, marking a significant milestone in our commitment to data security and regulatory compliance. This achievement represents a pivotal moment for GoRules and reinforces our promise to customers that their data is handled with the highest level of care and protection. As we continue to grow and serve organizations across industries, maintaining robust security standards remains at the core of everything we do. The attainment of SOC 2 Type 2 compliance underscores our dedication to protecting sensitive information and meeting industry standards. Through a rigorous independent audit, we've confirmed our adherence to the stringent requirements of the SOC 2 Type 2 framework. Achieving SOC 2 Type 2 compliance means our customers can trust that GoRules has implemented comprehensive controls around security, availability, and confidentiality. This certification strengthens our data security posture and demonstrates our commitment to operational excellence - giving our partners the confidence they need when integrating our solutions into their workflows. For more details on our security practices and compliance documentation, visit our [Trust Center](https://trust.gorules.io). As we continue to prioritize data security and regulatory compliance, we remain committed to upholding the highest standards of excellence in all aspects of our operations. ![](https://cdn.builder.io/api/v1/pixel?apiKey=94824ef0644d4e0891d655aa6e8ece0d) Table of contents * * * [ ![Reshaping the Insurance Industry with Steadfast Technologies](https://cdn.builder.io/api/v1/image/assets%2F94824ef0644d4e0891d655aa6e8ece0d%2Fed9c7d83626d427096169df5e83f978e) Steadfast Technologies, a leading InsureTech provider throughout Australia and New Zealand, is excited to announce its collaboration with GoRules. Feb 7, 2024 ](/blog/reshaping-the-insurance-industry)[ ![Building Python Rules Engine: Lambda and S3](https://cdn.builder.io/api/v1/image/assets%2F94824ef0644d4e0891d655aa6e8ece0d%2Fff70f7387ca54a6692eb346d72ce244c) Learn how to deploy and utilize a serverless rules engine. Apr 4, 2023 ](/blog/python-rules-engine-lambda)[ ![What is Dynamic Pricing and Why It Matters](https://cdn.builder.io/api/v1/image/assets%2F94824ef0644d4e0891d655aa6e8ece0d%2F3da15045372d448ab0ede57a939b4c12) Learn how to implement dynamic pricing strategies that automatically adjust prices based on market demand, competition, and customer behavior. Nov 7, 2024 ](/blog/what-is-dynamic-pricing-and-why-it-matters) --- ## What is a Business Rules Engine? **URL:** https://gorules.io/blog/reshaping-the-insurance-industry **Description:** Steadfast Technologies, a leading InsureTech provider throughout Australia and New Zealand, is excited to announce its collaboration with GoRules, a move set to revolutionize the InsureTech landscape. # Reshaping the Insurance Industry with Steadfast Technologies Steadfast Technologies, a leading InsureTech provider throughout Australia and New Zealand, is excited to announce its collaboration with GoRules. Feb 7, 2024 ![Reshaping the Insurance Industry with Steadfast Technologies](https://cdn.builder.io/api/v1/image/assets%2F94824ef0644d4e0891d655aa6e8ece0d%2Fed9c7d83626d427096169df5e83f978e) By leveraging the cutting-edge capabilities of GoRules' Business Rules platform, our partnership is focused on creating a customer-centric approach to InsureTech. This includes the implementation of: - **Intuitive, drag-and-drop forms** - A gateway to digitizing communication, these forms simplify and streamline how brokers engage with their clients. By enabling the creation of customized, user-friendly digital forms, we empower brokers to move client interactions away from traditional email exchanges to a fully digital platform. - **Real-Time Quotation and Pricing Engine** - GoRules' advanced Business Rules platform enables us to provide real-time quotations and pricing. This means customers can get immediate, accurate insurance quotes with just a few clicks. It's about making the process of obtaining insurance faster and more transparent, eliminating the traditional waiting times and uncertainties. - **Efficient opportunity management** \- Integrating our intuitive digital forms and instant quotation capabilities, we enhance our ability to manage and convert opportunities effectively. This comprehensive approach ensures potential customers are engaged with personalized, timely information, improving our conversion rates. Through streamlined processes and improved customer interactions, we're able to deliver a superior service experience, making every step from initial contact to policy issuance seamless and efficient. Moreover, by integrating with top-tier technology partners like Stripe for seamless payment solutions and Twilio for effective communication, Steadfast Technologies is poised to set new standards in the industry. Steadfast Technologies is a subsidiary of the Steadfast Group, the largest general insurance broker network and group of underwriting agencies in Australasia. Keep an eye out for more updates as we continue to forge the future of InsureTech! ![](https://cdn.builder.io/api/v1/pixel?apiKey=94824ef0644d4e0891d655aa6e8ece0d) Table of contents * * * [ ![Building Python Rules Engine: Lambda and S3](https://cdn.builder.io/api/v1/image/assets%2F94824ef0644d4e0891d655aa6e8ece0d%2Fff70f7387ca54a6692eb346d72ce244c) Learn how to deploy and utilize a serverless rules engine. Apr 4, 2023 ](/blog/python-rules-engine-lambda)[ ![What is Dynamic Pricing and Why It Matters](https://cdn.builder.io/api/v1/image/assets%2F94824ef0644d4e0891d655aa6e8ece0d%2F3da15045372d448ab0ede57a939b4c12) Learn how to implement dynamic pricing strategies that automatically adjust prices based on market demand, competition, and customer behavior. Nov 7, 2024 ](/blog/what-is-dynamic-pricing-and-why-it-matters)[ ![Automated Approvals: From SharePoint to Modern Workflows](https://cdn.builder.io/api/v1/image/assets%2F94824ef0644d4e0891d655aa6e8ece0d%2Fcb13b347e2494a6e97fb9fbd48392752) Discover how automated approval workflows can revolutionize your operations. Nov 23, 2024 ](/blog/automated-approval-system) --- ## Building Python Rules Engine: Lambda and S3 **URL:** https://gorules.io/blog/python-rules-engine-lambda **Description:** Learn how to deploy and utilize a serverless rules engine. # Building Python Rules Engine: Lambda and S3 Learn how to deploy and utilize a serverless rules engine. Apr 4, 2023 ![Building Python Rules Engine: Lambda and S3](https://cdn.builder.io/api/v1/image/assets%2F94824ef0644d4e0891d655aa6e8ece0d%2Fff70f7387ca54a6692eb346d72ce244c) In today's world, businesses need to be agile, flexible, and efficient to stay competitive. To achieve this, they need to implement technologies that allow them to process and analyze data quickly and accurately. One technology that has gained popularity in recent years is the serverless computing model. Serverless computing allows developers to write and run code without having to worry about managing servers or infrastructure. This model is cost-effective, and scalable, and reduces the time it takes to deploy code to production. In this article we will learn how to: - Create an Amazon S3 bucket - Create Rules Engine Lambda Function - Create a JDM file - Test Lambda We will start by assuming you already have AWS Account. ## Create an Amazon S3 bucket To create a new bucket login into your AWS Console and go to the link: [https://s3.console.aws.amazon.com/s3/buckets](https://s3.console.aws.amazon.com/s3/buckets) Next, press Create on the right side. ![Amazon S3 Buckets](https://cdn.builder.io/api/v1/image/assets%2F94824ef0644d4e0891d655aa6e8ece0d%2F006662c208f745dc92da25b9206ecaaf) In the forms enter a unique bucket name and select your region. ![Create Amazon S3 Bucket](https://cdn.builder.io/api/v1/image/assets%2F94824ef0644d4e0891d655aa6e8ece0d%2F2341db7e5aaa462c884f4048e42005ad) Scroll to the bottom, leave other fields as default and press **Create Bucket**. After finishing you should see your new bucket in the list. ![Amazon S3 Buckets - created](https://cdn.builder.io/api/v1/image/assets%2F94824ef0644d4e0891d655aa6e8ece0d%2Fa48830d5593f410199a637904ed9e28d) We have set up AWS S3 Bucket! ## Create Rules Engine Lambda Function Now, we will create a new Lambda Function and will attach Zen Engine Layer. To use a Zen Engine in a Lambda environment we have two options: 1. Bundle Zen Engine dependency with the Python program, 2. Add Zen Engine Layer that has a built-in dependency. The lambda layer is a smart way to package the dependencies and libraries that simplify serverless deployment. The layer is actually a zip file that contains all the dependencies. It shrinks down the size of the deployment package and makes your deployment more robust. In the next part, we will progress with this option. ### Create Layer To start, open the Lambda service by visiting the Lambda Home page [https://console.aws.amazon.com/lambda/home#/layers](https://console.aws.amazon.com/lambda/home#/layers). You will see a list of your available layers. ![Lambda Layers](https://cdn.builder.io/api/v1/image/assets%2F94824ef0644d4e0891d655aa6e8ece0d%2Fd0edff9475ab4005a7f5dedaa48d757d) Press **Create Layer** and you will see the form as on an image: ![Lambda Create Layer](https://cdn.builder.io/api/v1/image/assets%2F94824ef0644d4e0891d655aa6e8ece0d%2F38bc8801c38c4c21b82c50d0447c33ea) On the form, we will need to add certain configurations: - enter a name, for example, **zen\_engine\_python\_layer**, - tick Upload a file from Amazon S3 and paste this URL: [https://gorules-public-eu-west-1.s3.eu-west-1.amazonaws.com/lambda/layers/python/python-zen\_engine-v0.4.1-x86\_64-linux-gnu.zip](https://gorules-public-eu-west-1.s3.eu-west-1.amazonaws.com/lambda/layers/python/python-zen_engine-v0.4.1-x86_64-linux-gnu.zip) - select runtime **Python 3.9**, - tick only **x86\_64** architecture _You can also download a zen engine python layer to your machine and manually upload it._ Press **Create** and your Lambda layer will be created. ![Lambda Layer - created](https://cdn.builder.io/api/v1/image/assets%2F94824ef0644d4e0891d655aa6e8ece0d%2Fe9d33a4da32345dba822ecc3bfb9f4e4) ### Create a Function and attach Layer Next, we will need to create a Function and attach Layer. On the left side of Navigation select **Functions** and a new page will appear with a list of available functions. ![Lambda Functions](https://cdn.builder.io/api/v1/image/assets%2F94824ef0644d4e0891d655aa6e8ece0d%2Fc085c71c6aca4c52b7eac4f00945076d) To create a new function select **Create function.** Next, on the configuration page: - enter the name of your function, - select Runtime to **Python 3.9**, - select **x86\_64** architecture. ![Lambda Function Create](https://cdn.builder.io/api/v1/image/assets%2F94824ef0644d4e0891d655aa6e8ece0d%2F0edb5d8caeb94bebbcc68e7864b8aa40) _Your Runtime and Architecture must match with the previously created Layer._ Next press **Create Function** and your Lambda Function will be created! ![Lambda Function](https://cdn.builder.io/api/v1/image/assets%2F94824ef0644d4e0891d655aa6e8ece0d%2F082271f93f7343b9a94790c5af88d989) Now we will need to attach our reusable Layer with built-in dependencies. On the Lambda page scroll to the bottom and in the Layers section press **Add a Layer**. ![Lambda Function - Add a Layer](https://cdn.builder.io/api/v1/image/assets%2F94824ef0644d4e0891d655aa6e8ece0d%2F75a3c6be286447d4a034fca3b8388dbb) The new form will appear: ![Lambda Function Layer](https://cdn.builder.io/api/v1/image/assets%2F94824ef0644d4e0891d655aa6e8ece0d%2F6dbb4a866ddf4324b3bb68b602b05688) On the form select **Custom Layers**, from the dropdown select your previously created layer (e.g. zen\_engine\_python\_layer), and select a version. Press **Add** and your new Layer will be added to your Lambda Function. Your Lambda will now have a Layer with dependencies attached. ### Configure permissions Next, we will need to allow Lambda to access S3. To do this go to a **Configuration** Tab, open the **Permissions** side menu, and press **Edit**. ![Lambda Permissions](https://cdn.builder.io/api/v1/image/assets%2F94824ef0644d4e0891d655aa6e8ece0d%2F7713e795465b48b681a57cec81513f6c) On the newly opened form scroll to the bottom and tick **Create a new role from AWS policy templates** in the Execution role section. Enter a new name, for example, **bre\_python\_lambda,** and in the Policy Template search and select **Amazon S3 object read-only permissions**. ![Lambda Permission](https://cdn.builder.io/api/v1/image/assets%2F94824ef0644d4e0891d655aa6e8ece0d%2F26f90df285da4345bc027bab5696aead) Press Save and your new Role will be added to Lambda. ## Python Rules Engine As we have all dependencies and permissions set, we are now left with writing Python code. ![Python Business Rules Engine](https://cdn.builder.io/api/v1/image/assets%2F94824ef0644d4e0891d655aa6e8ece0d%2Feb6bd0628792414889c75d58c40b53fb) _For the source code please visit:_ [_https://github.com/gorules/zen/blob/master/examples/python-lambda-s3/lambda\_function.py_](https://github.com/gorules/zen/blob/master/examples/python-lambda-s3/lambda_function.py) Because we have added a lambda layer we are able to import the zen library without having any dependency directly in the function. The code that you are seeing here is using the loaders logic which is made to read decision files directly from Amazon S3 based on a **key** property of the request. ## Create a JDM file To create and manage decision files we can either create JSON files manually or use GoRules free editor. Open the editor by clicking on the [Editor](https://editor.gorules.io/?template=shipping-fees). The link is loaded with the pre-defined template for the basic evaluation of shipping fees. To learn more about JDM Graphs please visit [JSON Decision Model (JDM)](https://docs.gorules.io/reference/json-decision-model-jdm) documentation. You can also open the decision table by clicking the **Open** link in the Fees node of the graph. ![GoRules JDM](https://cdn.builder.io/api/v1/image/assets%2F94824ef0644d4e0891d655aa6e8ece0d%2Fb9acd819254d4c1089c1b0029217ebfc) Next, download a JSON file by pressing **File** > **Download JSON** and rename a file to **shipping-fees.json**. Upload a decision file to your S3 bucket. ![Amazon S3 - upload file](https://cdn.builder.io/api/v1/image/assets%2F94824ef0644d4e0891d655aa6e8ece0d%2F0ec7d3dd6768435badf27a3583d641ef) ## Test Rules Engine Now, we only need to test the Lambda function! Go back to your Lambda Function and press **Test**. ![Lambda Test](https://cdn.builder.io/api/v1/image/assets%2F94824ef0644d4e0891d655aa6e8ece0d%2F3cde654b326548da826d82b821e81eec) A new dialog will appear prompting the configuration of the test events. Select **Create a new event**, name it to **test**, and for the event JSON paste: ![Lambda Test JSON](https://cdn.builder.io/api/v1/image/assets%2F94824ef0644d4e0891d655aa6e8ece0d%2Ffaf68e47272c49c484dcafdff1432231) The **key** is the file name that we have uploaded to our Amazon S3 bucket and Context is input data that will be validated in the rules engine. After saving a new test event press **Test** again. You can finally see a result. ![Business Rules Engine Performance](https://cdn.builder.io/api/v1/image/assets%2F94824ef0644d4e0891d655aa6e8ece0d%2F6f97a7b5688a43f2b92d209d2ac1069d) Likewise, you are able to upload many different decision files and execute them by naming a Key in the JSON event to a new file. ## Summary In this blog, we explored how to build a serverless rules engine using Python and AWS Lambda. We started by creating an Amazon S3 bucket to store our data. Next, we created a Lambda function and attached a Zen Engine layer, which is a pre-built dependency, to our function. This layer helps streamline the deployment process and makes our Lambda function more robust. We also configured permissions to allow the Lambda function to access S3, ensuring that it has read-only access to the necessary objects. In conclusion, building a Python rules engine with AWS Lambda and S3 can offer numerous benefits for businesses, including increased agility, improved data processing capabilities, and cost savings. By following the steps outlined in this blog, developers can easily set up a serverless rules engine and leverage the power of serverless computing for their business needs. ![](https://cdn.builder.io/api/v1/pixel?apiKey=94824ef0644d4e0891d655aa6e8ece0d) Table of contents * * * - [Create an Amazon S3 bucket](#create-an-amazon-s3-bucket) - [Create Rules Engine Lambda Function](#create-rules-engine-lambda-function) - [Create Layer](#create-layer) - [Create a Function and attach Layer](#create-a-function-and-attach-layer) - [Configure permissions](#configure-permissions) - [Python Rules Engine](#python-rules-engine) - [Create a JDM file](#create-a-jdm-file) - [Test Rules Engine](#test-rules-engine) - [Summary](#summary) [ ![Reshaping the Insurance Industry with Steadfast Technologies](https://cdn.builder.io/api/v1/image/assets%2F94824ef0644d4e0891d655aa6e8ece0d%2Fed9c7d83626d427096169df5e83f978e) Steadfast Technologies, a leading InsureTech provider throughout Australia and New Zealand, is excited to announce its collaboration with GoRules. Feb 7, 2024 ](/blog/reshaping-the-insurance-industry)[ ![What is Dynamic Pricing and Why It Matters](https://cdn.builder.io/api/v1/image/assets%2F94824ef0644d4e0891d655aa6e8ece0d%2F3da15045372d448ab0ede57a939b4c12) Learn how to implement dynamic pricing strategies that automatically adjust prices based on market demand, competition, and customer behavior. Nov 7, 2024 ](/blog/what-is-dynamic-pricing-and-why-it-matters)[ ![Automated Approvals: From SharePoint to Modern Workflows](https://cdn.builder.io/api/v1/image/assets%2F94824ef0644d4e0891d655aa6e8ece0d%2Fcb13b347e2494a6e97fb9fbd48392752) Discover how automated approval workflows can revolutionize your operations. Nov 23, 2024 ](/blog/automated-approval-system) --- ## Automated Approvals: From SharePoint to Modern Workflows **URL:** https://gorules.io/blog/kyc-automation-architecture **Description:** Learn how to design and implement a scalable KYC verification system. Discover decision flows and automation techniques to build robust compliance solutions. # KYC Automation Architecture: Building Scalable Verification Systems Design patterns and implementation strategies for building automated, scalable Know Your Customer (KYC) verification systems. Nov 29, 2024 ![KYC Automation Architecture: Building Scalable Verification Systems](https://cdn.builder.io/api/v1/image/assets%2F94824ef0644d4e0891d655aa6e8ece0d%2Fecfffc0f22f94b788fd9fc091da2e2c7) ## Introducton In today's fast-paced financial landscape, **Know Your Customer (KYC)** processes stand as both a critical compliance requirement and a significant operational challenge. Financial institutions worldwide grapple with the complexity of customer verification while trying to maintain efficiency and regulatory compliance. Traditional KYC processes often involve **manual document reviews**, **repetitive data entry**, and **time-consuming verification steps**. These manual approaches not only slow down customer onboarding but also introduce inconsistencies and human errors. For many organizations, what should be a streamlined verification process becomes a bottleneck that frustrates customers and strains internal resources. The impact of these manual processes extends far beyond simple operational inefficiencies. When customer onboarding takes days or weeks instead of minutes or hours, it directly affects customer satisfaction and can lead to abandoned applications. Financial institutions report that up to 40%[\[1\]](https://www.finextra.com/pressarticle/63794/40-of-brits-abandon-bank-onboarding-process) of potential customers abandon the onboarding process due to lengthy KYC procedures. This translates to significant lost revenue opportunities and damaged brand reputation. Moreover, as regulatory requirements continue to evolve and become more complex, maintaining compliance through manual processes becomes increasingly challenging. Organizations must adapt to new regulations across different jurisdictions while ensuring consistent verification standards. This challenge is particularly acute for institutions operating across multiple regions, each with its own regulatory framework. The need for scalable, automated verification systems has never been more pressing. Modern financial institutions require solutions that can handle growing transaction volumes, adapt to regulatory changes, and provide consistent verification outcomes. Automation not only addresses these operational challenges but also creates opportunities for better customer experiences and more efficient compliance processes. ![High-level architecture for KYC Automation](https://cdn.builder.io/api/v1/image/assets%2F94824ef0644d4e0891d655aa6e8ece0d%2F77a4ae4702b34fb1a76e9080f7f97d68) Building a scalable KYC verification system requires careful consideration of various architectural components, from **dynamic form generation** to **automated decision-making** and **identity verification integration**. Let's explore how these components work together to create robust, efficient KYC systems that meet both regulatory requirements and business needs. ## Key Components of Modern KYC Architecture ### Dynamic Form Generation ![Example dynamic form for KYC](https://cdn.builder.io/api/v1/image/assets%2F94824ef0644d4e0891d655aa6e8ece0d%2F5aa9eac007604b6ea4849a8b4af3dc87) At the heart of modern KYC systems lies the shift from rigid, static forms to dynamic, intelligent interfaces that adapt to both user input and compliance requirements. Traditional forms, with their one-size-fits-all approach, often collect unnecessary information or miss crucial data points depending on the specific case. This inefficiency not only frustrates users but also complicates compliance efforts. Dynamic form generation revolutionizes this approach by creating responsive interfaces that evolve based on context. For instance, when a customer indicates they're a corporate entity rather than an individual, the form automatically adjusts to request relevant company documentation. Similarly, when a user selects their country of operation, the form adapts to collect jurisdiction-specific information required by local regulations. The true power of dynamic forms emerges through **expression languages** like GoRules ZEN. This business-friendly language enables non-technical teams to define complex form behaviors without diving into code. Consider these real-world examples of form logic: - Validate tax ID format: `matches(taxId, "^[0-9]{2}-[0-9]{7}$")` or `error("Invalid tax ID format")` - Show beneficial owner fields: if `company.revenue > 1000000` then show beneficialOwnerFields - Require extra documentation: `customer.riskScore > 80 ? ["proofOfFunds", "sourceOfWealth"] : ["proofOfFunds"]` > One of the key advantages of GoRules ZEN is its versatility - the same expression language powers both **client-side validation** through **WebAssembly (WASM)** and **server-side** logic via native bindings or Rust implementation. This ensures consistent behavior and validation across your entire application stack. **Expression languages** drive sophisticated validation logic that goes far beyond simple required field checks. Forms can implement complex validation rules such as ensuring company registration dates align with regulatory requirements or validating document formats based on jurisdiction. Error messages become contextual and helpful, guiding users to provide correct information rather than simply highlighting errors. The adaptability extends to compliance requirements across different regions. A single form template can dynamically adjust its fields, validation rules, and required documentation based on the jurisdiction. This ensures that whether a customer is onboarding in Singapore, the United Kingdom, or the United States, they're presented with exactly the requirements relevant to their location. Building these adaptive forms requires careful consideration of user experience. The goal is to make complex compliance requirements feel simple and intuitive. Fields appear or hide smoothly as users progress through the form, with clear guidance about why additional information is needed. This progressive disclosure approach prevents overwhelming users while ensuring all necessary data is collected. ### Automated Decision Engine While dynamic forms streamline data collection, automated decision engines form the backbone of intelligent KYC verification. These engines transform complex compliance requirements into structured, automated decision processes that evaluate customer information consistently and efficiently. Business rules play a pivotal role in KYC verification by codifying regulatory requirements and risk assessment policies. Instead of burying these rules deep within application code, modern architectures leverage rules engines to maintain them separately. This separation allows compliance teams to directly manage and update verification logic without requiring software development cycles. Consider some common verification rules in KYC processing: - If customer revenue exceeds $10M and jurisdiction is high-risk, require enhanced due diligence - When beneficial ownership includes politically exposed persons, escalate for manual review - For businesses under 2 years old, require additional financial documentation - If transaction volumes exceed historical patterns by 200%, trigger compliance review When implementing a rules engine like GoRules, decisions become highly maintainable through visual decision modeling. Business analysts can create and modify complex verification logic using intuitive interfaces, while the engine ensures high-performance execution across thousands of verifications. Integration of rules engines into KYC systems typically follows event-driven patterns. As customer information flows through the verification process, the rules engine evaluates data at key decision points, triggering appropriate actions or requests for additional information. This approach enables real-time decision making - crucial for modern digital onboarding experiences where customers expect immediate feedback. The real power of automated decision engines emerges in their ability to handle complex, multi-step verification processes. They can orchestrate various checks, from simple validation rules to sophisticated risk scoring models, while maintaining clear audit trails of each decision. This not only accelerates the verification process but also provides valuable insights for compliance reporting and process optimization. ### Identity Verification (IDV) Integration The final crucial component of modern KYC systems is robust identity verification integration. While forms collect information and rules engines make decisions, identity verification services provide the critical validation of customer identities. These services have evolved from simple document validation to sophisticated multi-factor verification systems that combine document analysis, biometric matching, and data crosschecking. Modern identity verification approaches leverage artificial intelligence and machine learning to analyze identity documents in real-time. When a customer uploads their passport or driver's license, these systems can instantly verify the document's authenticity, check for signs of tampering, and extract relevant information. This automated analysis is complemented by biometric verification, where selfie photos or video recordings are matched against ID documents to confirm the user's identity. Integration with IDV services requires careful architectural consideration. Most organizations opt for a provider-agnostic approach, creating an abstraction layer that can work with multiple IDV providers. Here's how a typical verification flow might work: - Document upload triggers initial automated authenticity checks - Extracted data is cross-referenced with submitted form information - Biometric verification confirms the user matches their documents - Additional checks run against sanctions lists and public databases - Results feed back into the rules engine for final verification decisions The key to successful IDV integration lies in finding the right balance between automation and security. While automated systems can process most verifications quickly and accurately, certain cases may require manual review. The architecture should support seamless escalation to human reviewers when necessary, without disrupting the overall flow. Managing multiple IDV providers has become a common practice, allowing organizations to optimize for different regions, document types, or verification requirements. This approach provides redundancy and helps maintain high verification success rates across diverse customer bases. The verification orchestration layer can intelligently route requests to the most appropriate provider based on factors like document type, jurisdiction, or performance metrics. ## System Integration Considerations Building a robust KYC architecture requires careful consideration of how different components interact and operate as a unified system. Modern implementations typically adopt a microservices approach, breaking down the verification process into discrete, independently deployable services that handle specific aspects of the workflow. A well-designed KYC system orchestrates the flow of data between its components seamlessly. Form submissions trigger validation processes, feeding data into the rules engine for decision-making while simultaneously initiating identity verification checks. This choreography of services must maintain data consistency while handling the asynchronous nature of various verification steps. Error handling becomes particularly crucial in KYC systems where verification failures or service disruptions can significantly impact customer onboarding. Robust architectures implement intelligent fallback strategies. For example, if an automated document verification service is unavailable, the system might gracefully degrade to manual review rather than completely halting the verification process. Each component in the KYC system should implement retry mechanisms, circuit breakers, and fallback options. When primary services fail, secondary paths ensure business continuity while maintaining compliance requirements. Comprehensive monitoring and auditing capabilities are non-negotiable in KYC systems. Organizations need visibility into every verification decision, document check, and rule evaluation. This audit trail serves multiple purposes - from troubleshooting operational issues to demonstrating regulatory compliance. Modern systems implement distributed tracing to track requests across services, combined with detailed logging of all verification steps and decisions. Real-time monitoring also plays a crucial role in maintaining system health and identifying potential issues before they impact customers. Performance metrics, error rates, and verification success rates should be continuously monitored, with alerts configured for any anomalies that might indicate problems with specific verification steps or providers. ## Future-Proofing KYC Systems In the rapidly evolving landscape of financial regulation, future-proofing KYC systems has become a critical consideration. Organizations must build verification architectures that can adapt to new regulatory requirements without requiring complete system overhauls. This adaptability starts with design decisions that anticipate change rather than just meeting current requirements. Regulatory changes are inevitable in the KYC space. Whether it's new documentation requirements, enhanced verification procedures, or changes in risk assessment criteria, your system must be ready to adapt. This is where the separation of concerns in the architecture proves invaluable. When business rules are managed independently through rules engines, and form behaviors are controlled through expression languages, updating verification requirements becomes a configuration change rather than a development project. A well-designed KYC system should treat compliance requirements as dynamic parameters rather than hardcoded constraints. This approach ensures that when regulations change, updates can be implemented quickly without disrupting existing operations. Scalability in KYC systems goes beyond handling increased transaction volumes. Modern architectures must scale across multiple dimensions - supporting new jurisdictions, accommodating different types of customers, and integrating with additional verification services. Cloud-native deployments provide the flexibility to scale components independently based on demand, ensuring cost-effective operations while maintaining performance. The maintenance aspect of KYC systems deserves special attention. Regular updates to verification logic, integration with new identity verification providers, and ongoing performance optimizations should be possible without system downtime. Feature flags and canary deployments allow organizations to roll out changes gradually, monitoring their impact before full deployment. Looking ahead, successful KYC systems will be those that can evolve alongside both technological advancements and regulatory requirements. Organizations should maintain close relationships with regulatory bodies, technology providers, and industry peers to stay ahead of changes and ensure their verification systems remain effective and compliant. ## Conclusion Building robust, automated KYC systems represents a significant shift from traditional manual verification processes. The combination of dynamic forms, intelligent rules engines, and integrated identity verification creates a foundation for efficient, compliant customer onboarding that can adapt to changing requirements. The journey toward automated KYC begins with understanding your current verification bottlenecks and compliance requirements. Start small - perhaps by implementing dynamic forms or automating specific decision points - and gradually expand the system's capabilities. The modular nature of modern KYC architectures allows organizations to evolve their systems incrementally while maintaining operational continuity. Organizations implementing automated KYC systems typically report 60-80% reduction in verification times and up to 50% decrease in operational costs. More importantly, they see significant improvements in customer satisfaction and reduced abandonment rates during onboarding. The long-term benefits of investing in automated KYC systems extend far beyond operational efficiency. A well-designed system provides: - Consistent compliance across all verification processes - Rapid adaptation to regulatory changes - Improved customer experience through faster onboarding - Better risk management through standardized decision-making - Comprehensive audit trails for regulatory reporting - Reduced manual workload for compliance teams As financial services continue to digitize and regulatory requirements evolve, automated KYC systems will become increasingly crucial for maintaining competitive advantage. Organizations that invest in flexible, scalable verification architectures today will be better positioned to handle tomorrow's compliance challenges while delivering superior customer experiences. The key is to approach KYC automation as a strategic initiative rather than just a technical project. By focusing on adaptability, scalability, and user experience while maintaining robust compliance controls, organizations can build verification systems that deliver value well into the future. ![](https://cdn.builder.io/api/v1/pixel?apiKey=94824ef0644d4e0891d655aa6e8ece0d) Table of contents * * * - [Introducton](#introducton) - [Key Components of Modern KYC Architecture](#key-components-of-modern-kyc-architecture) - [Dynamic Form Generation](#dynamic-form-generation) - [Automated Decision Engine](#automated-decision-engine) - [Identity Verification (IDV) Integration](#identity-verification-\(idv\)-integration) - [System Integration Considerations](#system-integration-considerations) - [Future-Proofing KYC Systems](#future-proofing-kyc-systems) - [Conclusion](#conclusion) [ ![Reshaping the Insurance Industry with Steadfast Technologies](https://cdn.builder.io/api/v1/image/assets%2F94824ef0644d4e0891d655aa6e8ece0d%2Fed9c7d83626d427096169df5e83f978e) Steadfast Technologies, a leading InsureTech provider throughout Australia and New Zealand, is excited to announce its collaboration with GoRules. Feb 7, 2024 ](/blog/reshaping-the-insurance-industry)[ ![Building Python Rules Engine: Lambda and S3](https://cdn.builder.io/api/v1/image/assets%2F94824ef0644d4e0891d655aa6e8ece0d%2Fff70f7387ca54a6692eb346d72ce244c) Learn how to deploy and utilize a serverless rules engine. Apr 4, 2023 ](/blog/python-rules-engine-lambda)[ ![What is Dynamic Pricing and Why It Matters](https://cdn.builder.io/api/v1/image/assets%2F94824ef0644d4e0891d655aa6e8ece0d%2F3da15045372d448ab0ede57a939b4c12) Learn how to implement dynamic pricing strategies that automatically adjust prices based on market demand, competition, and customer behavior. Nov 7, 2024 ](/blog/what-is-dynamic-pricing-and-why-it-matters) --- ## Embedded Decision Engine: Adding Flexible Business Logic to Your Product **URL:** https://gorules.io/blog/embedded-decision-engine-adding-flexibility-to-your-platform **Description:** Explore a powerful approach to adding configurable business logic to your product. # Embedded Decision Engine: Adding Flexible Business Logic to Your Product Explore a powerful approach to adding configurable business logic to your product. Nov 8, 2024 ![Embedded Decision Engine: Adding Flexible Business Logic to Your Product](https://cdn.builder.io/api/v1/image/assets%2F94824ef0644d4e0891d655aa6e8ece0d%2Fdbbc71f65c744351b6c701b5ea737b0d) As a product owner, you know that every customer wants to make your product their own. But custom code for each client isn't scalable, and hard-coded business rules become a maintenance nightmare. What if your customers could customize crucial business logic themselves, without compromising your product's stability? # The Secret to Scalable Customization Every SaaS product starts with a promise: to solve business problems efficiently. But as you grow, you discover that each customer's business is unique. Their pricing models differ. Their approval workflows vary. Their compliance requirements are specific to their industry and region. You're now faced with an age-old product dilemma: How do you scale while maintaining the flexibility your enterprise customers demand? ## The Customization Trap If you're like most product teams, you've probably encountered these scenarios: - A major customer loves your product but needs their specific discount rules implemented - A financial institution wants to use your platform but requires custom risk assessment logic - A healthcare provider needs to add their unique patient eligibility criteria - A retail client needs specialized inventory management rules Traditionally, you had three options. **(1) Custom Development**: Build specific versions for each client - Expensive to maintain - Slow to implement - Creates technical debt - Delays product innovation **(2) Rigid Configuration**: Force customers into pre-defined options - Limits customer growth - Reduces competitive advantage - Leads to customer churn - Misses market opportunities **(3) Complex Settings**: Create elaborate configuration systems - Confusing for users - Difficult to maintain - Hard to troubleshoot - Prone to errors But there's a better way. ## Enter Embedded Business Rules Imagine giving your customers a "control room" for your product's behavior. A place where they can modify how your software works for their specific needs, without touching the core product. This is what embedded business rules with GoRules offers, and it comes in two flexible flavors. ### Light Integration: Expression Language ![](https://cdn.builder.io/api/v1/file/assets%2F94824ef0644d4e0891d655aa6e8ece0d%2F8a3cddb03e5d456ba2da7ebf75a50136) In today's competitive SaaS landscape, your customers demand flexibility in how your product works for their specific needs. Yet, building custom features for each client quickly becomes unsustainable. This is where GoRules' Expression Language integration shines, offering a sophisticated yet lightweight solution to embed customizable business logic into your product. The ZEN Expression Language is designed for products that need to give customers control over calculations, validations, and conditional logic without the complexity of a full decision engine. Think of it as embedding a powerful calculator that understands business context – one that can handle everything from simple arithmetic to complex business rules. Use Cases: - **Insurance Form Builder** - Create dynamic forms with real-time calculations and validations using expressions - **Pricing Engine** - Let customers define complex pricing rules combining multiple factors like volume, customer type, and market conditions - **Risk Calculator** - Enable custom risk scoring algorithms that adapt to different business models and market segments - **Eligibility Checker** - Define precise qualification criteria for products, services, or benefits - **Commission Calculator** - Create flexible commission structures with multiple tiers and conditions - **Document Validator** - Build custom validation rules for document processing and approval - **Rating System** - Implement scoring models that combine multiple weighted factors ### Full Decision Engine Integration ![](https://cdn.builder.io/api/v1/image/assets%2F94824ef0644d4e0891d655aa6e8ece0d%2F881f914b53f44606a44ec81dbd486e18) What sets full decision engine integration apart is its ability to handle complex, interrelated rules while remaining manageable for business users. A manufacturing company might use it to orchestrate quality control processes that span multiple production lines, each with its own specifications and requirements. The visual rule builder makes it possible for quality managers to update these processes without requiring IT intervention, while the version control system ensures changes can be tracked and rolled back if needed. This integration is ideal for products that need to support sophisticated decision trees, complex rule sets, and interconnected business logic. It gives your customers a complete environment for managing their decision criteria, with visual tools for building decision graphs and testing capabilities. Use Cases: - **Loan Decisioning** - Define comprehensive credit assessment rules combining multiple criteria and thresholds - **Insurance Rating** - Create complex rating rules that evaluate multiple risk factors and policy conditions - **Product Configuration** - Build sophisticated product rules determining features and pricing based on multiple inputs - **Eligibility Assessment** - Implement detailed eligibility rules for complex products or services - **Risk Evaluation** - Design comprehensive risk assessment models with multiple decision points - **Automated Underwriting** - Create detailed underwriting rules evaluating multiple criteria and conditions - **Compliance Checks** - Build rule sets that evaluate compliance against multiple regulatory requirements ### Why GoRules? **Start Small, Scale Big** - Begin with simple expressions - Grow into full decision automation - Adapt as your needs evolve **Seamless Integration** - Open-source flexibility - Direct engineering support - Professional services when needed - Comprehensive documentation **Developer Friendly** - Modern React components - Clean, documented code - Easy to customize and extend - Intuitive API design **Built for Customization** - White-label ready - Themeable interface - Extensible architecture - Flexible component structure ## The Real Value Proposition For Your Customers: - Self-service customization - Faster implementation - Business logic control - Independence from IT For Your Team: - Single codebase - Reduced custom development - Lower technical debt - Faster customer onboarding ## Taking the Next Step The future of SaaS isn't about building every feature your customers might need. It's about giving them the tools to adapt your product to their needs. GoRules makes this possible through embedded business rules, whether you need simple expression evaluation or full decision automation. Your customers get the flexibility they need, while you maintain the scalability your business demands. Ready to transform your product from a rigid solution to a flexible platform? Let's talk about how embedded business rules can work for you. [Contact us](https://gorules.io/contact-us) today to explore how GoRules can help you achieve the perfect balance between customization and scalability. ![](https://cdn.builder.io/api/v1/pixel?apiKey=94824ef0644d4e0891d655aa6e8ece0d) Table of contents * * * - [The Secret to Scalable Customization](#the-secret-to-scalable-customization) - [The Customization Trap](#the-customization-trap) - [Enter Embedded Business Rules](#enter-embedded-business-rules) - [Light Integration: Expression Language](#light-integration:-expression-language) - [Full Decision Engine Integration](#full-decision-engine-integration) - [Why GoRules?](#why-gorules?) - [The Real Value Proposition](#the-real-value-proposition) - [Taking the Next Step](#taking-the-next-step) [ ![Reshaping the Insurance Industry with Steadfast Technologies](https://cdn.builder.io/api/v1/image/assets%2F94824ef0644d4e0891d655aa6e8ece0d%2Fed9c7d83626d427096169df5e83f978e) Steadfast Technologies, a leading InsureTech provider throughout Australia and New Zealand, is excited to announce its collaboration with GoRules. Feb 7, 2024 ](/blog/reshaping-the-insurance-industry)[ ![Building Python Rules Engine: Lambda and S3](https://cdn.builder.io/api/v1/image/assets%2F94824ef0644d4e0891d655aa6e8ece0d%2Fff70f7387ca54a6692eb346d72ce244c) Learn how to deploy and utilize a serverless rules engine. Apr 4, 2023 ](/blog/python-rules-engine-lambda)[ ![What is Dynamic Pricing and Why It Matters](https://cdn.builder.io/api/v1/image/assets%2F94824ef0644d4e0891d655aa6e8ece0d%2F3da15045372d448ab0ede57a939b4c12) Learn how to implement dynamic pricing strategies that automatically adjust prices based on market demand, competition, and customer behavior. Nov 7, 2024 ](/blog/what-is-dynamic-pricing-and-why-it-matters) --- ## Automated Approvals: From SharePoint to Modern Workflows **URL:** https://gorules.io/blog/automated-approval-system **Description:** Discover how automated approval workflows can revolutionize your operations. Compare SharePoint, Power Automate and business rules engines for optimal results # Automated Approvals: From SharePoint to Modern Workflows Discover how automated approval workflows can revolutionize your operations. Nov 23, 2024 ![Automated Approvals: From SharePoint to Modern Workflows](https://cdn.builder.io/api/v1/image/assets%2F94824ef0644d4e0891d655aa6e8ece0d%2Fcb13b347e2494a6e97fb9fbd48392752) # **The Hidden Cost of Manual Approvals** In the modern business landscape, approval workflows are often the hidden bottlenecks that slow down critical business operations. From purchase orders and expense reports to document reviews and customer onboarding, manual approval processes create friction that impacts both operational efficiency and user experience. Industry reports suggest that employees spend an average of 4 hours per week just managing approvals, while managers dedicate up to 20% of their time reviewing and authorizing requests. The rise of **automated approval systems** marks a significant shift in how organizations handle these critical workflows. As businesses seek greater efficiency and consistency in their decision-making processes, automation has evolved from a luxury to a necessity. In this article, we'll explore how modern rule-based approval engines are transforming business operations, enabling organizations to streamline processes, reduce errors, and accelerate business outcomes while maintaining proper controls and compliance. ![Automated Approval System Benefits - Faster processing, cost reduction and improved accuracy](https://cdn.builder.io/api/v1/image/assets%2F94824ef0644d4e0891d655aa6e8ece0d%2F5a854b119fa849fe850e4eea2393e43f) # The Evolution of Approval Processes ![Evolution of approval processes through years](https://cdn.builder.io/api/v1/image/assets%2F94824ef0644d4e0891d655aa6e8ece0d%2F768df2cea73d47dfa66c8780db4cfb41) Traditional approval processes have long been a cornerstone of business operations, historically relying on paper forms, manual signatures, and in-person meetings. While these methods served their purpose, they came with significant drawbacks: lengthy processing times, documents lost in transit, and the inability to track approval status effectively. The digital revolution brought the first wave of transformation, moving approvals into email systems and basic workflow tools. Organizations began adopting electronic signatures and digital forms, marking a significant step forward in efficiency. SharePoint and similar platforms introduced structured workflows, helping businesses standardize their approval processes across departments. Today, we're witnessing the next evolution in approval automation. Modern systems leverage advanced business rules engines, artificial intelligence, and sophisticated workflow automation tools to create dynamic, intelligent approval processes. These solutions don't just digitize existing workflows - they fundamentally transform how organizations approach approvals, offering real-time processing, adaptive routing based on business rules, and seamless integration with existing enterprise systems. # Modern Approaches to Approval Automation ## Traditional Workflow Tools Basic workflow automation tools provide straightforward routing capabilities and simple approval chains. These solutions excel at handling linear processes with fixed steps and clear decision points. While they offer easy implementation and user-friendly interfaces, they often struggle with complex scenarios requiring dynamic routing or sophisticated business logic. Their rigid nature can make it difficult to adapt to changing business requirements. # SharePoint for Approval Workflows SharePoint, Microsoft's collaborative platform, serves as a foundation for document management and workflow automation in many organizations. Its native approval capabilities are deeply integrated with document libraries and lists, making it particularly effective for: - Document approvals and reviews - Content publishing workflows - Team-based collaboration - Basic vendor and contract approvals While SharePoint approval workflows offer robust document-centric features and familiar interfaces, they can be limited in handling complex business logic or cross-platform processes. Organizations often find themselves constrained by: - Limited customization options - Fixed routing patterns - Challenges with multi-stage approvals - Performance issues with high-volume processes # Power Automate Approval Solutions Power Automate elevates Microsoft's automation capabilities by providing a modern, flexible platform for creating sophisticated approval workflows. As a cloud-based service, it offers: - Visual workflow designers for no-code automation - Pre-built approval templates - Integration with 300+ business applications - Mobile approval capabilities - Real-time notifications and tracking - OAuth and modern authentication support Key strengths for approval processes include: - Quick implementation of standard approval flows - Easy integration with Microsoft 365 suite - Built-in mobile experience - Modern user interface However, organizations should consider limitations such as: - Complexity in handling dynamic routing rules - Challenges with high-volume processing - Limited options for complex business logic - Potential costs for premium connectors # Business Rules Engines Business rules engines represent the most sophisticated approach to approval automation. Unlike traditional tools, they separate business logic from process flow, enabling organizations to modify approval rules without changing the underlying workflow. They excel at handling: - Complex conditional approvals - Dynamic routing based on multiple variables - Real-time decision making - Integration with multiple systems - Compliance and audit requirements This flexibility makes them particularly valuable for organizations with evolving approval requirements or complex regulatory environments. # Transforming Workflows with GoRules While traditional approval tools focus on routing and task management, GoRules takes a fundamentally different approach by putting business logic at the center of approval automation. This business rules engine approach allows organizations to create sophisticated, adaptive approval workflows that can evolve with changing business needs. ## The Power of Business Rules At its core, GoRules transforms complex approval decisions into clear, manageable business rules. Instead of rigid if-then statements or fixed routing paths, approvals can be based on multiple factors such as: - Transaction amounts and thresholds - Risk levels and compliance requirements - Customer or vendor relationships - Historical data and past performance - Department-specific criteria ## Versatile Integration Capabilities GoRules is designed to enhance both traditional and modern workflow systems: ### Traditional Systems - SharePoint workflows for document approvals - Power Automate for Microsoft ecosystem integration - ServiceNow for IT service management - Jira for project workflows ### Modern Workflow Platforms - Temporal for durable execution of approval flows - Apache Airflow for data pipeline approvals - n8n for workflow automation - Camunda for business process orchestration - Kubernetes-native workflow engines like Argo Workflows This flexibility allows organizations to leverage GoRules' powerful decision engine regardless of their chosen workflow platform, combining robust business rules with modern orchestration capabilities. ![GoRules integration capabilities with Power Automate, SharePoint, Temporal and Airflow](https://cdn.builder.io/api/v1/image/assets%2F94824ef0644d4e0891d655aa6e8ece0d%2F0a4cd5505b6a4c3e8003d947b1388dc4) ## Addressing Common Pain Points GoRules directly tackles the most challenging aspects of approval automation: - Dynamic Routing: Automatically determines approval paths based on multiple criteria - Consistency: Ensures uniform application of approval policies across the organization - Adaptability: Allows quick updates to approval rules without IT intervention - Scalability: Handles high-volume approvals with consistent performance - Compliance: Maintains detailed audit trails and decision logs ## Real-World Applications Organizations are using GoRules to transform various approval processes: - Financial institutions automating loan approvals based on complex risk assessments - Manufacturing companies streamlining purchase order approvals across global operations - Healthcare providers managing treatment authorizations while ensuring compliance - Insurance companies automating claims approvals with dynamic rule sets This rules-first approach enables organizations to move beyond simple workflow automation to true intelligent approval processing, whether standalone or integrated with modern workflow orchestration platforms. # The Path Forward ## The Future of Automated Approvals The landscape of approval automation continues to evolve, with business rules engines like GoRules leading the transformation. As organizations face increasing pressure to improve efficiency while maintaining control, the ability to combine sophisticated decision logic with modern workflow platforms has become crucial. Whether enhancing existing SharePoint workflows, building on Power Automate, or integrating with cutting-edge platforms like Temporal, the flexibility to adapt and scale approval processes is now within reach. ## Taking the Next Step For organizations looking to modernize their approval processes, the journey begins with evaluating current workflows and identifying opportunities for automation. Consider these steps: 1. Assess your current approval processes and pain points 2. Evaluate whether your existing tools can scale with your needs 3. Explore how a business rules engine could enhance your workflow platform 4. Start small with a pilot project to demonstrate value 5. Plan for broader implementation across your organization Ready to transform your approval workflows? [Contact us](https://gorules.io/contact-us) to learn more about building intelligent, scalable approval processes that grow with your business. ![](https://cdn.builder.io/api/v1/pixel?apiKey=94824ef0644d4e0891d655aa6e8ece0d) Table of contents * * * - [The Hidden Cost of Manual Approvals](#the-hidden-cost-of-manual-approvals) - [The Evolution of Approval Processes](#the-evolution-of-approval-processes) - [Modern Approaches to Approval Automation](#modern-approaches-to-approval-automation) - [Traditional Workflow Tools](#traditional-workflow-tools) - [SharePoint for Approval Workflows](#sharepoint-for-approval-workflows) - [Power Automate Approval Solutions](#power-automate-approval-solutions) - [Business Rules Engines](#business-rules-engines) - [Transforming Workflows with GoRules](#transforming-workflows-with-gorules) - [The Power of Business Rules](#the-power-of-business-rules) - [Versatile Integration Capabilities](#versatile-integration-capabilities) - [Traditional Systems](#traditional-systems) - [Modern Workflow Platforms](#modern-workflow-platforms) - [Addressing Common Pain Points](#addressing-common-pain-points) - [Real-World Applications](#real-world-applications) - [The Path Forward](#the-path-forward) - [The Future of Automated Approvals](#the-future-of-automated-approvals) - [Taking the Next Step](#taking-the-next-step) [ ![Reshaping the Insurance Industry with Steadfast Technologies](https://cdn.builder.io/api/v1/image/assets%2F94824ef0644d4e0891d655aa6e8ece0d%2Fed9c7d83626d427096169df5e83f978e) Steadfast Technologies, a leading InsureTech provider throughout Australia and New Zealand, is excited to announce its collaboration with GoRules. Feb 7, 2024 ](/blog/reshaping-the-insurance-industry)[ ![Building Python Rules Engine: Lambda and S3](https://cdn.builder.io/api/v1/image/assets%2F94824ef0644d4e0891d655aa6e8ece0d%2Fff70f7387ca54a6692eb346d72ce244c) Learn how to deploy and utilize a serverless rules engine. Apr 4, 2023 ](/blog/python-rules-engine-lambda)[ ![What is Dynamic Pricing and Why It Matters](https://cdn.builder.io/api/v1/image/assets%2F94824ef0644d4e0891d655aa6e8ece0d%2F3da15045372d448ab0ede57a939b4c12) Learn how to implement dynamic pricing strategies that automatically adjust prices based on market demand, competition, and customer behavior. Nov 7, 2024 ](/blog/what-is-dynamic-pricing-and-why-it-matters) --- ## Rules Engine Retail Templates - GoRules **URL:** https://gorules.io/industries/retail/templates **Description:** Discover a collection of customizable retail templates designed to simplify and accelerate your decision automation projects. # Retail Templates Discover a collection of customizable retail templates designed to simplify and accelerate your decision automation projects. 10 templates found [Retail ### Seller Approval Workflow Rules-based marketplace solution that evaluates business credentials, expertise, inventory quality, and background checks to maintain seller standards. Explore](/industries/retail/templates/seller-approval-workflow) [Retail ### Dynamic Marketplace Commission Calculator Automated system for calculating seller commission rates based on product category, sales data, seller performance, and promotional periods. Explore](/industries/retail/templates/dynamic-marketplace-comission-calculator) [Retail ### Product Listing Scoring Automated scoring system that evaluates and ranks product listings based on image quality, description completeness, and other key marketplace success factors. Explore](/industries/retail/templates/product-listing-scoring) [Retail ### Marketplace Seller Grading System Objective performance evaluation system that scores sellers on delivery, satisfaction, inventory, and compliance metrics to determine marketplace status. Explore](/industries/retail/templates/marketplace-seller-grading-system) [Retail ### Marketplace Listing Verification System Automated risk assessment system that flags suspicious marketplace listings based on brand authenticity, pricing anomalies, and seller credibility factors. Explore](/industries/retail/templates/marketplace-listing-verification-system) [Retail ### Returns and Refund Policy Automated system that determines return eligibility, responsibility, and refund calculations based on purchase conditions and seller policies. Explore](/industries/retail/templates/returns-and-refund-policy) [Retail ### Seller Fee Calculator Adaptive fee structure that automatically calculates transaction rates, subscription costs, and service charges based on seller metrics and program eligibility. Explore](/industries/retail/templates/seller-fee-calculator) [Retail ### Affiliate Commission Calculator Dynamic system that calculates precise affiliate payouts based on product category, performance metrics, and promotional factors. Explore](/industries/retail/templates/affiliate-commission-calculator) [Retail ### Flash Sale Eligibility Smart retail solution that automatically selects products for flash sales based on inventory, profitability, seasonality, and seller performance. Explore](/industries/retail/templates/flash-sale-eligibility) [Retail ### Dynamic FX Rate Pricing System Tiered foreign exchange rate system that offers preferential rates for premium products, enhancing margins on luxury items while maintaining competitiveness. Explore](/industries/retail/templates/dynamic-fx-rate-pricing-system) --- ## Rules Engine Public Sector Templates - GoRules **URL:** https://gorules.io/industries/public-sector/templates **Description:** Discover a collection of customizable public sector templates designed to simplify and accelerate your decision automation projects. # Public Sector Templates Discover a collection of customizable public sector templates designed to simplify and accelerate your decision automation projects. 10 templates found [Public Sector ### Government Assistance Streamlined decision system that determines program eligibility based on income thresholds, household size, age factors, and special circumstances. Explore](/industries/public-sector/templates/government-assistance) [Public Sector ### Tax Exemption Automated system that assesses organizations for 501(c)(3) tax-exempt status based on structure, activities, and financial metrics. Explore](/industries/public-sector/templates/tax-exemption) [Public Sector ### Municipal Permit Evaluation System Automated system that evaluates building and event permits based on zoning regulations, safety requirements, and environmental impact factors. Explore](/industries/public-sector/templates/municipal-permit-evaluation-system) [Public Sector ### Immigration Eligibility Evaluator Rules-based system automating visa application processing by evaluating documentation completeness, background checks and qualification scoring. Explore](/industries/public-sector/templates/immigration-eligibility-evaluator) [Public Sector ### Environmental Compliance Assessment Rules-based system that evaluates organizational compliance with environmental regulations based on industry type, emissions data, and geographical location. Explore](/industries/public-sector/templates/environment-compliance-assessment) [Public Sector ### School District Resource Allocation Data-driven funding distribution tool that allocates educational resources based on student population, performance metrics, and specialized program needs. Explore](/industries/public-sector/templates/school-district-resource-allocation) [Public Sector ### Traffic Violation Penalty Calculator Automated system that determines appropriate fines, points, and penalties for traffic violations based on severity, driver history, and circumstances. Explore](/industries/public-sector/templates/traffic-violation-penalty-calculator) [Public Sector ### Disaster Relief Fund Allocation Automated system that calculates disaster relief payments based on damage severity, household factors, income level, and insurance coverage status. Explore](/industries/public-sector/templates/disaster-relief-fund-allocation) [Public Sector ### Import Duties Calculator Automated system that calculates precise import duties and taxes based on product details, country relationships, and trade agreements. Explore](/industries/public-sector/templates/import-duties-calculator) [Public Sector ### Grant Funding Distribution Automated system that calculates grant awards based on project merit, applicant quality, budget availability, and potential community impact. Explore](/industries/public-sector/templates/grant-funding-distribution) --- ## Rules Engine Logistics Templates - GoRules **URL:** https://gorules.io/industries/logistics/templates **Description:** Discover a collection of customizable logistics templates designed to simplify and accelerate your decision automation projects. # Logistics Templates Discover a collection of customizable logistics templates designed to simplify and accelerate your decision automation projects. 10 templates found [Logistics ### Shipping Carrier Selector Rule-based system that selects optimal carriers by analyzing package details, service level needs, and cost factors to streamline shipping decisions. Explore](/industries/logistics/templates/shipping-carrier-selector) [Logistics ### Delivery Route Optimizer Smart logistics system that evaluates capacity, traffic, time windows, and distance to determine the most efficient delivery routes for maximum efficiency. Explore](/industries/logistics/templates/delivery-route-optimizer) [Logistics ### Warehouse Storage Location Maximizes warehouse efficiency by strategically placing products based on turnover rates, picking frequency, and product characteristics. Explore](/industries/logistics/templates/warehouse-storage-location) [Logistics ### Order Consolidation System Smart logistics system that optimizes shipping by combining orders based on location proximity, delivery timeframes, and available carrier capacity. Explore](/industries/logistics/templates/order-consolidation-system) [Logistics ### Dynamic Shipping Cost Calculator Advanced shipping rate system that automatically calculates costs based on shipment attributes, seasonal variables, and customer loyalty tiers. Explore](/industries/logistics/templates/dynamic-shipping-cost-calculator) [Logistics ### Last-Mile Delivery Assignment Automated system that matches packages with delivery personnel based on priority, weight, skills, location, and time constraints to optimize delivery efficiency. Explore](/industries/logistics/templates/last-mile-delivery-assignment) [Logistics ### Warehouse Cross-Docking Automated system that determines optimal handling of incoming shipments based on outbound orders, time constraints, and current warehouse capacity. Explore](/industries/logistics/templates/warehouse-cross-docking) [Logistics ### Hazardous Materials Management System Automated rules engine that classifies hazardous materials and provides handling, storage, and transportation guidelines based on regulatory requirements. Explore](/industries/logistics/templates/hazardous-materials-management-system) [Logistics ### Returns Processing System Streamlines product return processing by applying business rules based on customer status, product details, and return circumstances for optimal efficiency. Explore](/industries/logistics/templates/returns-processing-system) [Logistics ### Supply Chain Risk Evaluator Comprehensive assessment system that analyzes supplier data, geopolitical factors, and market conditions to identify and prioritize supply chain vulnerabilities. Explore](/industries/logistics/templates/supply-chain-risk) --- ## Rules Engine Insurance Templates - GoRules **URL:** https://gorules.io/industries/insurance/templates **Description:** Discover a collection of customizable insurance templates designed to simplify and accelerate your decision automation projects. # Insurance Templates Discover a collection of customizable insurance templates designed to simplify and accelerate your decision automation projects. 10 templates found [Insurance ### Policy Eligibility Analyzer Automated rule-based system that evaluates customer eligibility for insurance policies based on age, location, and specific risk factors. Explore](/industries/insurance/templates/policy-eligibility-analyzer) [Insurance ### Auto Insurance Premium Calculator Dynamic pricing system that determines accurate premiums based on driver profile, vehicle specifications, and coverage options for personalized insurance rates. Explore](/industries/insurance/templates/auto-insurance-premium-calculator) [Insurance ### Insurance Claim Validation System Automated verification system that validates insurance claims against policy status, timeframe requirements, and claim details before advancing to investigation. Explore](/industries/insurance/templates/claim-validation-system) [Insurance ### Policy Discount Calculator Automated system that calculates personalized insurance discounts based on customer loyalty, policy bundling, and vehicle safety features. Explore](/industries/insurance/templates/policy-discount-calculator) [Insurance ### Applicant Risk Assessment Advanced scoring system that evaluates credit history, income stability, and debt ratios to categorize insurance applicants into risk tiers for optimal underwriting. Explore](/industries/insurance/templates/application-risk-assessment) [Insurance ### Insurance Coverage Calculator Personalized insurance coverage recommendations based on property value, location risk factors, and claim history to optimize protection and cost. Explore](/industries/insurance/templates/insurance-coverage-calculator) [Insurance ### Insurance Agent Commission Dynamic commission calculation system that determines agent payouts based on policy type, premium value, and agent performance metrics. Explore](/industries/insurance/templates/insurance-agent-commission) [Insurance ### Insurance Underwriting Risk Automated system that evaluates insurance applications against risk factors to determine whether manual underwriting review is necessary. Explore](/industries/insurance/templates/insurance-underwriting-risk) [Insurance ### Vehicle Claims Resolution Automated decision system for determining optimal insurance claim resolution based on damage severity, vehicle age, and parts availability. Explore](/industries/insurance/templates/vehicle-claims-resolution) [Insurance ### Customer Lifetime Value Insurance calculation system that determines customer value metrics to optimize retention strategies and set appropriate service tiers for policyholders. Explore](/industries/insurance/templates/customer-lifetime-value) --- ## Rules Engine Healthcare Templates - GoRules **URL:** https://gorules.io/industries/healthcare/templates **Description:** Discover a collection of customizable healthcare templates designed to simplify and accelerate your decision automation projects. # Healthcare Templates Discover a collection of customizable healthcare templates designed to simplify and accelerate your decision automation projects. 10 templates found [Healthcare ### Patient Triage System Rules-based medical triage system that prioritizes patients in emergency departments based on vital signs, symptoms, and chief complaints. Explore](/industries/healthcare/templates/patient-triage-system) [Healthcare ### Clinical Pathway Selection Decision system that determines optimal treatment pathways based on diagnosis severity, comorbidities, and patient characteristics for personalized care plans. Explore](/industries/healthcare/templates/clinical-pathway-selection) [Healthcare ### Medication Dosage Calculator Clinical decision system that calculates precise medication dosages based on patient weight, age, and organ function to maximize safety and efficacy. Explore](/industries/healthcare/templates/medication-dosage-calculator) [Healthcare ### Insurance Prior Authorization Automated system that evaluates insurance requirements for medical services based on carrier rules, diagnosis codes, and service details. Explore](/industries/healthcare/templates/insurance-prior-authorization) [Healthcare ### Clinical Treatment Protocol Decision system that selects personalized medical treatments based on diagnosis, patient characteristics, and risk factors for optimal healthcare outcomes. Explore](/industries/healthcare/templates/clinical-treatment-protocol) [Healthcare ### Preventive Care Recommendation Data-driven system that generates personalized preventive healthcare recommendations based on patient demographics and risk factors. Explore](/industries/healthcare/templates/preventive-care-recommendation) [Healthcare ### Clinical Lab Results Interpreter Automated system that evaluates laboratory test results against patient context to determine abnormalities and urgent follow-up actions. Explore](/industries/healthcare/templates/clinical-lab-result-interpreter) [Healthcare ### Medical Appointment Priority System Healthcare scheduling system that prioritizes patients based on clinical severity, risk factors, and wait times to optimize care delivery and resource allocation. Explore](/industries/healthcare/templates/medical-appointment-priority-system) [Healthcare ### Care Team Assignment System Automated system for assigning optimal healthcare providers to patients based on medical conditions, age, care complexity, and personal needs. Explore](/industries/healthcare/templates/care-team-assignment-system) [Healthcare ### Clinical Trial Eligibility Screener Automated patient screening system that evaluates medical criteria to determine clinical trial eligibility based on multiple health factors. Explore](/industries/healthcare/templates/clinical-trial-eligibility-screener) --- ## Rules Engine Financial Templates - GoRules **URL:** https://gorules.io/industries/financial/templates **Description:** Discover a collection of customizable financial templates designed to simplify and accelerate your decision automation projects. # Financial Templates Discover a collection of customizable financial templates designed to simplify and accelerate your decision automation projects. 10 templates found [Financial ### Loan Approval Automated system that evaluates credit scores, income, debt ratios, and employment history to determine mortgage eligibility and personalized interest rates. Explore](/industries/financial/templates/loan-approval) [Financial ### Real-Time Fraud Detection Advanced transaction monitoring system that identifies suspicious financial activities using location analysis, spending patterns, and behavioral anomalies. Explore](/industries/financial/templates/realtime-fraud-detection) [Financial ### Customer Onboarding KYC Verification Automated regulatory compliance solution that validates identity documents, screens against watchlists, and applies risk-based due diligence for financial customer onboarding. Explore](/industries/financial/templates/customer-onboarding-kyc-verification) [Financial ### Portfolio Risk Monitor Dynamic portfolio management system that continuously evaluates investment holdings against market conditions to implement appropriate risk mitigation actions. Explore](/industries/financial/templates/portfolio-risk-monitor) [Financial ### Payment Routing & Fee Calculator Intelligent payment processing system that determines optimal routing paths, calculates precise fees, and applies appropriate security measures based on transaction context. Explore](/industries/financial/templates/payment-routing-and-fee-calculator) [Financial ### Financial Transaction Compliance Classifier Automated system that classifies financial transactions, assigns risk scores, identifies compliance issues, and determines regulatory reporting requirements. Explore](/industries/financial/templates/transaction-compliance-classifier) [Financial ### Smart Financial Product Matcher Personalized banking product recommendations based on credit score and income, matching customers with the right financial products for their unique situation. Explore](/industries/financial/templates/smart-financial-product-matcher) [Financial ### Credit Limit Adjustment Data-driven solution that evaluates payment history, utilization, and financial behavior to automatically recommend credit limit changes. Explore](/industries/financial/templates/credit-limit-adjustment) [Financial ### Customer Service Escalation Intelligent routing system that prioritizes customer inquiries based on customer value, issue complexity, and financial impact for optimal support allocation. Explore](/industries/financial/templates/customer-service-escalation) [Financial ### Account Dormancy Management Proactive banking solution that identifies inactive accounts, determines appropriate interventions, and ensures compliance with regulatory requirements. Explore](/industries/financial/templates/account-dormancy-management) --- ## Rules Engine Aviation Templates - GoRules **URL:** https://gorules.io/industries/aviation/templates **Description:** Discover a collection of customizable aviation templates designed to simplify and accelerate your decision automation projects. # Aviation Templates Discover a collection of customizable aviation templates designed to simplify and accelerate your decision automation projects. 10 templates found [Aviation ### Flight Dispatch Decision System Rules-based aviation system that evaluates weather, aircraft, crew, and weight factors to ensure regulatory compliance and safe flight operations. Explore](/industries/aviation/templates/flight-dispatch-decision-system) [Aviation ### Dynamic Airline Ticket Pricing Engine Automated fare optimization system that sets ticket prices based on time to departure, seat availability, market demand, and competitor pricing. Explore](/industries/aviation/templates/dynamic-ticket-pricing) [Aviation ### Booking Personalization System Dynamic flight booking platform that tailors UI, discounts, and features based on customer loyalty status, device type, booking history, and traffic source. Explore](/industries/aviation/templates/booking-personalization-system) [Aviation ### Flight Ancillary Recommendations Data-driven system that personalizes travel add-on recommendations based on customer profile, route details, and previous purchasing behavior. Explore](/industries/aviation/templates/flight-ancillary-recommendations) [Aviation ### Booking Fraud Detection Advanced risk assessment that evaluates payment methods, booking patterns, and account behavior to prevent travel reservation fraud. Explore](/industries/aviation/templates/booking-fraud-detection) [Aviation ### Airline Seat Map Display Rules Dynamic seat map system that personalizes seat availability based on loyalty tier, fare class, group size and cabin occupancy levels. Explore](/industries/aviation/templates/seat-map-optimization) [Aviation ### Online Check-in Eligibility System Automated passenger validation system that determines online check-in eligibility based on travel documents, flight timing, and special assistance requirements. Explore](/industries/aviation/templates/online-checkin-eligibility) [Aviation ### Flight Rebooking Fee Calculator Dynamic fee system for airline booking modifications that adjusts charges based on fare class, time to departure, loyalty status, and change history. Explore](/industries/aviation/templates/flight-rebooking-fee-calculator) [Aviation ### Airline Upgrade Eligibility Advanced passenger upgrade decision engine that evaluates loyalty status, fare class, corporate agreements, and cabin availability to prioritize upgrades. Explore](/industries/aviation/templates/airline-upgrade-eligibility) [Aviation ### Airline Loyalty Points Calculator Advanced system for calculating airline loyalty program points based on fare class, route type, distance, member status, and seasonal promotions. Explore](/industries/aviation/templates/airline-loyalty-points-calculations) --- ## Rules Engine Telco Templates - GoRules **URL:** https://gorules.io/industries/telco/templates **Description:** Discover a collection of customizable telco templates designed to simplify and accelerate your decision automation projects. # Telco Templates Discover a collection of customizable telco templates designed to simplify and accelerate your decision automation projects. 10 templates found [Telco ### Dynamic Tariff Engine Rule-based pricing system for telecommunication services that automatically applies discounts based on user profiles, time periods, and location types. Explore](/industries/telco/templates/dynamic-tarrif-engine) [Telco ### Regional Compliance Manager Automated system that applies region-specific data privacy rules for telecommunications services across EU, US, UK, Canada, and Australia. Explore](/industries/telco/templates/regional-compliance-manager) [Telco ### Customer Eligibility Engine Intelligent system that analyzes customer data to determine service upgrades, loyalty rewards, and premium features based on usage patterns and account history. Explore](/industries/telco/templates/customer-eligibility-engine) [Telco ### Service Level Agreement Enforcement Automated system that monitors telecommunication service levels, detects SLA violations, and triggers appropriate compensation and escalation responses. Explore](/industries/telco/templates/service-level-agreement-enforcement) [Telco ### Device Compatibility Checker Intelligent system that evaluates device models and firmware versions to determine service availability and feature compatibility. Explore](/industries/telco/templates/device-compatibility-checker) [Telco ### Partner Revenue Sharing Automated calculation system that determines commission rates, bonuses, and payouts for content, service, and technology partnership agreements. Explore](/industries/telco/templates/partner-revenue-sharing) [Telco ### International Roaming Policy Manager Automated telecom solution that applies custom roaming rates and service levels based on customer destination, plan type and usage patterns. Explore](/industries/telco/templates/international-roaming-policy-manager) [Telco ### Cellular Data Rollover System Intelligent system that automatically calculates and applies unused data transfers to next billing cycles based on customer plan tiers and usage patterns. Explore](/industries/telco/templates/cellular-data-rollover-system) [Telco ### MVNO Partner Enablement Automated rules engine that determines service access, network resources, and pricing tiers for mobile virtual network operators based on partnership metrics. Explore](/industries/telco/templates/mvno-partner-enablement) [Telco ### Legacy Plan Management Rules-based telecom system that preserves benefits for long-term customers while streamlining catalog offerings and guiding migration paths. Explore](/industries/telco/templates/legacy-plan-management) --- ## Seller Fee Calculator - GoRules **URL:** https://gorules.io/industries/retail/templates/seller-fee-calculator **Description:** Adaptive fee structure that automatically calculates transaction rates, subscription costs, and service charges based on seller metrics and program eligibility. [Retail Templates](/industries/retail) Retail # Seller Fee Calculator Adaptive fee structure that automatically calculates transaction rates, subscription costs, and service charges based on seller metrics and program eligibility. Download Template Share This template can be edited in GoRules BRMS ## Solution This fee calculation system provides marketplace sellers with transparent, personalized pricing based on their business profile. The system evaluates seller category (premium, standard, or basic), applying tiered fee structures that reward higher sales volume with lower transaction rates. Premium sellers receive the lowest rates starting at 8%, while standard and basic sellers have higher base rates adjusted by monthly sales performance. Beyond base rates, the system analyzes seller performance ratings to offer additional discounts for high-quality merchants. Exceptional sellers with ratings above 4.8 can receive up to 3% rate reductions, while those with poor ratings face penalty charges. Special program participation unlocks exclusive promotional benefits. The calculator provides sellers with a clear breakdown of transaction fees, subscription costs, and any additional charges, helping them understand their total marketplace costs and incentivizing performance improvements. ## How it works The seller fee calculator applies business rules through several evaluation stages: 1. **Input Processing**: The system receives seller data including category, monthly sales volume, performance rating, and special program status. 2. **Base Fee Determination**: A decision table evaluates seller category and sales volume to assign the appropriate base fee rate and subscription tier cost. 3. **Performance Adjustment**: A second decision table analyzes performance metrics and program participation to apply rate adjustments and determine eligibility for promotional benefits. 4. **Low Performance Penalties**: Sellers with ratings below benchmarks receive rate increases and additional service charges. 5. **Fee Calculation**: The final expression node calculates the effective fee rate, transaction fees based on monthly volume, and combines all charges for a total monthly fee. ## Other Retail Templates [View all templates](/templates) [Retail ### Seller Approval Workflow Rules-based marketplace solution that evaluates business credentials, expertise, inventory quality, and background checks to maintain seller standards. Explore](/industries/retail/templates/seller-approval-workflow) [Retail ### Dynamic Marketplace Commission Calculator Automated system for calculating seller commission rates based on product category, sales data, seller performance, and promotional periods. Explore](/industries/retail/templates/dynamic-marketplace-comission-calculator) [Retail ### Product Listing Scoring Automated scoring system that evaluates and ranks product listings based on image quality, description completeness, and other key marketplace success factors. Explore](/industries/retail/templates/product-listing-scoring) --- ## Seller Approval Workflow - GoRules **URL:** https://gorules.io/industries/retail/templates/seller-approval-workflow **Description:** Rules-based marketplace solution that evaluates business credentials, expertise, inventory quality, and background checks to maintain seller standards. [Retail Templates](/industries/retail) Retail # Seller Approval Workflow Rules-based marketplace solution that evaluates business credentials, expertise, inventory quality, and background checks to maintain seller standards. Download Template Share This template can be edited in GoRules BRMS ## Solution This automated seller approval system streamlines the onboarding process by evaluating multiple qualification factors before accepting new merchants. It analyzes business credentials by verifying documentation authenticity and assessing company maturity based on years in operation. The expertise validation ensures merchants have adequate knowledge in their primary category, while inventory quality assessment examines product authenticity, compliance with regulations, and image quality standards. The system incorporates comprehensive background screening including criminal record verification, credit assessment, and identity confirmation. When evaluating applications, each factor receives a weighted score that contributes to the final approval decision. Rejected applications include specific reasoning, allowing potential sellers to address deficiencies. Approved sellers receive immediate confirmation with their qualification score, enabling marketplace operators to maintain consistent quality standards while efficiently processing applications. ## How it works The decision graph processes seller applications through a series of evaluation stages: 1. **Input Processing**: Collects business credentials, category expertise information, inventory quality data, and background check results. 2. **Business Credential Validation**: Assigns scores based on documentation validity and business longevity, categorizing businesses as new, established, or mature. 3. **Qualification Assessment**: Evaluates the combined factors of business status, category expertise rating, inventory quality, and background check results. 4. **Scoring Algorithm**: Calculates a final qualification score by weighing each factor appropriately and applying business rules. 5. **Approval Decision**: Routes applications through approval or rejection paths based on qualification thresholds. 6. **Result Generation**: Creates final response with approval status, qualification score, and timestamp. ## Other Retail Templates [View all templates](/templates) [Retail ### Dynamic Marketplace Commission Calculator Automated system for calculating seller commission rates based on product category, sales data, seller performance, and promotional periods. Explore](/industries/retail/templates/dynamic-marketplace-comission-calculator) [Retail ### Product Listing Scoring Automated scoring system that evaluates and ranks product listings based on image quality, description completeness, and other key marketplace success factors. Explore](/industries/retail/templates/product-listing-scoring) [Retail ### Marketplace Seller Grading System Objective performance evaluation system that scores sellers on delivery, satisfaction, inventory, and compliance metrics to determine marketplace status. Explore](/industries/retail/templates/marketplace-seller-grading-system) --- ## Returns and Refund Policy - GoRules **URL:** https://gorules.io/industries/retail/templates/returns-and-refund-policy **Description:** Automated system that determines return eligibility, responsibility, and refund calculations based on purchase conditions and seller policies. [Retail Templates](/industries/retail) Retail # Returns and Refund Policy Automated system that determines return eligibility, responsibility, and refund calculations based on purchase conditions and seller policies. Download Template Share This template can be edited in GoRules BRMS ## Solution This policy enforcement system streamlines the returns process by evaluating multiple factors to determine eligibility and responsibility. The system first checks if a return request falls within the seller's specified time window and meets their return policy requirements. For eligible returns, it identifies whether the responsibility lies with the buyer, seller, or platform based on the reported issue and product condition. Once responsibility is established, the system calculates the appropriate refund amount, factoring in potential restocking fees when applicable. It also determines whether return shipping costs should be covered and by which party. The system provides clear explanations at each decision point and estimates processing times based on the responsible party. This creates transparency for all stakeholders while ensuring consistent application of marketplace policies across all transactions. ## How it works The decision graph processes return requests through three interconnected nodes: 1. **Return Eligibility Assessment**: Evaluates if the return falls within the allowed timeframe (standard or extended), checks if returns are permitted by the seller's policy, and considers the reason for the return. 2. **Responsibility Determination**: Assigns responsibility to the appropriate party (buyer, seller, platform, or shared) based on the return reason, item condition, and eligibility determination. For example, damaged new items are the seller's responsibility, while "changed mind" returns are the buyer's responsibility. 3. **Refund Calculation**: Computes the refund amount based on eligibility and responsibility, applying restocking fees when appropriate. It also determines whether return shipping costs are covered and estimates processing time based on the responsible party. ## Other Retail Templates [View all templates](/templates) [Retail ### Seller Approval Workflow Rules-based marketplace solution that evaluates business credentials, expertise, inventory quality, and background checks to maintain seller standards. Explore](/industries/retail/templates/seller-approval-workflow) [Retail ### Dynamic Marketplace Commission Calculator Automated system for calculating seller commission rates based on product category, sales data, seller performance, and promotional periods. Explore](/industries/retail/templates/dynamic-marketplace-comission-calculator) [Retail ### Product Listing Scoring Automated scoring system that evaluates and ranks product listings based on image quality, description completeness, and other key marketplace success factors. Explore](/industries/retail/templates/product-listing-scoring) --- ## Product Listing Scoring - GoRules **URL:** https://gorules.io/industries/retail/templates/product-listing-scoring **Description:** Automated scoring system that evaluates and ranks product listings based on image quality, description completeness, and other key marketplace success factors. [Retail Templates](/industries/retail) Retail # Product Listing Scoring Automated scoring system that evaluates and ranks product listings based on image quality, description completeness, and other key marketplace success factors. Download Template Share This template can be edited in GoRules BRMS ## Solution This scoring system improves marketplace performance by evaluating five critical aspects of product listings. The system analyzes image quality by counting total images, checking for high-resolution photos, and verifying variant images exist. For descriptions, it examines word count, bullet point usage, specification details, and optimal keyword density to ensure listings attract search traffic. The solution also evaluates pricing competitiveness through market rank analysis and discount availability. Inventory management scores are calculated based on stock levels and shipping timeframes. Each category receives individual ratings plus an overall score with performance classification. This helps sellers quickly identify specific improvement areas, prioritize optimization efforts, and implement targeted changes to boost visibility and conversion rates. ## How it works The decision graph evaluates product listings through a systematic process: 1. **Data Input**: Receives listing information including image details, description characteristics, pricing position, and inventory status. 2. **Image Quality Assessment**: Evaluates the number of images, resolution quality, and presence of variant images. 3. **Content Evaluation**: Analyzes description word count, bullet point usage, specification details, and keyword optimization. 4. **Competitive Analysis**: Scores pricing position against marketplace competitors and discount availability. 5. **Inventory Rating**: Evaluates stock levels and shipping timeframes for availability scoring. 6. **Score Calculation**: Combines individual category scores into a total rating with classification (excellent, good, average, poor, unacceptable). 7. **Feedback Generation**: Creates detailed breakdown of scores by category with specific improvement recommendations. ## Other Retail Templates [View all templates](/templates) [Retail ### Seller Approval Workflow Rules-based marketplace solution that evaluates business credentials, expertise, inventory quality, and background checks to maintain seller standards. Explore](/industries/retail/templates/seller-approval-workflow) [Retail ### Dynamic Marketplace Commission Calculator Automated system for calculating seller commission rates based on product category, sales data, seller performance, and promotional periods. Explore](/industries/retail/templates/dynamic-marketplace-comission-calculator) [Retail ### Marketplace Seller Grading System Objective performance evaluation system that scores sellers on delivery, satisfaction, inventory, and compliance metrics to determine marketplace status. Explore](/industries/retail/templates/marketplace-seller-grading-system) --- ## Marketplace Seller Grading System - GoRules **URL:** https://gorules.io/industries/retail/templates/marketplace-seller-grading-system **Description:** Objective performance evaluation system that scores sellers on delivery, satisfaction, inventory, and compliance metrics to determine marketplace status. [Retail Templates](/industries/retail) Retail # Marketplace Seller Grading System Objective performance evaluation system that scores sellers on delivery, satisfaction, inventory, and compliance metrics to determine marketplace status. Download Template Share This template can be edited in GoRules BRMS ## Solution This automated grading system objectively evaluates marketplace seller performance using key operational metrics. It scores sellers on four critical dimensions: on-time delivery rate, customer satisfaction ratings, inventory accuracy, and policy compliance. Each metric is assessed against industry-standard thresholds and assigned a 1-5 point score. The system automatically identifies seller strengths and improvement areas by analyzing performance patterns. Based on the aggregate score calculation, sellers receive a letter grade (A-F), performance status, and specific recommended actions. Top performers gain premium status with enhanced visibility, while underperforming sellers receive targeted improvement plans. This creates a fair, transparent framework that motivates sellers to maintain high standards while giving marketplace administrators clear insights for partner management. ## How it works The decision system follows a structured evaluation process: 1. **Data Collection**: Processes seller performance metrics and account information from the marketplace platform. 2. **Individual Metric Scoring**: Evaluates each performance indicator against defined thresholds: - On-time delivery (≥98% = 5 points, scaling down to <85% = 1 point) - Customer satisfaction (≥4.8 = 5 points, scaling down to <3.5 = 1 point) - Inventory accuracy (≥99% = 5 points, scaling down to <85% = 1 point) - Policy compliance (≥98% = 5 points, scaling down to <85% = 1 point) 3. **Score Aggregation**: Calculates the average score across all metrics and identifies specific strengths (scores ≥4) and improvement areas (scores ≤2). 4. **Grade Assignment**: Assigns letter grades based on the average score: - A grade (≥4.5) = "Outstanding" with premium seller status - B grade (≥3.5) = "Good" with featured seller status - C grade (≥2.5) = "Satisfactory" with standard privileges - D grade (≥1.5) = "Needs Improvement" requiring a performance plan - F grade (<1.5) = "Poor" triggering account review ## Other Retail Templates [View all templates](/templates) [Retail ### Seller Approval Workflow Rules-based marketplace solution that evaluates business credentials, expertise, inventory quality, and background checks to maintain seller standards. Explore](/industries/retail/templates/seller-approval-workflow) [Retail ### Dynamic Marketplace Commission Calculator Automated system for calculating seller commission rates based on product category, sales data, seller performance, and promotional periods. Explore](/industries/retail/templates/dynamic-marketplace-comission-calculator) [Retail ### Product Listing Scoring Automated scoring system that evaluates and ranks product listings based on image quality, description completeness, and other key marketplace success factors. Explore](/industries/retail/templates/product-listing-scoring) --- ## Marketplace Listing Verification System - GoRules **URL:** https://gorules.io/industries/retail/templates/marketplace-listing-verification-system **Description:** Automated risk assessment system that flags suspicious marketplace listings based on brand authenticity, pricing anomalies, and seller credibility factors. [Retail Templates](/industries/retail) Retail # Marketplace Listing Verification System Automated risk assessment system that flags suspicious marketplace listings based on brand authenticity, pricing anomalies, and seller credibility factors. Download Template Share This template can be edited in GoRules BRMS ## Solution This marketplace verification system protects buyers and platform integrity by automatically identifying high-risk listings that require manual review. The system evaluates multiple risk signals including price deviation from market averages, seller reputation metrics, account history, and category sensitivity. For luxury and high-value items, it verifies brand authenticity against known premium labels and flags suspicious underpricing that could indicate counterfeit merchandise. Listings are assessed against seller credibility factors including feedback rating, account age, and previous policy violations. The system assigns risk levels based on combinations of these factors, with more severe flags triggered when multiple risk indicators appear together. Each flagged listing receives specific verification requirements - either immediate manual review for high-risk cases or batch verification for medium-risk items - ensuring marketplace quality while maintaining operational efficiency. ## How it works The decision graph evaluates listings through a sequential risk assessment process: 1. **Risk Factor Calculation**: Computes key metrics including price deviation percentage, seller credibility scores, and category sensitivity indicators. 2. **Brand Authentication**: Verifies if the brand belongs to a high-value category and compares pricing against market averages. 3. **Seller Evaluation**: Analyzes seller history including account age, previous violations, and feedback rating. 4. **Risk Level Assignment**: Applies decision rules to determine if the listing presents high, medium, or low risk based on combined factors. 5. **Verification Routing**: Routes high-risk listings for immediate manual review, medium-risk listings to batch verification queues, and approves low-risk listings automatically. ## Other Retail Templates [View all templates](/templates) [Retail ### Seller Approval Workflow Rules-based marketplace solution that evaluates business credentials, expertise, inventory quality, and background checks to maintain seller standards. Explore](/industries/retail/templates/seller-approval-workflow) [Retail ### Dynamic Marketplace Commission Calculator Automated system for calculating seller commission rates based on product category, sales data, seller performance, and promotional periods. Explore](/industries/retail/templates/dynamic-marketplace-comission-calculator) [Retail ### Product Listing Scoring Automated scoring system that evaluates and ranks product listings based on image quality, description completeness, and other key marketplace success factors. Explore](/industries/retail/templates/product-listing-scoring) --- ## Flash Sale Eligibility - GoRules **URL:** https://gorules.io/industries/retail/templates/flash-sale-eligibility **Description:** Smart retail solution that automatically selects products for flash sales based on inventory, profitability, seasonality, and seller performance. [Retail Templates](/industries/retail) Retail # Flash Sale Eligibility Smart retail solution that automatically selects products for flash sales based on inventory, profitability, seasonality, and seller performance. Download Template Share This template can be edited in GoRules BRMS ## Solution This dynamic product selection system streamlines flash sale management by evaluating multiple product attributes simultaneously. It first analyzes inventory levels to ensure sufficient stock exists for promotional volume, while verifying profit margins meet minimum thresholds to maintain profitability during discounted pricing periods. The seasonality analyzer matches product types with appropriate calendar periods, prioritizing seasonal items during their peak relevance while also identifying year-round products. For seller evaluation, the system examines both historical sales performance and customer satisfaction ratings to ensure quality standards. The final eligibility determination applies business rules that weigh these factors together, generating appropriate discount percentages based on how strongly a product meets the criteria. This automation significantly reduces manual review time while maximizing promotional effectiveness. ## How it works The decision graph processes product eligibility through four sequential evaluation nodes: 1. **Inventory & Margin Check**: Validates that products have sufficient stock (minimum 50 units) and acceptable profit margins (minimum 25%) to sustain discounting. 2. **Seasonality Analysis**: Aligns product seasonality with current calendar month, prioritizing items in their peak selling period while identifying year-round merchandise. 3. **Seller Quality Assessment**: Calculates seller performance factors based on rating (minimum 4.0) and historical sales volume (minimum 1000 units), with adjustment factors applied. 4. **Final Eligibility Determination**: Combines all evaluation factors to determine qualification status and appropriate discount percentage (ranging from 5-15% based on qualification strength). ## Other Retail Templates [View all templates](/templates) [Retail ### Seller Approval Workflow Rules-based marketplace solution that evaluates business credentials, expertise, inventory quality, and background checks to maintain seller standards. Explore](/industries/retail/templates/seller-approval-workflow) [Retail ### Dynamic Marketplace Commission Calculator Automated system for calculating seller commission rates based on product category, sales data, seller performance, and promotional periods. Explore](/industries/retail/templates/dynamic-marketplace-comission-calculator) [Retail ### Product Listing Scoring Automated scoring system that evaluates and ranks product listings based on image quality, description completeness, and other key marketplace success factors. Explore](/industries/retail/templates/product-listing-scoring) --- ## Dynamic Marketplace Commission Calculator - GoRules **URL:** https://gorules.io/industries/retail/templates/dynamic-marketplace-comission-calculator **Description:** Automated system for calculating seller commission rates based on product category, sales data, seller performance, and promotional periods. [Retail Templates](/industries/retail) Retail # Dynamic Marketplace Commission Calculator Automated system for calculating seller commission rates based on product category, sales data, seller performance, and promotional periods. Download Template Share This template can be edited in GoRules BRMS ## Solution This marketplace commission system calculates fair rates by analyzing multiple factors that impact commission structures. It evaluates product categories with different base rates and sales thresholds, automatically applying lower rates for categories like home goods and higher rates for fashion items. Seller performance metrics directly influence commission adjustments, rewarding high ratings and fulfillment rates with reduced commissions. The system factors in sales volume through multipliers that benefit high-volume sellers, promoting growth and marketplace expansion. During promotional periods, the calculator automatically applies temporary rate modifications to align with marketing initiatives. All calculations seamlessly combine to generate a single, transparent final commission rate that balances marketplace revenue needs with seller incentives. ## How it works The decision graph processes commission calculations through several connected components: 1. **Base Rate Assignment**: Determines initial commission percentage based on product category and sales amount thresholds. 2. **Performance Evaluation**: Analyzes seller metrics including rating and fulfillment rate to apply adjustments. 3. **Promotion Detection**: Checks if current date falls within promotion period dates. 4. **Volume Analysis**: Applies multipliers for high-volume sellers who exceed set thresholds. 5. **Final Calculation**: Combines base rate, performance adjustments, and promotional factors to produce the final commission rate. ## Other Retail Templates [View all templates](/templates) [Retail ### Seller Approval Workflow Rules-based marketplace solution that evaluates business credentials, expertise, inventory quality, and background checks to maintain seller standards. Explore](/industries/retail/templates/seller-approval-workflow) [Retail ### Product Listing Scoring Automated scoring system that evaluates and ranks product listings based on image quality, description completeness, and other key marketplace success factors. Explore](/industries/retail/templates/product-listing-scoring) [Retail ### Marketplace Seller Grading System Objective performance evaluation system that scores sellers on delivery, satisfaction, inventory, and compliance metrics to determine marketplace status. Explore](/industries/retail/templates/marketplace-seller-grading-system) --- ## Dynamic FX Rate Pricing System - GoRules **URL:** https://gorules.io/industries/retail/templates/dynamic-fx-rate-pricing-system **Description:** Tiered foreign exchange rate system that offers preferential rates for premium products, enhancing margins on luxury items while maintaining competitiveness. [Retail Templates](/industries/retail) Retail # Dynamic FX Rate Pricing System Tiered foreign exchange rate system that offers preferential rates for premium products, enhancing margins on luxury items while maintaining competitiveness. Download Template Share This template can be edited in GoRules BRMS ## Solution This dynamic foreign exchange rate system optimizes pricing for cross-border sales by assigning different FX rates based on product value tiers. Premium and luxury items benefit from more favorable conversion rates, protecting margins on high-value merchandise while maintaining competitive pricing in target markets. The system first categorizes products into four distinct tiers based on base price thresholds, then applies the appropriate currency conversion rate. For each product category, the system assigns specific FX rates and optional discounts customized by currency pair, with premium products receiving the most advantageous rates. Lower-priced standard items use baseline exchange rates. This approach rewards customers purchasing high-value items while ensuring profitability across diverse product catalogs and international markets. The system includes transparent messaging to explain the benefit being applied to each transaction. ## How it works The decision graph implements a two-stage evaluation process: 1. **Product Categorization**: The first decision table analyzes the product's base price and assigns it to one of four categories: premium (≥$10,000), luxury (≥$5,000), mid-range (≥$1,000), or standard (all others). 2. **FX Rate Determination**: The second decision table uses three key inputs - product category, base currency, and target currency - to determine the appropriate exchange rate parameters. 3. **Rate Application**: For each category-currency combination, the system applies: - A specific FX rate tailored to the product's value tier - An optional discount percentage for preferred categories - A descriptive message explaining the rate benefit 4. **Result Generation**: The system combines all this information into a structured response containing the applicable FX rate details for the transaction. ## Other Retail Templates [View all templates](/templates) [Retail ### Seller Approval Workflow Rules-based marketplace solution that evaluates business credentials, expertise, inventory quality, and background checks to maintain seller standards. Explore](/industries/retail/templates/seller-approval-workflow) [Retail ### Dynamic Marketplace Commission Calculator Automated system for calculating seller commission rates based on product category, sales data, seller performance, and promotional periods. Explore](/industries/retail/templates/dynamic-marketplace-comission-calculator) [Retail ### Product Listing Scoring Automated scoring system that evaluates and ranks product listings based on image quality, description completeness, and other key marketplace success factors. Explore](/industries/retail/templates/product-listing-scoring) --- ## Affiliate Commission Calculator - GoRules **URL:** https://gorules.io/industries/retail/templates/affiliate-commission-calculator **Description:** Dynamic system that calculates precise affiliate payouts based on product category, performance metrics, and promotional factors. [Retail Templates](/industries/retail) Retail # Affiliate Commission Calculator Dynamic system that calculates precise affiliate payouts based on product category, performance metrics, and promotional factors. Download Template Share This template can be edited in GoRules BRMS ## Solution This affiliate commission system calculates payouts by analyzing multiple performance factors to reward top-performing partners. The calculator first establishes base commission rates specific to each product category (electronics, fashion, beauty, and home goods), with fashion and beauty offerings earning higher rates to incentivize promotion in these categories. Performance bonuses are determined by examining both referral volume and conversion quality. Affiliates generating higher traffic (100+ monthly referrals) with exceptional conversion rates (15%+) earn maximum volume bonuses. The system incorporates special promotion multipliers that increase commission rates by 25% during promotional periods, encouraging timely marketing efforts. Final calculations combine all factors to determine precise commission amounts on each sale, creating a transparent and motivating payment structure. ## How it works The decision graph processes affiliate performance data through three key stages: 1. **Category Rate Determination**: Assigns appropriate base commission rates and potential volume bonus caps according to product category, with rates ranging from 5-15%. 2. **Performance Evaluation**: Analyzes two key metrics - monthly referral quantity and conversion rate quality - to calculate volume bonuses and performance multipliers. Higher-performing affiliates receive bonuses up to 5% and multipliers up to 1.2x. 3. **Commission Calculation**: Applies the promotion multiplier (1.25x for special promotions) and combines all factors to calculate the final commission rate and exact payout amount for each sale. This tiered approach ensures affiliates are rewarded proportionally to their contribution, with top performers potentially earning over triple the base commission rate. ## Other Retail Templates [View all templates](/templates) [Retail ### Seller Approval Workflow Rules-based marketplace solution that evaluates business credentials, expertise, inventory quality, and background checks to maintain seller standards. Explore](/industries/retail/templates/seller-approval-workflow) [Retail ### Dynamic Marketplace Commission Calculator Automated system for calculating seller commission rates based on product category, sales data, seller performance, and promotional periods. Explore](/industries/retail/templates/dynamic-marketplace-comission-calculator) [Retail ### Product Listing Scoring Automated scoring system that evaluates and ranks product listings based on image quality, description completeness, and other key marketplace success factors. Explore](/industries/retail/templates/product-listing-scoring) --- ## Traffic Violation Penalty Calculator - GoRules **URL:** https://gorules.io/industries/public-sector/templates/traffic-violation-penalty-calculator **Description:** Automated system that determines appropriate fines, points, and penalties for traffic violations based on severity, driver history, and circumstances. [Public Sector Templates](/industries/public-sector) Public Sector # Traffic Violation Penalty Calculator Automated system that determines appropriate fines, points, and penalties for traffic violations based on severity, driver history, and circumstances. Download Template Share This template can be edited in GoRules BRMS ## Solution This traffic violation assessment system calculates fair and consistent penalties by analyzing multiple factors in each case. The system first classifies violations by type and severity, assigning base fines and points according to established guidelines. For speeding violations, the system factors in the exact speed over the limit, with higher excesses resulting in steeper penalties. The system then applies circumstantial modifiers based on location (with special attention to school zones), the driver's violation history, and the overall severity classification. When violations occur in school zones or are committed by repeat offenders, penalties are appropriately increased. For severe violations with multiple previous offenses, the system can recommend license suspension. The final assessment includes a calculated risk level and payment deadline, with higher-risk violations receiving shorter payment windows and closer monitoring. ## How it works The decision graph processes violations through four interconnected stages: 1. **Violation Classification**: Categorizes the offense based on type (speeding, DUI, etc.) and assigns initial severity level, points, and base fine amount. 2. **Penalty Calculation**: Applies multipliers to the base penalty based on contextual factors like previous violations and school zone location. Determines if license suspension is warranted for severe cases. 3. **Assessment Finalization**: Rounds calculated values to ensure clean, whole-number fines and point assessments. 4. **Risk Analysis**: Evaluates the driver's risk level based on final point count and violation severity, then assigns appropriate payment deadlines-shorter for high-risk cases and longer for minor infractions. ## Other Public Sector Templates [View all templates](/templates) [Public Sector ### Government Assistance Streamlined decision system that determines program eligibility based on income thresholds, household size, age factors, and special circumstances. Explore](/industries/public-sector/templates/government-assistance) [Public Sector ### Tax Exemption Automated system that assesses organizations for 501(c)(3) tax-exempt status based on structure, activities, and financial metrics. Explore](/industries/public-sector/templates/tax-exemption) [Public Sector ### Municipal Permit Evaluation System Automated system that evaluates building and event permits based on zoning regulations, safety requirements, and environmental impact factors. Explore](/industries/public-sector/templates/municipal-permit-evaluation-system) --- ## Tax Exemption - GoRules **URL:** https://gorules.io/industries/public-sector/templates/tax-exemption **Description:** Automated system that assesses organizations for 501(c)(3) tax-exempt status based on structure, activities, and financial metrics. [Public Sector Templates](/industries/public-sector) Public Sector # Tax Exemption Automated system that assesses organizations for 501(c)(3) tax-exempt status based on structure, activities, and financial metrics. Download Template Share This template can be edited in GoRules BRMS ## Solution This tax exemption evaluation system automates the process of determining whether organizations qualify for tax-exempt status under section 501(c)(3) of the tax code. The system analyzes key organizational attributes including type (nonprofit, religious, or educational), annual revenue figures, percentage of public support funding, involvement in political activities, and the proportion of charitable work performed. For qualifying organizations, the system assigns appropriate classifications such as public charity or private foundation based on their public support percentages. It additionally provides specific filing requirements based on revenue thresholds, indicating whether Form 990-N, 990-EZ, or the full Form 990 must be submitted. Organizations that don't qualify receive clear explanations about disqualification reasons - typically political activity involvement or insufficient charitable focus - along with guidance on restructuring options and potential alternative classifications. ## How it works The decision graph evaluates tax-exempt eligibility through these key steps: 1. **Data Collection**: Gathers essential organization information including type, annual revenue, public support percentage, political activity status, and charitable activities percentage. 2. **Primary Eligibility Assessment**: Evaluates if the organization meets fundamental 501(c)(3) requirements - no political activity and at least 85% charitable work. 3. **Classification Determination**: For eligible organizations, determines specific status (public charity, private foundation) based on public support percentages. 4. **Requirement Assignment**: For exempt organizations, calculates the appropriate annual filing form (990-N, 990-EZ, or 990) based on revenue thresholds. 5. **Non-exempt Guidance**: For organizations that don't qualify, provides clear reasons for disqualification, appeal deadlines, and alternative classification options. ## Other Public Sector Templates [View all templates](/templates) [Public Sector ### Government Assistance Streamlined decision system that determines program eligibility based on income thresholds, household size, age factors, and special circumstances. Explore](/industries/public-sector/templates/government-assistance) [Public Sector ### Municipal Permit Evaluation System Automated system that evaluates building and event permits based on zoning regulations, safety requirements, and environmental impact factors. Explore](/industries/public-sector/templates/municipal-permit-evaluation-system) [Public Sector ### Immigration Eligibility Evaluator Rules-based system automating visa application processing by evaluating documentation completeness, background checks and qualification scoring. Explore](/industries/public-sector/templates/immigration-eligibility-evaluator) --- ## School District Resource Allocation - GoRules **URL:** https://gorules.io/industries/public-sector/templates/school-district-resource-allocation **Description:** Data-driven funding distribution tool that allocates educational resources based on student population, performance metrics, and specialized program needs. [Public Sector Templates](/industries/public-sector) Public Sector # School District Resource Allocation Data-driven funding distribution tool that allocates educational resources based on student population, performance metrics, and specialized program needs. Download Template Share This template can be edited in GoRules BRMS ## Solution This education funding allocation system automates the distribution of resources to schools using multiple factors to ensure equitable and targeted support. The system first determines base funding using student population size and school type, applying higher per-student rates to smaller schools to account for fixed operational costs. It then adjusts allocations based on academic performance, providing additional support to underperforming schools to help close achievement gaps. The system also recognizes specialized educational needs by allocating supplemental funding for special programs. Schools receive dedicated resources for special education students, English language learners, gifted education, STEM initiatives, and arts programs. Each supplemental allocation is calculated based on specific program enrollment numbers or fixed amounts for infrastructure-based programs. This multi-factor approach ensures resources are distributed according to actual student needs while supporting strategic educational initiatives. ## How it works The decision graph evaluates school data through three sequential steps: 1. **Base Allocation**: Analyzes student population and school type to determine the foundational funding amount, applying higher per-student rates to smaller schools to offset fixed costs. 2. **Performance Adjustment**: Calculates the average of math and reading test scores to determine a performance multiplier. Schools scoring below 70% receive a 20% funding increase, while schools between 70-85% receive a 10% increase. 3. **Special Programs Calculation**: Identifies all special programs offered by the school and allocates additional funding based on: - Special education: $3,000 per enrolled student - ESL programs: $2,500 per enrolled student - Gifted programs: $1,800 per enrolled student - STEM initiatives: $20,000 flat allocation - Arts programs: $15,000 flat allocation All components work together to create a total funding package that addresses each school's unique profile and needs. ## Other Public Sector Templates [View all templates](/templates) [Public Sector ### Government Assistance Streamlined decision system that determines program eligibility based on income thresholds, household size, age factors, and special circumstances. Explore](/industries/public-sector/templates/government-assistance) [Public Sector ### Tax Exemption Automated system that assesses organizations for 501(c)(3) tax-exempt status based on structure, activities, and financial metrics. Explore](/industries/public-sector/templates/tax-exemption) [Public Sector ### Municipal Permit Evaluation System Automated system that evaluates building and event permits based on zoning regulations, safety requirements, and environmental impact factors. Explore](/industries/public-sector/templates/municipal-permit-evaluation-system) --- ## Municipal Permit Evaluation System - GoRules **URL:** https://gorules.io/industries/public-sector/templates/municipal-permit-evaluation-system **Description:** Automated system that evaluates building and event permits based on zoning regulations, safety requirements, and environmental impact factors. [Public Sector Templates](/industries/public-sector) Public Sector # Municipal Permit Evaluation System Automated system that evaluates building and event permits based on zoning regulations, safety requirements, and environmental impact factors. Download Template Share This template can be edited in GoRules BRMS ## Solution This permit evaluation system streamlines the application process for building construction and event permits by applying clear regulatory criteria. The system assesses applications across different zone types (residential, commercial, industrial) and event categories (indoor, outdoor), checking each against specific thresholds for approval. For building permits, the system evaluates height restrictions, square footage limits, and safety scores based on zoning type. Residential applications must meet height limits of 35 feet, while commercial buildings face different standards up to 100 feet. For events, the system considers attendee counts and venue safety scores, with larger gatherings requiring additional management plans. Every application undergoes environmental impact assessment, with minimal impact applications fast-tracked while those with moderate or significant impact face additional requirements or potential denial. The system provides clear reasoning for all decisions, helping applicants understand next steps. ## How it works The decision graph processes permit applications through several connected evaluation stages: 1. **Application Classification**: Identifies the application type (building or event) and categorizes by zone type (residential, commercial, industrial) or event location (indoor, outdoor). 2. **Initial Approval Check**: Evaluates the application against zone-specific criteria including building height, square footage, and safety scores, assigning an initial status. 3. **Environmental Impact Assessment**: Reviews the environmental impact level (minimal, moderate, significant) against the initial approval status. 4. **Final Determination**: Combines all evaluations to produce a final status (Approved, Conditional, Denied, Pending) with detailed reasoning. 5. **Next Steps Assignment**: Assigns appropriate follow-up processes based on the final determination, from standard approval to comprehensive review requirements. ## Other Public Sector Templates [View all templates](/templates) [Public Sector ### Government Assistance Streamlined decision system that determines program eligibility based on income thresholds, household size, age factors, and special circumstances. Explore](/industries/public-sector/templates/government-assistance) [Public Sector ### Tax Exemption Automated system that assesses organizations for 501(c)(3) tax-exempt status based on structure, activities, and financial metrics. Explore](/industries/public-sector/templates/tax-exemption) [Public Sector ### Immigration Eligibility Evaluator Rules-based system automating visa application processing by evaluating documentation completeness, background checks and qualification scoring. Explore](/industries/public-sector/templates/immigration-eligibility-evaluator) --- ## Import Duties Calculator - GoRules **URL:** https://gorules.io/industries/public-sector/templates/import-duties-calculator **Description:** Automated system that calculates precise import duties and taxes based on product details, country relationships, and trade agreements. [Public Sector Templates](/industries/public-sector) Public Sector # Import Duties Calculator Automated system that calculates precise import duties and taxes based on product details, country relationships, and trade agreements. Download Template Share This template can be edited in GoRules BRMS ## Solution This import duty calculator determines exact customs fees by analyzing multiple factors that affect international shipping costs. The system classifies products using both category information and Harmonized System codes to establish base duty rates specific to product types. It then applies country-specific rules that consider origin-destination relationships, existing free trade agreements, and current sanctions status. The calculator handles preferential treatment eligibility, applying appropriate discounts when permitted by international trade agreements. Special handling for sanctioned countries automatically triggers additional fees and higher multipliers. The system ensures minimum duty thresholds are met while calculating the final duty amount and percentage rate relative to product value. This streamlines customs clearance processes while providing accurate, rules-compliant duty calculations for both businesses and customs brokers. ## How it works The calculator processes import information through several specialized components: 1. **Product Classification**: Analyzes product category and HS code to determine the appropriate base duty rate and product classification. 2. **Country Rules Assessment**: Evaluates the relationship between origin and destination countries, applying multipliers based on trade agreements and identifying sanctioned nations. 3. **Duty Calculation**: Processes all collected data through a multi-step formula that: - Calculates initial base duty from product value and classification rate - Applies country-specific adjustments based on trade relationships - Adds sanctions-related fees when applicable - Applies preferential treatment discounts if eligible - Ensures a minimum duty threshold is met - Calculates the effective duty rate as a percentage of product value ## Other Public Sector Templates [View all templates](/templates) [Public Sector ### Government Assistance Streamlined decision system that determines program eligibility based on income thresholds, household size, age factors, and special circumstances. Explore](/industries/public-sector/templates/government-assistance) [Public Sector ### Tax Exemption Automated system that assesses organizations for 501(c)(3) tax-exempt status based on structure, activities, and financial metrics. Explore](/industries/public-sector/templates/tax-exemption) [Public Sector ### Municipal Permit Evaluation System Automated system that evaluates building and event permits based on zoning regulations, safety requirements, and environmental impact factors. Explore](/industries/public-sector/templates/municipal-permit-evaluation-system) --- ## Immigration Eligibility Evaluator - GoRules **URL:** https://gorules.io/industries/public-sector/templates/immigration-eligibility-evaluator **Description:** Rules-based system automating visa application processing by evaluating documentation completeness, background checks and qualification scoring. [Public Sector Templates](/industries/public-sector) Public Sector # Immigration Eligibility Evaluator Rules-based system automating visa application processing by evaluating documentation completeness, background checks and qualification scoring. Download Template Share This template can be edited in GoRules BRMS ## Solution This automated immigration evaluation system streamlines visa application processing by methodically assessing applicant eligibility through multiple criteria. The system first verifies all required documentation including passport validity, completed application forms, proof of funds, and medical examination results. For security purposes, it performs thorough background checks examining criminal history, previous immigration violations, security flags, and visa rejection history. The qualification assessment component evaluates education levels from primary to doctorate, work experience duration, language proficiency, in-demand skills, and family connections. Each criterion receives a numerical score with appropriate weighting. Applications automatically route to approval, rejection, or manual review based on combined scores and rule-based conditions. This system dramatically reduces processing times while ensuring consistent application of immigration criteria and providing clear justification for all decisions. ## How it works The decision graph processes applications through sequential evaluation stages: 1. **Documentation Verification**: Checks passport validity, application completeness, proof of funds, and medical examination status. 2. **Background Screening**: Evaluates criminal history, immigration violations, security concerns, and previous visa rejections. 3. **Education Assessment**: Scores education levels from primary through doctorate with appropriate point values. 4. **Work Experience Evaluation**: Assigns scores based on years of relevant professional experience. 5. **Language Proficiency Rating**: Measures language skills from basic to native speaker levels. 6. **Additional Factors Analysis**: Considers in-demand skills and family connections that may enhance eligibility. 7. **Final Decision Logic**: Calculates overall scores, applies decision rules, and determines if the application should be approved, rejected, or flagged for manual review. ## Other Public Sector Templates [View all templates](/templates) [Public Sector ### Government Assistance Streamlined decision system that determines program eligibility based on income thresholds, household size, age factors, and special circumstances. Explore](/industries/public-sector/templates/government-assistance) [Public Sector ### Tax Exemption Automated system that assesses organizations for 501(c)(3) tax-exempt status based on structure, activities, and financial metrics. Explore](/industries/public-sector/templates/tax-exemption) [Public Sector ### Municipal Permit Evaluation System Automated system that evaluates building and event permits based on zoning regulations, safety requirements, and environmental impact factors. Explore](/industries/public-sector/templates/municipal-permit-evaluation-system) --- ## Grant Funding Distribution - GoRules **URL:** https://gorules.io/industries/public-sector/templates/grant-funding-distribution **Description:** Automated system that calculates grant awards based on project merit, applicant quality, budget availability, and potential community impact. [Public Sector Templates](/industries/public-sector) Public Sector # Grant Funding Distribution Automated system that calculates grant awards based on project merit, applicant quality, budget availability, and potential community impact. Download Template Share This template can be edited in GoRules BRMS ## Solution This grant funding decision system streamlines the award process by evaluating applications through multiple objective criteria. The system analyzes project scope to determine if initiatives are local, regional, or national in scale, while assessing applicant qualifications based on experience, track record, and organizational capacity. The solution incorporates sophisticated impact metrics including number of beneficiaries, innovation potential, long-term sustainability, and community need severity. Budget constraints are automatically factored in, ensuring the total allocation stays within available funding while maintaining appropriate distribution across priority levels. When determining awards, the system calculates whether applications meet minimum viable funding thresholds, providing clear approval status and funding percentages to maintain transparency throughout the process. ## How it works The decision graph processes applications through three key evaluation stages: 1. **Project Evaluation**: Analyzes project scope, applicant qualifications, and impact metrics to determine funding priority (high/medium/low) and establish a base funding ratio. 2. **Budget Constraint Analysis**: Adjusts funding based on current budget allocation status, applying different adjustment factors according to priority level and existing allocation ratio. 3. **Funding Calculation**: Determines the final grant amount by multiplying requested amount by both base funding ratio and adjustment factor, then comparing against maximum award limits and minimum viable amounts. The system automatically generates approval status (Approved, Partially Funded, or Rejected) and calculates the percentage of requested funding being awarded, giving administrators clear decision support. ## Other Public Sector Templates [View all templates](/templates) [Public Sector ### Government Assistance Streamlined decision system that determines program eligibility based on income thresholds, household size, age factors, and special circumstances. Explore](/industries/public-sector/templates/government-assistance) [Public Sector ### Tax Exemption Automated system that assesses organizations for 501(c)(3) tax-exempt status based on structure, activities, and financial metrics. Explore](/industries/public-sector/templates/tax-exemption) [Public Sector ### Municipal Permit Evaluation System Automated system that evaluates building and event permits based on zoning regulations, safety requirements, and environmental impact factors. Explore](/industries/public-sector/templates/municipal-permit-evaluation-system) --- ## Government Assistance - GoRules **URL:** https://gorules.io/industries/public-sector/templates/government-assistance **Description:** Streamlined decision system that determines program eligibility based on income thresholds, household size, age factors, and special circumstances. [Public Sector Templates](/industries/public-sector) Public Sector # Government Assistance Streamlined decision system that determines program eligibility based on income thresholds, household size, age factors, and special circumstances. Download Template Share This template can be edited in GoRules BRMS ## Solution This eligibility determination system evaluates applicants for government assistance programs using multiple qualification factors. It first analyzes household financial status by comparing annual income against tiered thresholds that vary based on household size, ensuring appropriate support levels for different family configurations. The system then factors in age requirements, differentiating between adult assistance programs and specialized youth support options for eligible teenagers. When standard eligibility criteria aren't met, the system automatically evaluates special circumstances including disability status, veteran status, and caregiver responsibilities to identify alternative program options. For qualifying applicants, the system determines the appropriate assistance level (full or partial) and enhances benefits packages when special circumstances apply. This creates a personalized program recommendation that maximizes support while ensuring compliance with government assistance guidelines. ## How it works The decision graph evaluates eligibility through a two-stage process: 1. **Income Eligibility Assessment**: Analyzes annual income against household-size-adjusted thresholds with three distinct tiers: - Small households (1-2 members): Full assistance up to $15,000, partial from $15,001-$25,000 - Medium households (3-4 members): Full assistance up to $30,000, partial from $30,001-$50,000 - Large households (5+ members): Full assistance up to $45,000, partial from $45,001-$65,000 2. **Special Circumstances Evaluation**: Identifies qualifying conditions: - For applicants who don't qualify based on income, checks for disability, veteran status, or caregiver roles to grant specialty program access - For income-eligible applicants with special circumstances, enhances their program benefits with additional support services - Assigns specific program types based on combined eligibility factors, creating personalized assistance packages The system returns a final determination with assigned program type and eligibility status. ## Other Public Sector Templates [View all templates](/templates) [Public Sector ### Tax Exemption Automated system that assesses organizations for 501(c)(3) tax-exempt status based on structure, activities, and financial metrics. Explore](/industries/public-sector/templates/tax-exemption) [Public Sector ### Municipal Permit Evaluation System Automated system that evaluates building and event permits based on zoning regulations, safety requirements, and environmental impact factors. Explore](/industries/public-sector/templates/municipal-permit-evaluation-system) [Public Sector ### Immigration Eligibility Evaluator Rules-based system automating visa application processing by evaluating documentation completeness, background checks and qualification scoring. Explore](/industries/public-sector/templates/immigration-eligibility-evaluator) --- ## Environmental Compliance Assessment - GoRules **URL:** https://gorules.io/industries/public-sector/templates/environment-compliance-assessment **Description:** Rules-based system that evaluates organizational compliance with environmental regulations based on industry type, emissions data, and geographical location. [Public Sector Templates](/industries/public-sector) Public Sector # Environmental Compliance Assessment Rules-based system that evaluates organizational compliance with environmental regulations based on industry type, emissions data, and geographical location. Download Template Share This template can be edited in GoRules BRMS ## Solution This automated compliance system helps organizations assess their environmental regulatory standing by analyzing multiple critical factors. It evaluates industry-specific risk levels, setting appropriate emission thresholds based on business type and location. The system calculates carbon intensity by analyzing carbon dioxide emissions against production volumes, determining if thresholds are exceeded and by what percentage. For comprehensive assessment, the system evaluates waste management practices, including hazardous and non-hazardous waste volumes, recycling percentages, and any reported violations. Water consumption and treatment metrics are similarly analyzed. When compliance issues are detected, the system provides specific status classifications (compliant, at-risk, or non-compliant), required action timeframes, and detailed recommendations tailored to the organization's risk profile and violation severity. ## How it works The decision graph processes data through a logical sequence of evaluations: 1. **Industry Risk Assessment**: Categorizes the organization's industry as high, medium, or low risk, establishing appropriate emission thresholds based on industry type and location. 2. **Emissions Calculation**: Determines carbon intensity by analyzing emissions relative to production volume. 3. **Threshold Evaluation**: Compares actual carbon intensity against the industry-specific threshold, calculating percentage over threshold when exceeded. 4. **Violation Assessment**: Identifies any waste management or water usage violations. 5. **Compliance Determination**: Evaluates industry risk level, threshold exceedance, and violation percentage to determine compliance status. 6. **Action Planning**: Generates specific timeframes for required actions based on risk level and violation severity. 7. **Recommendation Generation**: Provides tailored recommendations addressing specific compliance issues. ## Other Public Sector Templates [View all templates](/templates) [Public Sector ### Government Assistance Streamlined decision system that determines program eligibility based on income thresholds, household size, age factors, and special circumstances. Explore](/industries/public-sector/templates/government-assistance) [Public Sector ### Tax Exemption Automated system that assesses organizations for 501(c)(3) tax-exempt status based on structure, activities, and financial metrics. Explore](/industries/public-sector/templates/tax-exemption) [Public Sector ### Municipal Permit Evaluation System Automated system that evaluates building and event permits based on zoning regulations, safety requirements, and environmental impact factors. Explore](/industries/public-sector/templates/municipal-permit-evaluation-system) --- ## Disaster Relief Fund Allocation - GoRules **URL:** https://gorules.io/industries/public-sector/templates/disaster-relief-fund-allocation **Description:** Automated system that calculates disaster relief payments based on damage severity, household factors, income level, and insurance coverage status. [Public Sector Templates](/industries/public-sector) Public Sector # Disaster Relief Fund Allocation Automated system that calculates disaster relief payments based on damage severity, household factors, income level, and insurance coverage status. Download Template Share This template can be edited in GoRules BRMS ## Solution This disaster relief system determines appropriate financial assistance for affected individuals following natural disasters or emergencies. It starts with a damage assessment that categorizes property damage from minor to severe, establishing a baseline payment amount. The system then adjusts this base amount according to household characteristics, including family size and number of dependents. Income level modifiers ensure fair distribution of resources, providing greater support to low-income households while appropriately scaling assistance for those with more financial resources. The final payment calculation applies insurance status adjustments, recognizing that those with partial or full coverage require different levels of government assistance. Each determination includes clear reasoning for the payment amount, enabling transparent communication with recipients and ensuring equitable distribution of relief funds. ## How it works The decision graph processes applications through four sequential evaluation stages: 1. **Base Fund Allocation**: Assigns initial payment amounts (ranging from $1,000 to $10,000) based on damage severity levels (minor, moderate, major, or severe). 2. **Income Adjustment**: Modifies the base amount according to household income level, increasing payments for low-income families by 20% and reducing them by 20% for high-income households. 3. **Household Size Calculation**: Applies a multiplier based on family size, increasing support proportionally for larger households up to a maximum of 75% additional funding. 4. **Insurance Status Evaluation**: Makes final adjustments based on insurance coverage, providing full calculated amounts to uninsured applicants, 70% to partially insured individuals, and 30% to fully insured households. ## Other Public Sector Templates [View all templates](/templates) [Public Sector ### Government Assistance Streamlined decision system that determines program eligibility based on income thresholds, household size, age factors, and special circumstances. Explore](/industries/public-sector/templates/government-assistance) [Public Sector ### Tax Exemption Automated system that assesses organizations for 501(c)(3) tax-exempt status based on structure, activities, and financial metrics. Explore](/industries/public-sector/templates/tax-exemption) [Public Sector ### Municipal Permit Evaluation System Automated system that evaluates building and event permits based on zoning regulations, safety requirements, and environmental impact factors. Explore](/industries/public-sector/templates/municipal-permit-evaluation-system) --- ## Warehouse Storage Location - GoRules **URL:** https://gorules.io/industries/logistics/templates/warehouse-storage-location **Description:** Maximizes warehouse efficiency by strategically placing products based on turnover rates, picking frequency, and product characteristics. [Logistics Templates](/industries/logistics) Logistics # Warehouse Storage Location Maximizes warehouse efficiency by strategically placing products based on turnover rates, picking frequency, and product characteristics. Download Template Share This template can be edited in GoRules BRMS ## Solution This warehouse optimization system assigns ideal storage locations for products based on multiple key factors to improve operational efficiency. The system first classifies products using monthly sales volume, turnover rates, and daily picking frequency to identify high-priority items that require strategic placement. Products are then assigned specific storage locations - from floor-level spaces to pallet racks or bin shelving - based on their classification and handling requirements. Fast-moving products with high volume are positioned in prime picking areas for quick access, while slower-moving items are stored in standard or overflow zones. The system factors in product fragility when determining vertical placement, keeping delicate items at lower heights for safer handling. Each assignment includes a priority score that helps warehouse managers plan optimal layouts, alongside specific replenishment schedules tailored to each product's turnover rate - creating a balanced approach that reduces picking times while maximizing space utilization. ## How it works The decision graph processes product data through three sequential steps: 1. **Product Classification**: Analyzes monthly units, turnover rate, and picks per day to categorize products into high-volume, medium-volume, low-volume-fast, or low-volume-standard groups, adding a fast-moving indicator for quick-rotating inventory. 2. **Location Assignment**: Determines the optimal storage type (floor-level, pallet rack positions, or bin shelving) and warehouse zone (prime picking, standard, or overflow) based on volume category, movement speed, and fragility score. 3. **Allocation Finalization**: Generates the exact storage location code, calculates a picking efficiency score, recommends optimal quantity to store, and establishes a replenishment frequency (daily, weekly, or monthly) based on turnover rate. ## Other Logistics Templates [View all templates](/templates) [Logistics ### Shipping Carrier Selector Rule-based system that selects optimal carriers by analyzing package details, service level needs, and cost factors to streamline shipping decisions. Explore](/industries/logistics/templates/shipping-carrier-selector) [Logistics ### Delivery Route Optimizer Smart logistics system that evaluates capacity, traffic, time windows, and distance to determine the most efficient delivery routes for maximum efficiency. Explore](/industries/logistics/templates/delivery-route-optimizer) [Logistics ### Order Consolidation System Smart logistics system that optimizes shipping by combining orders based on location proximity, delivery timeframes, and available carrier capacity. Explore](/industries/logistics/templates/order-consolidation-system) --- ## Warehouse Cross-Docking - GoRules **URL:** https://gorules.io/industries/logistics/templates/warehouse-cross-docking **Description:** Automated system that determines optimal handling of incoming shipments based on outbound orders, time constraints, and current warehouse capacity. [Logistics Templates](/industries/logistics) Logistics # Warehouse Cross-Docking Automated system that determines optimal handling of incoming shipments based on outbound orders, time constraints, and current warehouse capacity. Download Template Share This template can be edited in GoRules BRMS ## Solution This logistics optimization system intelligently routes incoming shipments to either cross-docking or storage based on real-time warehouse conditions. It evaluates whether matching outbound orders exist and their scheduled departure times, calculating precise time windows between inbound and outbound movements. The engine assesses current warehouse capacity utilization to determine if storage space is constrained. When matching orders are identified within a short timeframe (24-48 hours) and warehouse capacity allows, the system routes shipments directly to cross-docking zones, bypassing storage entirely. For shipments with matching orders but extended time gaps, or when warehouse space is abundant, the system directs items to appropriate storage locations. Each decision includes detailed reasoning, enabling warehouse staff to quickly understand routing choices while maximizing operational efficiency. ## How it works The decision engine follows a structured evaluation process: 1. **Input Processing**: Captures inbound shipment details, associated outbound orders, timing information, and current warehouse metrics. 2. **Metrics Calculation**: Determines if matching outbound orders exist, calculates the time difference between inbound and outbound movements, and assesses current warehouse capacity percentage. 3. **Decision Rules**: Applies business rules based on order matching, time windows, and capacity utilization thresholds. 4. **Cross-Dock Evaluation**: For qualifying shipments, assigns appropriate docking bays and processing priorities. 5. **Response Generation**: Produces a final decision with supporting rationale and handling instructions. ## Other Logistics Templates [View all templates](/templates) [Logistics ### Shipping Carrier Selector Rule-based system that selects optimal carriers by analyzing package details, service level needs, and cost factors to streamline shipping decisions. Explore](/industries/logistics/templates/shipping-carrier-selector) [Logistics ### Delivery Route Optimizer Smart logistics system that evaluates capacity, traffic, time windows, and distance to determine the most efficient delivery routes for maximum efficiency. Explore](/industries/logistics/templates/delivery-route-optimizer) [Logistics ### Warehouse Storage Location Maximizes warehouse efficiency by strategically placing products based on turnover rates, picking frequency, and product characteristics. Explore](/industries/logistics/templates/warehouse-storage-location) --- ## Supply Chain Risk Evaluator - GoRules **URL:** https://gorules.io/industries/logistics/templates/supply-chain-risk **Description:** Comprehensive assessment system that analyzes supplier data, geopolitical factors, and market conditions to identify and prioritize supply chain vulnerabilities. [Logistics Templates](/industries/logistics) Logistics # Supply Chain Risk Evaluator Comprehensive assessment system that analyzes supplier data, geopolitical factors, and market conditions to identify and prioritize supply chain vulnerabilities. Download Template Share This template can be edited in GoRules BRMS ## Solution This advanced risk assessment tool helps procurement teams make informed decisions by evaluating multiple supply chain risk factors. The system analyzes supplier location risk levels, historical performance metrics, and availability of alternative sourcing options to establish a baseline risk profile. It then applies real-time adjustments based on current geopolitical tensions and market volatility to calculate a more accurate risk score. For critical components, the system provides specific mitigation recommendations tailored to each risk level, from standard monitoring procedures for low-risk scenarios to immediate action plans for critical situations. The evaluation includes lead time impact assessment and priority classification, enabling teams to focus resources on the most vulnerable parts of their supply chain. This systematic approach helps organizations reduce disruption risks, maintain business continuity, and make strategic sourcing decisions. ## How it works The decision graph evaluates supply chain risks through four sequential stages: 1. **Input Collection**: Gathers comprehensive supplier data including location, performance scores, alternative source availability, and product details along with market conditions and geopolitical factors. 2. **Baseline Risk Calculation**: A decision table evaluates supplier location risk level, historical performance metrics, and alternative sourcing options to determine an initial risk score, category, and recommended mitigation actions. 3. **Risk Factor Adjustment**: The system applies multipliers based on current geopolitical tensions (1.3x if present) and market volatility levels (1.0-1.2x depending on severity) to adjust the baseline risk score. 4. **Final Assessment**: The adjusted risk score determines the final risk category (low, medium, high, or critical), expected lead time impact, and organizational priority level for action. ## Other Logistics Templates [View all templates](/templates) [Logistics ### Shipping Carrier Selector Rule-based system that selects optimal carriers by analyzing package details, service level needs, and cost factors to streamline shipping decisions. Explore](/industries/logistics/templates/shipping-carrier-selector) [Logistics ### Delivery Route Optimizer Smart logistics system that evaluates capacity, traffic, time windows, and distance to determine the most efficient delivery routes for maximum efficiency. Explore](/industries/logistics/templates/delivery-route-optimizer) [Logistics ### Warehouse Storage Location Maximizes warehouse efficiency by strategically placing products based on turnover rates, picking frequency, and product characteristics. Explore](/industries/logistics/templates/warehouse-storage-location) --- ## Shipping Carrier Selector - GoRules **URL:** https://gorules.io/industries/logistics/templates/shipping-carrier-selector **Description:** Rule-based system that selects optimal carriers by analyzing package details, service level needs, and cost factors to streamline shipping decisions. [Logistics Templates](/industries/logistics) Logistics # Shipping Carrier Selector Rule-based system that selects optimal carriers by analyzing package details, service level needs, and cost factors to streamline shipping decisions. Download Template Share This template can be edited in GoRules BRMS ## Solution This shipping decision system automatically identifies the most suitable carriers based on precise package dimensions, weight, destination, and delivery timeline requirements. It performs initial validation of package specifications, rejecting oversized packages or invalid service requests upfront with specific error messages. The system applies tiered service level mapping to match customer delivery needs with appropriate carrier categories. For premium same-day delivery, it recommends specialized couriers, while offering more cost-effective options for standard shipping. It calculates both actual and volumetric weight to determine the true shipping cost based on whichever is higher, and accounts for oversized package surcharges. When multiple carriers are eligible, the system provides a ranked list with comparative pricing to help users make the optimal choice based on their priority factors. ## How it works The decision graph processes shipping requests through these sequential steps: 1. **Package Validation**: Checks that all dimensions and weight are positive values, within maximum limits (70kg weight, 200cm dimensions), and verifies delivery timeline options. 2. **Service Level Determination**: Maps delivery timeline requirements (same-day, express, standard) to appropriate service tiers. 3. **Carrier Eligibility**: Evaluates potential carriers based on service level, destination (domestic/international), and weight restrictions. 4. **Cost Calculation**: Computes volumetric weight (LxWxH/5000), determines the higher of actual vs. volumetric weight, and applies carrier-specific pricing formulas with oversized package surcharges. 5. **Carrier Ranking**: Filters and sorts eligible carriers according to the user's priority factor (typically cost). ## Other Logistics Templates [View all templates](/templates) [Logistics ### Delivery Route Optimizer Smart logistics system that evaluates capacity, traffic, time windows, and distance to determine the most efficient delivery routes for maximum efficiency. Explore](/industries/logistics/templates/delivery-route-optimizer) [Logistics ### Warehouse Storage Location Maximizes warehouse efficiency by strategically placing products based on turnover rates, picking frequency, and product characteristics. Explore](/industries/logistics/templates/warehouse-storage-location) [Logistics ### Order Consolidation System Smart logistics system that optimizes shipping by combining orders based on location proximity, delivery timeframes, and available carrier capacity. Explore](/industries/logistics/templates/order-consolidation-system) --- ## Returns Processing System - GoRules **URL:** https://gorules.io/industries/logistics/templates/returns-processing-system **Description:** Streamlines product return processing by applying business rules based on customer status, product details, and return circumstances for optimal efficiency. [Logistics Templates](/industries/logistics) Logistics # Returns Processing System Streamlines product return processing by applying business rules based on customer status, product details, and return circumstances for optimal efficiency. Download Template Share This template can be edited in GoRules BRMS ## Solution This returns management system automates and standardizes the entire returns process by applying configurable business rules. It analyzes multiple factors including product type, condition, purchase timeframe, and return reason to determine the appropriate handling path and refund amount. For electronics and appliances still under warranty, defective items receive full replacements, while damaged goods qualify for partial refunds with restocking fees. The system dynamically adjusts return policies based on customer membership tier, providing premium members with more favorable terms. It handles receipt verification, calculates appropriate refund amounts, and assigns restocking fees according to product condition and return timeframe. Each return is assigned to a specific processing department with an appropriate priority level and expected processing timeline. The system also generates the right customer communication, ensuring consistent messaging aligned with the return decision. ## How it works The decision flow processes return requests through five sequential evaluation stages: 1. **Customer Eligibility Assessment**: Analyzes customer profile data to determine high-value status, frequent returner patterns, and purchase timeframe to establish initial eligibility parameters. 2. **Return Type Classification**: Evaluates product type, condition, purchase timeframe, and return reason against a comprehensive rule set to determine the appropriate return handling type. 3. **Processing Queue Assignment**: Routes each return to the appropriate department based on return type (warranty, quality assurance, customer service, or standard returns). 4. **Priority Level Determination**: Assigns a processing priority and timeline based on customer value and item value, ensuring faster processing for high-value customers. 5. **Customer Communication Selection**: Determines the appropriate communication template based on return approval status to ensure clear and consistent messaging. ## Other Logistics Templates [View all templates](/templates) [Logistics ### Shipping Carrier Selector Rule-based system that selects optimal carriers by analyzing package details, service level needs, and cost factors to streamline shipping decisions. Explore](/industries/logistics/templates/shipping-carrier-selector) [Logistics ### Delivery Route Optimizer Smart logistics system that evaluates capacity, traffic, time windows, and distance to determine the most efficient delivery routes for maximum efficiency. Explore](/industries/logistics/templates/delivery-route-optimizer) [Logistics ### Warehouse Storage Location Maximizes warehouse efficiency by strategically placing products based on turnover rates, picking frequency, and product characteristics. Explore](/industries/logistics/templates/warehouse-storage-location) --- ## Order Consolidation System - GoRules **URL:** https://gorules.io/industries/logistics/templates/order-consolidation-system **Description:** Smart logistics system that optimizes shipping by combining orders based on location proximity, delivery timeframes, and available carrier capacity. [Logistics Templates](/industries/logistics) Logistics # Order Consolidation System Smart logistics system that optimizes shipping by combining orders based on location proximity, delivery timeframes, and available carrier capacity. Download Template Share This template can be edited in GoRules BRMS ## Solution This logistics optimization system analyzes order pairs to determine when consolidation makes economic and operational sense. It evaluates key shipping factors including geographic proximity between delivery destinations, compatibility of requested delivery windows, and available carrier capacity. When these criteria align favorably, the system categorizes consolidation opportunities into high, medium, or low priority levels. For qualifying order pairs, the system calculates important metrics including combined shipment weight, expected fuel savings, and total cost reduction estimates. Based on consolidation priority, the system recommends specific actions ranging from immediate consolidation to optional consolidation pending customer approval. High-priority consolidations proceed automatically, while medium-priority ones may require scheduling adjustments. Low-priority opportunities undergo additional review and customer confirmation before processing. The system maintains delivery quality standards while reducing transportation costs and environmental impact. ## How it works The decision system follows a structured evaluation process: 1. **Factor Assessment**: Analyzes the distance between delivery locations, difference in requested delivery times, and carrier capacity. 2. **Priority Assignment**: Categorizes consolidation potential as high, medium, low, or none based on predefined thresholds. 3. **Metrics Calculation**: Computes combined order weight, expected fuel savings, and estimated cost reductions. 4. **Processing Route Selection**: Routes orders to appropriate handling pathways based on consolidation priority. 5. **Action Determination**: Assigns specific consolidation actions (immediate, scheduled, optional, or none). 6. **Delivery Scheduling**: Creates optimized delivery schedules with appropriate customer notification requirements. 7. **Savings Reporting**: Generates detailed cost savings reports showing fuel, labor, and total savings estimates. ## Other Logistics Templates [View all templates](/templates) [Logistics ### Shipping Carrier Selector Rule-based system that selects optimal carriers by analyzing package details, service level needs, and cost factors to streamline shipping decisions. Explore](/industries/logistics/templates/shipping-carrier-selector) [Logistics ### Delivery Route Optimizer Smart logistics system that evaluates capacity, traffic, time windows, and distance to determine the most efficient delivery routes for maximum efficiency. Explore](/industries/logistics/templates/delivery-route-optimizer) [Logistics ### Warehouse Storage Location Maximizes warehouse efficiency by strategically placing products based on turnover rates, picking frequency, and product characteristics. Explore](/industries/logistics/templates/warehouse-storage-location) --- ## Last-Mile Delivery Assignment - GoRules **URL:** https://gorules.io/industries/logistics/templates/last-mile-delivery-assignment **Description:** Automated system that matches packages with delivery personnel based on priority, weight, skills, location, and time constraints to optimize delivery efficiency. [Logistics Templates](/industries/logistics) Logistics # Last-Mile Delivery Assignment Automated system that matches packages with delivery personnel based on priority, weight, skills, location, and time constraints to optimize delivery efficiency. Download Template Share This template can be edited in GoRules BRMS ## Solution This intelligent delivery assignment system streamlines the last-mile logistics process by automatically matching packages with the most suitable delivery personnel. The system evaluates multiple key factors including package priority (express vs standard), package attributes (weight, fragility, signature requirements), and delivery personnel qualifications (certifications, equipment, vehicle type). The matching algorithm calculates scores based on proximity to delivery location, remaining vehicle capacity, service level agreement deadlines, and specialized handling requirements. For time-sensitive deliveries, the system prioritizes delivery personnel with express certification. When packages require signatures, only equipped personnel are considered. The system either automatically assigns packages that meet threshold requirements or flags exceptions for manual review with suggested actions, ensuring optimal resource utilization while maintaining service quality standards. ## How it works The decision graph processes package assignments through several key evaluation steps: 1. **Input Processing**: Receives package details (ID, priority, weight, dimensions, signature requirements) and delivery personnel information (skills, location, capacity, equipment). 2. **Match Score Calculation**: Evaluates package-personnel compatibility based on priority level, weight handling capabilities, and special skill requirements. 3. **Proximity Analysis**: Calculates a distance score based on how close the delivery person is to the package location. 4. **Capacity Verification**: Confirms the delivery person has sufficient remaining capacity for the package. 5. **SLA Compliance Check**: Assesses if the delivery deadline can be met based on current time and delivery person availability. 6. **Final Score Computation**: Combines all factors into a comprehensive score for assignment decision-making. 7. **Assignment Decision**: Automatically assigns packages with scores above threshold or routes to manual review with actionable recommendations. ## Other Logistics Templates [View all templates](/templates) [Logistics ### Shipping Carrier Selector Rule-based system that selects optimal carriers by analyzing package details, service level needs, and cost factors to streamline shipping decisions. Explore](/industries/logistics/templates/shipping-carrier-selector) [Logistics ### Delivery Route Optimizer Smart logistics system that evaluates capacity, traffic, time windows, and distance to determine the most efficient delivery routes for maximum efficiency. Explore](/industries/logistics/templates/delivery-route-optimizer) [Logistics ### Warehouse Storage Location Maximizes warehouse efficiency by strategically placing products based on turnover rates, picking frequency, and product characteristics. Explore](/industries/logistics/templates/warehouse-storage-location) --- ## Hazardous Materials Management System - GoRules **URL:** https://gorules.io/industries/logistics/templates/hazardous-materials-management-system **Description:** Automated rules engine that classifies hazardous materials and provides handling, storage, and transportation guidelines based on regulatory requirements. [Logistics Templates](/industries/logistics) Logistics # Hazardous Materials Management System Automated rules engine that classifies hazardous materials and provides handling, storage, and transportation guidelines based on regulatory requirements. Download Template Share This template can be edited in GoRules BRMS ## Solution This hazardous materials management solution automates the classification of dangerous substances and provides precise handling instructions based on material properties. The system evaluates chemical substances by analyzing their intrinsic properties, physical state, and quantity to assign appropriate hazard classifications and risk levels. It then determines the correct storage zone, handling protocols, and equipment requirements needed for safe management. The solution enforces regulatory compliance by applying transportation rules specific to different modes (road, rail, air, sea), evaluating quantity thresholds, and determining when special permits or reporting are required. For materials like corrosives, flammables, toxins, and oxidizers, the system specifies storage limits, required safety equipment, and detailed handling procedures. This ensures organizations maintain safety standards while properly documenting hazardous material movements in accordance with regulations. ## How it works The decision system follows a sequential evaluation process: 1. **Material Classification**: Analyzes the substance properties (flammable, corrosive, toxic, etc.), physical state, and quantity to assign a hazard class (A-F), hazard level, and appropriate storage zone. 2. **Handling Requirements**: Based on the classification and hazard level, the system defines the required personal protective equipment, specific handling procedures, and maximum storage quantity limitations. 3. **Regulatory Compliance**: Evaluates the material classification against the intended transportation mode and quantity to determine compliance requirements, whether permits are needed, and if regulatory reporting is mandatory. 4. **Documentation**: Throughout the process, the system maintains critical information needed for proper labeling, documentation, and record-keeping. ## Other Logistics Templates [View all templates](/templates) [Logistics ### Shipping Carrier Selector Rule-based system that selects optimal carriers by analyzing package details, service level needs, and cost factors to streamline shipping decisions. Explore](/industries/logistics/templates/shipping-carrier-selector) [Logistics ### Delivery Route Optimizer Smart logistics system that evaluates capacity, traffic, time windows, and distance to determine the most efficient delivery routes for maximum efficiency. Explore](/industries/logistics/templates/delivery-route-optimizer) [Logistics ### Warehouse Storage Location Maximizes warehouse efficiency by strategically placing products based on turnover rates, picking frequency, and product characteristics. Explore](/industries/logistics/templates/warehouse-storage-location) --- ## Dynamic Shipping Cost Calculator - GoRules **URL:** https://gorules.io/industries/logistics/templates/dynamic-shipping-cost-calculator **Description:** Advanced shipping rate system that automatically calculates costs based on shipment attributes, seasonal variables, and customer loyalty tiers. [Logistics Templates](/industries/logistics) Logistics # Dynamic Shipping Cost Calculator Advanced shipping rate system that automatically calculates costs based on shipment attributes, seasonal variables, and customer loyalty tiers. Download Template Share This template can be edited in GoRules BRMS ## Solution This shipping cost calculator delivers accurate and fair pricing by evaluating multiple shipment variables simultaneously. Starting with the base rate determined by shipping type (standard, express, or priority) and weight brackets, the system applies dimensional weight calculations to account for bulky but lightweight items. Distance is factored in proportionally to capture fuel and operational costs that increase with delivery range. The calculator recognizes customer loyalty with built-in tier discounts for platinum, gold, and silver members, providing transparent benefits for repeat business. Seasonal adjustments are automatically applied for summer peak periods and winter weather challenges, ensuring prices reflect actual operational costs throughout the year. This multi-factor approach creates balanced shipping quotes that benefit both the carrier and customer with fair, predictable pricing. ## How it works The decision graph processes shipping information through four connected components: 1. **Base Rate Calculation**: Determines initial pricing using shipping type (standard, express, priority) and weight brackets. 2. **Season Detection**: Identifies the current time of year (winter, summer, regular) based on day number to apply appropriate seasonal factors. 3. **Shipping Factors**: Calculates dimensional weight by comparing actual weight against volume-based weight (length × width × height ÷ 5000), and determines distance factors for mileage pricing. 4. **Final Price Calculation**: Combines all previous factors with customer tier discounts (platinum, gold, silver) to produce the final shipping cost with adjustments for both seasonal challenges and customer loyalty. ## Other Logistics Templates [View all templates](/templates) [Logistics ### Shipping Carrier Selector Rule-based system that selects optimal carriers by analyzing package details, service level needs, and cost factors to streamline shipping decisions. Explore](/industries/logistics/templates/shipping-carrier-selector) [Logistics ### Delivery Route Optimizer Smart logistics system that evaluates capacity, traffic, time windows, and distance to determine the most efficient delivery routes for maximum efficiency. Explore](/industries/logistics/templates/delivery-route-optimizer) [Logistics ### Warehouse Storage Location Maximizes warehouse efficiency by strategically placing products based on turnover rates, picking frequency, and product characteristics. Explore](/industries/logistics/templates/warehouse-storage-location) --- ## Delivery Route Optimizer - GoRules **URL:** https://gorules.io/industries/logistics/templates/delivery-route-optimizer **Description:** Smart logistics system that evaluates capacity, traffic, time windows, and distance to determine the most efficient delivery routes for maximum efficiency. [Logistics Templates](/industries/logistics) Logistics # Delivery Route Optimizer Smart logistics system that evaluates capacity, traffic, time windows, and distance to determine the most efficient delivery routes for maximum efficiency. Download Template Share This template can be edited in GoRules BRMS ## Solution This route optimization system maximizes delivery efficiency by analyzing multiple critical factors before selecting the optimal path. It evaluates vehicle capacity utilization to ensure resources are used effectively while considering real-time traffic congestion data to avoid delays. The system factors in delivery time windows to prioritize time-sensitive deliveries and calculates route distances to minimize fuel consumption and delivery times. Each route receives a comprehensive scoring based on these factors, with classifications ranging from "optimal" to "not recommended." The system provides clear approval status and detailed reasoning for each route decision, allowing logistics managers to quickly identify the most efficient options. This enables faster deliveries, reduced operational costs, and improved customer satisfaction through reliable delivery timing. ## How it works The decision graph evaluates delivery routes through four key stages: 1. **Input Processing**: Receives route data including capacity utilization, traffic congestion, delivery window timeframes, and distance metrics. 2. **Base Score Calculation**: Assigns initial scores based on capacity utilization and traffic conditions, with priority levels from very low to high. 3. **Additional Score Computation**: Calculates supplementary scores for delivery time windows and distance factors, with higher scores for shorter timeframes and distances. 4. **Route Classification**: Determines the final route classification by evaluating the total score against predefined thresholds, resulting in a clear approval status with supporting message. ## Other Logistics Templates [View all templates](/templates) [Logistics ### Shipping Carrier Selector Rule-based system that selects optimal carriers by analyzing package details, service level needs, and cost factors to streamline shipping decisions. Explore](/industries/logistics/templates/shipping-carrier-selector) [Logistics ### Warehouse Storage Location Maximizes warehouse efficiency by strategically placing products based on turnover rates, picking frequency, and product characteristics. Explore](/industries/logistics/templates/warehouse-storage-location) [Logistics ### Order Consolidation System Smart logistics system that optimizes shipping by combining orders based on location proximity, delivery timeframes, and available carrier capacity. Explore](/industries/logistics/templates/order-consolidation-system) --- ## Vehicle Claims Resolution - GoRules **URL:** https://gorules.io/industries/insurance/templates/vehicle-claims-resolution **Description:** Automated decision system for determining optimal insurance claim resolution based on damage severity, vehicle age, and parts availability. [Insurance Templates](/industries/insurance) Insurance # Vehicle Claims Resolution Automated decision system for determining optimal insurance claim resolution based on damage severity, vehicle age, and parts availability. Download Template Share This template can be edited in GoRules BRMS ## Solution This decision engine streamlines the vehicle insurance claims process by determining whether to repair, replace, or offer cash settlement for damaged vehicles. The system evaluates the extent of vehicle damage through a percentage assessment, categorizing cases as minor, moderate, severe, or total loss. For vehicles with significant damage but not qualifying as total loss, the solution factors in the vehicle's age and parts availability status. When dealing with older vehicles that have severe damage and limited parts availability, the system typically recommends cash settlements to avoid lengthy repairs with uncertain outcomes. For newer vehicles with similar damage profiles, it might recommend replacement when parts cannot be sourced. In cases where damage is repairable and necessary parts are available or can be obtained with reasonable delay, the system recommends repair. Each recommendation comes with a clear explanation of the decision factors, helping adjusters communicate effectively with policyholders while ensuring consistent claim handling. ## How it works The decision graph processes vehicle claims through three sequential evaluation steps: 1. **Damage Assessment**: Analyzes the damage percentage to classify severity as minor (under 30%), moderate (30-59%), severe (60-79%), or total loss (80%+). 2. **Parts Availability Check**: Evaluates the availability of replacement parts based on the vehicle's age and reported parts status (available, limited, discontinued). 3. **Resolution Determination**: Combines damage level, parts availability, and vehicle age to recommend the optimal resolution: - Total loss claims automatically receive cash settlement recommendations - Severe damage with unavailable parts triggers cash settlement for older vehicles (>8 years) or replacement for newer ones - Moderate damage with unavailable parts leads to cash settlement for vehicles older than 6 years - All minor damage and repairable moderate/severe damage with obtainable parts defaults to repair recommendations Each recommendation includes a detailed explanation of the decision factors. ## Other Insurance Templates [View all templates](/templates) [Insurance ### Policy Eligibility Analyzer Automated rule-based system that evaluates customer eligibility for insurance policies based on age, location, and specific risk factors. Explore](/industries/insurance/templates/policy-eligibility-analyzer) [Insurance ### Auto Insurance Premium Calculator Dynamic pricing system that determines accurate premiums based on driver profile, vehicle specifications, and coverage options for personalized insurance rates. Explore](/industries/insurance/templates/auto-insurance-premium-calculator) [Insurance ### Insurance Claim Validation System Automated verification system that validates insurance claims against policy status, timeframe requirements, and claim details before advancing to investigation. Explore](/industries/insurance/templates/claim-validation-system) --- ## Policy Eligibility Analyzer - GoRules **URL:** https://gorules.io/industries/insurance/templates/policy-eligibility-analyzer **Description:** Automated rule-based system that evaluates customer eligibility for insurance policies based on age, location, and specific risk factors. [Insurance Templates](/industries/insurance) Insurance # Policy Eligibility Analyzer Automated rule-based system that evaluates customer eligibility for insurance policies based on age, location, and specific risk factors. Download Template Share This template can be edited in GoRules BRMS ## Solution This insurance eligibility system streamlines the underwriting process by automatically evaluating potential policyholders against key criteria. The system analyzes customer age to verify compliance with minimum and maximum age requirements, ensuring appropriate risk categorization. Location assessment filters applicants from high-risk geographic areas or regions outside service boundaries, maintaining portfolio balance across territories. The risk assessment component evaluates both the quantity and nature of customer risk factors, considering them alongside health scores to determine overall insurability. When eligibility criteria are not met, the system provides specific denial reasons, enabling agents to clearly communicate decisions to applicants. This automated approach ensures consistent application of underwriting standards while accelerating the decision process for straightforward cases, allowing underwriters to focus on more complex applications. ## How it works The decision graph processes applications through multiple evaluation stages: 1. **Age Verification**: Checks if the applicant falls within acceptable age ranges (18-75). 2. **Location Analysis**: Evaluates the applicant's state/region against excluded high-risk areas and verifies the location is within supported territories. 3. **Risk Assessment**: Evaluates the number of risk factors and their interaction with the applicant's health score. 4. **Eligibility Determination**: Combines all evaluations to make a final decision, collecting specific reasons when applications are denied. Each evaluation node operates independently but contributes to the final determination, with the system producing a clear approved/denied decision along with detailed reasoning. ## Other Insurance Templates [View all templates](/templates) [Insurance ### Auto Insurance Premium Calculator Dynamic pricing system that determines accurate premiums based on driver profile, vehicle specifications, and coverage options for personalized insurance rates. Explore](/industries/insurance/templates/auto-insurance-premium-calculator) [Insurance ### Insurance Claim Validation System Automated verification system that validates insurance claims against policy status, timeframe requirements, and claim details before advancing to investigation. Explore](/industries/insurance/templates/claim-validation-system) [Insurance ### Policy Discount Calculator Automated system that calculates personalized insurance discounts based on customer loyalty, policy bundling, and vehicle safety features. Explore](/industries/insurance/templates/policy-discount-calculator) --- ## Policy Discount Calculator - GoRules **URL:** https://gorules.io/industries/insurance/templates/policy-discount-calculator **Description:** Automated system that calculates personalized insurance discounts based on customer loyalty, policy bundling, and vehicle safety features. [Insurance Templates](/industries/insurance) Insurance # Policy Discount Calculator Automated system that calculates personalized insurance discounts based on customer loyalty, policy bundling, and vehicle safety features. Download Template Share This template can be edited in GoRules BRMS ## Solution This insurance discount calculator automatically applies appropriate premium reductions by evaluating multiple factors in the customer's profile. The system first analyzes customer loyalty, rewarding long-term clients with tiered discounts based on their years with the company. It then evaluates policy bundling, offering increased savings for customers with multiple policies across different insurance types. For auto insurance specifically, the system identifies safety features installed in the vehicle and applies corresponding discounts for each qualifying feature. Anti-theft systems, dash cams, and advanced driver assistance systems (ADAS) all trigger specific discount percentages. After calculating individual discount categories, the system combines them while ensuring the total doesn't exceed the maximum allowable discount cap. The final premium is then calculated by applying the consolidated discount to the base premium amount. ## How it works The decision graph processes insurance data through four sequential evaluation nodes: 1. **Customer Loyalty Analysis**: Examines customer tenure and assigns appropriate percentage discounts (5-15%) based on years with the company. 2. **Policy Bundle Evaluation**: Determines additional discounts (7-12%) based on the number of policies the customer holds. 3. **Safety Feature Assessment**: Identifies installed vehicle safety features and assigns specific discount percentages for each qualifying feature (anti-theft: 3%, dash cam: 2%, ADAS: 5%). 4. **Discount Calculation**: Sums all applicable discounts, caps the total at a maximum of 25% if necessary, and calculates the final premium by applying the discount to the base premium. ## Other Insurance Templates [View all templates](/templates) [Insurance ### Policy Eligibility Analyzer Automated rule-based system that evaluates customer eligibility for insurance policies based on age, location, and specific risk factors. Explore](/industries/insurance/templates/policy-eligibility-analyzer) [Insurance ### Auto Insurance Premium Calculator Dynamic pricing system that determines accurate premiums based on driver profile, vehicle specifications, and coverage options for personalized insurance rates. Explore](/industries/insurance/templates/auto-insurance-premium-calculator) [Insurance ### Insurance Claim Validation System Automated verification system that validates insurance claims against policy status, timeframe requirements, and claim details before advancing to investigation. Explore](/industries/insurance/templates/claim-validation-system) --- ## Insurance Underwriting Risk - GoRules **URL:** https://gorules.io/industries/insurance/templates/insurance-underwriting-risk **Description:** Automated system that evaluates insurance applications against risk factors to determine whether manual underwriting review is necessary. [Insurance Templates](/industries/insurance) Insurance # Insurance Underwriting Risk Automated system that evaluates insurance applications against risk factors to determine whether manual underwriting review is necessary. Download Template Share This template can be edited in GoRules BRMS ## Solution This underwriting decision system automates application screening by evaluating key risk factors against established thresholds. The system analyzes medical history indicators like high-risk conditions, recent hospitalizations, and multiple pre-existing conditions, assigning specific risk points to each factor. It also considers occupational hazards and age-related risks that may increase claim likelihood. Beyond health factors, the system evaluates coverage amount thresholds, application completeness, information discrepancies, and foreign residency status. When applications contain multiple risk factors, the system calculates a cumulative risk score. Applications exceeding risk thresholds or containing certain automatic referral triggers are flagged for expert underwriter review with a specific reason code. This approach ensures high-risk applications receive appropriate scrutiny while simplifying approval for lower-risk applicants. ## How it works The decision system processes applications through a multi-step evaluation workflow: 1. **Application Intake**: Captures applicant details and questionnaire responses about medical history, occupation, and personal information. 2. **Risk Factor Analysis**: Evaluates individual risk indicators such as medical conditions, hospitalizations, age, and occupation against predefined criteria. 3. **Score Calculation**: Assigns point values to each identified risk factor and calculates a cumulative risk score. 4. **Threshold Evaluation**: Compares the total risk score and coverage amount against automatic approval thresholds. 5. **Administrative Check**: Verifies application completeness and checks for information discrepancies or foreign residency. 6. **Decision Determination**: Based on all factors, determines whether the application can proceed automatically or requires manual underwriter review. 7. **Referral Documentation**: For applications requiring review, generates a specific reason code to streamline the underwriting process. ## Other Insurance Templates [View all templates](/templates) [Insurance ### Policy Eligibility Analyzer Automated rule-based system that evaluates customer eligibility for insurance policies based on age, location, and specific risk factors. Explore](/industries/insurance/templates/policy-eligibility-analyzer) [Insurance ### Auto Insurance Premium Calculator Dynamic pricing system that determines accurate premiums based on driver profile, vehicle specifications, and coverage options for personalized insurance rates. Explore](/industries/insurance/templates/auto-insurance-premium-calculator) [Insurance ### Insurance Claim Validation System Automated verification system that validates insurance claims against policy status, timeframe requirements, and claim details before advancing to investigation. Explore](/industries/insurance/templates/claim-validation-system) --- ## Insurance Coverage Calculator - GoRules **URL:** https://gorules.io/industries/insurance/templates/insurance-coverage-calculator **Description:** Personalized insurance coverage recommendations based on property value, location risk factors, and claim history to optimize protection and cost. [Insurance Templates](/industries/insurance) Insurance # Insurance Coverage Calculator Personalized insurance coverage recommendations based on property value, location risk factors, and claim history to optimize protection and cost. Download Template Share This template can be edited in GoRules BRMS ## Solution This intelligent insurance recommendation system evaluates multiple property and risk factors to suggest the most appropriate coverage package for homeowners. The tool analyzes the property's value, age, and type alongside geographic risk levels to determine an initial coverage package category (premium, standard, basic, or minimal). The system then calculates specific coverage amounts across five key areas: dwelling coverage, personal property protection, liability coverage, medical payments, and recommended deductible levels. For properties in flood or earthquake zones, the calculator evaluates additional risk factors and suggests supplemental coverage when warranted. Insurance agents can instantly provide tailored recommendations that balance comprehensive protection with cost-effective premiums, all based on objective risk assessment criteria. ## How it works The decision system follows a structured evaluation process: 1. **Risk Assessment**: Evaluates property value and area risk level to determine the appropriate base package. 2. **Coverage Calculation**: Applies package-specific formulas to calculate precise coverage amounts for dwelling, personal property, liability, and medical payments. 3. **Deductible Assignment**: Assigns appropriate deductible levels based on the selected coverage package. 4. **Special Risk Analysis**: Evaluates flood and earthquake risks separately to determine if additional coverage is warranted. 5. **Supplemental Coverage Calculation**: For identified special risks, calculates recommended coverage amounts as a percentage of dwelling coverage. 6. **Complete Package Assembly**: Combines all recommendations into a comprehensive coverage proposal. ## Other Insurance Templates [View all templates](/templates) [Insurance ### Policy Eligibility Analyzer Automated rule-based system that evaluates customer eligibility for insurance policies based on age, location, and specific risk factors. Explore](/industries/insurance/templates/policy-eligibility-analyzer) [Insurance ### Auto Insurance Premium Calculator Dynamic pricing system that determines accurate premiums based on driver profile, vehicle specifications, and coverage options for personalized insurance rates. Explore](/industries/insurance/templates/auto-insurance-premium-calculator) [Insurance ### Insurance Claim Validation System Automated verification system that validates insurance claims against policy status, timeframe requirements, and claim details before advancing to investigation. Explore](/industries/insurance/templates/claim-validation-system) --- ## Insurance Agent Commission - GoRules **URL:** https://gorules.io/industries/insurance/templates/insurance-agent-commission **Description:** Dynamic commission calculation system that determines agent payouts based on policy type, premium value, and agent performance metrics. [Insurance Templates](/industries/insurance) Insurance # Insurance Agent Commission Dynamic commission calculation system that determines agent payouts based on policy type, premium value, and agent performance metrics. Download Template Share This template can be edited in GoRules BRMS ## Solution This commission system automatically calculates insurance agent payouts through a tiered structure that reflects both policy characteristics and agent performance. The system first determines a base commission rate according to the specific policy type (auto, home, or life) and the premium amount, recognizing the varying complexity and value of different insurance products. Higher premium policies within each category earn increased commission percentages, incentivizing agents to pursue more valuable policies. After establishing the base commission, the system applies performance tier multipliers that reward high-achieving agents. Agents are classified into platinum, gold, silver, or standard tiers based on their sales performance metrics. Top performers receive substantial commission boosts, with platinum agents earning 50% more than the base rate and gold tier agents receiving a 25% enhancement. This performance-based structure motivates continuous improvement while ensuring fair compensation that aligns with both policy value and agent achievement. ## How it works The decision graph processes agent commissions through three main components: 1. **Base Commission Calculation**: Analyzes the policy type and premium amount to determine the appropriate base commission rate from a comprehensive table of rates. Auto policies range from 10-15%, home policies from 15-18%, and life policies from 20-25%, with higher rates for larger premiums. 2. **Initial Commission Computation**: Applies the determined rate to the premium amount to calculate the base commission value. 3. **Performance Tier Adjustment**: Evaluates the agent's performance tier (platinum, gold, silver, or standard) and applies the corresponding multiplier to the base commission. Platinum agents receive a 1.5x multiplier, gold agents 1.25x, silver agents 1.1x, while standard agents receive the base commission. The final output provides both the tier multiplier used and the exact commission amount to be paid. ## Other Insurance Templates [View all templates](/templates) [Insurance ### Policy Eligibility Analyzer Automated rule-based system that evaluates customer eligibility for insurance policies based on age, location, and specific risk factors. Explore](/industries/insurance/templates/policy-eligibility-analyzer) [Insurance ### Auto Insurance Premium Calculator Dynamic pricing system that determines accurate premiums based on driver profile, vehicle specifications, and coverage options for personalized insurance rates. Explore](/industries/insurance/templates/auto-insurance-premium-calculator) [Insurance ### Insurance Claim Validation System Automated verification system that validates insurance claims against policy status, timeframe requirements, and claim details before advancing to investigation. Explore](/industries/insurance/templates/claim-validation-system) --- ## Customer Lifetime Value - GoRules **URL:** https://gorules.io/industries/insurance/templates/customer-lifetime-value **Description:** Insurance calculation system that determines customer value metrics to optimize retention strategies and set appropriate service tiers for policyholders. [Insurance Templates](/industries/insurance) Insurance # Customer Lifetime Value Insurance calculation system that determines customer value metrics to optimize retention strategies and set appropriate service tiers for policyholders. Download Template Share This template can be edited in GoRules BRMS ## Solution This insurance analytics system evaluates customer profitability by processing purchase history data to calculate meaningful lifetime value metrics. It transforms raw transaction data into actionable insights by analyzing order values, purchase frequency, gross margins, and retention rates. The system automatically accounts for acquisition costs when determining a customer's true profitability over their projected relationship with the insurer. Based on calculated lifetime value metrics, the system categorizes customers into appropriate service tiers (platinum, gold, silver, or standard) and recommends specific retention strategies. Platinum customers receive high-touch service and exclusive offers, while other tiers receive progressively standardized service levels. This strategic segmentation allows insurance providers to allocate resources efficiently, customize retention efforts, and maximize long-term profitability across their customer portfolio. ## How it works The decision graph processes customer data through two key components: 1. **Value Calculation Node**: Processes customer purchase history to derive essential metrics: - Average order value from historical policy premiums - Purchase frequency normalized to annual basis - Gross margin percentage converted to decimal format - Expected customer lifetime based on retention probability - Basic lifetime value calculation using the standard CLV formula - Acquisition cost ratio to evaluate marketing efficiency - Adjusted lifetime value with acquisition costs subtracted 2. **Segmentation Decision Table**: Evaluates the adjusted lifetime value against predefined thresholds: - Assigns customer tier classification (platinum, gold, silver, standard) - Provides specific service and retention recommendations for each tier - Ensures consistent treatment of customers with similar value profiles ## Other Insurance Templates [View all templates](/templates) [Insurance ### Policy Eligibility Analyzer Automated rule-based system that evaluates customer eligibility for insurance policies based on age, location, and specific risk factors. Explore](/industries/insurance/templates/policy-eligibility-analyzer) [Insurance ### Auto Insurance Premium Calculator Dynamic pricing system that determines accurate premiums based on driver profile, vehicle specifications, and coverage options for personalized insurance rates. Explore](/industries/insurance/templates/auto-insurance-premium-calculator) [Insurance ### Insurance Claim Validation System Automated verification system that validates insurance claims against policy status, timeframe requirements, and claim details before advancing to investigation. Explore](/industries/insurance/templates/claim-validation-system) --- ## Insurance Claim Validation System - GoRules **URL:** https://gorules.io/industries/insurance/templates/claim-validation-system **Description:** Automated verification system that validates insurance claims against policy status, timeframe requirements, and claim details before advancing to investigation. [Insurance Templates](/industries/insurance) Insurance # Insurance Claim Validation System Automated verification system that validates insurance claims against policy status, timeframe requirements, and claim details before advancing to investigation. Download Template Share This template can be edited in GoRules BRMS ## Solution This insurance claim validation system provides a standard approach to initial claim screening, ensuring only valid claims proceed to detailed investigation. The system performs comprehensive verification checks across multiple dimensions - evaluating claim information completeness, confirming active policy status, and validating that timeframe requirements are met. When claims fail validation, the system immediately identifies the specific issue with precise reasoning - whether it's an invalid claim number format, an expired policy, or an incident date that falls outside acceptable reporting windows. This enables claims handlers to quickly communicate issues to policyholders or route valid claims for further processing. By automating these fundamental verification steps, insurance companies can reduce processing time, maintain consistent evaluation standards, and focus investigative resources only on claims that meet basic eligibility criteria. ## How it works The decision graph evaluates insurance claims through four sequential validation stages: 1. **Claim Details Validation**: Verifies basic claim information including claim number format, incident date validity, policy number format, and ensures damage amount is greater than zero. 2. **Policy Status Check**: Confirms the policy is active and not expired, canceled, or suspended before proceeding with further validation. 3. **Timeframe Evaluation**: Validates that the incident date is logical - ensuring it's not in the future, occurred after the policy began, and was reported within the required 60-day window. 4. **Outcome Determination**: Combines all validation results to make a final decision, generating a clear validation message and determining whether the claim should proceed to investigation or be rejected. ## Other Insurance Templates [View all templates](/templates) [Insurance ### Policy Eligibility Analyzer Automated rule-based system that evaluates customer eligibility for insurance policies based on age, location, and specific risk factors. Explore](/industries/insurance/templates/policy-eligibility-analyzer) [Insurance ### Auto Insurance Premium Calculator Dynamic pricing system that determines accurate premiums based on driver profile, vehicle specifications, and coverage options for personalized insurance rates. Explore](/industries/insurance/templates/auto-insurance-premium-calculator) [Insurance ### Policy Discount Calculator Automated system that calculates personalized insurance discounts based on customer loyalty, policy bundling, and vehicle safety features. Explore](/industries/insurance/templates/policy-discount-calculator) --- ## Auto Insurance Premium Calculator - GoRules **URL:** https://gorules.io/industries/insurance/templates/auto-insurance-premium-calculator **Description:** Dynamic pricing system that determines accurate premiums based on driver profile, vehicle specifications, and coverage options for personalized insurance rates. [Insurance Templates](/industries/insurance) Insurance # Auto Insurance Premium Calculator Dynamic pricing system that determines accurate premiums based on driver profile, vehicle specifications, and coverage options for personalized insurance rates. Download Template Share This template can be edited in GoRules BRMS ## Solution This auto insurance premium calculator delivers tailored quotes by analyzing key risk indicators across multiple dimensions. The system evaluates driver risk by examining age brackets and incident history, assigning specific risk multipliers and categories that reflect statistical likelihood of claims. Vehicle assessment factors incorporate both type (sedan, SUV, sports car) and age considerations, recognizing that newer vehicles typically present lower risk profiles but higher replacement costs. Coverage evaluation adjusts pricing based on policy type and deductible selection, with comprehensive coverage commanding higher premiums while higher deductibles reduce monthly costs. The calculator applies these risk factors to a base premium rate calculated per thousand dollars of coverage. This modular approach allows for transparent, consistent pricing while ensuring each quote accurately reflects the specific risk combination presented by each customer's unique circumstances. ## How it works The decision graph follows a sequential evaluation process: 1. **Driver Risk Assessment**: Evaluates the driver's age and incident history (accidents and violations), assigning both a numerical risk factor and categorical risk level. 2. **Base Premium Calculation**: Determines the foundational premium by multiplying a standard rate per thousand dollars against the requested coverage amount. 3. **Vehicle Risk Evaluation**: Analyzes vehicle type and age to apply an appropriate risk multiplier, recognizing that sports cars and older vehicles typically represent higher insurance risks. 4. **Coverage Adjustment**: Modifies the premium based on selected coverage type (basic, standard, comprehensive) and deductible amount, with more extensive coverage and lower deductibles increasing the final premium. 5. **Final Premium Calculation**: Combines all risk factors and applies them to the base premium to determine the customer's personalized insurance rate. ## Other Insurance Templates [View all templates](/templates) [Insurance ### Policy Eligibility Analyzer Automated rule-based system that evaluates customer eligibility for insurance policies based on age, location, and specific risk factors. Explore](/industries/insurance/templates/policy-eligibility-analyzer) [Insurance ### Insurance Claim Validation System Automated verification system that validates insurance claims against policy status, timeframe requirements, and claim details before advancing to investigation. Explore](/industries/insurance/templates/claim-validation-system) [Insurance ### Policy Discount Calculator Automated system that calculates personalized insurance discounts based on customer loyalty, policy bundling, and vehicle safety features. Explore](/industries/insurance/templates/policy-discount-calculator) --- ## Applicant Risk Assessment - GoRules **URL:** https://gorules.io/industries/insurance/templates/application-risk-assessment **Description:** Advanced scoring system that evaluates credit history, income stability, and debt ratios to categorize insurance applicants into risk tiers for optimal underwriting. [Insurance Templates](/industries/insurance) Insurance # Applicant Risk Assessment Advanced scoring system that evaluates credit history, income stability, and debt ratios to categorize insurance applicants into risk tiers for optimal underwriting. Download Template Share This template can be edited in GoRules BRMS ## Solution This automated risk assessment system evaluates insurance applicants across multiple financial dimensions to determine risk categories and appropriate next steps. The system analyzes credit profiles by examining credit scores, payment history, and established credit duration. It then evaluates financial stability through employment tenure, income verification status, and banking history. The debt analysis component calculates risk based on debt-to-income ratios and existing loan obligations. After processing all factors, the system assigns a comprehensive risk score and classifies applicants as low, medium, or high risk. Each classification triggers specific actions, including automatic approval, manual review requirements, or additional verification processes. The system also determines appropriate interest rate modifications based on risk level, allowing insurers to price policies accurately while streamlining the underwriting process. ## How it works The decision graph contains multiple evaluation nodes that systematically assess risk: 1. **Credit History Scoring**: Evaluates credit score, late payment history, and credit history length, assigning points based on predefined thresholds. 2. **Income Stability Assessment**: Analyzes employment duration, income verification completeness, and bank account standing to determine financial reliability. 3. **Debt Burden Calculation**: Measures debt-to-income ratio and number of outstanding loans to evaluate financial obligations. 4. **Risk Score Aggregation**: Combines all component scores and identifies any concerning factors where applicants scored zero points. 5. **Risk Classification**: Categorizes applicants into low, medium, or high risk tiers based on total score and number of negative factors. 6. **Action Determination**: Assigns appropriate approval status and interest rate adjustments based on risk category. ## Other Insurance Templates [View all templates](/templates) [Insurance ### Policy Eligibility Analyzer Automated rule-based system that evaluates customer eligibility for insurance policies based on age, location, and specific risk factors. Explore](/industries/insurance/templates/policy-eligibility-analyzer) [Insurance ### Auto Insurance Premium Calculator Dynamic pricing system that determines accurate premiums based on driver profile, vehicle specifications, and coverage options for personalized insurance rates. Explore](/industries/insurance/templates/auto-insurance-premium-calculator) [Insurance ### Insurance Claim Validation System Automated verification system that validates insurance claims against policy status, timeframe requirements, and claim details before advancing to investigation. Explore](/industries/insurance/templates/claim-validation-system) --- ## Preventive Care Recommendation - GoRules **URL:** https://gorules.io/industries/healthcare/templates/preventive-care-recommendation **Description:** Data-driven system that generates personalized preventive healthcare recommendations based on patient demographics and risk factors. [Healthcare Templates](/industries/healthcare) Healthcare # Preventive Care Recommendation Data-driven system that generates personalized preventive healthcare recommendations based on patient demographics and risk factors. Download Template Share This template can be edited in GoRules BRMS ## Solution This healthcare decision engine creates tailored preventive care plans by analyzing patient demographics and medical risk factors. The system evaluates the patient's age to determine appropriate screenings, examinations, and immunizations based on established medical guidelines. It applies gender-specific recommendations for appropriate screenings like mammograms, cervical cancer testing, or prostate health evaluations based on both gender and age range. The system also factors in family medical history and personal risk factors to identify necessary additional screenings. For patients with family histories of conditions like diabetes or cancer, it recommends earlier and more frequent specialized testing. Similarly, lifestyle factors such as smoking trigger specific screening recommendations like lung cancer assessments. The final output combines all recommendations into a comprehensive preventive care plan personalized to each patient's specific health profile. ## How it works The decision graph processes patient information through four specialized components: 1. **Patient Data Collection**: Captures essential information including age, gender, family history, risk factors, and previous medical checkups. 2. **Age-Based Assessment**: Evaluates patient age against medical guidelines to recommend appropriate screenings like blood pressure, cholesterol, and cancer screenings. 3. **Gender-Specific Evaluation**: Determines recommended tests based on gender and age ranges, such as mammograms for women or prostate screenings for men. 4. **Risk Factor Analysis**: Examines family medical history and lifestyle factors to identify additional necessary screenings. 5. **Recommendation Consolidation**: Combines all assessments into a single, prioritized list of preventive care recommendations. ## Other Healthcare Templates [View all templates](/templates) [Healthcare ### Patient Triage System Rules-based medical triage system that prioritizes patients in emergency departments based on vital signs, symptoms, and chief complaints. Explore](/industries/healthcare/templates/patient-triage-system) [Healthcare ### Clinical Pathway Selection Decision system that determines optimal treatment pathways based on diagnosis severity, comorbidities, and patient characteristics for personalized care plans. Explore](/industries/healthcare/templates/clinical-pathway-selection) [Healthcare ### Medication Dosage Calculator Clinical decision system that calculates precise medication dosages based on patient weight, age, and organ function to maximize safety and efficacy. Explore](/industries/healthcare/templates/medication-dosage-calculator) --- ## Patient Triage System - GoRules **URL:** https://gorules.io/industries/healthcare/templates/patient-triage-system **Description:** Rules-based medical triage system that prioritizes patients in emergency departments based on vital signs, symptoms, and chief complaints. [Healthcare Templates](/industries/healthcare) Healthcare # Patient Triage System Rules-based medical triage system that prioritizes patients in emergency departments based on vital signs, symptoms, and chief complaints. Download Template Share This template can be edited in GoRules BRMS ## Solution This triage system quickly identifies the appropriate care priority for patients in emergency departments. Using medical best practices, it evaluates vital signs including temperature, heart rate, respiratory rate, blood pressure, and oxygen saturation. The system analyzes reported symptoms, assigning higher scores for severe conditions like chest pain or difficulty breathing, while giving lower scores to mild symptoms like coughs or minor injuries. Chief complaints are categorized by severity, with life-threatening conditions like stroke or cardiac arrest receiving immediate attention. The system calculates a comprehensive priority score by combining vital signs, symptoms, and complaint assessments. Each patient is then assigned a specific priority level from 1 (Immediate) to 5 (Non-Urgent), with recommended maximum wait times ranging from immediate treatment to 120 minutes based on medical urgency. ## How it works The decision graph evaluates patients through four distinct assessment phases: 1. **Vital Signs Assessment**: Analyzes key physiological indicators including temperature, heart rate, respiratory rate, blood pressure, and oxygen saturation, assigning scores and flags based on deviation from normal ranges. 2. **Symptom Evaluation**: Reviews reported symptoms, categorizing them into severity levels from severe (red flag) to minor (green flag) with corresponding scores. 3. **Chief Complaint Analysis**: Assesses the patient's primary complaint, with life-threatening conditions receiving highest priority scores. 4. **Priority Calculation**: Combines all assessment scores and flags to determine final priority level (1-5), establishing maximum wait times and identifying the highest risk factors. ## Other Healthcare Templates [View all templates](/templates) [Healthcare ### Clinical Pathway Selection Decision system that determines optimal treatment pathways based on diagnosis severity, comorbidities, and patient characteristics for personalized care plans. Explore](/industries/healthcare/templates/clinical-pathway-selection) [Healthcare ### Medication Dosage Calculator Clinical decision system that calculates precise medication dosages based on patient weight, age, and organ function to maximize safety and efficacy. Explore](/industries/healthcare/templates/medication-dosage-calculator) [Healthcare ### Insurance Prior Authorization Automated system that evaluates insurance requirements for medical services based on carrier rules, diagnosis codes, and service details. Explore](/industries/healthcare/templates/insurance-prior-authorization) --- ## Medication Dosage Calculator - GoRules **URL:** https://gorules.io/industries/healthcare/templates/medication-dosage-calculator **Description:** Clinical decision system that calculates precise medication dosages based on patient weight, age, and organ function to maximize safety and efficacy. [Healthcare Templates](/industries/healthcare) Healthcare # Medication Dosage Calculator Clinical decision system that calculates precise medication dosages based on patient weight, age, and organ function to maximize safety and efficacy. Download Template Share This template can be edited in GoRules BRMS ## Solution This medication dosage calculator provides healthcare providers with precise pharmaceutical dosing guidance that adapts to individual patient characteristics. The system analyzes patient weight, age, kidney function (GFR), and liver status to determine optimal medication amounts. It applies evidence-based dosage adjustments for children, elderly patients, and those with impaired organ function to prevent adverse events while maintaining therapeutic efficacy. For medications like vancomycin, the calculator automatically applies weight-based calculations with kidney function adjustments. The system handles pediatric cases with specialized weight-based formulas distinct from adult dosing protocols. For hepatically metabolized drugs like warfarin, the calculator integrates liver function assessments to modify standard dosing. Each recommendation includes the appropriate dose amount, unit measurement, administration route, and frequency interval, along with clear documentation of any adjustments made. ## How it works The decision system follows a three-step evaluation process: 1. **Patient Data Collection**: Captures essential clinical parameters including patient ID, medication name, weight, age, kidney function (GFR), liver status, allergies, and current medications. 2. **Clinical Parameter Analysis**: Evaluates multiple patient factors including: - Age classification (pediatric vs adult vs elderly) - Renal function assessment - Liver function assessment - Weight-based adjustment factors - Organ-specific dosing modification requirements 3. **Medication-Specific Dosing**: Applies medication-specific rules that consider: - Different dosing protocols for children versus adults - Renal impairment adjustments for kidney-cleared medications - Hepatic adjustment factors for liver-metabolized drugs - Age-appropriate dosing for elderly patients - Standard versus adjusted administration frequencies ## Other Healthcare Templates [View all templates](/templates) [Healthcare ### Patient Triage System Rules-based medical triage system that prioritizes patients in emergency departments based on vital signs, symptoms, and chief complaints. Explore](/industries/healthcare/templates/patient-triage-system) [Healthcare ### Clinical Pathway Selection Decision system that determines optimal treatment pathways based on diagnosis severity, comorbidities, and patient characteristics for personalized care plans. Explore](/industries/healthcare/templates/clinical-pathway-selection) [Healthcare ### Insurance Prior Authorization Automated system that evaluates insurance requirements for medical services based on carrier rules, diagnosis codes, and service details. Explore](/industries/healthcare/templates/insurance-prior-authorization) --- ## Medical Appointment Priority System - GoRules **URL:** https://gorules.io/industries/healthcare/templates/medical-appointment-priority-system **Description:** Healthcare scheduling system that prioritizes patients based on clinical severity, risk factors, and wait times to optimize care delivery and resource allocation. [Healthcare Templates](/industries/healthcare) Healthcare # Medical Appointment Priority System Healthcare scheduling system that prioritizes patients based on clinical severity, risk factors, and wait times to optimize care delivery and resource allocation. Download Template Share This template can be edited in GoRules BRMS ## Solution This medical appointment prioritization system ensures patients receive timely care based on clinical need. The solution evaluates multiple patient factors to determine scheduling urgency, assigning a comprehensive priority score that guides clinical staff. It analyzes condition severity from mild to critical, factoring in whether appointments are follow-ups to ongoing treatment plans. The system incorporates key patient risk factors including age over 65, chronic conditions, immunocompromised status, and recent hospitalizations. Wait time analysis prevents patients from falling through the cracks by escalating priority for those waiting longer than standard timeframes. Based on the calculated score, patients receive one of five priority levels (Low to Urgent) with specific scheduling recommendations, ensuring the most vulnerable and acute patients receive prompt care while maintaining efficient clinic operations. ## How it works The appointment prioritization system follows a systematic evaluation process: 1. **Risk Factor Assessment**: Evaluates patient demographics and medical history including age, chronic conditions, immune status, and recent hospitalizations. 2. **Condition Severity Analysis**: Determines clinical urgency based on reported severity (mild to critical) and whether the appointment is a follow-up. 3. **Wait Time Evaluation**: Calculates additional priority points based on how long the patient has been waiting for an appointment. 4. **Priority Score Calculation**: Combines all factors into a comprehensive numerical score. 5. **Priority Assignment**: Translates the numerical score into actionable priority levels (Urgent, High, Medium, Standard, Low) with specific scheduling timeframe recommendations. ## Other Healthcare Templates [View all templates](/templates) [Healthcare ### Patient Triage System Rules-based medical triage system that prioritizes patients in emergency departments based on vital signs, symptoms, and chief complaints. Explore](/industries/healthcare/templates/patient-triage-system) [Healthcare ### Clinical Pathway Selection Decision system that determines optimal treatment pathways based on diagnosis severity, comorbidities, and patient characteristics for personalized care plans. Explore](/industries/healthcare/templates/clinical-pathway-selection) [Healthcare ### Medication Dosage Calculator Clinical decision system that calculates precise medication dosages based on patient weight, age, and organ function to maximize safety and efficacy. Explore](/industries/healthcare/templates/medication-dosage-calculator) --- ## Insurance Prior Authorization - GoRules **URL:** https://gorules.io/industries/healthcare/templates/insurance-prior-authorization **Description:** Automated system that evaluates insurance requirements for medical services based on carrier rules, diagnosis codes, and service details. [Healthcare Templates](/industries/healthcare) Healthcare # Insurance Prior Authorization Automated system that evaluates insurance requirements for medical services based on carrier rules, diagnosis codes, and service details. Download Template Share This template can be edited in GoRules BRMS ## Solution This insurance authorization system streamlines healthcare administrative workflows by automatically determining when prior approval is needed for medical services. The solution evaluates multiple factors including the patient's insurance type (Medicaid, Medicare, or Commercial), specific diagnosis codes, service category, CPT/HCPCS codes, and associated costs. For each insurance type, the system applies carrier-specific rules to determine authorization requirements. Medicaid evaluations focus on service costs, with thresholds varying by service type. Medicare determinations analyze procedure codes and service categories, while Commercial insurance assessments include specialty medication indicators and specific procedure code lists. The system also identifies clinical exceptions where authorization requirements are waived, such as chemotherapy encounters, pregnancy-related services, and COVID-19 imaging studies, regardless of the initial determination. ## How it works The system follows a structured decision process: 1. **Input Processing**: Captures patient insurance information, diagnosis codes, service type, and details including CPT/HCPCS code, cost, and emergency status. 2. **Insurance Classification**: Routes the request to the appropriate ruleset based on insurance type (Medicaid, Medicare, or Commercial). 3. **Rule Application**: Applies carrier-specific criteria based on service type and details: - Medicaid: Evaluates service cost thresholds - Medicare: Reviews procedure codes and service categories - Commercial: Checks specific procedure lists and specialty designations 4. **Clinical Exclusion Review**: Examines diagnosis codes to identify exceptions that waive authorization requirements, such as chemotherapy, pregnancy, or COVID-19 related services. 5. **Final Determination**: Generates a timestamped decision with clear reasoning for the authorization requirement or exemption. ## Other Healthcare Templates [View all templates](/templates) [Healthcare ### Patient Triage System Rules-based medical triage system that prioritizes patients in emergency departments based on vital signs, symptoms, and chief complaints. Explore](/industries/healthcare/templates/patient-triage-system) [Healthcare ### Clinical Pathway Selection Decision system that determines optimal treatment pathways based on diagnosis severity, comorbidities, and patient characteristics for personalized care plans. Explore](/industries/healthcare/templates/clinical-pathway-selection) [Healthcare ### Medication Dosage Calculator Clinical decision system that calculates precise medication dosages based on patient weight, age, and organ function to maximize safety and efficacy. Explore](/industries/healthcare/templates/medication-dosage-calculator) --- ## Clinical Trial Eligibility Screener - GoRules **URL:** https://gorules.io/industries/healthcare/templates/clinical-trial-eligibility-screener **Description:** Automated patient screening system that evaluates medical criteria to determine clinical trial eligibility based on multiple health factors. [Healthcare Templates](/industries/healthcare) Healthcare # Clinical Trial Eligibility Screener Automated patient screening system that evaluates medical criteria to determine clinical trial eligibility based on multiple health factors. Download Template Share This template can be edited in GoRules BRMS ## Solution This eligibility screening system streamlines the clinical trial recruitment process by automating patient qualification assessment. It evaluates candidates against six key medical criteria: diagnosis type, disease stage, current medications, age, treatment history, and comorbidities. The system flags patients with qualifying diagnoses (breast, lung, or colorectal cancer) while excluding those with advanced stage IV disease. The screening tool identifies medication conflicts that could compromise trial outcomes, particularly immunosuppressants, anticancer agents, and corticosteroids. Age verification ensures patients fall within the 18-75 year trial parameters. Treatment history analysis prevents enrollment of heavily pre-treated patients, limiting prior treatments to two or fewer. The system also screens for disqualifying comorbidities including autoimmune disorders, heart failure, and uncontrolled diabetes, providing detailed justification for each eligibility determination. ## How it works The eligibility assessment follows this process: 1. **Input Collection**: Captures comprehensive patient data including diagnosis, disease stage, current medications, age, prior treatments, and comorbidities. 2. **Diagnosis Verification**: Validates if the patient's condition matches targeted cancer types (breast, lung, colorectal). 3. **Stage Evaluation**: Confirms disease progression is within acceptable parameters (stages I-III). 4. **Medication Screening**: Identifies contraindicated medications that would exclude participation. 5. **Age Validation**: Verifies patient age falls within protocol-defined range. 6. **Treatment History**: Ensures limited prior therapy exposure (≤2 treatments). 7. **Comorbidity Assessment**: Screens for exclusionary concurrent medical conditions. 8. **Eligibility Determination**: Aggregates all criteria results to produce a final eligibility decision with detailed reasoning. ## Other Healthcare Templates [View all templates](/templates) [Healthcare ### Patient Triage System Rules-based medical triage system that prioritizes patients in emergency departments based on vital signs, symptoms, and chief complaints. Explore](/industries/healthcare/templates/patient-triage-system) [Healthcare ### Clinical Pathway Selection Decision system that determines optimal treatment pathways based on diagnosis severity, comorbidities, and patient characteristics for personalized care plans. Explore](/industries/healthcare/templates/clinical-pathway-selection) [Healthcare ### Medication Dosage Calculator Clinical decision system that calculates precise medication dosages based on patient weight, age, and organ function to maximize safety and efficacy. Explore](/industries/healthcare/templates/medication-dosage-calculator) --- ## Clinical Treatment Protocol - GoRules **URL:** https://gorules.io/industries/healthcare/templates/clinical-treatment-protocol **Description:** Decision system that selects personalized medical treatments based on diagnosis, patient characteristics, and risk factors for optimal healthcare outcomes. [Healthcare Templates](/industries/healthcare) Healthcare # Clinical Treatment Protocol Decision system that selects personalized medical treatments based on diagnosis, patient characteristics, and risk factors for optimal healthcare outcomes. Download Template Share This template can be edited in GoRules BRMS ## Solution This healthcare decision system determines optimal treatment protocols by evaluating multiple patient-specific factors. It begins by classifying condition severity based on diagnostic measurements, such as blood glucose levels for diabetes or peak flow for asthma. The system then factors in patient demographics, identifying special considerations for elderly, pediatric, or pregnant patients. Risk assessment is performed by analyzing comorbidities and previous adverse reactions, automatically adjusting treatment intensity and follow-up frequency based on risk levels. The system generates comprehensive treatment protocols that include appropriate medication selection, dosage modifications, monitoring requirements, and follow-up schedules. This ensures treatments are tailored to each patient's unique clinical profile while adhering to evidence-based guidelines. ## How it works The decision graph processes patient information through six key evaluation steps: 1. **Diagnosis Evaluation**: Classifies condition severity and determines baseline treatment approach based on measurement values (HbA1c for diabetes, blood pressure for hypertension, etc.). 2. **Patient Factor Analysis**: Evaluates age and pregnancy status to determine risk category and appropriate dosage modifications. 3. **Comorbidity Evaluation**: Assesses additional health conditions and previous adverse reactions to calculate overall risk level. 4. **Intensity Determination**: Sets the treatment protocol intensity based on the patient's risk profile. 5. **Follow-up Planning**: Establishes appropriate monitoring frequency ranging from weekly to quarterly checkups. 6. **Treatment Protocol Assembly**: Combines all decisions into a final personalized treatment plan with specific instructions for medication, dosing, monitoring, and follow-up care. ## Other Healthcare Templates [View all templates](/templates) [Healthcare ### Patient Triage System Rules-based medical triage system that prioritizes patients in emergency departments based on vital signs, symptoms, and chief complaints. Explore](/industries/healthcare/templates/patient-triage-system) [Healthcare ### Clinical Pathway Selection Decision system that determines optimal treatment pathways based on diagnosis severity, comorbidities, and patient characteristics for personalized care plans. Explore](/industries/healthcare/templates/clinical-pathway-selection) [Healthcare ### Medication Dosage Calculator Clinical decision system that calculates precise medication dosages based on patient weight, age, and organ function to maximize safety and efficacy. Explore](/industries/healthcare/templates/medication-dosage-calculator) --- ## Clinical Pathway Selection - GoRules **URL:** https://gorules.io/industries/healthcare/templates/clinical-pathway-selection **Description:** Decision system that determines optimal treatment pathways based on diagnosis severity, comorbidities, and patient characteristics for personalized care plans. [Healthcare Templates](/industries/healthcare) Healthcare # Clinical Pathway Selection Decision system that determines optimal treatment pathways based on diagnosis severity, comorbidities, and patient characteristics for personalized care plans. Download Template Share This template can be edited in GoRules BRMS ## Solution This clinical pathway selection system guides healthcare providers in choosing appropriate treatment regimens tailored to individual patient needs. The system evaluates primary diagnosis and severity score to determine the clinical domain and establish a base risk assessment. It factors in comorbidities, giving special attention to high-risk conditions like kidney disease, COPD, and immunocompromised status to calculate additional risk factors. The evaluation includes patient-specific factors such as age and BMI to further refine risk stratification. Based on comprehensive risk scoring, the system recommends one of three care pathways: standard, enhanced, or intensive, each with specific follow-up frequencies and monitoring requirements. This ensures patients receive proportionate care based on their clinical needs, optimizing resource allocation while maintaining quality care standards. ## How it works The decision graph evaluates patients through multiple assessment nodes: 1. **Initial Diagnosis Assessment**: Categorizes the primary diagnosis (heart failure, pneumonia, diabetes, stroke) into clinical domains and assigns a base risk score. 2. **Comorbidity Evaluation**: Counts total comorbidities and identifies high-risk conditions (kidney disease, COPD, immunocompromised status) to calculate a comorbidity risk score. 3. **Patient Factor Analysis**: Evaluates age and BMI to determine additional risk factors and assigns a patient risk category. 4. **Pathway Selection**: Uses the total risk score to route patients to one of three treatment pathways: - Intensive Pathway: Daily follow-up with comprehensive monitoring for high-risk patients - Enhanced Pathway: Twice-weekly follow-up with extended monitoring for moderate-risk patients - Standard Pathway: Weekly follow-up with basic monitoring for lower-risk patients ## Other Healthcare Templates [View all templates](/templates) [Healthcare ### Patient Triage System Rules-based medical triage system that prioritizes patients in emergency departments based on vital signs, symptoms, and chief complaints. Explore](/industries/healthcare/templates/patient-triage-system) [Healthcare ### Medication Dosage Calculator Clinical decision system that calculates precise medication dosages based on patient weight, age, and organ function to maximize safety and efficacy. Explore](/industries/healthcare/templates/medication-dosage-calculator) [Healthcare ### Insurance Prior Authorization Automated system that evaluates insurance requirements for medical services based on carrier rules, diagnosis codes, and service details. Explore](/industries/healthcare/templates/insurance-prior-authorization) --- ## Clinical Lab Results Interpreter - GoRules **URL:** https://gorules.io/industries/healthcare/templates/clinical-lab-result-interpreter **Description:** Automated system that evaluates laboratory test results against patient context to determine abnormalities and urgent follow-up actions. [Healthcare Templates](/industries/healthcare) Healthcare # Clinical Lab Results Interpreter Automated system that evaluates laboratory test results against patient context to determine abnormalities and urgent follow-up actions. Download Template Share This template can be edited in GoRules BRMS ## Solution This clinical decision support system analyzes laboratory test results to flag abnormal values and recommend appropriate follow-up actions. The solution evaluates key lab parameters such as glucose, potassium, hemoglobin, and creatinine against established medical thresholds, identifying critical values that require immediate intervention versus those needing routine monitoring. The system enhances clinical decision-making by incorporating patient-specific context, including medical conditions, current medications, and known allergies. For patients with diabetes, the system evaluates glucose readings alongside medication regimens to assess risk levels. Similarly, for patients with kidney conditions, creatinine values trigger specialized recommendations. Based on this comprehensive analysis, the solution assigns urgency levels to each case-from routine to urgent-providing clear guidance on required follow-up timeframes and actions, ensuring critical abnormalities receive prompt attention while preventing unnecessary escalations. ## How it works The decision system follows a structured evaluation process: 1. **Lab Data Input**: Processes incoming test results along with patient history including existing conditions, medications, and allergies. 2. **Basic Lab Evaluation**: Analyzes each test result against standard clinical thresholds to identify abnormal or critical values. 3. **Patient Context Analysis**: Evaluates abnormal results within the context of the patient's medical history and current medications. 4. **Risk Assessment**: Assigns risk levels based on the combination of test results and patient-specific factors. 5. **Urgency Determination**: Classifies cases from routine to urgent based on the presence of critical values and risk assessment. 6. **Follow-up Recommendation**: Provides specific action steps and timeframes for clinical follow-up, ranging from immediate provider notification to routine review at next visit. ## Other Healthcare Templates [View all templates](/templates) [Healthcare ### Patient Triage System Rules-based medical triage system that prioritizes patients in emergency departments based on vital signs, symptoms, and chief complaints. Explore](/industries/healthcare/templates/patient-triage-system) [Healthcare ### Clinical Pathway Selection Decision system that determines optimal treatment pathways based on diagnosis severity, comorbidities, and patient characteristics for personalized care plans. Explore](/industries/healthcare/templates/clinical-pathway-selection) [Healthcare ### Medication Dosage Calculator Clinical decision system that calculates precise medication dosages based on patient weight, age, and organ function to maximize safety and efficacy. Explore](/industries/healthcare/templates/medication-dosage-calculator) --- ## Care Team Assignment System - GoRules **URL:** https://gorules.io/industries/healthcare/templates/care-team-assignment-system **Description:** Automated system for assigning optimal healthcare providers to patients based on medical conditions, age, care complexity, and personal needs. [Healthcare Templates](/industries/healthcare) Healthcare # Care Team Assignment System Automated system for assigning optimal healthcare providers to patients based on medical conditions, age, care complexity, and personal needs. Download Template Share This template can be edited in GoRules BRMS ## Solution This intelligent care coordination system transforms the patient-provider matching process by creating personalized care teams based on comprehensive assessment of patient needs. The system evaluates each patient's medical conditions, age demographics, mobility limitations, and care complexity to determine the optimal mix of healthcare providers. For patients with multiple chronic conditions like diabetes or heart disease, the system automatically incorporates appropriate specialists. When mental health needs are identified, psychiatric professionals are seamlessly included. The system accounts for patient mobility scores, requiring physical therapy integration when necessary, while also considering language preferences to eliminate communication barriers. Advanced complexity scoring ensures high-needs patients receive additional support through care coordinators, creating right-sized teams that balance comprehensive care with efficiency. This systematic approach eliminates manual provider selection, reduces care gaps, and ensures every patient receives appropriate specialized attention. ## How it works The decision graph processes patient information through these key steps: 1. **Complexity Assessment**: Evaluates the patient's care complexity level (high, medium, low) and determines appropriate team size 2. **Age Categorization**: Classifies patients as pediatric, adult, or senior to match with age-appropriate providers 3. **Needs Evaluation**: Identifies specific requirements including specialist care for chronic conditions, mental health support, nutrition guidance, and mobility assistance 4. **Provider Assignment**: Matches qualified healthcare professionals based on the patient's conditions, applying appropriate priority levels to each role 5. **Coordination Determination**: For complex cases with multiple providers, adds a care coordinator or case manager to ensure integrated care delivery ## Other Healthcare Templates [View all templates](/templates) [Healthcare ### Patient Triage System Rules-based medical triage system that prioritizes patients in emergency departments based on vital signs, symptoms, and chief complaints. Explore](/industries/healthcare/templates/patient-triage-system) [Healthcare ### Clinical Pathway Selection Decision system that determines optimal treatment pathways based on diagnosis severity, comorbidities, and patient characteristics for personalized care plans. Explore](/industries/healthcare/templates/clinical-pathway-selection) [Healthcare ### Medication Dosage Calculator Clinical decision system that calculates precise medication dosages based on patient weight, age, and organ function to maximize safety and efficacy. Explore](/industries/healthcare/templates/medication-dosage-calculator) --- ## Financial Transaction Compliance Classifier - GoRules **URL:** https://gorules.io/industries/financial/templates/transaction-compliance-classifier **Description:** Automated system that classifies financial transactions, assigns risk scores, identifies compliance issues, and determines regulatory reporting requirements. [Financial Templates](/industries/financial) Financial # Financial Transaction Compliance Classifier Automated system that classifies financial transactions, assigns risk scores, identifies compliance issues, and determines regulatory reporting requirements. Download Template Share This template can be edited in GoRules BRMS ## Solution This solution streamlines financial regulatory compliance by automatically classifying transactions based on type and amount, applying appropriate jurisdiction-specific rules, and calculating comprehensive risk scores. It evaluates multiple risk factors including transaction amount, priority level, customer risk profile, suspicious activity history, and jurisdiction requirements. The system flags potential compliance issues through detailed condition checking that identifies incomplete KYC verification, high-risk jurisdictions, suspicious activity patterns, potential structuring, and unusual transaction behavior. For each identified issue, it generates specific alerts with descriptive reasons. The solution determines precise reporting deadlines, form requirements, and filing urgency based on risk assessment and compliance flags, enabling financial institutions to prioritize high-risk transactions for immediate review while maintaining standard monitoring for lower-risk activities. ## How it works The decision graph processes financial transactions through these key components: 1. **Transaction Classification**: Determines priority level and report type based on transaction type and amount. 2. **Jurisdiction Rules**: Applies specific regulatory requirements based on customer jurisdiction and report type. 3. **Risk Score Calculation**: Computes a comprehensive risk score considering transaction amount, priority, customer risk status, suspicious activity history, and jurisdiction. 4. **Regulatory Threshold Evaluation**: Determines if compliance review is required based on risk score and priority. 5. **Compliance Issue Identification**: Detects potential regulatory issues including incomplete KYC, high-risk jurisdictions, suspicious patterns, structuring, and unusual activity. 6. **Reporting Requirement Determination**: Sets reporting deadlines, identifies required forms, and establishes filing urgency based on risk level and compliance flags. ## Other Financial Templates [View all templates](/templates) [Financial ### Loan Approval Automated system that evaluates credit scores, income, debt ratios, and employment history to determine mortgage eligibility and personalized interest rates. Explore](/industries/financial/templates/loan-approval) [Financial ### Real-Time Fraud Detection Advanced transaction monitoring system that identifies suspicious financial activities using location analysis, spending patterns, and behavioral anomalies. Explore](/industries/financial/templates/realtime-fraud-detection) [Financial ### Customer Onboarding KYC Verification Automated regulatory compliance solution that validates identity documents, screens against watchlists, and applies risk-based due diligence for financial customer onboarding. Explore](/industries/financial/templates/customer-onboarding-kyc-verification) --- ## Smart Financial Product Matcher - GoRules **URL:** https://gorules.io/industries/financial/templates/smart-financial-product-matcher **Description:** Personalized banking product recommendations based on credit score and income, matching customers with the right financial products for their unique situation. [Financial Templates](/industries/financial) Financial # Smart Financial Product Matcher Personalized banking product recommendations based on credit score and income, matching customers with the right financial products for their unique situation. Download Template Share This template can be edited in GoRules BRMS ## Solution This intelligent recommendation system helps financial institutions match customers with appropriate products by analyzing key customer data points. It evaluates credit scores against defined thresholds, categorizing them as excellent, good, fair, or poor. The system similarly assesses annual income, classifying it as high, medium, or low based on predetermined ranges. By combining these financial profile elements, the system generates targeted product recommendations tailored to each customer's specific situation. High-credit customers with substantial income receive premium offerings like wealth management services, while those building credit are matched with secured cards and credit-builder loans. Each recommendation includes personalized messaging that explains the benefits and value proposition, helping customers understand why specific products align with their needs and financial standing. ## How it works The financial product matching process follows three key evaluation steps: 1. **Credit Evaluation**: Analyzes the customer's credit score and assigns a category (excellent: 750+, good: 700-749, fair: 650-699, poor: below 650). 2. **Income Assessment**: Evaluates annual income against defined thresholds (high: $120,000+, medium: $60,000-$119,999, low: below $60,000). 3. **Product Matching**: Combines credit and income categories to recommend appropriate financial products from the institution's portfolio. 4. **Personalized Messaging**: Generates customized recommendation text explaining why the suggested products are suitable for the customer's financial profile. The system maintains all customer information while adding these evaluations and recommendations, ensuring a complete customer context is preserved throughout the process. ## Other Financial Templates [View all templates](/templates) [Financial ### Loan Approval Automated system that evaluates credit scores, income, debt ratios, and employment history to determine mortgage eligibility and personalized interest rates. Explore](/industries/financial/templates/loan-approval) [Financial ### Real-Time Fraud Detection Advanced transaction monitoring system that identifies suspicious financial activities using location analysis, spending patterns, and behavioral anomalies. Explore](/industries/financial/templates/realtime-fraud-detection) [Financial ### Customer Onboarding KYC Verification Automated regulatory compliance solution that validates identity documents, screens against watchlists, and applies risk-based due diligence for financial customer onboarding. Explore](/industries/financial/templates/customer-onboarding-kyc-verification) --- ## Real-Time Fraud Detection - GoRules **URL:** https://gorules.io/industries/financial/templates/realtime-fraud-detection **Description:** Advanced transaction monitoring system that identifies suspicious financial activities using location analysis, spending patterns, and behavioral anomalies. [Financial Templates](/industries/financial) Financial # Real-Time Fraud Detection Advanced transaction monitoring system that identifies suspicious financial activities using location analysis, spending patterns, and behavioral anomalies. Download Template Share This template can be edited in GoRules BRMS ## Solution This fraud detection system provides immediate identification of potentially suspicious financial transactions by examining multiple risk factors simultaneously. The solution analyzes transaction location against the customer's home country and travel history to spot geographic anomalies. It compares current transaction amounts with established spending patterns, flagging values that significantly exceed historical averages or maximum thresholds. The system evaluates transaction timing, identifying unusual activity during non-standard hours, and monitors transaction frequency to detect rapid successive purchases that may indicate fraudulent behavior. Each transaction receives a calculated risk score with clear reason codes, enabling immediate action for high-risk transactions while minimizing interruptions for legitimate activity. This balanced approach helps financial institutions reduce fraud losses while maintaining positive customer experiences by limiting false positives. ## How it works The fraud detection graph processes transactions through several key evaluation steps: 1. **Input Processing**: Captures transaction details (amount, location, time) and user profile data (home country, spending patterns, frequent locations). 2. **Location Analysis**: Compares transaction location against customer's home country and frequently visited locations. 3. **Amount Verification**: Evaluates transaction value against customer's average and maximum historical spending. 4. **Time Pattern Matching**: Identifies transactions occurring outside normal activity hours. 5. **Frequency Monitoring**: Detects unusual patterns of multiple transactions in short timeframes. 6. **Risk Scoring**: Calculates a numeric risk score based on combined risk factors. 7. **Decision Logic**: Determines whether to allow, flag for review, or block transactions based on configured thresholds. ## Other Financial Templates [View all templates](/templates) [Financial ### Loan Approval Automated system that evaluates credit scores, income, debt ratios, and employment history to determine mortgage eligibility and personalized interest rates. Explore](/industries/financial/templates/loan-approval) [Financial ### Customer Onboarding KYC Verification Automated regulatory compliance solution that validates identity documents, screens against watchlists, and applies risk-based due diligence for financial customer onboarding. Explore](/industries/financial/templates/customer-onboarding-kyc-verification) [Financial ### Portfolio Risk Monitor Dynamic portfolio management system that continuously evaluates investment holdings against market conditions to implement appropriate risk mitigation actions. Explore](/industries/financial/templates/portfolio-risk-monitor) --- ## Portfolio Risk Monitor - GoRules **URL:** https://gorules.io/industries/financial/templates/portfolio-risk-monitor **Description:** Dynamic portfolio management system that continuously evaluates investment holdings against market conditions to implement appropriate risk mitigation actions. [Financial Templates](/industries/financial) Financial # Portfolio Risk Monitor Dynamic portfolio management system that continuously evaluates investment holdings against market conditions to implement appropriate risk mitigation actions. Download Template Share This template can be edited in GoRules BRMS ## Solution This intelligent portfolio monitoring system safeguards investments by continuously evaluating customer holdings against changing market conditions. The system analyzes market volatility, downward trends, and economic indicators to calculate current risk exposure. It assesses portfolio composition, focusing on high-risk asset percentages, current volatility levels, and deviation from target allocations. Based on comprehensive risk calculations, the system determines appropriate actions using weighted factors from market conditions, portfolio exposure, and volatility metrics. When moderate risk is detected, customized alerts are generated with specific recommendations. For portfolios that have drifted significantly from targets or face high risk, the system suggests precise rebalancing actions with detailed allocation adjustments. In critical scenarios, immediate risk mitigation strategies are implemented, including automatic defensive reallocation for clients who have enabled this feature. ## How it works The decision graph processes portfolio data through a series of specialized evaluation nodes: 1. **Market Condition Assessment**: Evaluates current volatility index and market trend percentage to determine overall market conditions and assigns a risk factor. 2. **Portfolio Exposure Analysis**: Calculates risk exposure based on high-risk asset percentage and current market conditions. 3. **Volatility Assessment**: Measures portfolio volatility against market risk factors to determine susceptibility to market movements. 4. **Risk Score Calculation**: Computes a weighted risk score using market, exposure, and volatility factors to categorize overall portfolio risk. 5. **Action Determination**: Based on risk category, portfolio drift, and market conditions, the system selects the appropriate response. 6. **Response Execution**: Implements one of four actions: generating alerts, suggesting portfolio rebalancing, implementing risk mitigation strategies, or confirming no action is required. ## Other Financial Templates [View all templates](/templates) [Financial ### Loan Approval Automated system that evaluates credit scores, income, debt ratios, and employment history to determine mortgage eligibility and personalized interest rates. Explore](/industries/financial/templates/loan-approval) [Financial ### Real-Time Fraud Detection Advanced transaction monitoring system that identifies suspicious financial activities using location analysis, spending patterns, and behavioral anomalies. Explore](/industries/financial/templates/realtime-fraud-detection) [Financial ### Customer Onboarding KYC Verification Automated regulatory compliance solution that validates identity documents, screens against watchlists, and applies risk-based due diligence for financial customer onboarding. Explore](/industries/financial/templates/customer-onboarding-kyc-verification) --- ## Payment Routing & Fee Calculator - GoRules **URL:** https://gorules.io/industries/financial/templates/payment-routing-and-fee-calculator **Description:** Intelligent payment processing system that determines optimal routing paths, calculates precise fees, and applies appropriate security measures based on transaction context. [Financial Templates](/industries/financial) Financial # Payment Routing & Fee Calculator Intelligent payment processing system that determines optimal routing paths, calculates precise fees, and applies appropriate security measures based on transaction context. Download Template Share This template can be edited in GoRules BRMS ## Solution This payment processing system dynamically routes transactions through the most appropriate payment channels while calculating precise fees and enforcing security measures tailored to each transaction. The solution evaluates payment type (credit card, debit card, bank transfer, cryptocurrency, digital wallet) and automatically selects the optimal processor with appropriate base fee rates. Channel-specific routing logic adjusts fees and risk assessments based on whether transactions occur via web, mobile, point-of-sale, or API integrations. Transaction amount thresholds trigger graduated security measures, from standard verification for small amounts to enhanced 3D Secure and manual review for large transactions. The system calculates final fees by combining base percentages with channel and amount-based adjustments, while implementing appropriate security protocols including fraud scanning, velocity checks, and verification requirements matched to the risk profile. ## How it works The payment routing system follows a logical sequence: 1. **Payment Type Analysis**: Identifies the transaction type (credit card, debit, ACH, crypto, digital wallet) and assigns the corresponding processor, base fee, and initial risk score. 2. **Channel Evaluation**: Assesses the submission channel (web, mobile, POS, API) and adjusts fees and risk scores accordingly. 3. **Amount-Based Processing**: Applies graduated fee adjustments and security requirements based on transaction value, with special rules for specific payment routes. 4. **Fee Calculation**: Combines all fee components (base percentage, channel additions, amount adjustments) to determine the final fee amount, enforcing minimum fee requirements. 5. **Security Verification**: Calculates total risk score from all factors to determine necessary verification methods, fraud scan levels, velocity checks, and potential manual review requirements. ## Other Financial Templates [View all templates](/templates) [Financial ### Loan Approval Automated system that evaluates credit scores, income, debt ratios, and employment history to determine mortgage eligibility and personalized interest rates. Explore](/industries/financial/templates/loan-approval) [Financial ### Real-Time Fraud Detection Advanced transaction monitoring system that identifies suspicious financial activities using location analysis, spending patterns, and behavioral anomalies. Explore](/industries/financial/templates/realtime-fraud-detection) [Financial ### Customer Onboarding KYC Verification Automated regulatory compliance solution that validates identity documents, screens against watchlists, and applies risk-based due diligence for financial customer onboarding. Explore](/industries/financial/templates/customer-onboarding-kyc-verification) --- ## Loan Approval - GoRules **URL:** https://gorules.io/industries/financial/templates/loan-approval **Description:** Automated system that evaluates credit scores, income, debt ratios, and employment history to determine mortgage eligibility and personalized interest rates. [Financial Templates](/industries/financial) Financial # Loan Approval Automated system that evaluates credit scores, income, debt ratios, and employment history to determine mortgage eligibility and personalized interest rates. Download Template Share This template can be edited in GoRules BRMS ## Solution This intelligent loan approval system streamlines the mortgage application process by analyzing key financial factors to make consistent, data-driven decisions. The engine evaluates credit scores against defined thresholds, categorizing them from excellent to very poor while assigning appropriate risk points. It verifies annual income, classifying applicants into income level brackets with corresponding qualification points. The system calculates precise debt-to-income ratios by comparing monthly obligations to income. Employment stability is assessed through a combination of employment type and tenure, with full-time long-term employees receiving the highest stability ratings. Based on these evaluations, the engine generates specific rejection reasons when necessary or calculates personalized interest rates for approved applications by factoring in the applicant's total risk score. This standardized approach ensures fair, transparent lending decisions while reducing processing time. ## How it works The decision graph follows a systematic evaluation process: 1. **Credit Assessment**: Analyzes credit scores and assigns ratings (excellent to very poor) with corresponding risk points. 2. **Income Verification**: Categorizes annual income into levels (high to very low) and assigns qualification points. 3. **Debt-to-Income Calculation**: Computes the percentage of monthly debt payments relative to monthly income. 4. **Employment Evaluation**: Assesses stability based on employment status (full-time, part-time, self-employed) and years of employment. 5. **Rejection Analysis**: Identifies specific rejection reasons when applicants fail to meet minimum requirements. 6. **Approval Decision**: Determines if the application should be approved based on collected rejection reasons. 7. **Interest Rate Calculation**: For approved loans, computes personalized interest rates based on the total risk score. ## Other Financial Templates [View all templates](/templates) [Financial ### Real-Time Fraud Detection Advanced transaction monitoring system that identifies suspicious financial activities using location analysis, spending patterns, and behavioral anomalies. Explore](/industries/financial/templates/realtime-fraud-detection) [Financial ### Customer Onboarding KYC Verification Automated regulatory compliance solution that validates identity documents, screens against watchlists, and applies risk-based due diligence for financial customer onboarding. Explore](/industries/financial/templates/customer-onboarding-kyc-verification) [Financial ### Portfolio Risk Monitor Dynamic portfolio management system that continuously evaluates investment holdings against market conditions to implement appropriate risk mitigation actions. Explore](/industries/financial/templates/portfolio-risk-monitor) --- ## Customer Service Escalation - GoRules **URL:** https://gorules.io/industries/financial/templates/customer-service-escalation **Description:** Intelligent routing system that prioritizes customer inquiries based on customer value, issue complexity, and financial impact for optimal support allocation. [Financial Templates](/industries/financial) Financial # Customer Service Escalation Intelligent routing system that prioritizes customer inquiries based on customer value, issue complexity, and financial impact for optimal support allocation. Download Template Share This template can be edited in GoRules BRMS ## Solution This customer service escalation system automatically routes financial service inquiries to the appropriate support level based on key factors including customer tier, issue complexity, and potential financial impact. Premium customers with high-complexity issues and significant financial implications receive immediate executive attention, while other scenarios are precisely routed to senior or standard support teams. The system applies differentiated service level agreements based on customer value and issue urgency, ensuring that critical cases receive faster resolution times. By evaluating multiple factors simultaneously, the system balances resource allocation with customer importance, preventing both the underserving of valuable accounts and the overcommitment of executive resources to routine matters. All escalation decisions include specific team assignments and clear resolution timeframes. ## How it works The decision graph evaluates customer service inquiries through a structured process: 1. **Input Processing**: Captures essential data about the customer (tier, account age) and the issue (type, complexity, financial impact). 2. **Tier Assessment**: Evaluates customer status (premium, standard, trial) as a primary factor in determining service level. 3. **Complexity Analysis**: Considers issue complexity (high, medium, low) to determine the expertise level required. 4. **Financial Impact Calculation**: Quantifies the monetary significance of the issue to prioritize accordingly. 5. **Escalation Assignment**: Routes to appropriate teams (Executive Response, Senior Support, Standard Support). 6. **SLA Generation**: Assigns specific resolution timeframes based on the combined factors. 7. **Timestamp Addition**: Records when the escalation occurred for compliance and reporting purposes. ## Other Financial Templates [View all templates](/templates) [Financial ### Loan Approval Automated system that evaluates credit scores, income, debt ratios, and employment history to determine mortgage eligibility and personalized interest rates. Explore](/industries/financial/templates/loan-approval) [Financial ### Real-Time Fraud Detection Advanced transaction monitoring system that identifies suspicious financial activities using location analysis, spending patterns, and behavioral anomalies. Explore](/industries/financial/templates/realtime-fraud-detection) [Financial ### Customer Onboarding KYC Verification Automated regulatory compliance solution that validates identity documents, screens against watchlists, and applies risk-based due diligence for financial customer onboarding. Explore](/industries/financial/templates/customer-onboarding-kyc-verification) --- ## Customer Onboarding KYC Verification - GoRules **URL:** https://gorules.io/industries/financial/templates/customer-onboarding-kyc-verification **Description:** Automated regulatory compliance solution that validates identity documents, screens against watchlists, and applies risk-based due diligence for financial customer onboarding. [Financial Templates](/industries/financial) Financial # Customer Onboarding KYC Verification Automated regulatory compliance solution that validates identity documents, screens against watchlists, and applies risk-based due diligence for financial customer onboarding. Download Template Share This template can be edited in GoRules BRMS ## Solution This KYC verification system streamlines financial customer onboarding through multi-layered risk evaluation and identity verification. It calculates customer risk scores based on geographic location, politically exposed person status, business type, and transaction amounts. Document validation ensures appropriate credentials match the assigned risk level, preventing acceptance of expired or insufficient documentation for high-risk scenarios. The system performs thorough watchlist screening against sanctions lists, PEP databases, and adverse media sources, automatically triggering rejection for sanctioned individuals. Based on risk assessment, it determines the appropriate due diligence level (standard, enhanced, or blocked) and specifies exactly which additional verification requirements apply, such as source of funds documentation or face verification. This reduces compliance costs while ensuring regulatory requirements are met across all customer risk profiles. ## How it works The decision graph applies a systematic approach to KYC verification: 1. **Customer Risk Scoring**: Evaluates customer data including location, PEP status, business type, and transaction values to generate a risk score and classification. 2. **Document Verification**: Validates ID documents against the assigned risk level, ensuring appropriate documentation types for each risk category. 3. **Watchlist Screening**: Checks customer information against sanctions lists, PEP databases, and adverse media sources. 4. **Due Diligence Determination**: Calculates the appropriate due diligence level based on risk factors and watchlist results. 5. **Additional Requirements**: Identifies specific verification requirements like source of funds documentation or enhanced monitoring. 6. **Verification Result**: Produces a final decision (approved, pending, or rejected) with clear next steps for each customer. ## Other Financial Templates [View all templates](/templates) [Financial ### Loan Approval Automated system that evaluates credit scores, income, debt ratios, and employment history to determine mortgage eligibility and personalized interest rates. Explore](/industries/financial/templates/loan-approval) [Financial ### Real-Time Fraud Detection Advanced transaction monitoring system that identifies suspicious financial activities using location analysis, spending patterns, and behavioral anomalies. Explore](/industries/financial/templates/realtime-fraud-detection) [Financial ### Portfolio Risk Monitor Dynamic portfolio management system that continuously evaluates investment holdings against market conditions to implement appropriate risk mitigation actions. Explore](/industries/financial/templates/portfolio-risk-monitor) --- ## Credit Limit Adjustment - GoRules **URL:** https://gorules.io/industries/financial/templates/credit-limit-adjustment **Description:** Data-driven solution that evaluates payment history, utilization, and financial behavior to automatically recommend credit limit changes. [Financial Templates](/industries/financial) Financial # Credit Limit Adjustment Data-driven solution that evaluates payment history, utilization, and financial behavior to automatically recommend credit limit changes. Download Template Share This template can be edited in GoRules BRMS ## Solution This credit limit adjustment system evaluates customer accounts to identify optimal credit limit modifications based on multiple risk factors. The system analyzes payment reliability through on-time payment percentages and recent late payment occurrences. It examines credit utilization by assessing current usage percentages and six-month average patterns to identify healthy borrowing behaviors. The solution also evaluates broader financial stability indicators including recent credit inquiries, relationship longevity with the financial institution, income verification status, and product portfolio diversity. By combining these factors into a weighted scoring system, it generates percentage-based recommendations for increasing or decreasing credit limits with detailed justifications. Each recommendation includes specific dollar amounts for limit adjustments based on the customer's existing credit allocation. ## How it works The decision system processes account information through multiple evaluation stages: 1. **Payment History Analysis**: Evaluates on-time payment percentage and recent late payments to assign a payment history rating and score. 2. **Utilization Assessment**: Analyzes current utilization percentage and 6-month average to determine credit usage patterns and apply a utilization score. 3. **Financial Behavior Evaluation**: Reviews credit inquiries, relationship tenure, and income verification status to establish a financial behavior rating and score. 4. **Score Aggregation**: Combines all evaluation scores into a total adjustment score to determine the overall account strength. 5. **Recommendation Calculation**: Maps the total score to specific percentage-based credit limit adjustments with supporting justifications. 6. **Final Determination**: Calculates the exact dollar amount change and new credit limit based on the recommended percentage adjustment. ## Other Financial Templates [View all templates](/templates) [Financial ### Loan Approval Automated system that evaluates credit scores, income, debt ratios, and employment history to determine mortgage eligibility and personalized interest rates. Explore](/industries/financial/templates/loan-approval) [Financial ### Real-Time Fraud Detection Advanced transaction monitoring system that identifies suspicious financial activities using location analysis, spending patterns, and behavioral anomalies. Explore](/industries/financial/templates/realtime-fraud-detection) [Financial ### Customer Onboarding KYC Verification Automated regulatory compliance solution that validates identity documents, screens against watchlists, and applies risk-based due diligence for financial customer onboarding. Explore](/industries/financial/templates/customer-onboarding-kyc-verification) --- ## Account Dormancy Management - GoRules **URL:** https://gorules.io/industries/financial/templates/account-dormancy-management **Description:** Proactive banking solution that identifies inactive accounts, determines appropriate interventions, and ensures compliance with regulatory requirements. [Financial Templates](/industries/financial) Financial # Account Dormancy Management Proactive banking solution that identifies inactive accounts, determines appropriate interventions, and ensures compliance with regulatory requirements. Download Template Share This template can be edited in GoRules BRMS ## Solution This account dormancy management system helps financial institutions identify and address inactive accounts before they become dormant. It calculates the time since last account activity and determines how close accounts are to reaching dormancy thresholds. Based on these calculations, the system assigns a status to each account: active, warning, at-risk, or dormant. For accounts requiring attention, the system recommends specific actions based on the dormancy status and customer tier. Premium customers receive preferential treatment such as fee waivers and account reviews, while standard customers may receive final notices or automatic account closure procedures. Each recommended action includes a priority level to help bank staff efficiently allocate resources. This ensures regulatory compliance while maintaining positive customer relationships and reducing the administrative burden of managing dormant accounts. ## How it works The decision graph processes account information through these key steps: 1. **Input Processing**: Receives account details including type, balance, customer tier, last activity date, and regional information. 2. **Dormancy Calculation**: Computes days since last activity and days remaining until the account reaches dormancy threshold. 3. **Status Assignment**: Categorizes accounts as "active," "warning" (60 days before threshold), "at\_risk" (30 days before threshold), or "dormant" (past threshold). 4. **Status Routing**: Directs active accounts to normal processing while flagging others for intervention. 5. **Action Determination**: Recommends specific interventions based on dormancy status and customer tier, such as notifications, fee waivers, account reviews, or closure procedures. 6. **Priority Allocation**: Assigns priority levels to each action, helping staff focus on the most urgent cases first. ## Other Financial Templates [View all templates](/templates) [Financial ### Loan Approval Automated system that evaluates credit scores, income, debt ratios, and employment history to determine mortgage eligibility and personalized interest rates. Explore](/industries/financial/templates/loan-approval) [Financial ### Real-Time Fraud Detection Advanced transaction monitoring system that identifies suspicious financial activities using location analysis, spending patterns, and behavioral anomalies. Explore](/industries/financial/templates/realtime-fraud-detection) [Financial ### Customer Onboarding KYC Verification Automated regulatory compliance solution that validates identity documents, screens against watchlists, and applies risk-based due diligence for financial customer onboarding. Explore](/industries/financial/templates/customer-onboarding-kyc-verification) --- ## Airline Seat Map Display Rules - GoRules **URL:** https://gorules.io/industries/aviation/templates/seat-map-optimization **Description:** Dynamic seat map system that personalizes seat availability based on loyalty tier, fare class, group size and cabin occupancy levels. [Aviation Templates](/industries/aviation) Aviation # Airline Seat Map Display Rules Dynamic seat map system that personalizes seat availability based on loyalty tier, fare class, group size and cabin occupancy levels. Download Template Share This template can be edited in GoRules BRMS ## Solution This airline seat management system delivers personalized seat map experiences by evaluating multiple factors to determine what seats each passenger can view and select. The system considers the customer's loyalty status, analyzing whether they hold platinum, gold, silver or standard tier membership. It factors in the passenger's fare class, distinguishing between first class, business class, economy plus, and standard economy tickets. The solution adds intelligence by calculating real-time cabin fill percentages and factoring in group booking requirements for families or parties traveling together. Premium loyalty members and higher fare classes unlock access to preferred seating areas, while restricted seats become available when cabin occupancy exceeds certain thresholds or for groups needing adjacent seating. This creates a seamless, personalized booking experience while optimizing airline seat inventory management. ## How it works The decision graph processes passenger and flight data through four key nodes: 1. **Input Processing**: Receives customer profile information (tier, fare class, group size), cabin details (total seats, occupied seats, seat types), and flight information. 2. **Cabin Fill Calculation**: Computes the percentage of occupied seats and determines if adjacent seating is required based on group size. 3. **Seat Availability Rules**: Applies a decision table with 12 prioritized rules that evaluate customer tier, fare class, cabin occupancy percentage, and group size to determine which seat types to display. 4. **Display Adjustment**: Calculates total available seats, determines the appropriate seat map version (standard or premium), and generates appropriate messaging based on cabin occupancy. ## Other Aviation Templates [View all templates](/templates) [Aviation ### Flight Dispatch Decision System Rules-based aviation system that evaluates weather, aircraft, crew, and weight factors to ensure regulatory compliance and safe flight operations. Explore](/industries/aviation/templates/flight-dispatch-decision-system) [Aviation ### Dynamic Airline Ticket Pricing Engine Automated fare optimization system that sets ticket prices based on time to departure, seat availability, market demand, and competitor pricing. Explore](/industries/aviation/templates/dynamic-ticket-pricing) [Aviation ### Booking Personalization System Dynamic flight booking platform that tailors UI, discounts, and features based on customer loyalty status, device type, booking history, and traffic source. Explore](/industries/aviation/templates/booking-personalization-system) --- ## Online Check-in Eligibility System - GoRules **URL:** https://gorules.io/industries/aviation/templates/online-checkin-eligibility **Description:** Automated passenger validation system that determines online check-in eligibility based on travel documents, flight timing, and special assistance requirements. [Aviation Templates](/industries/aviation) Aviation # Online Check-in Eligibility System Automated passenger validation system that determines online check-in eligibility based on travel documents, flight timing, and special assistance requirements. Download Template Share This template can be edited in GoRules BRMS ## Solution This decision system streamlines the passenger check-in process by evaluating multiple eligibility factors before allowing online check-in. The system verifies that passengers have all required travel documentation, including valid passports and visas when needed for international destinations. It checks the proximity to departure time, preventing online check-in when too close to flight time. For passengers requiring special assistance, the system directs them to airport check-in counters where staff can provide personalized support. When passengers meet all requirements, the system confirms eligibility and provides information about additional services like seat selection and extra baggage options. By delivering clear status messages with specific reasons for ineligibility, the system helps passengers understand next steps and reduces airport counter congestion. ## How it works The decision graph evaluates passenger eligibility through several sequential steps: 1. **Data Processing**: Calculates time until departure and verifies document requirements based on destination. 2. **Time Check**: Validates that check-in is being attempted within the allowed time window (more than 90 minutes before departure). 3. **Document Verification**: Confirms passengers have valid passports and appropriate visas when required for their destination. 4. **Assistance Need Assessment**: Identifies passengers requiring special assistance who need in-person check-in. 5. **Service Options**: For eligible passengers, determines available additional services like seat selection and baggage options. 6. **Response Generation**: Provides clear status messages with specific reasons for ineligibility or confirmation of successful check-in. ## Other Aviation Templates [View all templates](/templates) [Aviation ### Flight Dispatch Decision System Rules-based aviation system that evaluates weather, aircraft, crew, and weight factors to ensure regulatory compliance and safe flight operations. Explore](/industries/aviation/templates/flight-dispatch-decision-system) [Aviation ### Dynamic Airline Ticket Pricing Engine Automated fare optimization system that sets ticket prices based on time to departure, seat availability, market demand, and competitor pricing. Explore](/industries/aviation/templates/dynamic-ticket-pricing) [Aviation ### Booking Personalization System Dynamic flight booking platform that tailors UI, discounts, and features based on customer loyalty status, device type, booking history, and traffic source. Explore](/industries/aviation/templates/booking-personalization-system) --- ## Flight Rebooking Fee Calculator - GoRules **URL:** https://gorules.io/industries/aviation/templates/flight-rebooking-fee-calculator **Description:** Dynamic fee system for airline booking modifications that adjusts charges based on fare class, time to departure, loyalty status, and change history. [Aviation Templates](/industries/aviation) Aviation # Flight Rebooking Fee Calculator Dynamic fee system for airline booking modifications that adjusts charges based on fare class, time to departure, loyalty status, and change history. Download Template Share This template can be edited in GoRules BRMS ## Solution This automated flight modification system determines appropriate rebooking fees through a multi-factor approach that balances airline revenue protection with customer satisfaction. The calculator evaluates the original booking's fare class, setting base fees that increase as you move from premium to economy classes. It analyzes the time remaining before departure, with longer notice periods receiving more favorable rates across all fare categories. The system incorporates customer loyalty standing by applying significant discounts for higher-tier members, including complete fee waivers for platinum travelers. It also tracks modification history, applying scaled surcharges for repeated changes to discourage excessive rebooking. For last-minute changes, special same-day processing fees apply, with considerations for premium customers. This balanced approach ensures fees remain fair to customers while covering airline administrative costs and potential revenue impacts from seat inventory changes. ## How it works The decision graph evaluates booking modifications through these sequential steps: 1. **Base Fee Determination**: Analyzes the original fare class (First/Business/Economy) and days remaining to departure, establishing an initial fee according to a tiered structure. 2. **Change Frequency Assessment**: Checks how many previous modifications have been made to this booking, applying increasing multipliers for repeated changes. 3. **Loyalty Status Evaluation**: Applies discounts based on the customer's loyalty tier, with Platinum members receiving full waivers, Gold receiving 50% off, and Silver receiving 25% off. 4. **Fee Calculation**: Combines the base fee with applicable multipliers and discounts to determine the adjusted modification charge. 5. **Final Fee Rules**: Applies special considerations like same-day change minimum fees, maximum fee caps, and final eligibility checks. ## Other Aviation Templates [View all templates](/templates) [Aviation ### Flight Dispatch Decision System Rules-based aviation system that evaluates weather, aircraft, crew, and weight factors to ensure regulatory compliance and safe flight operations. Explore](/industries/aviation/templates/flight-dispatch-decision-system) [Aviation ### Dynamic Airline Ticket Pricing Engine Automated fare optimization system that sets ticket prices based on time to departure, seat availability, market demand, and competitor pricing. Explore](/industries/aviation/templates/dynamic-ticket-pricing) [Aviation ### Booking Personalization System Dynamic flight booking platform that tailors UI, discounts, and features based on customer loyalty status, device type, booking history, and traffic source. Explore](/industries/aviation/templates/booking-personalization-system) --- ## Flight Dispatch Decision System - GoRules **URL:** https://gorules.io/industries/aviation/templates/flight-dispatch-decision-system **Description:** Rules-based aviation system that evaluates weather, aircraft, crew, and weight factors to ensure regulatory compliance and safe flight operations. [Aviation Templates](/industries/aviation) Aviation # Flight Dispatch Decision System Rules-based aviation system that evaluates weather, aircraft, crew, and weight factors to ensure regulatory compliance and safe flight operations. Download Template Share This template can be edited in GoRules BRMS ## Solution This automated dispatch system ensures flight safety by analyzing multiple critical factors before approving takeoff. It checks if current weather conditions fall within aircraft operational parameters, evaluating both wind speed and visibility against specific thresholds. The system verifies aircraft readiness by confirming no pending maintenance is required and adequate fuel reserves are available. For crew validation, the system ensures all rest requirements are met and sufficient crew members are present for the specific flight. The weight assessment component calculates total passenger weight based on headcount, adds cargo weight, and confirms the combined weight with aircraft empty weight doesn't exceed maximum takeoff limitations. When any safety parameter fails, the system provides immediate identification of the specific issue with detailed reasoning. This enables dispatchers to efficiently address problems or implement necessary restrictions, ensuring all regulatory requirements are satisfied before clearance. ## How it works The decision graph contains multiple evaluation nodes that work together: 1. **Input Processing**: Receives flight data including weather conditions, aircraft specifications, crew information, and passenger/cargo manifest. 2. **Weight Calculations**: Computes total passenger weight, cargo load, and estimated takeoff weight. 3. **Weather Eligibility**: Evaluates wind speed and visibility against safety requirements and aircraft limitations. 4. **Aircraft Eligibility**: Assesses maintenance status and fuel reserves for airworthiness. 5. **Crew Eligibility**: Verifies rest compliance and sufficient staffing levels. 6. **Weight Verification**: Confirms takeoff weight is within aircraft's maximum limitation. 7. **Dispatch Summary**: Consolidates all evaluations and produces a final decision with detailed reasoning. ## Other Aviation Templates [View all templates](/templates) [Aviation ### Dynamic Airline Ticket Pricing Engine Automated fare optimization system that sets ticket prices based on time to departure, seat availability, market demand, and competitor pricing. Explore](/industries/aviation/templates/dynamic-ticket-pricing) [Aviation ### Booking Personalization System Dynamic flight booking platform that tailors UI, discounts, and features based on customer loyalty status, device type, booking history, and traffic source. Explore](/industries/aviation/templates/booking-personalization-system) [Aviation ### Flight Ancillary Recommendations Data-driven system that personalizes travel add-on recommendations based on customer profile, route details, and previous purchasing behavior. Explore](/industries/aviation/templates/flight-ancillary-recommendations) --- ## Flight Ancillary Recommendations - GoRules **URL:** https://gorules.io/industries/aviation/templates/flight-ancillary-recommendations **Description:** Data-driven system that personalizes travel add-on recommendations based on customer profile, route details, and previous purchasing behavior. [Aviation Templates](/industries/aviation) Aviation # Flight Ancillary Recommendations Data-driven system that personalizes travel add-on recommendations based on customer profile, route details, and previous purchasing behavior. Download Template Share This template can be edited in GoRules BRMS ## Solution This intelligent recommendation engine helps airlines boost ancillary revenue by delivering personalized product suggestions that match each traveler's specific journey context. The system analyzes multiple factors including loyalty tier status, flight duration, travel purpose, and destination type to recommend the most relevant add-ons like lounge access, priority boarding, or extra baggage. For business travelers, it prioritizes productivity-enhancing services such as WiFi and fast-track security, especially for frequent flyers on medium to long routes. Leisure travelers receive suggestions focused on comfort and experience enhancement, while family groups see recommendations for practical needs like family seating and entertainment packages. The system also examines previous purchase history to avoid redundant recommendations, ensuring travelers only see relevant new offerings they haven't already bought. ## How it works The recommendation engine follows a structured evaluation process: 1. **Flight Classification**: Categorizes flights as short, medium, or long based on duration in minutes. 2. **Customer Analysis**: Evaluates loyalty status and examines previous purchase patterns to identify premium customers and product preferences. 3. **Base Recommendations**: Generates initial suggestions by matching travel purpose (business, leisure, family) with flight duration and customer attributes. 4. **Contextual Enhancement**: Adds specialized recommendations based on route characteristics (international, beach destinations) and airport facilities. 5. **Priority Assignment**: Ranks all recommendations by relevance score to highlight the most valuable suggestions first. 6. **Recommendation Consolidation**: Merges all suggestions into a unified, prioritized list for presentation to the customer. ## Other Aviation Templates [View all templates](/templates) [Aviation ### Flight Dispatch Decision System Rules-based aviation system that evaluates weather, aircraft, crew, and weight factors to ensure regulatory compliance and safe flight operations. Explore](/industries/aviation/templates/flight-dispatch-decision-system) [Aviation ### Dynamic Airline Ticket Pricing Engine Automated fare optimization system that sets ticket prices based on time to departure, seat availability, market demand, and competitor pricing. Explore](/industries/aviation/templates/dynamic-ticket-pricing) [Aviation ### Booking Personalization System Dynamic flight booking platform that tailors UI, discounts, and features based on customer loyalty status, device type, booking history, and traffic source. Explore](/industries/aviation/templates/booking-personalization-system) --- ## Dynamic Airline Ticket Pricing Engine - GoRules **URL:** https://gorules.io/industries/aviation/templates/dynamic-ticket-pricing **Description:** Automated fare optimization system that sets ticket prices based on time to departure, seat availability, market demand, and competitor pricing. [Aviation Templates](/industries/aviation) Aviation # Dynamic Airline Ticket Pricing Engine Automated fare optimization system that sets ticket prices based on time to departure, seat availability, market demand, and competitor pricing. Download Template Share This template can be edited in GoRules BRMS ## Solution This intelligent pricing engine maximizes airline revenue by automatically setting optimal ticket prices based on multiple market factors. The system evaluates proximity to departure date, applying higher multipliers for last-minute bookings when travelers have fewer alternatives. It continuously monitors remaining seat inventory against total capacity to identify high-demand flights requiring premium pricing. The engine incorporates real-time demand forecasts to anticipate booking patterns and adjusts prices accordingly. It also performs competitive analysis by comparing base fares against market averages to ensure prices remain attractive while maximizing revenue. By combining these factors through weighted multipliers, the system determines the final ticket price and selects an appropriate pricing strategy, from premium rates for high-demand routes to discount pricing for flights needing to boost sales. ## How it works The decision graph processes pricing data through sequential evaluation steps: 1. **Time Urgency Assessment**: Analyzes days remaining until departure to apply appropriate urgency multipliers, with higher multipliers for imminent departures. 2. **Factor Calculation**: Computes key metrics including seat availability ratio, demand index, and competitive positioning. 3. **Inventory-Demand Analysis**: Evaluates remaining seat inventory against projected demand to determine scarcity value. 4. **Final Price Determination**: Combines urgency level, demand indicators, and competitive factors to calculate the optimal ticket price. 5. **Strategy Classification**: Assigns a pricing strategy label (premium, competitive\_high, match\_market, competitive\_low, or discount) to guide marketing and sales. ## Other Aviation Templates [View all templates](/templates) [Aviation ### Flight Dispatch Decision System Rules-based aviation system that evaluates weather, aircraft, crew, and weight factors to ensure regulatory compliance and safe flight operations. Explore](/industries/aviation/templates/flight-dispatch-decision-system) [Aviation ### Booking Personalization System Dynamic flight booking platform that tailors UI, discounts, and features based on customer loyalty status, device type, booking history, and traffic source. Explore](/industries/aviation/templates/booking-personalization-system) [Aviation ### Flight Ancillary Recommendations Data-driven system that personalizes travel add-on recommendations based on customer profile, route details, and previous purchasing behavior. Explore](/industries/aviation/templates/flight-ancillary-recommendations) --- ## Booking Personalization System - GoRules **URL:** https://gorules.io/industries/aviation/templates/booking-personalization-system **Description:** Dynamic flight booking platform that tailors UI, discounts, and features based on customer loyalty status, device type, booking history, and traffic source. [Aviation Templates](/industries/aviation) Aviation # Booking Personalization System Dynamic flight booking platform that tailors UI, discounts, and features based on customer loyalty status, device type, booking history, and traffic source. Download Template Share This template can be edited in GoRules BRMS ## Solution This booking personalization system delivers tailored flight booking experiences by adapting to individual customer contexts. The platform automatically adjusts user interface elements based on device type, presenting mobile users with compact, touch-friendly layouts while desktop users receive expanded search options and detailed filters. Loyalty status recognition enables tiered benefits, with platinum members receiving exclusive deals, concierge service, and 15% discounts while new customers see standard options with loyalty program invitations. The system identifies traffic sources to present relevant promotions, offering social media visitors special deals with additional discounts, while direct visitors see standard pricing options. For returning customers, the platform activates features based on booking frequency, showing recently viewed items to frequent travelers and offering incremental discounts based on booking history. All these factors combine to calculate a personalization score that determines the overall booking flow template, ensuring each customer journey feels uniquely customized while optimizing conversion rates. ## How it works The personalization engine follows a sequential decision process: 1. **Device Detection**: Identifies whether the user is on mobile, tablet, or desktop and adjusts UI elements accordingly. 2. **Loyalty Analysis**: Evaluates membership tier to determine available features, priority level, and base discount percentage. 3. **Traffic Source Evaluation**: Analyzes how the visitor arrived at the booking platform to display relevant promotions and special offers. 4. **Booking History Assessment**: Reviews past travel patterns to determine customer classification and tailors recommendations. 5. **Personalization Scoring**: Combines factors including loyalty status, booking history, and traffic source to generate a numerical personalization score. 6. **Experience Compilation**: Calculates final discount percentages and selects the appropriate booking flow template based on the personalization score. ## Other Aviation Templates [View all templates](/templates) [Aviation ### Flight Dispatch Decision System Rules-based aviation system that evaluates weather, aircraft, crew, and weight factors to ensure regulatory compliance and safe flight operations. Explore](/industries/aviation/templates/flight-dispatch-decision-system) [Aviation ### Dynamic Airline Ticket Pricing Engine Automated fare optimization system that sets ticket prices based on time to departure, seat availability, market demand, and competitor pricing. Explore](/industries/aviation/templates/dynamic-ticket-pricing) [Aviation ### Flight Ancillary Recommendations Data-driven system that personalizes travel add-on recommendations based on customer profile, route details, and previous purchasing behavior. Explore](/industries/aviation/templates/flight-ancillary-recommendations) --- ## Booking Fraud Detection - GoRules **URL:** https://gorules.io/industries/aviation/templates/booking-fraud-detection **Description:** Advanced risk assessment that evaluates payment methods, booking patterns, and account behavior to prevent travel reservation fraud. [Aviation Templates](/industries/aviation) Aviation # Booking Fraud Detection Advanced risk assessment that evaluates payment methods, booking patterns, and account behavior to prevent travel reservation fraud. Download Template Share This template can be edited in GoRules BRMS ## Solution This fraud detection safeguards airlines and travel agencies by analyzing multiple risk factors in booking transactions. It evaluates payment methods with specialized risk scoring for prepaid cards, gift cards, and cryptocurrency transactions. The system flags suspicious booking patterns by monitoring transaction frequency and detecting geographic mismatches between account country and IP location. For additional protection, it analyzes account history including account age and previous chargebacks. When suspicious activity is detected, the system automatically assigns risk levels (low, medium, high) based on cumulative risk scores from all factors. High-risk bookings trigger mandatory verification requirements and can be routed for manual review, while low-risk transactions proceed normally. This multi-layered approach prevents financial losses while maintaining a smooth booking experience for legitimate customers. ## How it works The decision graph processes booking data through multiple evaluation nodes: 1. **Payment Risk Analysis**: Evaluates transaction risk based on payment method and amount, assigning higher scores to prepaid cards with large amounts. 2. **Pattern Detection**: Identifies suspicious behavior patterns such as multiple rapid bookings or transactions from countries different than the account's registered location. 3. **Account History Verification**: Assesses risk based on account age and previous chargeback history, with new accounts receiving higher risk scores. 4. **Risk Aggregation**: Calculates a total risk score by combining individual risk factors and collects all risk reasons for review. 5. **Risk Level Classification**: Categorizes transactions as low, medium, or high risk based on the total risk score. 6. **Action Flags**: Sets verification requirements and manual review flags based on the assigned risk level. ## Other Aviation Templates [View all templates](/templates) [Aviation ### Flight Dispatch Decision System Rules-based aviation system that evaluates weather, aircraft, crew, and weight factors to ensure regulatory compliance and safe flight operations. Explore](/industries/aviation/templates/flight-dispatch-decision-system) [Aviation ### Dynamic Airline Ticket Pricing Engine Automated fare optimization system that sets ticket prices based on time to departure, seat availability, market demand, and competitor pricing. Explore](/industries/aviation/templates/dynamic-ticket-pricing) [Aviation ### Booking Personalization System Dynamic flight booking platform that tailors UI, discounts, and features based on customer loyalty status, device type, booking history, and traffic source. Explore](/industries/aviation/templates/booking-personalization-system) --- ## Airline Upgrade Eligibility - GoRules **URL:** https://gorules.io/industries/aviation/templates/airline-upgrade-eligibility **Description:** Advanced passenger upgrade decision engine that evaluates loyalty status, fare class, corporate agreements, and cabin availability to prioritize upgrades. [Aviation Templates](/industries/aviation) Aviation # Airline Upgrade Eligibility Advanced passenger upgrade decision engine that evaluates loyalty status, fare class, corporate agreements, and cabin availability to prioritize upgrades. Download Template Share This template can be edited in GoRules BRMS ## Solution This airline upgrade system uses a point-based approach to fairly determine which passengers receive complimentary cabin upgrades. It first verifies basic eligibility by confirming ticket status, flight status, and completed check-in. For eligible passengers, the system assigns points based on three key factors: loyalty program status and accumulated miles, current fare class, and corporate agreement level. The scoring mechanism prioritizes high-value customers, with platinum and gold loyalty members receiving the highest consideration. Passengers in premium fare classes and those from companies with premier-level corporate agreements receive additional points. The system dynamically adjusts scores based on cabin availability, increasing upgrade chances when more seats are available and restricting them during high-demand flights. This balanced approach ensures upgrades are distributed to the most valuable customers while maximizing cabin utilization. ## How it works The decision flow processes passenger information through several sequential evaluation stages: 1. **Basic Eligibility Check**: Verifies ticket confirmation, active flight status, and completed check-in process. 2. **Loyalty Score Calculation**: Assigns points based on loyalty tier (platinum, gold, silver, member) with additional points for higher mileage thresholds. 3. **Fare Class Evaluation**: Allocates points based on the passenger's purchased fare class, with premium classes receiving more points. 4. **Corporate Agreement Assessment**: Adds points for passengers traveling under corporate agreements, with premier-level agreements receiving priority. 5. **Cabin Availability Adjustment**: Applies a multiplier to the total score based on available seats in the target cabin. 6. **Final Eligibility Determination**: Compares the final adjusted score against thresholds to determine upgrade eligibility and type (premium or standard). ## Other Aviation Templates [View all templates](/templates) [Aviation ### Flight Dispatch Decision System Rules-based aviation system that evaluates weather, aircraft, crew, and weight factors to ensure regulatory compliance and safe flight operations. Explore](/industries/aviation/templates/flight-dispatch-decision-system) [Aviation ### Dynamic Airline Ticket Pricing Engine Automated fare optimization system that sets ticket prices based on time to departure, seat availability, market demand, and competitor pricing. Explore](/industries/aviation/templates/dynamic-ticket-pricing) [Aviation ### Booking Personalization System Dynamic flight booking platform that tailors UI, discounts, and features based on customer loyalty status, device type, booking history, and traffic source. Explore](/industries/aviation/templates/booking-personalization-system) --- ## Airline Loyalty Points Calculator - GoRules **URL:** https://gorules.io/industries/aviation/templates/airline-loyalty-points-calculations **Description:** Advanced system for calculating airline loyalty program points based on fare class, route type, distance, member status, and seasonal promotions. [Aviation Templates](/industries/aviation) Aviation # Airline Loyalty Points Calculator Advanced system for calculating airline loyalty program points based on fare class, route type, distance, member status, and seasonal promotions. Download Template Share This template can be edited in GoRules BRMS ## Solution This loyalty points calculator automatically determines the exact number of points earned for each booking by evaluating multiple factors simultaneously. The system first applies a multiplier based on fare class, with premium cabins like First and Business receiving higher multipliers than Economy options. Route evaluation considers both flight type (Domestic vs International) and actual distance traveled, assigning appropriate base points accordingly. Member status levels (Platinum, Gold, Silver) significantly impact point earnings through status-specific multipliers that reward program loyalty. The system also accounts for seasonal promotions, automatically applying bonus multipliers during special periods. All factors are combined into a precise point calculation that's immediately available after booking confirmation, eliminating manual calculations and ensuring members receive accurate, consistent rewards regardless of booking channel or complexity. ## How it works The loyalty points calculator processes each booking through four sequential decision components: 1. **Fare Class Evaluation**: Analyzes the booking cabin class (First, Business, Premium Economy, etc.) and assigns the appropriate earning multiplier, ranging from 1.0 to 3.0. 2. **Route Assessment**: Determines base points by evaluating both route type (Domestic/International) and actual flight distance, with longer international routes earning substantially more points. 3. **Status Multiplier**: Applies member-specific multipliers based on loyalty tier status, with premium tiers receiving higher point multiples (up to 2x for Platinum). 4. **Promotion Handling**: Checks for seasonal promotion eligibility and applies a 50% bonus when applicable. 5. **Points Calculation**: Multiplies all factors together and rounds to the nearest whole number to determine the final point award. ## Other Aviation Templates [View all templates](/templates) [Aviation ### Flight Dispatch Decision System Rules-based aviation system that evaluates weather, aircraft, crew, and weight factors to ensure regulatory compliance and safe flight operations. Explore](/industries/aviation/templates/flight-dispatch-decision-system) [Aviation ### Dynamic Airline Ticket Pricing Engine Automated fare optimization system that sets ticket prices based on time to departure, seat availability, market demand, and competitor pricing. Explore](/industries/aviation/templates/dynamic-ticket-pricing) [Aviation ### Booking Personalization System Dynamic flight booking platform that tailors UI, discounts, and features based on customer loyalty status, device type, booking history, and traffic source. Explore](/industries/aviation/templates/booking-personalization-system) --- ## Service Level Agreement Enforcement - GoRules **URL:** https://gorules.io/industries/telco/templates/service-level-agreement-enforcement **Description:** Automated system that monitors telecommunication service levels, detects SLA violations, and triggers appropriate compensation and escalation responses. [Telco Templates](/industries/telco) Telco # Service Level Agreement Enforcement Automated system that monitors telecommunication service levels, detects SLA violations, and triggers appropriate compensation and escalation responses. Download Template Share This template can be edited in GoRules BRMS ## Solution This service monitoring system ensures telecom providers meet their contractual obligations by continuously tracking critical service parameters like downtime, response time, and packet loss. When performance drops below agreed thresholds, the system automatically identifies SLA breaches based on the customer's service tier and the severity of the issue. For premium customers, the system enforces stricter SLA requirements with faster response times and lower tolerance for service disruptions. The system calculates appropriate compensation amounts based on the breach duration and customer tier, offering service credits for premium customers and account credits for standard customers. Escalation workflows are triggered based on severity levels, with critical issues receiving immediate attention from senior management while medium-severity issues are routed to support teams with appropriate response timeframes. ## How it works The service monitoring system follows a structured decision process: 1. **Parameter Validation**: Captures real-time data about service status, downtime duration, response time, and packet loss. 2. **Parameter Classification**: Identifies which specific parameter is triggering the evaluation (downtime, response time, or packet loss). 3. **SLA Breach Detection**: Compares current parameter values against contractual thresholds based on the customer's service tier. 4. **Severity Assessment**: Determines issue severity based on parameter type, breach status, and customer tier. 5. **Compensation Calculation**: Computes appropriate compensation amounts and types (service credits vs. account credits). 6. **Escalation Management**: Determines if escalation is required and specifies timeframe and appropriate management level. ## Other Telco Templates [View all templates](/templates) [Telco ### Dynamic Tariff Engine Rule-based pricing system for telecommunication services that automatically applies discounts based on user profiles, time periods, and location types. Explore](/industries/telco/templates/dynamic-tarrif-engine) [Telco ### Regional Compliance Manager Automated system that applies region-specific data privacy rules for telecommunications services across EU, US, UK, Canada, and Australia. Explore](/industries/telco/templates/regional-compliance-manager) [Telco ### Customer Eligibility Engine Intelligent system that analyzes customer data to determine service upgrades, loyalty rewards, and premium features based on usage patterns and account history. Explore](/industries/telco/templates/customer-eligibility-engine) --- ## Regional Compliance Manager - GoRules **URL:** https://gorules.io/industries/telco/templates/regional-compliance-manager **Description:** Automated system that applies region-specific data privacy rules for telecommunications services across EU, US, UK, Canada, and Australia. [Telco Templates](/industries/telco) Telco # Regional Compliance Manager Automated system that applies region-specific data privacy rules for telecommunications services across EU, US, UK, Canada, and Australia. Download Template Share This template can be edited in GoRules BRMS ## Solution This compliance system automatically applies the correct regional data privacy frameworks to customer accounts based on their location. It enforces region-specific regulations like GDPR for EU customers, CCPA for US customers, and Privacy Act requirements for Australian users. The system manages data retention periods, ranging from 12 months in Australia to 36 months in the US and default regions. For telecommunications providers, the solution handles service restrictions such as roaming caps in the EU and UK, and international call verification requirements in the US. It verifies customer consent status, evaluates age restrictions for premium services, and determines if data export is permitted based on regional laws. The system also differentiates between business and individual customers, applying the appropriate compliance rules to each customer type. ## How it works The compliance management process follows these key steps: 1. **Customer Data Input**: Captures customer location, type, age, and consent status along with requested services. 2. **Regional Rule Application**: Determines applicable privacy framework (GDPR, CCPA, UK GDPR, PIPEDA, Privacy Act) based on customer region. 3. **Compliance Verification**: Checks if explicit consent requirements are satisfied and calculates data retention dates. 4. **Service Eligibility Assessment**: Evaluates eligibility for premium services based on customer type, region, and age requirements. 5. **Restriction Identification**: Flags service-specific restrictions like roaming caps or third-party data sharing limitations. 6. **Compliance Summary Generation**: Creates a concise compliance status overview with retention periods and applicable framework. ## Other Telco Templates [View all templates](/templates) [Telco ### Dynamic Tariff Engine Rule-based pricing system for telecommunication services that automatically applies discounts based on user profiles, time periods, and location types. Explore](/industries/telco/templates/dynamic-tarrif-engine) [Telco ### Customer Eligibility Engine Intelligent system that analyzes customer data to determine service upgrades, loyalty rewards, and premium features based on usage patterns and account history. Explore](/industries/telco/templates/customer-eligibility-engine) [Telco ### Service Level Agreement Enforcement Automated system that monitors telecommunication service levels, detects SLA violations, and triggers appropriate compensation and escalation responses. Explore](/industries/telco/templates/service-level-agreement-enforcement) --- ## Partner Revenue Sharing - GoRules **URL:** https://gorules.io/industries/telco/templates/partner-revenue-sharing **Description:** Automated calculation system that determines commission rates, bonuses, and payouts for content, service, and technology partnership agreements. [Telco Templates](/industries/telco) Telco # Partner Revenue Sharing Automated calculation system that determines commission rates, bonuses, and payouts for content, service, and technology partnership agreements. Download Template Share This template can be edited in GoRules BRMS ## Solution The Partner Commission Calculator automates revenue sharing calculations based on partnership agreements. It determines appropriate commission structures by analyzing key partnership factors including partner type, revenue generated, service category, and exclusivity status. For content partners, the system applies tiered rates with higher commissions for premium streaming services generating over $1M in revenue. The calculator factors in contract duration and customer segment to apply appropriate multipliers, rewarding longer commitments and enterprise-level partnerships. It calculates base commissions on revenue generated, then adds performance bonuses adjusted by the appropriate multipliers. This ensures fair compensation while maximizing company revenue, with all calculations transparently documented for both partners and internal stakeholders. ## How it works The decision graph processes partnership data through three main components: 1. **Input Processing**: Collects critical partnership data including partner type, revenue generated, service category, customer segment, contract duration, and exclusivity status. 2. **Commission Rate Determination**: Evaluates partner characteristics against a decision table to assign appropriate base commission rates, performance bonus rates, and partner tier classification. 3. **Final Calculation**: Applies business logic to determine duration and segment multipliers, calculates base commission amount, adjusts bonus commission with appropriate multipliers, and computes total commission and company revenue. The system supports various partner types (content, service, technology) with specialized rate structures for each category and adjusts calculations based on revenue thresholds and partnership terms. ## Other Telco Templates [View all templates](/templates) [Telco ### Dynamic Tariff Engine Rule-based pricing system for telecommunication services that automatically applies discounts based on user profiles, time periods, and location types. Explore](/industries/telco/templates/dynamic-tarrif-engine) [Telco ### Regional Compliance Manager Automated system that applies region-specific data privacy rules for telecommunications services across EU, US, UK, Canada, and Australia. Explore](/industries/telco/templates/regional-compliance-manager) [Telco ### Customer Eligibility Engine Intelligent system that analyzes customer data to determine service upgrades, loyalty rewards, and premium features based on usage patterns and account history. Explore](/industries/telco/templates/customer-eligibility-engine) --- ## MVNO Partner Enablement - GoRules **URL:** https://gorules.io/industries/telco/templates/mvno-partner-enablement **Description:** Automated rules engine that determines service access, network resources, and pricing tiers for mobile virtual network operators based on partnership metrics. [Telco Templates](/industries/telco) Telco # MVNO Partner Enablement Automated rules engine that determines service access, network resources, and pricing tiers for mobile virtual network operators based on partnership metrics. Download Template Share This template can be edited in GoRules BRMS ## Solution This MVNO partner management solution streamlines telecom wholesale relationships by dynamically applying business rules to virtual operators. The system evaluates each partner's profile - including type, tenure, and subscriber base - to automatically determine appropriate service access levels, from basic to full service tiers. Network resource allocation is precisely tailored to each MVNO's service level, with specific provisions for data capacity, voice minutes, SMS volumes, and API capabilities. The solution also implements a tiered pricing structure that accounts for both service level and market scale, determining revenue sharing percentages and granular usage rates for data and voice services. This creates a scalable framework that grows with MVNOs while ensuring profitable, sustainable partnerships for the host carrier. ## How it works The decision system evaluates MVNO partners through three interconnected rule components: 1. **Partner Service Access**: Evaluates the MVNO's type (premium, standard, startup), age, and subscriber count to determine appropriate service access level and bandwidth priority. 2. **Network Resource Allocation**: Based on the assigned service level, allocates specific network resources including data capacity (GB), voice minutes, SMS count, and appropriate API access level. 3. **Partner Pricing**: Combines service level and subscriber count to establish pricing tier, revenue sharing percentage, and unit costs for data and voice services. The system maintains full data transparency throughout the decision process, ensuring both host carriers and MVNOs understand service provisioning and cost structures. ## Other Telco Templates [View all templates](/templates) [Telco ### Dynamic Tariff Engine Rule-based pricing system for telecommunication services that automatically applies discounts based on user profiles, time periods, and location types. Explore](/industries/telco/templates/dynamic-tarrif-engine) [Telco ### Regional Compliance Manager Automated system that applies region-specific data privacy rules for telecommunications services across EU, US, UK, Canada, and Australia. Explore](/industries/telco/templates/regional-compliance-manager) [Telco ### Customer Eligibility Engine Intelligent system that analyzes customer data to determine service upgrades, loyalty rewards, and premium features based on usage patterns and account history. Explore](/industries/telco/templates/customer-eligibility-engine) --- ## Legacy Plan Management - GoRules **URL:** https://gorules.io/industries/telco/templates/legacy-plan-management **Description:** Rules-based telecom system that preserves benefits for long-term customers while streamlining catalog offerings and guiding migration paths. [Telco Templates](/industries/telco) Telco # Legacy Plan Management Rules-based telecom system that preserves benefits for long-term customers while streamlining catalog offerings and guiding migration paths. Download Template Share This template can be edited in GoRules BRMS ## Solution This telecom plan management system intelligently handles legacy service plans through a structured decision framework. The system first identifies plan types based on name patterns and age, determining whether customers qualify for grandfathered status based on their tenure. For qualified legacy customers, it preserves their original data allowances, international calling minutes, and special features like free evening calls. For non-grandfathered legacy plans, the system recommends appropriate modern alternatives from the current catalog, mapping legacy offerings to standardized equivalents while maintaining similar benefit levels. This reduces catalog complexity without disrupting customer experience. The migration eligibility component identifies which customers should remain on protected plans and which can be migrated with promotional offers, enabling targeted retention strategies while preventing catalog sprawl. ## How it works The decision graph processes customer and plan data through a sequential evaluation flow: 1. **Plan Identification**: Analyzes the plan name, age, and customer tenure to categorize plans as legacy, premium, value, or standard, and determines grandfathered status. 2. **Benefit Determination**: Evaluates each plan category and grandfathered status to assign appropriate data allowances, international minutes, and feature retention policies. 3. **Catalog Mapping**: Maps legacy plans to their current catalog equivalents, providing simplified plan names and recommended plan IDs. 4. **Migration Assessment**: Determines migration eligibility based on plan category and grandfathered status, generating appropriate offer details. 5. **Field Cleanup**: Filters the response to include only relevant information for downstream systems. ## Other Telco Templates [View all templates](/templates) [Telco ### Dynamic Tariff Engine Rule-based pricing system for telecommunication services that automatically applies discounts based on user profiles, time periods, and location types. Explore](/industries/telco/templates/dynamic-tarrif-engine) [Telco ### Regional Compliance Manager Automated system that applies region-specific data privacy rules for telecommunications services across EU, US, UK, Canada, and Australia. Explore](/industries/telco/templates/regional-compliance-manager) [Telco ### Customer Eligibility Engine Intelligent system that analyzes customer data to determine service upgrades, loyalty rewards, and premium features based on usage patterns and account history. Explore](/industries/telco/templates/customer-eligibility-engine) --- ## International Roaming Policy Manager - GoRules **URL:** https://gorules.io/industries/telco/templates/international-roaming-policy-manager **Description:** Automated telecom solution that applies custom roaming rates and service levels based on customer destination, plan type and usage patterns. [Telco Templates](/industries/telco) Telco # International Roaming Policy Manager Automated telecom solution that applies custom roaming rates and service levels based on customer destination, plan type and usage patterns. Download Template Share This template can be edited in GoRules BRMS ## Solution This international roaming manager automatically determines appropriate service levels and pricing when customers travel abroad. The system evaluates the destination country and region against established roaming agreements to apply the correct service tier, from premium to minimal coverage. Each tier defines specific data access levels (full, limited, restricted, or emergency-only) with corresponding rate structures for data, voice, and SMS usage. The solution calculates estimated daily costs based on the customer's typical usage patterns and determines if data and voice roaming should be enabled based on the customer's plan permissions and destination policies. It tracks remaining data allowances by comparing quota limits against current usage, ensuring customers stay within their plan boundaries. This prevents bill shock while maintaining appropriate service levels that align with both carrier agreements and customer expectations. ## How it works The decision graph evaluates roaming eligibility and rates through these key processes: 1. **Regional Policy Lookup**: Identifies the destination region from the customer travel data and determines the appropriate service tier, access level, and base rates for data, voice, and SMS. 2. **Service Tier Assignment**: Applies predetermined service levels with EU regions receiving premium access, while areas with fewer agreements receive basic or minimal coverage. 3. **Rate Application**: Sets specific pricing for each region, with rates increasing based on the carrier's roaming agreements (ranging from €1.0/MB in EU regions to €5.0/MB in regions with minimal agreements). 4. **Cost Projection**: Calculates the customer's estimated daily costs based on their historical usage patterns and the destination's rate structure. 5. **Service Activation**: Determines which services to enable based on customer permissions and remaining allowances, preventing unexpected charges. ## Other Telco Templates [View all templates](/templates) [Telco ### Dynamic Tariff Engine Rule-based pricing system for telecommunication services that automatically applies discounts based on user profiles, time periods, and location types. Explore](/industries/telco/templates/dynamic-tarrif-engine) [Telco ### Regional Compliance Manager Automated system that applies region-specific data privacy rules for telecommunications services across EU, US, UK, Canada, and Australia. Explore](/industries/telco/templates/regional-compliance-manager) [Telco ### Customer Eligibility Engine Intelligent system that analyzes customer data to determine service upgrades, loyalty rewards, and premium features based on usage patterns and account history. Explore](/industries/telco/templates/customer-eligibility-engine) --- ## Dynamic Tariff Engine - GoRules **URL:** https://gorules.io/industries/telco/templates/dynamic-tarrif-engine **Description:** Rule-based pricing system for telecommunication services that automatically applies discounts based on user profiles, time periods, and location types. [Telco Templates](/industries/telco) Telco # Dynamic Tariff Engine Rule-based pricing system for telecommunication services that automatically applies discounts based on user profiles, time periods, and location types. Download Template Share This template can be edited in GoRules BRMS ## Solution This dynamic pricing engine for telecommunication services automatically applies appropriate tariffs based on multiple factors. The system differentiates between premium, business, and standard user accounts, applying specific discount rates for each service type (calls, data, and messaging). It factors in time sensitivity by adjusting rates for peak hours, off-peak periods, and weekends. Location awareness is built into the pricing logic, with different rates for domestic usage versus international roaming. The system combines all applicable factors to calculate the final per-unit price and provides clear documentation of which specific pricing rules were applied to each transaction. This ensures transparent billing while maintaining flexible pricing that reflects both user loyalty status and usage patterns. ## How it works The decision graph processes telecommunications pricing through three key stages: 1. **User Profile Analysis**: Evaluates whether the user has premium, business, or standard status and applies appropriate service-specific multipliers (greater discounts for premium users). 2. **Time and Location Assessment**: Analyzes when and where the service is being used, applying different multipliers for domestic vs. roaming usage, and adjusting rates based on peak hours, off-peak periods, or weekends. 3. **Tariff Calculation**: Determines the base rate for the specific service (calls, data, or messaging), then combines all applicable multipliers to calculate the final per-unit price. The system documents which specific rules were applied, creating a transparent audit trail for each pricing decision. ## Other Telco Templates [View all templates](/templates) [Telco ### Regional Compliance Manager Automated system that applies region-specific data privacy rules for telecommunications services across EU, US, UK, Canada, and Australia. Explore](/industries/telco/templates/regional-compliance-manager) [Telco ### Customer Eligibility Engine Intelligent system that analyzes customer data to determine service upgrades, loyalty rewards, and premium features based on usage patterns and account history. Explore](/industries/telco/templates/customer-eligibility-engine) [Telco ### Service Level Agreement Enforcement Automated system that monitors telecommunication service levels, detects SLA violations, and triggers appropriate compensation and escalation responses. Explore](/industries/telco/templates/service-level-agreement-enforcement) --- ## Device Compatibility Checker - GoRules **URL:** https://gorules.io/industries/telco/templates/device-compatibility-checker **Description:** Intelligent system that evaluates device models and firmware versions to determine service availability and feature compatibility. [Telco Templates](/industries/telco) Telco # Device Compatibility Checker Intelligent system that evaluates device models and firmware versions to determine service availability and feature compatibility. Download Template Share This template can be edited in GoRules BRMS ## Solution This device compatibility system instantly determines which services and features are available on specific device models and firmware versions. The solution evaluates customer devices against predefined compatibility rules for multiple smartphone brands including iPhones, Samsung Galaxy, and Pixel phones. When a device query is received, the system extracts the model information and firmware version, then applies specific compatibility rules based on major and minor firmware versions. The system supports multiple service tiers including basic service access, HD streaming capabilities, advanced features, and next-generation functionality. For certain device/firmware combinations, special exceptions are applied to ensure accurate compatibility results. This allows service providers to deliver tailored experiences while preventing feature activation on unsupported devices. ## How it works The compatibility checker processes device information through these key steps: 1. **Input Processing**: Captures device model, firmware version, device ID, and subscriber details. 2. **Data Normalization**: Converts device model names to lowercase and extracts the major firmware version number. 3. **Primary Compatibility Check**: Evaluates the normalized device model and major firmware version against a rules table to determine initial service eligibility. 4. **Exception Handling**: Applies special compatibility rules for specific device-firmware combinations, particularly for HD streaming eligibility. 5. **Results Generation**: Produces a final compatibility assessment showing which services and features are available for the specific device. ## Other Telco Templates [View all templates](/templates) [Telco ### Dynamic Tariff Engine Rule-based pricing system for telecommunication services that automatically applies discounts based on user profiles, time periods, and location types. Explore](/industries/telco/templates/dynamic-tarrif-engine) [Telco ### Regional Compliance Manager Automated system that applies region-specific data privacy rules for telecommunications services across EU, US, UK, Canada, and Australia. Explore](/industries/telco/templates/regional-compliance-manager) [Telco ### Customer Eligibility Engine Intelligent system that analyzes customer data to determine service upgrades, loyalty rewards, and premium features based on usage patterns and account history. Explore](/industries/telco/templates/customer-eligibility-engine) --- ## Customer Eligibility Engine - GoRules **URL:** https://gorules.io/industries/telco/templates/customer-eligibility-engine **Description:** Intelligent system that analyzes customer data to determine service upgrades, loyalty rewards, and premium features based on usage patterns and account history. [Telco Templates](/industries/telco) Telco # Customer Eligibility Engine Intelligent system that analyzes customer data to determine service upgrades, loyalty rewards, and premium features based on usage patterns and account history. Download Template Share This template can be edited in GoRules BRMS ## Solution This telecom decision engine evaluates customer profiles to create personalized upgrade paths and special offers. The system assigns loyalty tiers based on account longevity and spending patterns, with corresponding discount percentages ranging from 5% to 20%. It automatically identifies eligibility for service upgrades by analyzing account standing, contract status, and tier level. The engine calculates special offer eligibility in real-time based on actual usage metrics, identifying customers who would benefit from international calling bundles, data boosters, or family plans. For high-value customers, the system activates premium features like priority support, content streaming, international roaming, and concierge services. The solution delivers clear upgrade messaging that customer service representatives can use during interactions, creating a consistent experience across all touchpoints. ## How it works The decision graph processes customer data through five key evaluation stages: 1. **Account Status Evaluation**: Analyzes account age, payment history, and contract status to determine if the customer is in good standing. 2. **Loyalty Tier Assignment**: Categorizes customers into platinum, gold, silver, bronze, or standard tiers based on tenure, spending habits, and account status. 3. **Upgrade Eligibility Analysis**: Determines upgrade options by examining loyalty tier, contract status, and account standing, with special rules for contract renewal periods. 4. **Special Offers Generation**: Identifies relevant offers based on usage patterns, including international calling bundles for high-minute users and data boosters for customers approaching usage limits. 5. **Premium Features Allocation**: Activates premium service features based on loyalty tier and eligibility criteria, with a tiered approach to feature availability. ## Other Telco Templates [View all templates](/templates) [Telco ### Dynamic Tariff Engine Rule-based pricing system for telecommunication services that automatically applies discounts based on user profiles, time periods, and location types. Explore](/industries/telco/templates/dynamic-tarrif-engine) [Telco ### Regional Compliance Manager Automated system that applies region-specific data privacy rules for telecommunications services across EU, US, UK, Canada, and Australia. Explore](/industries/telco/templates/regional-compliance-manager) [Telco ### Service Level Agreement Enforcement Automated system that monitors telecommunication service levels, detects SLA violations, and triggers appropriate compensation and escalation responses. Explore](/industries/telco/templates/service-level-agreement-enforcement) --- ## Cellular Data Rollover System - GoRules **URL:** https://gorules.io/industries/telco/templates/cellular-data-rollover-system **Description:** Intelligent system that automatically calculates and applies unused data transfers to next billing cycles based on customer plan tiers and usage patterns. [Telco Templates](/industries/telco) Telco # Cellular Data Rollover System Intelligent system that automatically calculates and applies unused data transfers to next billing cycles based on customer plan tiers and usage patterns. Download Template Share This template can be edited in GoRules BRMS ## Solution This data rollover system automatically manages the transfer of unused mobile data to subsequent billing cycles for telecom subscribers. The solution analyzes each customer's current plan type, monthly data allowance, and consumption patterns to determine rollover eligibility and calculate precise amounts of data to carry forward. Premium subscribers benefit from unlimited rollover capabilities, while standard and basic plan subscribers receive proportional rollover allowances based on their service tier. The system enforces plan-specific restrictions, including maximum rollover amounts (50% of monthly allowance for standard plans, 25% for basic plans) and caps consecutive rollovers at three billing cycles to prevent excessive accumulation. When processing each billing cycle transition, the system generates clear customer notifications explaining rollover status and available data amounts for the upcoming period. ## How it works The data rollover process functions through a sequence of logical evaluations: 1. **Usage Analysis**: Calculates unused data by subtracting actual consumption from monthly allowance 2. **Eligibility Check**: Verifies if the customer has positive unused data and plan-level rollover permissions 3. **Plan Assessment**: Applies different rollover calculations based on customer's service tier: - Premium plans: Full rollover of all unused data - Standard plans: Rollover up to 50% of monthly allowance - Basic plans: Rollover up to 25% of monthly allowance 4. **Consecutive Rollover Limitation**: Prevents excessive data accumulation by resetting rollover after three consecutive cycles 5. **Customer Notification**: Generates personalized messages explaining rollover status and available data for next billing cycle ## Other Telco Templates [View all templates](/templates) [Telco ### Dynamic Tariff Engine Rule-based pricing system for telecommunication services that automatically applies discounts based on user profiles, time periods, and location types. Explore](/industries/telco/templates/dynamic-tarrif-engine) [Telco ### Regional Compliance Manager Automated system that applies region-specific data privacy rules for telecommunications services across EU, US, UK, Canada, and Australia. Explore](/industries/telco/templates/regional-compliance-manager) [Telco ### Customer Eligibility Engine Intelligent system that analyzes customer data to determine service upgrades, loyalty rewards, and premium features based on usage patterns and account history. Explore](/industries/telco/templates/customer-eligibility-engine) ---