This article lists options for managing rules.

Install rules

Install any of the available rules from the rules library:

1. In the Dashboard, open the Rules library page.
2. Find the rule bundle that contains the rules you need.
3. On the right of the rule name, select Install rule.

Alternatively, you can install all the rules available in the bundle by selecting Install bundle. Also, you can select the rules in the table, and at the bottom of the page, click Install selected rules.

All rules that you install remain in Test mode until you activate them. Test mode allows rules to be tested without affecting the transaction final score or status.

Activate and deactivate rules

To activate and deactivate rules:

1. In the Dashboard, open the Installed rules page.
2. Find the rules that you want to activate or deactivate, and in the Status column, select Active — to use the selected rule during monitoring or Inactive — to cease the rule usage.

Alternatively, you can select rules in the table, and at the bottom of the page, click Activate rule or Deactivate rule.

Rules in Test mode

Test mode allows you to test the risk matrix or check how the newly created rule or condition would affect your transactions without impacting the transaction status or risk score. Test results are displayed in real time, allowing you to easily calibrate your risk policy or rules.

To enable test mode:

1. In the Dashboard, open the Installed rules page.
2. Find the rules that you want to test, and in the Status column, select Test mode.

For more information about testing, see this article.

Mute rules for selected period

Suppress rule alerts and prevent risk score accumulation. Create your own expressions to silence transactions from specific user groups or below the specified threshold.

Note that the muted rule will still be triggered for transactions that meet specified conditions.

Delete rules along with their revisions

Declutter your Dashboard by removing rules you no longer use:

1. In the Dashboard, open the Installed rules page.
2. Find the rules that you want to remove, and from the menu on the right, select Delete rule.

Alternatively, you can select rules in the table, and at the bottom of the page, click Delete rule(s).

Restore occasionally deleted rules

After deletion, a rule remains in the system as archived for 30 days. In case a rule was deleted occasionally, or you decide to continue using this rule, you can easily restore it within this period.

To restore an archived rule:

1. In the Dashboard, navigate to Archived Rules.
2. Select the rule you want to restore.
3. Click on the revert changes icon and confirm your choice.

After this, the rule will be returned to the installed rules list.

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Important

After 30 days, all deleted rules are removed permanently and cannot be restored.

Duplicate existing rules

Make an exact copy of any of your existing rules in case you want to create a new rule and add some changes:

1. In the Dashboard, open the Installed rules page.
2. Find the rules that you want to duplicate, and from the menu on the right, select Duplicate.

Review version history

Each update that you make to the existing rules is saved as an independent revision so that you can get back to any of the previous rule states:

1. In the Dashboard, open the Installed rules page.
2. Open the rule for which you want to see the revision history.
3. In the top-right corner, select Show version history.