Rules
By clicking on the "Rules" tab, the system will display the Rules screen containing some information:
On the main Rules screen, the system allows you to view the following information:
Allocated: Total value of rules allocated to a consumption group.
Unallocated: Total value of rules that are not allocated to any consumption group.
Unallocated percentage: Percentage referring to the total value of rules that are not allocated to any consumption group.
The system also allows you to apply some search filters on the screen:
Rules: Allows you to search by Rule ID, name or author of the rule.
Ownership: Allows you to search for all rules or just those you own.
Status: You can also search for active or expired rules.
Allocation: In addition to allowing you to filter by those that are linked to a consumer group or not.
Click Add New Rule.
On the rule addition screen, there are 3 parts that need to be detailed in the process: new rule, scope list and boost, in addition to a part of configurations that the system allows you to make. We will see each of them below.
Settings
Clicking on the Settings option in the upper right corner:
The system will open a screen that allows you to perform some initial configurations:
Field: It is possible to select the field that will be used to calculate the scope cost.
Decimals: Allows you to configure the number of decimal places that will be used
Unit: Allows you to inform the operational unit that will be used in the calculation.
Expression: Allows you to select the expression that will be used in the calculation..
Finally, by clicking the apply button, the system will apply the configuration to the rules that are created.
New Rule
Add the Rule Name. We recommend that the rule name be related to its scope and/or the corresponding business rule. In Table 1, we followed this recommendation by combining the "company" column with the "cost_center" column, separating them with a " - " character.
Add a Start Date and/or Expiration Date. In this example, we will select January/2024.
The Expiration Date is optional and can be used, for example, if a certain cost center will exist for a specific period of time. In this case, we will select December/2024.
Once this is done, let's go to the Scopes List.
Add a new scope. In the scope, we will identify the key that will assign a certain resource to a business.
Add the Field Name and logical operation.
In Table 1, we have the "Scope" column, whose rule refers to the "account id" (lineitem/usageaccountid). Since all accounts belong to a cost center and a company, we can allocate all accounts in the corresponding rule.
In this case, we will use the lineitem/usageaccountid field as scope.
In the logical operation, we will select "equal to" and choose the accounts listed in the "Scope" column of Table 1.
The types of operators are:
equals -> when the objective is to map exact values ​​from a specific billing line;
is empty -> when the objective is to map empty values ​​from a billing line;
contains -> when the value we want to map is contained in specific parts of the billing line;
starts with -> when the value we want to map is contained at the beginning of the specific billing line;
ends with -> when the value we want to map is contained at the end of the specific billing line;
Once done, we click on "Add".
You can then identify the total value represented by the scope in the billing.
To close, let's go to the Boost registration
New boost. Here, we will enrich the billing linked to the business rule. Again, we will use Table 1.
The "Field Name" icon will list the boosts that have already been configured in the tool. In this case, we will use the "Boost" column in Table 1.
Enter the field name and value. In the example, we will select "boost/cost_center" as the Field Name.
The boost value will be 12345.
Click Add to move on to the next step.
Once this is done, we will click on Save.
Now the rule will be listed on the Organizational Map home screen.
When you finish a rule, you can perform some Actions.
We can Copy the Rule, reusing the boosts or scopes already inserted.We can delete the rule.
In the More Actions icon, we can move the rule according to its priority order.
Now, we need to perform billing processing so that the enrichment fields are useful in the tool.
Finally, by clicking on the arrow next to Add Rule:
The system also allows the following actions:
Import enrichment rules: When clicking on the "import enrichment rules" option, the system will open the following screen to select the file you want to import
Allowing you to download the model to a CSV file:
And clean the screen data:
Download rules: By clicking on the Download rules option, the system will download the rules to your computer in a CSV file.
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