Understanding the Rulebook

Overview

The Rulebook is a tool for flexibly defining rule criteria that can trigger multiple actions within your Practifi organization when those criteria are met. The Rulebook provides a way for firms to implement their existing internal "rulebook" of engaging with their clients and prospects as automated system logic. Your firm's members won't need to remember what to do; the system can be built to tell them. This article outlines the functionality available with the Rulebook within your organization. For information on creating a new rule in the Rulebook, please consult our Using the Rulebook article.

• Types of Rules
• Available Actions
• Accessing the Rulebook
• Compatible Practifi Objects

Types of Rules

Three types of rules can be created within the Rulebook:

• Time-based execution – The need for execution is evaluated based on the number of days between today and a specified target field defined using fields on the Rule Criteria record page. Rules are evaluated once a day, outside of business hours. These rules will only ever run once. 
• Record-based execution – The need for execution is evaluated based on whether the record meets certain field-level criteria defined using the Record Criteria tab on the Rule Criteria record page. Rules can be evaluated when a record is created, a record is created or updated, or a record is created or updated to meet the evaluation criteria. A record is "updated to meet the evaluation criteria" if it did not meet the criteria before the record update but does meet the criteria after updating.
• Time and record-based execution – Evaluation occurs in the same way it does for time-based execution. However, the criteria specified on the Record Criteria tab must also apply for the rule to be executed. 

Available Actions

With the Rulebook, the following types of actions will be able to be triggered when your firm's rule criteria are met: 

• Create a Task
• Post to Noticeboard
• Send a Notification
• Send an Email 
• Start a Process

Accessing the Rulebook

The Rulebook can be accessed through the Settings app. Use the App Launcher in the upper left-hand corner of Practifi and select the Settings app from the drop-down menu of apps. Once in the Settings app, locate the Rulebook page using the Navigation Menu. On the Rulebook page, you'll find a list of all active and inactive rules created in your Practifi instance.

We also have 13 pre-built Rulebook rules for various scenarios:

• Client Anniversary
• Client Death
• Deal Close Date Past Due
• Dependent Turns 18
• Expiring Reference Document
• Expired Reference Document
• Expired Reference Document - Escalation
• Lost Client
• Negative Email Sentiment
• New Referral
• Platinum Client Not Contacted in 90 Days
• Platinum Client Not Contacted in 120 Days
• Promote to Prospect

Please note: If these pre-built rules are not visible in your organization, please reach out to Practifi Support for assistance.

Compatible Practifi Objects

Record-based execution is only compatible with certain Practifi objects. These objects are automation-ready through their settings. To see whether an object is automation-ready:

1. Navigate to Salesforce Setup by selecting the settings cog in the upper right-hand corner of Practifi.
2. Click Setup from the drop-down menu.
3. In Salesforce Setup, use the Quick Find search bar on the left-hand side to search for and select Custom Settings.
4. On the Custom Settings page, select the Manage link next to Practifi Trigger Settings.
   
5. On the Practifi Trigger Settings page, you'll see checkmarks next to objects with automation enabled.
   

The full list of eligible objects is as follows:

• Access Request
• Account
• Account Team Member
• Action
• Action Field Value
• Active Form Display Criteria
• Active Form Field
• Active Form Field Assignment
• Active Form Prompt
• Active Form Screen
• Active Form Section
• Active Form Table
• Active Form Validation Rule
• Addepar Portfolio
• Asset Allocation
• Asset Liability Role
• Asset/Liability
• Batch
• Black Diamond Portfolio
• Campaign Member
• Checklist Item
• Client Stage History
• Component
• Contact
• Contact Point Address
• Contact Point Email
• Contact Point Phone
• Content Document
• Content Document Link
• CTCT Contact List Membership
• Deal
• Deal Stage History
• Deliverable
• Deliverable Fulfillment
• Division
• Division Member
• Email Message
• eMoney Client
• eMoney User
• Envestnet Proposal
• Envestnet Proposal Registration
• Event
• Event Rollups
• Fee
• Financial Product
• Goal
• Holding
• Income Expense Role
• Income/Expense
• Installment
• Noticeboard Post
• Objective
• Objective Relation
• Orion Account
• Plan
• Policy
• Policy Coverage
• Policy Coverage Role
• Policy Role
• Preset Checklist Item
• Process
• Process Stage History
• Process Task
• Process Type
• Questionnaire
• Reference Document
• Relationship
• Retirement Income
• Rule Action
• Rule Criteria
• Service
• Stage History
• Task
• Task Outcome
• Task Stage History
• Team Member
• Topic
• Topic Assignment
• User
• Xplan Client