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Main Explorer Tab

The Main Explorer tab is one of two tabs that can be used to log into a Rules Palette environment. When logged in, the Main Explorer tab organizes information by company.

 

Products, plans, transactions and segments can be added and edited from this tab. A read-only view of all rules associated with a plan is available, but the rules cannot be edited. Rules are managed in the Global Explorer.

Business rules and plan rules cannot be overridden in this tab. The Global Rules Explorer tab must be used to override rules.

 

Main Explorer Navigation Tree

The Main Explorer is organized by company. Each company can have subsidiary company folders. Once a user drills down to the lowest company level (usually the subsidiary company), then specific company information can be accessed.

 

The navigation tree within the Main Explorer organizes information using the following categories:

 

Within the plan folders, information is broken down into six main categories. Each category is described below.

Main Explorer showing the six types of rules available

Plan Folders in Main Explorer

 

Right-Click Menus

Each main folder level in the Main Explorer has a right-click menu with available options that can be performed. Below is a list of the folder levels and the associated right-click options that will display.  Any sub-folders are also listed along with the corresponding right-click options available to those folders.

 

Company right-click menu

Company Right-Click Option

 

Product Right Click Menu

 

Company Data Right-Click Options

Company Data Right-Click Options

 

plan right-click menu

Plan Right-Click Options

 

segment right-click menu

Segment Right-Click Options

 

transaction right-click menu

Transaction Right-Click Options

 

 

 

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