Model discretion within rules

A discretionary decision is one that relies on the wisdom and experience of the user. It can also be regarded as a question of informed opinion rather than fact.

There are three main approaches to handling discretions in the rulebase (NOTE: References to a "decision maker" should be read as a reference to the user):

1. Direct approach
2. Recommendation approach
3. Guided approach

 

The default position is to use the direct approach. The recommendation approach should be used in the limited situations where it is possible. The guided approach should only be used where neither of the first two approaches is appropriate. All discretions need significant help text support.