Easy Access Rules

These features are only available in the Professional and Enterprise, and Architect editions.

Easy Access Rules provide a powerful tool for anyone wishing to automate aspects of their credit reporting system.

Rules can be designed to perform a variety of tasks depending on the conditions you are checking for, the actions you would like to perform, and any exceptions you want to have checked. Easy Access Rules give you unlimited flexibility use of the software.

 

You can create rules to print documents, export data to other programs, email messages, export files, play sounds, and even launch other programs. Much of the data used in the Easy Access Rules can be merged right off of your current inquiry or bureau report using Merge Fields and Parsed Report Fields.

For example, you could create a rule that brings up a popup message with an Approval message. You would enter the text as ‘Credit Bureau Score: {Score}.’ When this message is displayed, Easy Access will display the Result (approval code) field in place of the text {Score}.

In a network or multi-user environment, the rules created here will be visible to everyone if they are looking in the default rules directory. Only the rules that are checked are active and will be processed.

Click on the New button to start the Rules Wizard.

Note: Rules are only available in the Professional and Enterprise Editions.

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