Expression sets consist of a series of steps connected in a logical flow built from variables, constants, conditions, calculations, lookups, and aggregations. Create an expression set with conditions to verify compliance, and add the compliance check element to indicate whether the control is compliant or not.
Required Editions
| Available in: Lightning Experience |
| Available in: All Industry Clouds, Sales Cloud, Service Cloud View editions availability. |
| User Permissions Needed | |
|---|---|
| To configure Process Compliance Navigator: | Compliance Admin permission set |
Before you set up expression sets, learn more about the Business Rules Engine Expression Sets.
Expression Set Elements:
- The Compliance Check element indicates whether the compliance control is compliant. Customize a compliance message to show to your users, such as loan officers and underwriters, when a record isn't compliant. Use merge fields to input dynamic information into the message. This element is required when an expression set usage type is compliant.
- The Compliance Control Log element adds business context to the compliance control log in the compliance audit trail. Use the compliance control log element to keep a log of the attributes in the context definition, such as the age of the person or their total net worth.
- From the App Launcher, find and select Business Rules Engine.
- From the navigation bar, select Expression Sets.
- Click New.
- Enter a name and an API name for the expression set.
-
Select Compliance as the usage type.
To associate an expression set with a compliance control, the expression set usage type must be Compliance.
-
Select the context definition that you created.
To associate an expression set to a compliance control, you must select a context definition.
- Save your changes.
- To open the version in Expression Set Builder, in the Expression Set Versions section, click the version name.
- Customize the expression set.
-
Select the Compliance Check element.
To associate an expression set to a compliance control, you must select and configure the compliance check element. Select whether the expression set calculation is compliant or not.
- When the expression set calculation is compliant, set Is Compliant to True.
- When the expression set calculation isn't compliant, set Is Compliant to False.
- Enter a compliance message.
- To dynamically add details, such as Account ID and Account Name, in your compliance message to be shown to a client, click Add Merge Key.
-
If needed, select the Compliance Control Log.
- Enter a parameter name.
- Select a resource that you created in the associated context definition.
- To include additional parameters and resources, click Add Parameter.
- Save and activate the expression set.
The IT Admin adds the rule processor to a compliance control and update the compliance control's configuration details.