Context Rules Framework

Use the context rules framework to build rules that change what products, promotions, and prices appear for customers. You can also apply penalties for promotions or contracts that are canceled.You can also create rules to ensure pricing adjustments are allowed only in certain conditions. Context rules work together with advanced rules framework to ensure all orders are configured and priced correctly.

There are two primary types of context rules: Qualification and Penalty. These rule types have different uses in Industries Cart. See Types of Context Rules.

Create and manage context rules in the Product Console. Build context rules with reusable components. Context rules can be combined into rule sets and applied to products, promotions, price lists, and price list entries. They can also be applied to virtual objects. See Context Rules Components.

Context Rules Framework Components

In the Context Rules Framework, trigger events and interface implementations activate rulesets, which contain context rules. Context rule components can be combined and reused.

Setting Up Context Rules Framework

The following interface implementations must be active and set to their default values to enable the specified types of context rules.

Interface Implementations

Interface	Implementation	Enables which context rules?
ContextRuleService	ContextRuleService	For all types of context rules
ProductAvailabilityOpenInterface	CtxRulesProductsOpenImplementation	For qualification context rules for products
PricingManAdjEligibilityInterface	PricingManAdjEligibilityService	For qualification context rules for pricing adjustments
RepricingManAdjEligibilityInterface	RepricingManualAdjEligibilityService	For qualification context rules for pricing adjustments used in a repricing batch job
TightestMatchInterface	TightestMatchServiceImplementation	For qualification context rules for price list entries and child price lists

CPQ Configuration Setup Custom Settings

The context rules framework uses the following CPQ configuration custom settings:

CPQPartition Session Cache

Configure the CPQPartition session cache to support the context rules framework as follows:

Set the CPQ Configuration Setup CacheEnabledCPQ Configuration Settings Reference custom setting to true.
Allocate 5 MB or more to the CPQPartition platform cache Session Cache. See Creating a Platform Cache Partition.

Note

The CPQ Configuration Setup

Types of Context Rules
In the Vlocity Product Console, you can create the following types of context rules: Qulification rules and Penalty Rules.
Context Rule Components
You build context rules by combining context rule components. Over time, this will establish a library of components that can reduce overall development time and expedite new development.
Functions for Rules
In context rules, when you need rules to evaluate complex criteria, you can create a function.
Using Context Rules to Check User's Eligibility in Self-Service Transactions
The following configurations enable you to evaluate the eligibility of the logged-in user for self-service transactions:
Migrate Context Rules Between Environments
You can migrate context rules from one environment to another, for example from a Sandbox environment to a Production environment.