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Example: Create a Decision Matrix to Get Age-Based Discount

Create a decision matrix and configure its version with an input column for age, and an output column with corresponding discount percent based on the age range.

Required Editions

User Permissions Needed
To create decision matrices and activate matrix versions: Rule Engine Designer

Create a decision matrix named AgeBasedDiscount. This matrix uses the contact’s age count as input, and returns the matching discount percent.

  1. From app navigation menu of Business Rules Engine, select Lookup Tables.
  2. Click New.
  3. Select Decision Matrix | Next.
  4. For name, enter AgeBasedDiscount, and for Type, select Standard.
  5. Save your changes.
  6. On the Related tab on the decision matrix record page, select AgeBasedDiscount V1.
  7. On the Matrix tab, click Add Column, and create columns with these settings.
    Column Header Header Type Data Type
    ContactAge Input Number Range
    Discount Output Percent
  8. Click Done.
  9. To create a row, click Add Row.
  10. To add row data, click a table cell, click Pencil icon, which on clicking allows adding cell data. in the cell, and then enter the value
    Add these rows and values.
    Steps Discount Percent
    17 0
    18 5
    31 10
    46 15
    60 25
    The steps column in this matrix version represents number ranges. The values in the column define these ranges: Below 18, 18–30, 31–45, 46–59, and 60 or above.
  11. Save your changes.
  12. Activate your decision matrix version.
    Expression sets can call only active matrix versions.