---
schema_version: "1"
id: e91f2f394448d15600fa37021ca37b445666fa5ec2812b0ece6d6d2bdf9689e1
title: Set Up the Policy Rules Framework
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/ec_set_up_the_policy_rules_framework.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ec_set_up_the_policy_rules_framework.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 233ffb0cc75b60e85938142b5921c4dc66bed2e1de25871ba0cc6637b6aba3e0
description: Configure the student information system policy rules framework to scale your processes.
products:
  - Education
release: "264"
---
# Set Up the Policy Rules Framework

Configure the student information system policy rules framework to scale your processes.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col style="width:100%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with Education Cloud</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d165272e75">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d165272e75 ">To set up the policy rules framework:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d165272e75 ">Education Cloud Full Access</td>

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Before you begin, make sure that you [complete the necessary requirements](https://help.salesforce.com/s/articleView?id=sfdo.ec_policy_rules_framework_prerequisites.htm&release=264.0.0&type=5 "Before you set up the Policy Rules Framework in Education Cloud, make sure that Advanced Academic Operations is turned on and that you create the required Decision Explainer records. Decision Explainer records capture logs for every rule run, so you can see how and why a decision, such as student eligibility or score calculation, was made.").

1. [Create and activate a context definition](https://help.salesforce.com/s/articleView?id=ind.context_service_create_context_definitions.htm&language=en_US) for the process.
2. To define a policy rule, [create an expression set](https://help.salesforce.com/s/articleView?id=ind.create_and_configure_the_expression_set_version.htm&language=en_US) of the applicable usage type, and relate the context definition created in the previous step to the expression set.
3. Create a record of the object associated with the process, and relate it to the expression set. For example, for the registration timeline eligibility verification process, create an academic term registration timeline record and relate it to the appropriate expression set of the applicable usage type.
4. [Build an auto-launched flow](https://help.salesforce.com/s/articleView?id=platform.flow_build.htm&language=en_US) to run the expression set by ID.
5. [Create a batch job](https://help.salesforce.com/s/articleView?id=ind.task_create_batch_job.htm&language=en_US) to invoke the flow created in the previous step.
6. If needed, configure [Decision Explainer](https://help.salesforce.com/s/articleView?id=ind.concept_decision_explainer.htm&language=en_US) to store and show logs of the batch jobs for audit requirements.