Policy Rules

A policy rule is a dynamic collection of WorkSite objects (users, groups, clients, or matters) that is calculated from data retrieved from another SQL-based system via a custom script. These collections can then be added to any policy type that supports the corresponding object type. Because the logic for inclusion in a collection is wholly contained within a SQL query, a policy rule essentially gives you endless possibilities for defining policy criteria. For example, you can create a rule that generates a collection of users who are foreign nationals, which you can then use in an exclusion policy.

Requirements

Before you can set up a policy rule, you must first:

• Register a connection string for the SQL-based system that you will be using to determine membership in the collection.
• Write a SQL query that explicitly returns the field required by the rule type (i.e., the WorkSite object type). See Mandatory Fields.
• Enable the Policy Rule Execution Service in Background Services.

Mandatory Fields

As outlined below, every rule query must return an appropriate identifier for the object type to which it applies.

Rule/Object Type	Required Fields	WorkSite Column
Client	ClientNumber	C1ALIAS
Matter	ClientNumber	C1ALIAS
	MatterNumber	C2ALIAS
User	UserId	USERID
Group	GroupId	GROUPID
Global Exception Type	UserId	USERID

Creating a Policy Rule