Policy Automation – Substitution and the Second Person

Writing rulebases requires not just an awareness of the source material, it requires an awareness in many cases of the context of the delivery. For example, if a rulebase is intended to be used for an interview that will be undertaken by a human being, then there are several things the rulewriter needs to think about.

Substitution and Identifying Attributes

Would the customer like to receive further information?

Policy Automation - Tick the Box

In the above example of a boolean Attribute, clearly the phrase is simple to understand. magine you are interviewing someone and you are asking them the question. It would make more sense to ask (probably)

Would Richard like to receive further information?

The use of the name of the interviewee is both friendly and advantageous. It can be implemented by using Substitution on the Attribute that we are referring to. In the example below it might be the “the customer” Attribute.

Policy Automation - Substitution

Policy Automation will automatically substitute the actual value of the Attribute if it is defined using the above option and it is defined as the identifying Attribute for an Entity as shown in the next image.

Policy Automation - Identifying Attribute


This means that in the Debug window for instance you get to see the Identifying Attribute instead of “the customer 1”, like in the example below

Policy Automation - Debug Automatic Substitution Entity

Rule writers who are building Screens for their interview can also use substitution for other Attributes by referencing the public name, such as

Thank you, %firstname%, here is your receipt: %receiptnumber% .

This can also be used in Translation files as well.

Now however imagine you are the customer. Wouldn’t it make more sense to see

Do you require a receipt?

But suppose you have gone to the trouble of writing your rules already, with the syntax above using “the customer”. There is absolutely no need to rewrite the rules, you just need to take advantage of the feature in the Project Properties as shown below. In order for this to work, normal substitution needs to be activated first, then you can select the Attribute to be generated in the 2nd person as well.

Policy Automation - Project Properties


As a result, whether it is in the debugger or elsewhere, you will see the relevant Attribute as in the example below. For clarity, the two images first show the Attribute Text as it was written, and then the generated second person text.

Until next time!


Author: Richard Napier

After 8 years in case management and ERP software roles, Richard Napier joined Siebel Systems in 1999 and took up the role of managing the nascent Siebel University in Southern Europe. He subsequently was Director of Business Development and Education for InFact Group (now part of Business & Decisions) for 8 years. He now runs Intelligent Advisor IT Consulting OÜ. Owner of intelligent-advisor.com, he also is Co-Founder of the Siebel Hub.

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