Business Rules

Business Rules in Orchestrator allow you to store and manage Decision Model and Notation (DMN)-based rules. You can evaluate these rules within any agentic process using a dedicated activity. Additionally, you can modify the rules without needing to redeploy the processes that use them. This makes it easier to update and maintain your business logic dynamically.

In Orchestrator we use the following set of capabilities for storage and management:

• Store DMN files with role base access for both users and robots
• Versioning
• Linking of Business Rules across folders
• Tagging

For executing Business Rules, Maestro now includes a new Business Rules task that supports DMN v1.3.

Pre-requisites

You need access to a DMN editor that supports DMN v1.3, for example BPMN.io, Trisotech, or similar.

Important:

Read more about creating and managing Business Rules in the Orchestrator user guide.

Accessing Business Rules versions

To keep track of your Business Rules, use the Version field. After you save the business rule with the uploaded DMN file, you can no longer change its version.

You can view the version of a Business Rule from the Business Rules page. To check the version, select a Business Rule, then either edit the Business Rule, or go straight to More Actions, and select View versions.

If needed, you can also download the version of a Business Rule through one of the following methods:

• Once you upload the DMN file during the Business Rule creation, select the download icon located next to the file.
• From the Business Rules page, on the desired Business Rule, select More Actions, then Download version. Alternatively, under More Actions, select View versions. A side panel opens, where you can select the download icon next to the version you want to download.

Business Rule links

To link Business Rules from other folders:

1. On the Business Rules page, select Add business rule, then Link from other folders.
2. Next, the Import Business Rule page displays a list of all Business Rules from other folders.
3. Select one or more Business Rules to add to the current folder, then Continue, and then Link.

To manage Business Rules links:

1. On the Business Rules page, select a Business Rule, go to More Actions, and select Manage links.
2. In the next window, select one or more folders where to add a Business Rule, or deselect folders to remove a Business Rule.
3. Select Update.

Executing a Business Rule

Note:

Before you execute a Business Rule, make sure you:

• Modelled a DMN file with the help of a DMN-compliant editor.
• Created a new Business Rule in Orchestrator by uploading the DMN file.

1. To execute a Business Rule, open an Maestro process
2. Add to your process a Business Rule task.
3. Select the DMN file stored in Orchestrator as the Business Rule.
4. Map input and output arguments according to how the DMN file is modelled.

Editing a Business Rule

To edit a business rule, you need Edit permissions on Business Rules.

1. On the Business Rules page, select a Business Rule, then go to More Actions, then select Edit.
2. Next, you can edit the following fields: Name, Description, Labels, Properties, and File.
   Note: After you save the Business Rule with the uploaded DMN file, you can no longer change its version.
   Note: Make sure that argument names consist only of letters, digits, and the underscore character. The names must begin with a letter or the underscore character.
3. Select Update.

Removing a Business Rule

To remove a Business Rule, you need Delete permissions on Business Rules.

1. On the Business Rules page, select a Business Rule.
2. Next, go to More Actions.
3. Select Remove.