Option Pack › Creating Policies with Policy Xpress › How Policy Xpress Works

How Policy Xpress Works

When a trigger (attributes, events, workflow, and Business Logic Task Handlers currently) occurs, Policy Xpress is activated and the following steps occur:

1. Policy Xpress checks activation times to see if there is a policy that should run at that particular time.
2. A list of policies is generated.
3. Policies are ordered based on priority, and Policy Xpress goes through them one by one, as follows:
   1. All required data elements are calculated.
   2. Entry rules are checked to see whether the policy should run.
   3. If the entry rules allow the policy to run, all action rules are checked for matches.
   4. If an action rule is matched, the Add Actions for that rule are executed. All other rules which previously matched execute their Remove Actions.
   5. Actions are performed in order of priority.
4. Once the policy completes, the data is saved in the user record.
5. The action commits where needed and the next policy is loaded.

Note: This flow may change based on some actions.