Publishing process

Audience tip

This article is relevant for Fraud Management SaaS users.

A rule has several states before it is published:

• Draft
• Pending approval
• Pending publishing

The final state of a rule that affects live transactions is Published. If a published rule is , it doesn't affect live transactions.

Draft	Pending approval	Pending publishing	Published
The first stage of creating a new rule or a version of an existing rule. As an Admin, Senior Analyst, or Analyst, you can submit a draft for approval, update and/or discard changes.	If the new draft is submitted for approval, it goes to the second stage – Pending approval. As an Admin or Senior Analyst, you can approve or reject it.	Once approved, the rule moves to the third stage – Pending publishing. As an Admin or Senior Analyst, you can publish or reject it.	The rule is published instantly when you select Publish change. Only the latest published version of an existing rule impacts live transactions.

Drafts

Drafts are new rules or new versions of existing rules that haven't been submitted for approval yet. Drafts don't have an impact on live transactions.

To publish a draft, you need to submit it for approval first. After approval, the draft is submitted for publishing. Only Admins or Senior Analysts have the right to publish drafts. Until the publishing happens, drafts remain in the Drafts or Pending changes tab.

To view existing drafts:

1. Go to Rules in the side navigation and select the Drafts tab.
2. Select a draft to expand it and view the new rule logic.

Admins, Senior Analysts, and Analysts can submit a draft for approval.

To submit a draft for approval:

1. Go to Rules in the side navigation and select the Drafts tab.
2. Select a draft to expand it and view the new rule logic.
3. Review the rule logic.
4. If the new logic is OK, select SUBMIT FOR APPROVAL at the bottom of the new logic box. When you submit a draft for approval, it moves to the Changes tab.

Pending changes

You can find and review pending changes in the Pending changes tab.

There are two types of pending changes:

• Changes pending approval
• Changes pending publishing

Pending rules don't have an impact on live transactions. A pending rule starts affecting live transactions only when an Admin or Senior Analyst publishes it.

To view pending changes:

1. Go to Rules in the side navigation and select the Pending changes tab.
2. The rules that are pending approval or publishing are here. If you don't have any – the tab is empty.
3. You can approve or publish a rule directly from the tab. Alternatively, select a rule to review it first and then take action.

Approve or publish drafts

As an Admin or Senior Analyst, you can approve a rule draft or publish it.

1. Go to Rules in the side navigation and select the Pending changes tab.
2. Approve or publish a rule directly from the tab. Alternatively, select a rule to review the logic first and then take action.

As soon as you select Publish change, the publishing process starts instantly. If it takes longer than 20 seconds to complete, the publishing is queued.

Please note: during the publishing process, your entire ruleset is published at once. This means, each publishing has rules that were added, removed, modified, or left as is. This helps you see the state of your entire ruleset at a given point in time.

Pausing a rule

You may decide to pause a rule at a certain point in time, but not delete it all together. To do so:

1. Go to Rules in the side navigation and select a published rule.
2. Select the more menu in the top-right corner of the page → Pause rule.
3. A new draft has been created and is awaiting publishing. In this case, the draft doesn't have to go through the Pending changes tab. If the pausing is accepted, the rule is paused automatically, or will be paused on the selected date. Paused rules receive the label .