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Creating Rulebooks

Note

This page contains information about the former Creating Rulebooks functionality, which we now refer to as "legacy." It is still supported as we move to the newer version. For latest Creating Rulebooks functionality, refer to Creating Rulebooks - New.

Access Risk Management provides a template you can use to create a new rulebook.

  1. Select RULEBOOKS and choose ALL RULEBOOKS.

  2. Select Import.

  3. Select Download Template and enter your rule information in the .xlsx file. Refer to Understanding Rulebook Logic for guidance.

  4. Import the rulebook.

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