To add a rule, click Add Rule above the rules table. The ‘Add Rule’ dialog window will appear, enabling users to apply a new routing rule.
When creating a new rule, users will be prompted to choose from the following parameters when applying the rule.
Spend Type Setting a Spend Type will result in the rule only being applied for deployments of that type.
It is not possible to select multiple spend types in a single rule; a different rule must be created for each type. A single rule with no type selected will be applied as ‘all types’.
Currency Setting a Currency will result in the rule only being applied for deployment requests in the specified currency.
Supplier Code The ‘Supplier Code’ (or Consumer Supplier ID) is a unique identifier for the Supplier. For Air deployments, this will be the two-letter Carrier Code for the marketing airline.
Note: Hotel Chain Code is not captured by Conferma Pay and cannot be used as part of Card Pool Routing.
Supplier Country Setting the Country Code will result in the rule only being applied for deployments with a matching Supplier Country Code.
Amount Threshold Setting the Amount Threshold will result in the rule only being applied for deployments with a deployment value equal to or greater than this amount.
Activation Date The activation date of a routing rule will control the start date when the rule becomes active.
Leaving this field blank or entering a past date will activate the rule immediately.
Deactivation Date A deactivation date can be set, after which the rule will become inactive.
Route to Card Pool A ‘Route to Card Pool’ selection is mandatory for all rules.
The list of available card pools will only show card pools that are accessible to the logged-in user.
Validating a Rule
All routing parameters are optional, allowing users to choose and configure how they utilise the routing functionality. However, the following validation behaviours are applied:
At least one routing property must be provided.
It is not possible to route by Spend Type where the selected Card Pool does not support the chosen type.
Date fields will utilise date selection pop-up.
Date format displays based on the logged-in user’s locale (automatic).
It is not possible to select an activation date that occurs after the deactivation date.
Any activation date selected in the past will automatically be set as ‘today’.
If validation fails, an error message is displayed.
Conflict with Validation
It is not possible to create two rules with conflicting configurations. When adding a new rule, the system will compare the rule to the existing ruleset against the routing account. If a conflict in parameters exists, an error message will be displayed.
E.g., two separate accounts routed by rules with the same Currency Code and no other parameters will result in a conflict. The Conferma Pay Setup portal is unable to choose between two conflicting rules, resulting in the new rule not being created.
After completing the required fields, click Confirm to activate the rule.