No-code Business Rules Engine

The Problem

Challenge

To design a no-code solution to set business rules.

Understanding the details of both the rules and the code was required in order to design this.

Context

This was for a large North-American bank . The rules engine needed to handle complex conditional logic for financial transactions and compliance requirements.

Project Details

Role

UX Research & UI Design

Duration

2022

Client

Major North-American Bank

The Solution

Code like this could be generated with an interface like this.

rules.cpp


(((Dep_Amt in [1000,3000]) || (Avg >= 3000) || Treasury_Flag) && (Dep_Time >= 1 && Dep_Time <=12)) && (std::find(allowedProductCodes.begin(), allowedProductCodes.end(), ProductCode) != allowedProductCodes.end());

Complex conditional code that is difficult to modify

Rule Builder

Match Any ▾ of the following:

Dep_Amt is in range 1000 to 3000

Avg is ≥ greater or equal 3000

Treasury_Flag is true

AND

Dep_Time is between 1 and 12 months

AND

ProductCode is in list allowedProductCodes ▾

SAVE GENERATE

Intuitive no-code interface

Code and wireframe shown for illustrative purposes only

Key Outcomes

Faster Rule Creation

Reduced the time to create business rules from hours to minutes without developer involvement.

Empowered Business Users

Enabled non-technical staff to manage complex business logic independently.

Reduced Errors