Automations are created at the tenant level, but you can also control whether they're active for individual loans, and even force the rule to evaluate on command.

Using Rules within an account

Within any individual account, navigate to Automation Engine. You'll see a table listing all of the rules saved in the tenant, similar to the main Automation Engine page in Settings > Loan. But unlike that tenant-level page, there are no options to add, edit, delete, or reorder rules. Instead, clicking the three dots on the right of a rule will give you the options to force the rule or toggle whether it's active or inactive.

Active toggle

You can toggle whether the rule is active or inactive on this individual loan. For a rule to run normally, it must be active both on this loan, and at the tenant level. These options are displayed side-by-side in the table on this page, so you can quickly see which ones will evaluate on the loan and which won't.

Forcing a rule

Forcing the rule will evaluate it right here and now, rather than waiting for daily maintenance. A rule can be forced even if it’s currently inactive at the tenant level or for this individual account.  If the rule is true on this loan, then whatever actions are connected to the rule will happen on the loan. If the rule is not true on the loan, then a notice in the bottom right corner of the screen will tell you as much, and no changes will happen on the account.