This document details rule conditions and actions and provides examples of how they can be combined to address common customer requirements.
| Condition | Sub-Condition | Operators | Description |
|---|---|---|---|
| Itinerary | Overall Risk | is is not is less than is less than or equal to is greater than is greater than or equal to |
Checks the risk level of itineraries. |
| Mitigations | contains does not contain is equal to |
Checks the mitigations that have been calculated for an itinerary. This is a simple text match. | |
| Approval State | is is not |
Checks the approval state of the itinerary. Possible values are "approved", "declined" or "no decision". | |
| Duration Days | is is less than is less than or equal to is greater than is greater than or equal to |
Checks the duration of the itinerary (in days) | |
| Days to Start | is is less than is less than or equal to is greater than is greater than or equal to |
Checks the amount of time until the start of the itinerary | |
| Days to End | is is less than is less than or equal to is greater than is greater than or equal to |
Checks the amount of time until the end of the itinerary | |
| Address | contains does not contain is equal to |
Checks the address of all itinerary segments. This is a simple text match. | |
| Region | contains does not contain is equal to |
Checks the countries being visited as part of the itinerary | |
| Segment gaps detected | - | Checks if the itinerary has gaps between segments of more than 500KM | |
| No segment gaps detected | - | Checks if the itinerary does not have gaps between segments of more than 500KM | |
| Traveller | Name | contains | Checks the name of each traveller and performs a text match |
| E-Mail Address | contains | Checks the e-mail address of each traveller and performs a text match | |
| Number of travellers | equal to is less than is less than or equal to is greater than is greater than or equal to |
Checks the number of travellers specified in the itinerary | |
| Has incomplete info | - | Checks if any travellers specified in the itinerary lack an e-mail address and phone number | |
| Has complete info | - | Checks if any travellers specified in the itinerary have complete contact information | |
| Has no travellers | - | Checks if the itinerary doesn't have any travellers | |
| Account is enabled | - | Checks if the user account associated with the traveller is enabled | |
| Account is disabled | - | Checks if the user account associated with the traveller is disabled | |
| Hotel | Name | contains | Checks the name of each hotel specified in the itinerary and performs a text match |
| Address | contains | Check the address of each hotel specified in the itinerary and performs a text match | |
| Duration Days | equal to is less than is less than or equal to is greater than is greater than or equal to |
Checks the duration of each hotel stay specified in the itinerary | |
| Itinerary has no hotel stays | - | Checks if the itinerary doesn't have any hotel segments | |
| Flight | Number | contains equals |
Checks the flight number for each flight in the itinerary and performs a text match |
| Origin Airport Code | contains equals |
Checks the code of the departure airport for each flight in the itinerary and performs a text match | |
| Origin Airport Name | contains equals |
Checks the name of the departure airport for each flight in the itinerary and performs a text match | |
| Destination Airport Code | contains equals |
Checks the code of the destination airport for each flight in the itinerary and performs a text match | |
| Destination Airport Name | contains equals |
Checks the name of the destination airport for each flight in the itinerary and performs a text match | |
| Itinerary has no flights | - | Checks if the itinerary doesn't have any flight segments | |
| Route | Type | equals | Checks each route itinerary to see if it is of the specified type. |
| Origin Address | contains | Checks the starting address of each route in the itinerary and performs a text match | |
| Destination Address | contains | Checks the destination address of each route in the itinerary and performs a text match | |
| Itinerary has no routes | - | Checks if the itinerary doesn't have any route segments | |
| Approval State Changed | To approved | - | Checks if an itinerary has been approved |
| To declined | - | Checks if an itinerary has been declined | |
| To cancelled | - | Checks if an itinerary has been cancelled |
| Action | Input | Description |
|---|---|---|
| Send email | A single e-mail address and a message | Sends an e-mail to an arbitrary e-mail address. To send to more than one address, add multiple instances of this action. The message will be included in the body of the e-mail. |
| Send email with an attachment | A single e-mail address and an attachment | Sends an e-mail with an attachment to an arbitrary e-mail address. To send to more than one address, add multiple instances of this action. The message will be included in the body of the e-mail. The attachment should be uploaded to the Documents area.. |
| Send SMS | A single phone number (in international format) and a message | Sends an SMS to an arbitrary phone number. To send to more than number, add multiple instances of this action. |
| Send email to travellers | A message | Sends an e-mail to all travellers specified in the itinerary in question. The message will be included in the body of the e-mail. |
| Send email to travellers' managers | A message | Sends an e-mail to the managers of all travellers specified in the itinerary in question. The message will be included in the body of the e-mail. |
| Send message to distribution list | A distribution list and a message | Sends message to all e-mail recipients in the distribution list. |
| Send SMS to travellers | A message | Sends an SMS to all travellers specified in the itinerary in question |
| Send SMS to travellers' managers | A message | Sends an SMS to the managers of all travellers specified in the itinerary in question |
| Send travel briefing to travellers | None | E-mails country briefs for all countries included in the itinerary in question to all travellers in the itinerary |
| Approve Itinerary | None | Sets the approval state of the itinerary in question to "approved" |
| Ask travellers to check itinerary | None | E-mails each traveller specified in the itinerary in question, providing a link to the itinerary. |
| Send actions summary | A single e-mail address | Send an e-mail to the specified e-mail address detailing the actions taken by the rule in question. This e-mail is sent every time the rule is run and its conditions are met. |
| Start traveller check-in schedule(s) | None | Starts the check-in schedule assigned to any of the travellers' assigned devices. |
| Stop traveller check-in schedule(s) | None | Stops the check-in schedule assigned to any of the travellers' assigned devices. |
| Condition | Property | Operators | Description |
|---|---|---|---|
| Alert Property | Of any name | contains equals is empty is not empty |
Checks all properties of an alert and performs a text match against their values |
| Title | contains equals is empty is not empty |
Checks the title of an alert and performs a text match | |
| Text | contains equals is empty is not empty |
Checks the text of an alert and performs a text match | |
| Description | contains equals is empty is not empty |
Checks the description of an alert and performs a text match | |
| Approved | equals is not is empty |
Checks the approval state of an alert. Possible values are "approved", "declined" or "no decision". | |
| Source | contains equals is empty is not empty |
Checks the source of an alert and performs a text match | |
| Incident | contains equals is empty is not empty |
Checks the incident field of an alert and performs a text match | |
| Risk Level | is is not is less than is less than or equal to is greater than is greater than or equal to |
Checks the risk level of the alert | |
| Country | contains does not contain equals is empty is not empty |
Checks the country in which the alert occurred and performs a text match. The country names are listed in the "Countries" category under the "Regions section of "Intelligence". | |
| Country code | contains does not contain equals is empty is not empty |
Checks the ISO-3166 2 character country code for the country in which the alert occurred and performs a text match (Riskline source only). | |
| Countrywide | equals | Checks if the alert applies to an entire country (Riskline source only). | |
| Alert location | Address | contains does not contain |
Checks the reverse geocoded address (as provided by Google) and performs a text match. |
| Inside any geofence | - | Checks if the alert falls within any geofence stored in the tenant. | |
| Inside selected geofence | - | Checks if the alert falls within a specific geofence stored in the tenant. |
| Action | Input | Description |
|---|---|---|
| Send email | A single e-mail address and a message | Sends an e-mail to an arbitrary e-mail address. To send to more than one address, add multiple instances of this action. The message will be included in the body of the e-mail. |
| Send email with an attachment | A single e-mail address and an attachment | Sends an e-mail with an attachment to an arbitrary e-mail address. To send to more than one address, add multiple instances of this action. The message will be included in the body of the e-mail. The attachment should be uploaded to the Documents area. |
| Send email with an attachment to travellers | A file attachment | Sends an e-mail with an attachment to travellers who meet the specified distance (numeric or country-based) and time (now, due to be in the future or had been in the past) criteria. The attachment should be uploaded to the Documents area. |
| Send email with an attachment to travellers' managers | A file attachment | Sends an e-mail with an attachment to the managers of all travellers who meet the specified distance (numeric or country-based) and time (now, due to be in the future or had been in the past) criteria. The attachment should be uploaded to the Documents area. |
| Send message to distribution list | A distribution list and a message | Sends message to all e-mail recipients in the distribution list. |
| Send email to all users | - | Sends an e-mail to all users in the tenant. |
| Send SMS | A single phone number (in international format) and a message | Sends an SMS to an arbitrary phone number. To send to more than number, add multiple instances of this action. |
| Send SMS to travellers | Distance from alert and a timeframe | Sends an SMS alert to travellers who meet the specified distance (numeric or country-based) and time (now, due to be in the future or had been in the past) criteria. |
| Send SMS to travellers' managers | Distance from alert and a timeframe | Sends an SMS alert to the managers of all travellers who meet the specified distance (numeric or country-based) and time (now, due to be in the future or had been in the past) criteria. |
| Send SMS to all users | - | Sends an SMS to all users in the tenant. |
| Call the travellers | Distance from alert and a timeframe | Calls travellers who meet the specified distance (numeric or country-based) and time (now, due to be in the future or had been in the past) criteria. |
| Call the travellers' managers | Distance from alert and a timeframe | Calls the managers of all travellers who meet the specified distance (numeric or country-based) and time (now, due to be in the future or had been in the past) criteria. |
| Call all users | - | Calls all users. |
| Notify devices | Distance from alert | Sends a text message to devices that support it that meet the specified distance (numeric or country-based) criteria. |
| Request check-in from devices | Distance from alert and a timeframe until they are marked as overdue | Sends a check-in request to devices that meet the specified distance (numeric or country-based) criteria. Devices that do not respond within the specified timeframe will be marked as overdue. |
| Approve alert | None | Approves the alert |
| Send actions summary | A single e-mail address | Send an e-mail to the specified e-mail address detailing the actions taken by the rule in question. This e-mail is sent every time the rule is run and its conditions are met. |
| Send alert icon | Icon reference | Sets the alert icon to icon specified in the text box. Please contact the Support Desk for more information. |
| Condition | Operators | Description |
|---|---|---|
| Risk level changed | - | Triggered when the risk level of an intelligence item changes |
| Action | Input | Description |
|---|---|---|
| Send email | A single e-mail address and a message | Sends an e-mail to an arbitrary e-mail address. To send to more than one address, add multiple instances of this action. The message will be included in the body of the e-mail. |
| Send SMS | A single phone number (in international format) and a message | Sends an SMS to an arbitrary phone number. To send to more than number, add multiple instances of this action. |
| Send email to travellers | Distance from alert and a timeframe | Sends an e-mail alert to travellers who meet the specified distance (numeric or country-based) and time (now, due to be in the future or had been in the past) criteria. |
| Send message to distribution list | A distribution list and a message | Sends message to all e-mail recipients in the distribution list. |
| Send SMS to travellers | Distance from alert and a timeframe | Sends an SMS alert to travellers who meet the specified distance (numeric or country-based) and time (now, due to be in the future or had been in the past) criteria. |
| Call the travellers | Distance from alert and a timeframe | Calls travellers who meet the specified distance (numeric or country-based) and time (now, due to be in the future or had been in the past) criteria. |
| Send actions summary | A single e-mail address | Send an e-mail to the specified e-mail address detailing the actions taken by the rule in question. This e-mail is sent every time the rule is run and its conditions are met. |
The Rules Engine can be used to meet many common customer requirements.
When managing many thousands of itineraries, it will be necessary to automate the process as much as possible and manage by exception. The Rules Engine can help by automatically approving itineraries in certain circumstances (for example, for itineraries of insignificant or low risk).
Create a new itinerary rule as follows:
Itinerary | overall risk | is less than or equal to | low
Approve itinerary
Create a new itinerary rule as follows:
Itinerary | overall risk | is greater than or equal to | high
Send email (specifying administrator's e-mail address and desired message)
Create a new itinerary rule as follows:
Itinerary | duration days | is greater than or equal to | 14
Send email (specifying administrator's e-mail address and desired message)
Create a new itinerary rule as follows:
Itinerary | region | contains | Egypt
Send email (specifying administrator's e-mail address and desired message)
Create a new itinerary rule as follows:
Flight | number | contains | BAW
Send email (specifying administrator's e-mail address and desired message)
Create a new itinerary rule as follows:
Traveller | number of travellers | is greater than or equal to | 5
Send email (specifying administrator's e-mail address and desired message)
Create a new itinerary rule as follows:
Traveller | name | contains | John Smith
Itinerary | overall risk | is greater than or equal to | high
Send email (specifying administrator's e-mail address and desired message)
Insights can assist in distributing required information to travellers before their trip.
Create a new itinerary rule as follows:
Itinerary | days to start | less than or equal to | 10
Send travel briefing to travellers
The Rules Engine allows for alert triage to be performed automatically based on various criteria.
Create a new live alert rule as follows:
Alert property | source | contains | Reuters World News
Approve alert
Insights can notify travellers and others when alerts occur around the world that may impact them.
Create a new live alert rule as follows:
Alert property | risk level | is | high
Send SMS to travellers | in the country | now
Create a new live alert rule as follows:
Alert property | risk level | is | medium
Send email to travellers | within 100KM of the event location | now
Create a new live alert rule as follows:
Alert property | risk level | is | high
Request check-in from devices | within 50KM of the event location | now
Notify devices | within 50KM of the event location
Create a new live alert rule as follows:
Alert property | risk level | is | high
Send email to travellers | in the country | in the next 10 days
Create a new intelligence as follows:
Country risk level changes
Send email to travellers | currently in the country