Rules Engine Reference

This document details rule conditions and actions and provides examples of how they can be combined to address common customer requirements.

Itinerary Rules

Conditions

ConditionSub-ConditionOperatorsDescription
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
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
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
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
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
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
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

Actions

ActionInputDescription
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 SMS to travellers A message Sends an SMS to 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.

Live Alert Rules

Conditions

ConditionPropertyOperatorsDescription
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
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".
Alert Region Address contains
does not contain
Checks the reverse geocoded address (as provided by Google) and performs a text match.

Actions

ActionInputDescription
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 or due to be in the future) criteria. The attachment should be uploaded to the Documents area.
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 or due to be in the future) 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 or due to be in the future) 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.

Intelligence Rules

Conditions

ConditionOperatorsDescription
Risk level changed - Triggered when the risk level of an intelligence item changes

Actions

ActionInputDescription
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 or due to be in the future) criteria.
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 or due to be in the future) criteria.
Call the travellers Distance from alert and a timeframe Calls travellers who meet the specified distance (numeric or country-based) and time (now or due to be in the future) 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.

Common Usage Scenarios

The Rules Engine can be used to meet many common customer requirements.

Manage Itineraries by Exception

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).

Automatically Approve Itineraries

Create a new itinerary rule as follows:

CONDITIONS:

Itinerary | overall risk | is less than or equal to | low

ACTIONS:

Approve itinerary

Flag a high or extreme risk itinerary to an administrator

Create a new itinerary rule as follows:

CONDITIONS:

Itinerary | overall risk | is greater than or equal to | high

ACTIONS:

Send email (specifying administrator's e-mail address and desired message)

Flag a long itinerary to an administrator

Create a new itinerary rule as follows:

CONDITIONS:

Itinerary | duration days | is greater than or equal to | 14

ACTIONS:

Send email (specifying administrator's e-mail address and desired message)

Flag an itinerary including a specific country to an administrator

Create a new itinerary rule as follows:

CONDITIONS:

Itinerary | region | contains | Egypt

ACTIONS:

Send email (specifying administrator's e-mail address and desired message)

Flag travel with a particular airline (i.e. British Airways) to an administrator

Create a new itinerary rule as follows:

CONDITIONS:

Flight | number | contains | BAW

ACTIONS:

Send email (specifying administrator's e-mail address and desired message)

Flag group travel to an administrator

Create a new itinerary rule as follows:

CONDITIONS:

Traveller | number of travellers | is greater than or equal to | 5

ACTIONS:

Send email (specifying administrator's e-mail address and desired message)

Flag VIP travel to a high-risk destination to an administrator

Create a new itinerary rule as follows:

CONDITIONS:

Traveller | name | contains | John Smith
Itinerary | overall risk | is greater than or equal to | high

ACTIONS:

Send email (specifying administrator's e-mail address and desired message)

Distribute Pre-Travel Information

Insights can assist in distributing required information to travellers before their trip.

Send country briefs 10 days before travel

Create a new itinerary rule as follows:

CONDITIONS:

Itinerary | days to start | less than or equal to | 10

ACTIONS:

Send travel briefing to travellers

Automatically Approve Alerts

The Rules Engine allows for alert triage to be performed automatically based on various criteria.

Automatically approve all alerts from the "Reuters World News" feed

Create a new live alert rule as follows:

CONDITIONS:

Alert property | source | contains | Reuters World News

ACTIONS:

Approve alert

Distribute Alerts

Insights can notify travellers and others when alerts occur around the world that may impact them.

Send high priority alerts to all travellers currently in country by SMS

Create a new live alert rule as follows:

CONDITIONS:

Alert property | risk level | is | high

ACTIONS:

Send SMS to travellers | in the country | now

Send medium priority alerts to all travellers within 100KM of the event by e-mail

Create a new live alert rule as follows:

CONDITIONS:

Alert property | risk level | is | medium

ACTIONS:

Send email to travellers | within 100KM of the event location | now

Notify and request a check-in from devices within 50KM of a high priority alert

Create a new live alert rule as follows:

CONDITIONS:

Alert property | risk level | is | high

ACTIONS:

Request check-in from devices | within 50KM of the event location | now Notify devices | within 50KM of the event location

Send high priority alerts to all travellers due to be in the country in the next 10 days by e-mail

Create a new live alert rule as follows:

CONDITIONS:

Alert property | risk level | is | high

ACTIONS:

Send email to travellers | in the country | in the next 10 days

Notify travellers by e-mail when the country risk rating changes

Create a new intelligence as follows:

CONDITIONS:

Country risk level changes

ACTIONS:

Send email to travellers | currently in the country