New Feature Release: Flex Rules Engine

🎯 What Is Flex Rules?

Flex Rules is the Navix business rules engine that allows you to:

• Define rules visually
• Leverage nearly any variable on an Order or Invoice
• Test logic instantly before deployment
• Adapt workflows without relying on engineering changes

This gives your team the ability to customize Navix to your exact business needs — whether that’s audit logic, document requirements, or exception handling.

🔐 Access & Permissions

At launch, Flex Rules will be available with different levels of access:

👀 Read-Only Access (Default)

Most users will initially have the ability to:

• View existing Order and Invoice rules
• Review work instructions and rule logic
• Export rule data (including decision tables)

✏️ Advanced Access (Select Tenants)

Some customers will also have the ability to:

• Create new rules
• Edit existing rules
• Clone and upload rule configurations
• Delete or update rules as needed

If you’re interested in edit access, please contact your Navix team.

🧭 Navigating Flex Rules

Flex Rules provides a centralized interface to manage your logic:

• Left Menu: Toggle between Order Rules and Invoice Rules
• Rule Grid: View all existing rules with sorting, filtering, and visibility controls
• Actions Available:
  • Create Rule
  • Export Rows
  • Clone
  • Edit
  • Delete

🛠️ Creating a Rule

When creating a new rule:

1. Enter a Name and Description
2. (Optional) Add tags for organization
3. Click Create Rule
4. Begin building logic using rule components

Once created:

• A Rule ID is automatically generated
• You can begin adding logic through components

⚠️ Important: Creating a rule does not make it live.
Rules must be:

• Set to Active, and
• Published before they take effect

🧠 Key Concepts

📊 Decision Tables

Decision Tables are a core component of Flex Rules. They function like spreadsheets and allow you to:

• Store structured rule data
• Manage lists (customers, document requirements, etc.)
• Export → edit in Excel → re-import

This makes maintaining large rule sets significantly faster and more scalable.

➕ Summation Nodes

When a rule may produce multiple outcomes (e.g., multiple exceptions or instructions), a Summation Node ensures all applicable messages are displayed.

Without this, only one result may appear — even if multiple conditions are true.

🧾 Order vs. Invoice Rules

• Invoice Rules
  • Require invoice data
  • Often used for audit validation and exception handling
• Order Rules
  • Do not require an invoice
  • Commonly used for document validation and pre-billing workflows

⚙️ Best Practices

To get the most out of Flex Rules:

• Document everything
  • Use clear names, descriptions, and tags
• Be precise with variables
  • Spelling and casing matter (e.g., VendorName ≠ vendorname)
• Test before publishing
  • Simulate multiple scenarios
• Review cloned/imported rules carefully
  • Replace any inherited exception or instruction nodes

💡 There are often multiple valid ways to write a rule — focus on clarity and maintainability.

🔄 Versioning & History

Flex Rules automatically tracks:

• Rule updates
• Publish events
• Previous versions

You can also roll back to a previously published version if needed.

🚀 What This Means for You

With Flex Rules, you can:

• Adapt your workflows without waiting on development
• Build highly customized audit and validation logic
• Reduce manual review effort
• Standardize processes across teams
• Scale your operations with confidence

🔮 Coming Soon

Flex Rules will continue to expand with powerful automation features:

📬 Auto-Disputes

Automatically trigger dispute communications based on rule outcomes, using:

• Existing dispute reasons
• Templates
• Order contacts
• Configurable timing

🔁 Auto-Follow Up

Automatically follow up on disputes when no response is received within a defined timeframe.

🙋 Need Help Getting Started?

Whether you’re reviewing rules or interested in building your own, we’re here to help.

• 💬 Reach out to your Navix CSM for advanced access or rule design guidance