When you scroll down to the ‘Run Decision’ section, you will see a field named Decision Tree. A decision tree is an automated set of data checks that are performed to generate a decision. Decision trees can be designed using our Decision Templates or they can be a bespoke design and development. You can create as many decision trees as is needed for your business. You can grant users access to one or more trees. The dropdown menu to the right will display a list of all the available decision trees you have access to.
When you navigate to Run a Decision, you will see a prompt message that states "Please select a Decision Tree" instructing you to select a Decision Tree. The message will be shown when no decision tree is selected. The decision details input fields will be hidden initially, as they are only relevant once a Decision Tree has been selected.
Select the Decision Tree you want to use. When you select the Decision Tree, the user input field or fields required to run the decision appears. The user must enter the relevant fields.
IMPORTANT: Both Custom and Template Trees you have access to will appear in this dropdown menu.
Once the user has selected a Decision Tree from the available options, the Run Decision Card will dynamically adjust, displaying the appropriate decision details input fields based on the selected Decision Tree.
After selecting a Decision Tree, the prompt message will be updated to "Please enter decision details and Request Decision". The decision details input fields will be displayed, allowing users to enter the necessary information.
The "Request Decision" button will be available, which users can select to initiate the decision-making process based on the selected Decision Tree and the entered decision details.
You can then enter the relevant information and proceed to request the decision.
Select the Decision Tree you want to use. When you select the Decision Tree, the User input field or fields required to run the decision appears. The user must enter the relevant fields.
IMPORTANT: Both Custom and Template Decision Trees you have access to will appear in this dropdown menu.
Sample OTS Decision Tree Input
Sample Custom Decision Tree Input
