## Use cases

- **Automatically Reject** consumers located in New York.
- **Automatically Accept** consumers who _do not reside in New York_ **and** were born before `01/01/2007`.
- **Send to Manual Review** if none of the above criteria are met.

## Configure a Decision Rules step

You can place a **Decision Rules step** anywhere in a workflow where you need to evaluate conditions and apply decisions. It does **not** need to directly follow an Enrichment step, although enrichment outputs are often used as inputs.

To configure the step:

1. **Select the step** in the workflow to open the side panel.
2. **Define your first decision rule**:

- Enter a descriptive name for the rule.
   - Select a decision outcome ( **Accept, Reject, Resubmit, Cancel, or Manual Review**).
   - (Optional) Assign a tag for categorization or downstream logic.
   - Define the **conditions** that must be met for the rule to evaluate as **True**.

- See [Build Your Workflow](https://help.socure.com/riskos/docs/create-and-edit#/) for details on condition groups and operators.
3. **Add more rules** by clicking **Add new decision rule**. Rules are evaluated in order, and the first matching rule is applied.
4. **Configure the Fallback (Else)**:

- Toggle **Continue with next steps without making a Decision** → The workflow proceeds to later steps.
   - OR select a fallback decision ( **Accept, Reject, Resubmit, Cancel, or Manual Review**) and assign a tag.
5. Click **Close** to save your configuration.

## Best practices

- **Order matters**: Rules are evaluated top-to-bottom; place the most restrictive rules first.
- **Be explicit**: Always configure a fallback (Else) to avoid undefined outcomes.
- **Use tags**: Attach tags to provide clarity in API responses and assist downstream systems.
- **Keep rules maintainable**: Use descriptive names and comments so rule logic is easy to understand and update.
- **Validate thoroughly**: Test rules with representative cases to ensure correct outcomes.

## API response

The outcome of a Decision Rules step appears in the evaluation API response under the **`decision`** field.

- If a rule applies, the configured decision ( **Accept, Reject, Resubmit, Cancel**, or **Manual Review**) is returned.
- If **Continue with next steps without making a Decision** is selected, no decision is applied at that point, and the workflow continues.