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This feature is currently in progress and will be released on January 29. Stay tuned! |
Rate Rules allow you to have more control over the rate recommendations. You can set up rules based on different conditions and periods, that align with your strategy. The rules will be added on top of the rate recommendations coming from the algorithm.
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What you will find here
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On the Rate Rules page, click the “CREATE NEW RULE” button at the top right. Once the modal is open, you can set up a name, conditions, and actions.
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The new rule will be added to the inactive list, and can be dragged and dropped into the accumulating rules or hierarchical rules block to be activated. And the other way around to deactivate the rule.
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Mandatory fields:
Rule Name (find a
CONDITIONS
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Add and combine up to 10 conditions to a rule, all the conditions have to be met, so the actions can be executed and applied to the rate recommendation.
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Computation is complete. ‼️ Action required ‼️ Refresh the page to apply the updates to the rate calendar.
Migrated Rate Rules
With the new Rate Rules feature, the active rules set on the old version, will be migrated to the new page as active accumulating rules. You can still edit them as normal rules, following the instructions on this page.
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The inactive rules set on the old version of rate rules will be lost. |
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Want to help us to improve RateBoard? If you have any suggestions, let us know ↗
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