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  1. Preface
  2. Introduction to Banking Use Case
  3. Before You Begin
  4. Alerting Customer Account Balance Details
  5. Notifying Stock Price Changes
  6. Notifying Credit Card Transactions
  7. Notifying Free Health Checkups for Account Holders
  8. Alerting the Bank Manager about Customers with a Particular Account Type in a City Overview
  9. Alerting Customer Cash Withdrawal Details
  10. Alerting Stock Prices to DMAT Account Holders
  11. Checking Customer Cash Withdrawal Details for a Specified Duration
  12. Alerting Consequent Credit Card Transaction Rejections
  13. Monitoring Balance Threshold of Customers
  14. Using the Dashboard Functions
  15. Managing Banking Users and Roles
  16. Importing and Exporting Objects
  17. Setting Up High Availability
  18. Using Custom Services
  19. Using the REST APIs
  20. Using Java Adapter for REST API

Banking Use Case Tutorial

Banking Use Case Tutorial

Step 8. Create Wizard Rule

Step 8. Create Wizard Rule

Create a wizard rule to send an email alert of the stock price to specific customers. It checks for stock prices that have a value that is greater than 35 and sends an alert to the customer with the value of the stock.
  1. On the
    Design
    tab, select
    Rules
    .
  2. In the contents pane, click
    Actions
    New
    New Wizard Rule
    .
  3. Under
    Details
    , configure the following properties:
    Field
    Value
    Name
    Rule to check for stock price with value above 35
    Description
    Checks for stock price with value above 35
  4. Expand
    Topics & Events
    , select the topic stock, and click
    OK
    .
    The following figure shows the Wizard Rule configurations for stock alerts:
    The New Wizard Rule shows the Details, and Topics and Events configuration sections.
  5. Expand
    Conditions
    , click the
    Add
    conditions icon, configure the following properties for the first condition, and then click
    Add
    :
    Field
    Value
    Condition Name
    Opening_price_xpath
    Condition Type
    Call an analytic
    Analytic Name
    xpath
    Arguments
    stock.getquoteresult,'/StockQuotes/Stock/Open'
    Output Names
    price
    The following figure shows the configurations for applying conditions in a wizard rule:
    The New Wizard Rule shows the configured properties of the first and second conditions.
  6. Configure the following properties for the second condition, and click
    Add
    :
    Field
    Value
    Condition Name
    price_threshold
    Condition Type
    Compare condition name with Literal
    Variable
    Analytic Output Name: price
    Operator
    >
    Value
    35
  7. Expand
    Responses
    , select
    Email Response
    , click
    Edit
    icon, and configure the following properties:
    Field
    Value
    To
    student01@mail.company.com (the mail address where you want to receive the alerts)
    Subject
    Stock with price greater than 35
    Body
    The stock price of the company INFA is ${price}
    Content Type
    text
    From
    admin@mail.company.com
  8. Click
    Save
    to save the response.
  9. Click
    Save
    .

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