---
title: How to Enable, Customize, or Create a Business Rule
description: PUBLISHED
---
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October 1, 2026
# How to Enable, Customize, or Create a Business Rule
## Business Rules help automate tasks for internal teams, enforce required fields, send actions through integrated Doc Service or Compliance providers, and set values automatically. Learn how to enable, customize, or create business rules to fit your company’s needs.
### Part 1: Enable a Built-In Business Rule
Use this option when a system-provided rule already fits your workflow.
##### Steps to Enable:
1. Go to **Settings \> Business Rules**.
2. Use the **search bar** or apply filters to narrow down your results:
- **Trigger Type** – what event activates the rule (e.g., Loan Updated)
- **Action Type** – what the rule does when triggered (e.g., Set Value)
- **Activity Status** – filter by Active or Inactive rules
- You can also search directly by rule **Name / Identifier**
- For example, search for **BR-0052 / COC**, which automatically sets the **COC flag to Yes** in **Critical Dates** when a **Change of Circumstance** occurs.
3. Click the **Edit Pencil** to open the rule and review its setup:
- **Left side (Trigger):** Defines what change in the loan file activates the rule
- **Right side (Action):** Defines what the system will do when triggered—such as updating a field, sending a request, or creating a task
4. If the rule fits your needs, toggle **Active ON**
5. Click **Save** at the top
The rule will now run automatically whenever its conditions are met.
---
### Part 2: Customize an Existing Rule
Use this option when a built-in rule is close to what you need, but requires adjustments.
##### Steps to Customize:
1. In **Business Rules**, search for the rule you want to adjust
2. Click the **Copy icon** next to the business ruleto duplicate the rule
3. In the copied version, update the **Trigger** and **Action** to match your company’s needs
4. Toggle **Active ON** and click **Save**
Depending on the fields and actions selected, additional pop-ups may appear
Simply follow the prompts until setup is complete.
---
### Part 3: Create a New Business Rule
Use this option to build a rule from scratch, tailored to your specific workflow.
##### Steps to Create:
1. Click **Create New Business Rule** (top-right)
2. Enter a clear **Name** and **Description**
3. Choose a **Trigger Type**:
- Loan Created
- Loan Document Created
- Loan Updated
- Send Action Request
4. Choose an **Action Type**:
- - Create Loan Task
- Send Action Request
- Set Value
##### Define the Trigger
1. Click **Edit Conditions \> Add New Group**
2. Search or scroll to find the field (e.g., COC Flag)
3. Click the **+ icon dropdown**, select **Updated Value**, then click **Add Selected**
4. Choose an **Operation Type**, set the value (e.g., COC Flag = Yes), then click **Save**
5. To add more triggers, click **Add New Group** or **Add New Group Item** and follow the same steps.
##### Define the Action
1. On the right side, click the **Edit Pencil**
2. Click **Add New Property** button
3. Search for the field to update, click the **+ icon**, then **Add Selected**
4. In the pop-up, select a **Setter Type**, enter a value (e.g., current date), and click **Save**
5. To add more actions, click **Add New Property** again and follow the same steps.
Additional pop-ups may appear depending on your selections. Follow the prompts until setup is complete
##### Finalize the Rule
1. Review your trigger and action setup
2. Toggle **Active ON**
3. Click **Save** to finish
Your new rule will now run automatically based on the conditions you’ve defined—such as logging the date when the COC flag is set to Yes.
---
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