Screening Rules

Screening rules scan an interaction and try to match either a destination address (who the message is going to, whether that is identified by an email address, a cell phone number, or some other parameter), a regular expression, or both. Screening is performed by Classification Server when it is triggered by a Screen Interaction object in a routing strategy.

A screening rule can optionally be associated with a category.

Important

Screening can operate on any interaction that has text somehow associated with it, whether as the body of the interaction (e-mail, chat), or otherwise (as user data, for example). In practice, it is expected that most interactions which are screened will be e-mail messages; therefore, the terms e-mail and message are used interchangeably here, to refer to these interactions. In fact, whatever is said here about e-mail applies to any interaction that has associated text.

Screening Rules topics include:

• How to Create and Test Screening Rules
• Screening Rules Reference—This section includes:
  • What they check: What Screening Rules Check
  • The functions, arguments, and operators used in them: Functions and Arguments
  • A pattern builder to help formulate them: Pattern Builder
  • Regular expressions to use in them: Regular Expressions
• Examples of Screening Rules