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steve_davis
steve_davis
Gainsight Employee ⭐️⭐️
October 18, 2017
Question

Move All Custom Rules Over To Bionic Rules

  • October 18, 2017
  • 2 replies
  • 59 views
I have a customer who has quite a few Custom Rules which are legacy rules. They would like to move all the custom rules over to bionic rules as we eventually end of life out Custom Rules. Do we have any plans for a migration utility that can automate this process for customers who have a large amount of custom rules?

    2 replies

    dan_ahrens
    dan_ahrens
    Expert ⭐️⭐️⭐️
    October 18, 2017
    Hey Steve, I agree that a migration tool would be very useful. One of the things to consider when converting from custom to bionic rules is that usually there shouldn't be a blanket 1 to 1 conversion, as in some cases it took multiple custom rules or even a rule chain to accomplish something that can be done in a single bionic rule. And if we just did a 1 to 1 conversion, we might miss some opportunities to benefit from the efficiencies inherent to bionic rules. 

    So ideally a precursor to any migration step (and I agree that a migration tool would help here a ton) would be a review of all rules to identify ones that should be combined and re-written vs ones that should just be a 1 to 1 conversion. 

    I'd love your thoughts and expertise on this approach. 
    VP of Customer Success at Forcepoint
      jitin_mehndiratta
      jitin_mehndiratta
      Helper ⭐️⭐️⭐️
      October 30, 2017
      Hi Steve,

      As Dan mentioned, 
      While we are working on  a utility to migrate custom rules to bionic rules, but that alone might not be a good idea because the utility will convert one custom rule to 1 bionic rule.

      However, multiple custom rules can be merged to one bionic rule if they solve the same business need and one Bionic rule helps improve manageability. 

      We suggest you to convert your exiting custom rule(s) [with or without utility] to Bionic Rule, Validate and test completely to ensure it solves the same purpose in a better way.

      Advantages of Switching to Bionic Rules
      1) Lot of additional extended capabilities including Transforming, aggregating, pivoting and merging data
      2) No need to create multiple rules for different source objects if they solve the same business problem. That can be accomplished by just one bionic rule.
      3) Lesser number of rules => Better manageability of rules

      Regards,
      Jitin
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