On This Page
REST API | American Express

Defining Rules

If you plan to create many custom rules, you may benefit from first creating a naming convention for your rules. For example, if you start each rule with a product name, you can more easily scan your rules to find the one that you want. You must create at least one condition before you can save your rule. You can change the name and description of a rule at any time.
WARNING
Custom lists, rules, and fields are not intended to and must not be used to capture personally identifying information. Accordingly, merchants are prohibited from capturing, obtaining, and/or transmitting any personally identifying information in or via custom lists, rules, or fields. Personally identifying information includes, but is not limited to, address, credit card number, social security number, driver's license number, state-issued identification number, passport number, and card verification numbers (CVV, CVC2, CVV2, CID, CVN). In the event it is discovered that a merchant is capturing and/or transmitting personally identifying information via custom lists, rules, or fields, whether or not intentionally, the merchant's account is immediately suspended, which results in a rejection of any and all transaction requests submitted by the merchant after the point of suspension.
  1. In the Rule Definition pane, name and describe your rule.
  2. Depending on the type of rule you are defining, choose the following options in the Rule Definition pane:
    1. For profile selector rules, choose a Profile from the drop-down list. This specifies the profile to which the selector rule applies.
    2. For custom rules: Choose a
      category
       from the drop-down list. To include this rule automatically when you create profiles with core rules, check
      Core Rule
      . If you selected Core Rule, choose how you want this rule to function in profiles that use core rules:
      (1) Monitor:
       the rule evaluates the order, but the result has no impact on order acceptance or rejection. Use this setting to test rules before placing them in production;
      (2) Accept:
       the order is automatically accepted. Use this rule for specific cases only. For example, you might use this setting to allow customers that are added temporarily to the positive list to resubmit their order;
      (3) Review:
       the order is placed in a review queue; or
      (4)
      Reject:
       the order is automatically rejected.