Specific rules

Specific rules allow you to define personalized payment routes with multiple variables.

A specific rule behaves as follows:

• If an order meets at least one of the conditions selected by a rule, then it follows a specific flow designed exclusively for transactions that meet all the established parameters.
• In case the order does not meet any of the established conditions, then the transaction will automatically be directed according to the default processing logic.

Available conditions#

The following tables defines the available conditions for specific rules:

Create a specific rule#

To create a rule:

1. Go to Payment Strategies
2. Click Create specific rule.

4. In Enter name, enter a name for the variable and then click Go to next step.
5. In Add conditions, click Add condition.
6. Add the conditions:
   1. Bank
   2. Bin
   3. Franchise
   4. Country
   5. Currency
   6. Card type
   7. Installment financing
   8. Amount
   9. Payment source
   10. Payment number
   11. Metadata
7. Click Save.
8. Click Go to next step.
9. In Define the transaction processing order, choose:
   • Decline transaction so that all transactions with that routing are declined.
   • If you choose this option, click Save to create the rejection rule.
   • Create routing to designate a specific routing.
10. In the modal Order how to process the transaction:
    1. Choose a payment processor from the list of active processors.
       1. You can choose anti-fraud engines, payment processors, and alternative payment methods.
       2. If a processor is not listed, go to Connections to add it.
    2. If you want to establish a cascading strategy, select the payment processors and anti-fraud engines.
    3. Select a second payment processor from the list of active processors for orders rejected by the first processor.
11. In Post-authorization fraud analysis, choose an anti-fraud engine if desired.
12. Click Save to create the specific rule.

Configure specific rules#

You can configure each specific rule depending on metadata or customer information.

Specific rule with metadata condition

Metadata is data that provides additional contextual information about a transaction, beyond standard details like amount, currency, or payment method.

With the Metadata condition, a strategy allows processing transactions based on specific metadata attributes associated with the transaction.

To add metadata to a specific rule:

1. Choose a specific rule.
2. Click Edit.
3. In Add conditions, click Add condition.
4. Click Metadata.
5. Click Add metadata.
6. Add the metadata:
   1. In Variable choose a name for the variable. It should not contain spaces.
   2. In Format type select a format type.
      • Text for text operators.
      • Number for numeric operators.
   3. In Properties select an operator.
   4. In Enter a value enter the metadata values.
7. Click Save.

Supported metadata