Welcome to a faster, more intuitive way to manage your rules in Duco. The Agentic Rule Builder is your new AI-powered assistant, designed to turn your plain-English instructions into powerful, ready-to-use rules.
Say goodbye to navigating complex menus and syntax. Now, you can simply describe what you want to do, and Duco will build it for you.
Where can you use it?
The Agentic Rule Builder is available wherever you build or manage rules in the Duco platform. The guide below uses the Data Prep Map and transform screen as an example, but the steps are the same no matter where you are working.
How to create a new rule
Creating a rule from scratch has never been easier.
- Navigate to any screen where you build rules (for this example, we'll use the Map and transform screen within a process).
- Click Add mapping/rule to open the rules modal, just as you normally would.
- You will now see a new text field labeled "Describe your rule...".
- In this field, type a clear, plain-English description of the rule you want to create. The more specific your instruction, the better the result.
- Good Prompt Example: "For custody accounts, if the statement type is 'ADJ' make the category 'custody adjustment'. Otherwise, if the account number starts with 'TEMP' and the activity flag is 'RECV', make the category 'temporary account receipt'. Otherwise, set the category to 'standard processing'."
- Press enter or click the generate icon “→”. You will see the agent build the rule structure first, and then populate it with the conditions you specified, right before your eyes.
- Once the rule is generated, review it for accuracy and click Save rule.
How to edit an existing rule
This is where the magic really happens. We know how frustrating it is to edit a complex rule, especially when a small change requires you to delete and rebuild large sections. With the Agentic Rule Builder, that frustration is a thing of the past.
- Open the existing rule you wish to modify in any rule editor across the platform.
- Your existing rule is the starting context. Now, simply describe the change you want to make in the prompt box.
- Example Goal: You have a long, complex rule but realize you need to delete one of the conditions that is located in the middle of your rule.
- Old Way: You would have to find the condition, delete everything that comes after it, make your change, and then manually re-build the rest of the rule.
- New Way: In the prompt box, simply type: "Delete the condition that flags the activity as ‘RECV’"
- The AI will precisely modify only that part of the rule, leaving the rest of your complex logic perfectly intact.
- Review the change and click Save rule.
| ℹ️ Changes to your rules are only saved when you press the save button |
No more deleting half your work to make one small change. This is designed to give you back valuable time and reduce the risk of manual errors during edits.
Tips and tricks for creating rules
- Explicit is better than implicit, when creating rules, try to be as clear as possible. Eg:
- Use field names explicitly
- If you know the operators that will solve your problem, try to refer to them
- Try to put literal values between quotes. This way the agent knows you want this literally.
- Be very clear with your intentions and instructions. If a human might interpret your rule differently than you, there’s a good chance, an AI agent will too.
- If a rule does not work the first time, try to put it in other words. Because if one sentence does not work does not mean other versions of this will not work