01
Staff are working from documents
They have to find the right clause and interpret it while the case is open.
Enterprise APIs / Policy-to-Rules Engine
Your policy is written for people. Turn it into rules your systems can use.
ClearSignal converts policy documents into structured rules your applications can call. Use the engine on its own, or combine it with ClearSignal data and the Decision Assistant.
Use it by itself · Edit before release · See which rule applied
Illustrative rule evaluationEXAMPLE · POL-104
Review route selected
Example supplier
Illustrative request · trade limit
Evaluating submitted fields against policy
Illustrative matched rules
Exposure exceeds threshold
Route: credit review
Policy
just now
Ownership check received
Required input present
Evidence
1m ago
Jurisdiction needs review
Policy exception matched
Exception
3m ago
Illustrative API response--:--:-- UTC
Policy logic made explicit
Policy versionsExposure thresholdsRule conditionsCountry scopeRisk ratingsException routes
The gap between policy and practice
Policies drift when people interpret them case by case. Turn the approved wording into rules.
02
Changes have to be copied everywhere
A new threshold must make its way into every form, workflow and piece of local guidance.
03
A referral often lacks an explanation
The destination is recorded, but the rule that sent the case there may not be.
One approved rule set
Call the same policy logic from every system.
01
One place to maintain the rules
Use the same rules in onboarding, credit, compliance and internal products instead of rebuilding the policy in each system.
02
Clear routes for edge cases
Return the outcome and next step defined by your policy, including a referral or request for more evidence.
03
Show why a case was routed
Keep the submitted inputs and matched rule with the outcome.
How it works
Give the engine a policy, then call it with case data.
Your risk team checks the translation before the rules are used.
1
Provide the current policy
Supply the policy as PDF, Word or text, together with any approval tables or supporting guidance.
2
Extract the working logic
ClearSignal identifies thresholds, required checks, exceptions and escalation routes in the source material.
3
Review the proposed rules
Your policy owners check the interpretation and make any changes before the rules go live.
4
Call the engine
Send case data from your application. You can also pass results from other ClearSignal modules or your own data sources.
5
Write the result back to the case
Map the outcome into your process and keep the applied rule with the case record.
Capabilities
Call Policy-to-Rules on its own.
Add ClearSignal data or decision modules only when the use case needs them.
Document-to-rule conversion
Turn policy wording and approval tables into a structured rule set for review.
Versioned policies
Keep the policy version and active rule set explicit in every evaluation.
Thresholds and required checks
Apply limits, evidence requirements and eligibility conditions to each submitted case.
Country and risk applicability
Apply rules to the countries and risk ratings defined by your policy.
Exceptions and escalation
Route cases that need extra evidence, specialist review or a documented exception.
Results with an explanation
Return the policy version, matched condition, outcome and next route.
A rule you can trace
The result says which rule fired.
The API record shows the facts received and the rule that matched. The panel below uses example values; it is not a customer result.
Talk through your decision record →Illustrative policy result
✓
Inputs accepted
Example case fields received by API
!
Threshold rule matched
Exposure outside standard appetite
✓
Policy context attached
Approved rule set identified
!
Review route returned
Credit risk queue · evidence requested
From wording to working logic
Your team sees the rule before it goes live.
These example conditions show how policy wording becomes a rule set. Your organisation reviews its own rules before release.
POLICYIllustrative credit policy
IF Exposure exceeds approved threshold→Route to credit review
IF Required evidence is missing→Request documents
IF Sanctions result needs review→Route to compliance
IF Checks complete and in appetite→Return policy outcome
Technical and policy fit
Policy-to-Rules questions.
Yes. Policy-to-Rules is available as a standalone API module. You can evaluate your own case data, use ClearSignal results, or combine both.
You can provide policy content as PDF, Word or text, plus approval matrices and supporting guidance. We agree the source material and review process during implementation.
The engine applies the rules your organisation approves and returns the outcome and route those rules define. You decide where human approval is required and who owns the final decision.
Yes. Your subject-matter owners can adjust the proposed logic before it is used, then approve the rule set that will run.
The response includes the policy outcome, the rule that matched and any missing-evidence or escalation details. We map those fields into your workflow during integration.
Yes. Policy-to-Rules can run independently or pass its result to the Decision Assistant, which combines the rule outcome with available evidence and returns a cited recommendation.
Policy-to-Rules API
Put your approved policy to work across your systems.
Bring a current policy and a live use case. We'll map the rules and API result your systems need.
Standalone moduleStructured rulesException routesRecorded outcomes