01 · Rules library

Entry point A — standalone management view

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Documents · Rules

Rules

Conditional logic that controls which sections appear in fund reports.

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All 24 Active 18 Draft 4 Archived 2 ⚠ Needs attention 2
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⌕Search rules by name, field or template
Rule
Status
Used in
Last edited
Health
Show risk warning for high-vol funds
Volatility = High AND Doc type ≠ Institutional
Active
3 templates
2 days agoSarah Kim
✓ Matched
Hide ESG section for non-ESG funds
Doc type ≠ ESG fund
Active
12 templates
5 days agoMira Patel
⚠ Field missing
Performance commentary on underperformance
Return YTD < Benchmark YTD
Active
8 templates
2 weeks agoTom Reilly
✓ Matched
UCITS disclaimer for EU jurisdictions
Jurisdiction in {DE, FR, IT, NL, ES}
Draft
Unattached
TodayLegend
○ Not tested
Quarterly commentary cutoff
Report date > quarter-end + 5 days
Archived
0 templates
3 months agoSarah Kim
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Why this screen looks the way it does

Numbered points map to the blue chips on the screen above. Use these as talking points in the presentation.

1

Rules in the main nav, not under Templates

Rules are first-class objects, not side-effects of templates. They get audited, reused, and reasoned about as a portfolio. Cost: one extra nav item. Benefit: makes the platform credible to a regulated audience.

2

Ink + mint pill for primary CTA

Brand-true: on light surfaces the primary CTA flips to ink fill with mint label. Import sits next to it as outlined secondary because creating is far more frequent than importing.

3

"Needs attention" as a filter pill

Same problem as the banner but a different action: this filters the table to just the broken rules so the user can work through them. Warning treatment uses the proposed semantic token, not the decorative mint.

4

Schema-drift banner on load

Schema drift is the silent killer of rule systems. Surfacing it on the library page means it's caught before someone opens a template and produces a broken report. Banner gives a one-click Review action.

5

Plain-English condition under the name

Users scan for what a rule does, not what it's called. The mono font keeps field references like Volatility = High legible at small size. Truncation rather than wrap keeps row height predictable for large libraries.

6

Status and Health are two different columns

Status is lifecycle (Active, Draft, Archived). Health is "is this actually running cleanly right now". Combining them would hide the most important signal: an Active rule with a missing field is the urgent case.

7

Health is derived from production runs

Matched, Field missing, Not tested, em-dash for never-run. Surfacing runtime health on a management page closes the loop between configuration and what users actually see in their reports.