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Decision tables naming convention

Use the following file naming convention when you save the decision table file: <prefix_component_use_case.xlsx>. The file name consists of:

  • Prefix that shows if it is fa (standard, done by FA’s product development, available to all) or custom (client specific) decision table.

  • Component (tradeOrder / transaction / contact / portfolio / fund).

  • The use case for the rule (for example, calculate fees, set tag.)

Example 1: fa_transactions_fees.xlsx

Example 2: custom_contacts_classification.xlsx


File names should be short but descriptive.

Avoid special characters or spaces in a file name.

Use capital letters and underscores instead of periods, spaces or slashes.