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Self-learning rules are AI extraction instructions proposed from operator feedback. Use the Rules page to review pending suggestions and accepted rules across all customers in a project. The deterministic business rules builder now lives under Rules > Builder. Each generated rule can show a compact rule id, such as RUL-23, so operators can refer to the same rule in reviews, support notes, and engineering follow-up. When the rule was generated from shipment feedback, the list and detail view also show the source shipment id, such as SHP-33.

Where to review rules

Open Rules from the project navigation, or go to:
/projects/{projectId}/rules
The page starts with pending rules because those need operator review. Switch the status control to:
  • Pending: suggestions waiting for review.
  • Accepted: active generated instructions stored for customers.
  • All: pending suggestions and accepted rules together.

Filter by customer

Use the customer filter to search by customer name or customer id. Select All customers to return to the project-wide view. The customer list in the left panel reflects the current status filter. Selecting a customer narrows the review list to that customer.

Pending rule actions

Pending rules are suggestions. They are not sent to extraction until accepted.
  • View opens the full generated instruction and any feedback context.
  • Edit opens the markdown editor so you can change the instruction before review.
  • Reject marks the suggestion as rejected and removes it from the pending queue.
  • Accept stores the instruction in the customer’s generated instructions and marks the suggestion as accepted.
  • Save & accept is available while editing a pending suggestion.
The rule id and source shipment id stay visible in the row and drawer header so a reviewer can connect a suggestion back to the shipment feedback that produced it.

Accepted rule actions

Accepted rules are active customer-specific generated instructions.
  • View opens the full active instruction.
  • Edit updates the accepted generated instruction and marks the rule as manually edited.
  • Remove deletes the field instruction from the customer’s accepted self-learning rules.
Accepted rows keep the same RUL-* rule id and, when available, the SHP-* source shipment id for traceability after review.
Removing an accepted self-learning rule stops passing that instruction to the AI for that customer. It does not delete the customer or deterministic builder rules.

Builder

Use Rules > Builder for deterministic business rules:
/projects/{projectId}/rules/builder
Builder rules are separate from self-learning rules. The review page manages only pending suggestions and accepted generated instructions.