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Personalization Rules and Rule Sets (Doc ID 545305.1)

Last updated on FEBRUARY 01, 2023

Applies to:

Siebel CRM - Version 7.0.4 SIS [14068] and later
Siebel eAdvisor - Version 7.0.4 SIS [14068] and later
z*OBSOLETE: Microsoft Windows 2000
Version: [14011]

Database: Oracle

Application Server OS: Microsoft Windows 2000 Advanced Server SP 2

Database Server OS: Microsoft Windows 2000 Advanced Server SP 2

This document was previously published as Siebel SR 38-716771251.


We are building a complicated set of personalization rules to filter opportunities for eBriefings. Currently the rule set consists of one expression.
I'm experiencing the following behaviour:

I've added severeal search specs to the inclusion expression until only one record is displayed. When I further refine the inclusion expression with a AND statement, which should eliminate all records, suddenly all records are visible again.

Therefore, I need to understand how exactly inclusion and exclusion expressions work and in which order they are evaluated.




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