Apply Routing rules
Routing is a system of Rules, Strategies, and Routes brought together to function as one mechanism. The main goal of applying Routing is to distribute the payment load in the most applicable way based on the needs of a specific business. Routing operates on the Transaction level right after the Payment Commit is initiated. To establish the correct distribution of the payments it is important to apply the Routing rules.
Create Routing rule
- Go to Processing and choose the Payment scheme you previously created on the grid.
- Navigate to the Payment/Payout methods tab of the specific Payment scheme and click the particular Method on the grid.
- Go to the Routing & Cascading tab. Click the Default strategy applied for every Method, then choose the Edit option. Navigate to the Rule tab.
- Each Rule specifies the condition, which consists of three parts: the Condition attribute, Operator and Value field.
- Choose the Condition attribute, apply the Operator and insert the Value into the corresponding field.
To review all the Attributes for building Routing rules, go to the following guides:
Operators overview
Operators are the relational symbols that set the condition and relation while combining the Property and the Value to establish the Rule. According to the determined Rule, the system chooses the applicable Route when the condition is met.
| Relational symbol/operator → chosen | Description |
| = Equals to | Represents a direct equality between the Property and the Value and shows that the condition is fulfilled if the Property corresponds to the Value. |
| ≠ Not equals | Indicates that the condition can be fulfilled if the Property and the Value are not equal and do not match. |
| > Greater than | Shows that the target Property value should be greater than the specified Value to fulfil the condition. |
| ≥ Greater or equal | Shows that the target Property value should be greater than or equal to the specified Value to fulfil the condition. |
| < Less than | Indicates that the target Property value should be less than the specified Value to meet the condition. |
| ≤ Less or equal | Indicates that the target Property value should be less than or equal to the specified Value to meet the condition and allow the system to choose the appropriate Route. |
| =+ Equals any of | Shows that the Property value should be equal to one of several specified Values. |
| ≠+ Not equals any of | Shows that the Property value is not supposed to be equal to one of several specified Values. |
| = Matches | Indicates an equality but can also include the partial match between the Property and the specified Value. |
| → On a List | Signifies that the Property item or value is included in a List. If the List is created in the system, you can choose it from the dropdown list. If you have not created it previously, click Create List. |
| −\→ Not on a List | Signifies that the Property item or value is not supposed to be included in a List. You can point out a List in the Value field. |
| = Key exists | Shows that the specific key exists within the dataset. |
| = Key not exist | Shows that the specific key does not exist within the dataset. |
| = Key matches | Indicates that the specific key matches the one presented in the dataset. |
Add Group
- Go to the Routing & Cascading tab. Click the Default strategy applied for every Method, then choose the Edit option.
- Navigate to the Rule tab. After creating a Rule, click Add group.
- Choose the logical operator AND/OR depending on what condition you want to establish and what result you aim to get.
| Logical operator | Description |
| AND | Requires all conditions to be true to get the specific result and allow the system to apply a corresponding Route. |
| OR | Requires at least one condition to be true to initiate Routing. |
Updated 14 days ago