---
id: JNY-PFM-ELG-001
title: Release and revise a shared membership rule
feature: FEAT-PFM-ELG-01
product_area: platform
module: eligibility
revision: 1
status: draft
product_intent: confirmed
implementation_evidence: observed
supersedes:
  - ELIG-ACC-0160
  - PLAT-M11-X01
source_sha:
  react-console: baf6dae382d6f41dce976c7f848667ccc37e076f
  services-platform: ad3f6a6582843008ed0f5a17b131878d15829af1
actor: ACT-PFM-023
goal: >-
  Establish a tested membership expression and retain a safe path to revise or
  restore it.
capabilities:
  - CAP-PFM-ELG-002
  - CAP-PFM-ELG-001
  - CAP-PFM-ELG-003
  - CAP-PFM-ELG-004
screens:
  - '/console/{tenantId}/configuration/platform/eligibilityRules'
  - '/console/{tenantId}/configuration/platform/eligibilityRules/new'
  - '/console/{tenantId}/configuration/platform/eligibilityRules/{key}/edit'
  - '/console/{tenantId}/configuration/platform/eligibilityRules/{key}/test'
  - '/console/{tenantId}/configuration/platform/eligibilityRules/{key}/history'
  - '/console/{tenantId}/configuration/platform/eligibilityRules/{key}/usage'
steps:
  - 'n': 1
    surface: '/console/{tenantId}/configuration/platform/eligibilityRules'
    action: Find the rules catalogue from Configuration and search.
    capability: CAP-PFM-ELG-002
    expected: The shared configuration list offers search and inactive visibility.
    provenance: test
    source: >-
      react-console:acceptance/eligibility/playwright/journeys/definitions/ELIG-ACC-0079.spec.ts#ELIG-ACC-0079
  - 'n': 2
    surface: '/console/{tenantId}/configuration/platform/eligibilityRules/new'
    action: Author a rule for active contacts aged at least 18.
    capability: CAP-PFM-ELG-001
    expected: A saved draft has a readable summary.
    provenance: test
    source: >-
      react-console:acceptance/eligibility/playwright/journeys/governance/ELIG-ACC-0160.spec.ts#ELIG-ACC-0160
  - 'n': 3
    surface: '/console/{tenantId}/configuration/platform/eligibilityRules/{key}/test'
    action: Run trial evaluations for two contacts.
    capability: CAP-PFM-ELG-003
    expected: >-
      Condition rows and values accompany the overall answer, including the
      console’s Unknown and Skipped states.
    provenance: test
    source: >-
      react-console:acceptance/eligibility/playwright/journeys/definitions/ELIG-ACC-0080.spec.ts#ELIG-ACC-0080
  - 'n': 4
    surface: '/console/{tenantId}/configuration/platform/eligibilityRules/{key}/edit'
    action: Release the initial expression with a note.
    capability: CAP-PFM-ELG-004
    expected: The first numbered publication is immutable.
    provenance: test
    source: >-
      react-console:acceptance/eligibility/playwright/journeys/governance/ELIG-ACC-0160.spec.ts#ELIG-ACC-0160
  - 'n': 5
    surface: '/console/{tenantId}/configuration/platform/eligibilityRules/{key}/edit'
    action: 'Add chapter affiliation, compare with the first release and publish again.'
    capability: CAP-PFM-ELG-004
    expected: >-
      The comparison describes the added condition and the second publication
      supersedes the first.
    provenance: test
    source: >-
      react-console:acceptance/eligibility/playwright/journeys/governance/ELIG-ACC-0160.spec.ts#ELIG-ACC-0160
  - 'n': 6
    surface: '/console/{tenantId}/configuration/platform/eligibilityRules/{key}/history'
    action: Restore the initial expression from History.
    capability: CAP-PFM-ELG-004
    expected: A third publication carries the earlier expression and its rollback note.
    provenance: test
    source: >-
      react-console:acceptance/eligibility/playwright/journeys/governance/ELIG-ACC-0137.spec.ts#ELIG-ACC-0137
  - 'n': 7
    surface: '/console/{tenantId}/configuration/platform/eligibilityRules/{key}/usage'
    action: Inspect dependencies in Usage.
    capability: CAP-PFM-ELG-002
    expected: Bindings and references show their following or pinned choices.
    provenance: test
    source: >-
      react-console:acceptance/eligibility/playwright/journeys/governance/ELIG-ACC-0139.spec.ts#ELIG-ACC-0139
alternates:
  - from_step: 4
    condition: Validation errors remain in the draft
    path: The release dialog identifies the errors and refuses publication
    outcome: The author must repair the draft before release
    provenance: test
    source: >-
      react-console:acceptance/eligibility/playwright/journeys/governance/ELIG-ACC-0134.spec.ts#ELIG-ACC-0134
failures:
  - from_step: 4
    condition: The author lacks release authority
    path: The request fails its publish permission check
    outcome: The expression remains draft work
    provenance: test
    source: >-
      services-platform:modules/eligibility/tests/e2e/eligibility-definitions.e2e.spec.js#refuses
      the publish to a writer without the publish permission, 403
rules_in_play:
  - BR-CAP-PFM-ELG-001-04
  - BR-CAP-PFM-ELG-003-06
  - BR-CAP-PFM-ELG-004-01
  - BR-CAP-PFM-ELG-004-03
  - BR-CAP-PFM-ELG-004-08
  - BR-CAP-PFM-ELG-004-11
  - BR-CAP-PFM-ELG-002-07
assertions:
  - id: AS-JNY-PFM-ELG-001-01
    statement: >-
      The first expression is released immutably and following uses select the
      effective publication.
    provenance: test
    source: >-
      react-console:acceptance/eligibility/playwright/journeys/governance/ELIG-ACC-0160.spec.ts#ELIG-ACC-0160
  - id: AS-JNY-PFM-ELG-001-02
    statement: >-
      Restoring the initial expression creates a third release without replacing
      a current draft.
    provenance: test
    source: >-
      services-platform:modules/eligibility/tests/integration/services/governance/publish.integration.spec.js#publishes
      version 1’s rule as version 3 with the rollback note, superseding version
      2
  - id: AS-JNY-PFM-ELG-001-03
    statement: The trial view presents each condition’s state and observed value.
    provenance: test
    source: >-
      react-console:acceptance/eligibility/playwright/journeys/definitions/ELIG-ACC-0080.spec.ts#ELIG-ACC-0080
e2e_policy: required
e2e_reason: >-
  The editor, trial view, release dialog and history form one user workflow that
  needs browser evidence.
evidence:
  - >-
    react-console: acceptance/eligibility/journeys/governance/ELIG-ACC-0160.json
    and the matching browser specification; definitions/ELIG-ACC-0079, 0080;
    governance/ELIG-ACC-0134, 0137, 0139.
  - 'services-platform: docs/milestones/plans/PLAT-M11-plan.md (§3, §9 X01, §10).'
proved_by: []
---
# Release and revise a shared membership rule

## Story

A membership director prepares an active-adult expression, inspects real examples and releases it with a note. Later the director adds chapter affiliation, reviews the comparison and releases the revised expression. History supports returning to the earlier expression, and usage helps the director understand the applications affected.
