Batch assignment configuration
What the Screen Is For
Administrators use this page to choose a default intake stream and prioritize exceptions for new documents. The example panel helps explain existing saved routing.
What It Shows and Lets People Do
For the selected unit, the form edits fallback stream, notes and the ordered rule list. Adding, changing, moving or removing a rule changes the draft until Save replaces the configuration. Test a Transaction evaluates the saved service record, not unsaved edits, and identifies the chosen stream and matched rule.
States and Errors
Stale versions and invalid same-unit references produce refusals. A reader can inspect saved routing and evaluate examples but cannot save. Example testing is unavailable before initial settings exist; leaving a dirty form invokes the navigation guard.
Patterns It Must Respect
The page uses full PageLayout width, a financial-entity selector, a rules table and dialog, a test panel and the shared unsaved-change guard. These patterns describe the current component composition.