Try a rule against real records

Purpose

Authors need examples that show whether a rule matches their expectations. The tester makes an evaluation inspectable before the rule is released.

How It Works

The author opens Test from the editor and chooses real subjects. They can inspect the current draft or a numbered version. The result separates the overall decision from each condition’s contribution. Expanding the explanation shows the values used. Unknown and Skipped have distinct labels in the current console. A subject that the author cannot open is unsuitable for this trial. A broken draft returns its problems for correction. Saving an example retains it in that browser for later use. The product should reconsider shared examples when team review requires them.

Relationships

The trial experience uses the evaluation engine and provides preparation for a release.

Show evidence (sources, provenance, origins, pinned commits)

The Formal Contract

The narrative above explains; the sections below are authoritative — the rules, scenarios and tests this document binds.

Outcomes: Condition traces show Met, Not met, Unknown or Skipped alongside observed values.Trial evaluation performs no writes or decision recording.
Surfaces: consoleapi
Intent sources: services-platform:docs/milestones/plans/PLAT-M11-plan.md#3. How it works for the userservices-platform:docs/milestones/plans/PLAT-M11-plan.md#D3

Controls

18 controls apply, from the corpus control catalogue.

TC-AZ-001 TC-AZ-002 TC-AZ-003 TC-AZ-004 TC-DAT-001 TC-DAT-003 TC-LOG-005 TC-PI-001 TC-PI-003 TC-PI-005 TC-PRV-001 TC-PRV-002 TC-TEN-001 TC-TEN-002 TC-TEN-003 TC-VEN-001 TC-VEN-002 TC-VEN-003

Permissions

Key	Checked at	Scope
`platform.eligibility.read`	api	tenant
`crm.contacts.read`	service	record

Business Rules

7 rules, 5 to be proved before approval. A rule's product intent is derived from its origin: 7 confirmed by a product decision, the rest inheriting this capability's confirmed.

Id	Rule	Kind	Enforced at	Provenance
`01`must prove Confirmed	A trial evaluates the selected draft or numbered version for a subject, returns a full explanation and creates no decision record. proved by `ATS-PFM-ELG-003-01`, `ATS-PFM-ELG-003-07`, `ATS-PFM-ELG-008-15`, `TST-PFM-ELG-412`, `TST-PFM-ELG-430`	policy	service	test services-platform:modules/eligibility/tests/e2e/eligibility-evaluate.e2e.spec.js#answers the version’s decision with the trace, never recorded
`02`must prove Confirmed	Rule testing requires both eligibility read authority and access to the selected subject’s record. proved by `ATS-PFM-ELG-003-02`, `TST-PFM-ELG-152`, `TST-PFM-ELG-412`	permission	api, service	test services-platform:modules/eligibility/tests/e2e/eligibility-evaluate.e2e.spec.js#refuses a caller who may not open the primary subject’s record, 403
`03`must prove Confirmed	Testing without a current draft or a selected version is rejected, and a draft containing errors returns its problems instead of an eligibility result. proved by `ATS-PFM-ELG-001-17`, `ATS-PFM-ELG-003-03`, `ATS-PFM-ELG-003-06`, `TST-PFM-ELG-150`	validation	service	test react-console:acceptance/eligibility/playwright/journeys/evaluation/ELIG-ACC-0294.spec.ts#ELIG-ACC-0294
`04`must prove Confirmed	Test subjects are limited to contacts and organizations in the workspace, with an absent subject reported as not found. proved by `ATS-PFM-ELG-003-04`, `TST-PFM-ELG-151`, `TST-PFM-ELG-430`	validation	service	test services-platform:modules/eligibility/tests/integration/services/evaluate/hosted-evaluate.integration.spec.js#refuses a contact the tenant does not have, RecordNotFound
`05` Confirmed	The subject-opening check projects its display name alone, excluding photographs and other record fields.	policy	service	test services-platform:modules/eligibility/tests/integration/services/evaluate/hosted-evaluate.integration.spec.js#opens the subject by one projection of its display name only
`06`must prove Confirmed	Condition rows display Met, Not met, Unknown or Skipped alongside the read value; an empty stored field does not satisfy its condition. origin: services-platform:docs/milestones/plans/PLAT-M11-plan.md#PLAT-M11-S06 proved by `ATS-PFM-ELG-003-05`, `TST-PFM-ELG-125`	calculation	service, console	test react-console:acceptance/eligibility/playwright/journeys/definitions/ELIG-ACC-0080.spec.ts#ELIG-ACC-0080
`07` Confirmed	Saved test examples belong to the author’s browser and are separated by workspace and rule rather than shared with other staff. origin: services-platform:docs/milestones/plans/PLAT-M11-plan.md#D3	policy	console	observed react-console:lib/eligibility-test/test-cases.ts:browserStore

Scenarios

Id	Given	When	Then	Provenance
`01`	An active-adult draft has qualifying, inactive and birth-date-empty contact examples.	The author runs all three trials.	Condition rows display values with Met, Not met or Unknown, and the empty birth date fails age qualification.	test react-console:acceptance/eligibility/playwright/journeys/definitions/ELIG-ACC-0080.spec.ts#ELIG-ACC-0080

Planning

Implementation

Try a rule against real records ​

Purpose ​

How It Works ​

Relationships ​