Rules reference

On this page

• Actions in data part rules
• Actions in survivorship rules
• Actions in golden record rules

In this article, you will find reference information to help you understand the actions associated with each type of rule.

Actions in data part rules

The following table contains a list of actions that you can use within data part rules.

Action	Description
Add Alias	Adds an alias to the record. You need to specify the alias that you want to add.
Add Tag	Adds a tag to the record. You need to specify the tag that you want to add.
Add Value	Adds a value to the vocabulary key. You can select the existing value or create a new value. Use this action when the vocabulary key doesn’t contain any value.
Add Value with CluedIn AI	Adds a value to the property or vocabulary key according to your prompt. For example, you can check if the email address in the record is a personal address or business address.
Change Entity Type	Changes the entity type of the record. You can select the existing entity type or create a new entity type.
Copy Value	Copies the value from one field (source field) to another (target field).
Delete Value	Deletes the value that you select.
Evaluate Regex	Finds values that match a regular expression and replaces them with the needed value.
Mask Value	Applies a mask to the value. You can use this action to hide sensitive data.
Move Value	Moves the value from one field (source field) to another (target field).
Normalize Date	Converts the values of the vocabulary key to ISO 8601 format (YYYY-MM-DDT00:00:00+00:00). You can enter the culture or input format to tell CluedIn that you expect dates for the specified vocabulary key to be in a certain way. If you don’t enter the culture or input format, CluedIn will analyze the values and determine their date format on its own before converting them to ISO 8601 format. This action gives you more control over how dates are interpreted before they are converted to ISO 8601 format. Important! To use this action, the Date Time option must be disabled in Administration > Settings > Processing Property Data Type Normalization. For dates that have already been converted when the Date Time option was enabled, the Normalize Date rule action has no effect at all because the dates are already normalized.
Remove Alias	Removes alias from the record. You need to specify the alias that you want to remove.
Remove All Tags	Removes all tags from the record.
Remove line breaks	Removes line breaks from the value. By default, line breaks are replaced with spaces, but you can specify other replacement options.
Remove Tag	Removes a tag from the record. You need to specify the tag that you want to remove.
Replace	Replaces one value with another. You need to provide both the value you want to replace and its corresponding replacement value.
Set Value	Changes the value of the vocabulary key. You can select the existing value or create a new value. Use this action when the vocabulary key contains a value and you want to change this value to another one.
Set Value with CluedIn AI	Changes the value of the property or vocabulary key according to your prompt.
To CamelCase	Changes the value to camel case and removes all spaces.
To LowerCase	Changes the value to lower case.
To TitleCase	Changes the value to title case.
To UpperCase	Changes the value to upper case.
Trim WhiteSpace	Removes white space from the value.
Unmask Value	Removes the mask from the value.

Actions in survivorship rules

The following table contains a list of actions that you can use within survivorship rules.

Action	Description
Best Quality	The value from the source with the highest quality wins.
Latest Manual	The value from the record that was the last to be modified in CluedIn wins.
Latest Modified Date	The value from the record that was the last to be modified in the external system wins.
Most Frequent Value	The value that occurs most often in the records.
Most Properties	The value from the record that has the most properties wins.
Oldest Modified Date	The value from the record that was the first to be modified in the external system wins.
Provider Definition	The value from the record that has the specified provider definition wins.

Actions in golden record rules

The following table contains a list of actions that you can use within golden record rules.

Action	Description
Add Alias	Adds an alias to the record. You need to specify the alias that you want to add.
Add Tag	Adds a tag to the record. You need to specify the tag that you want to add.
Add Value	Adds a value to the vocabulary key. You can select the existing value or create a new value. Use this action when the vocabulary key doesn’t contain any value.
Add Value with CluedIn AI	Adds a value to the property or vocabulary key according to your prompt. For example, you can check if the email address in the record is a personal address or business address.
Change Entity Type	Changes the entity type of the record. You can select the existing entity type or create a new entity type.
Mask Value	Applies a mask to the value. You can use this action to hide sensitive data.
Normalize Date	Converts the values of the vocabulary key to ISO 8601 format (YYYY-MM-DDT00:00:00+00:00). You can enter the culture or input format to tell CluedIn that you expect dates for the specified vocabulary key to be in a certain way. If you don’t enter the culture or input format, CluedIn will analyze the values and determine their date format on its own before converting them to ISO 8601 format. This action gives you more control over how dates are interpreted before they are converted to ISO 8601 format. Important! To use this action, the Date Time option must be disabled in Administration > Settings > Processing Property Data Type Normalization. For dates that have already been converted when the Date Time option was enabled, the Normalize Date rule action has no effect at all because the dates are already normalized.
Remove Alias	Removes alias from the record. You need to specify the alias that you want to remove.
Remove All Tags	Removes all tags from the record.
Remove Tag	Removes a tag from the record. You need to specify the tag that you want to remove.