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How do I create a rule starting from a Twilio rule template?

Objective

If a Twilio rule is close to what you need but not exact, you can use it as a starting point and adjust the logic before saving it as your own. This article shows you how.

 

Product

Fraud Risk Engine

 

Environment

Twilio Console

 

User Account Permission/Role(s) Required

Your user needs permission to create Fraud Risk Engine rules. Without it, Twilio reports an authorization error instead of saving the rule.

 

Procedure

  1. In the Twilio Console, select Identity & security in the left sidebar.
  2. Select Fraud Risk Engine, then Rule Management.
  3. Select Add rules.
  4. In How would you like to build your rule?, choose Start from a rule template and select Get started.
  5. On the Choose event type step, pick the end user event this rule protects, then select Next.
  6. On the Select a rule step, choose one template from the list. Select a template name first if you want to read its details. Then select Next.
  7. On the Rule configuration & Confirmation step, fine-tune the copy of the template:
  8. Adjust the Rule name, it is prefilled from the template with a suffix marking it as a custom copy.
  9. Adjust Event Type, Custom Type ID if the custom event type is included, and Description.
  10. Adjust the Conditions, the Confidence Score, and the decision under Actions / Outcomes.
  11. Select Add rule. The rule is saved as your own custom rule and appears on the Rules Management table.

 

Additional Information

  • This method creates a new custom rule. The Twilio template it came from is unchanged and is not added to your account.
  • You can only select one template with this method. Twilio reports Select a rule template to continue. if you try to advance without choosing one.
  • If no templates exist for the event type you picked, the list is empty, choose a different event type.
  • Rule name must start with a letter and use only letters, numbers, or underscores.
  • You can also start this from an existing Twilio rule in your list.

 

This content was generated by AI and reviewed, edited, and verified by a human.

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