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Granular permissions and publish approval workflow

Rules Manager now supports granular permissions for detection rules, allowing access to be configured by action. Permissions can be assigned to users or teams in Security Configuration, making it possible to separate rule authoring from publishing.

Key enhancements include:

  • New Rule Manager permissions for viewing lists, viewing rule details, editing drafts, running backtests, viewing backtest results, publishing, archiving, and importing/exporting draft rules
  • A Submit for approval action for draft detection rules that are ready to be reviewed
  • A publish approval flow where users with Rule Publish permission can Approve or Reject a submitted rule
  • Rejection notes recorded in the rule activity trail, providing context for why a publish request was rejected
  • Approval status surfaced on the draft rules list, with the ability to identify rules awaiting approval or recently rejected

These updates provide more control over who can perform specific Rule Manager actions and support maker-checker workflows for publishing detection rules.

User Guide Reference: [TM User Guide > Rules Manager](/user-guides/fenergo-transaction-monitoring/the-business-rule-manager