When building rule logic, you may need to evaluate multiple pieces of data as a single, unified field. This is common when data is stored in separate, granular fields in your system but needs to be compared as a whole. For example, if your organisation captures first name, middle name, and last name as separate variables, but you need to compare a user against a VIP or sanctions list that only contains full names, you will need to combine those fields first using the concat string function.
How do I concatenate strings?
To concatenate strings:
Click the dropdown to the left of the variable field and select Function.
Choose Concat string from the options.
New fields will appear allowing you to select up to three string fields.
Select the fields you want to combine (e.g., first name, middle name, and last name).
Select the comparison operator needed for your rule.
How do I compare concatenated strings to a list?
Once your string variables are combined, you can use them to check against unified records:
Set up your concat string function with your chosen variables as outlined above.
Choose your comparison operator, such as In list or Equals.
On the right side of the operator, select either a pre-made list or another string variable to complete the comparison.
Example: checking a full name against a risk list
Suppose a customer signs up and your system captures their name across three separate fields β first name ("John"), middle name ("Robert"), and last name ("Smith") β and you want to check whether this individual appears on your pre-configured "Medium Risk" list.
To build this rule:
Use the concat string function to select the first name, middle name, and last name variables. This combines them into the single string "John Robert Smith".
Choose In list as your operator.
On the right side of the operator, select your "Medium Risk" list.
The concat string function allows you to create flexible rule logic and match fragmented data against unified lists or variables, regardless of how the incoming data is originally structured.
