State Rule Groups

State Compliance

What a State Rule Group Is

A state rule group is the top-level container that bundles state holidays, call limits, and business hours into a single named compliance policy.

Key Fields

  • Name: a descriptive label.
  • Description: optional notes about the group.
  • Rule Scope: either "company" (applies to all offers) or "offer" (applies only to specific offers).
  • Offer IDs: which offers this group applies to. Required when rule scope is "offer".
  • Call Frequency: which business-hour rules are included.
  • State Call Limits: which call-limit rules are included.
  • State Holidays: which holiday rules are included.

Relationship to Child Rules

A state rule group references its child rules (business hours, call limits, holidays) directly. There is no separate linking step required beyond selecting them when configuring the group.

Multiple Groups Can Apply

Unlike a single-active-group model, multiple rule groups can apply simultaneously. All company-scoped groups plus any offer-specific groups whose offer IDs include the current offer are collected and evaluated. The first group that blocks the call determines the outcome.

Validation

A rule group must have at least one of holidays, call limits, or business hours selected. The rule scope and company are required.

Enforcement Priority

Within a single rule group, all three rule types are evaluated independently. A call must pass all three checks to proceed:

  1. Today must not be a holiday for the destination state.
  2. The phone number's contact count must be within the call limit for the destination state.
  3. The current time must fall within the business hours for the destination state and day of week.

If any check fails, the call is suppressed with a reason
and rescheduled for later.

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