SchemeServe has a very simple tool set that allows you to create both simple and complex rules, 

What are rules?
Rules can do a number of things: trigger referrals, decline policies, generate documents, apply endorsements and much more.
Rules can generate automatic documentation production that is tailored to a specific insurer, condition or scheme. 
Rules can also trigger internal referrals. This generates a different case status, and you can create unique messages to your users informing them of the reason for a referral.

You can create different levels of referrals and control the level at which users can process the case using permission levels.

Click here for a rules guide which will take you through how to build rules in more detail. 

Creating or Editing Rules in a nutshell:

1. Log in to SchemeServe as an Administrator.
2. Click the ‘Admin‘ tab.
3. Click the ‘Rule Builder’ icon.
4. Search for the scheme, insurer, type and user (or any combination of these) to add a rule.
5. Click the ‘New Rule’ button.
6. Click the green plus (+) button in the ‘IF’ box to generate conditions for the rule.
7. Then Click the green plus (+) button in the ‘THEN’ box to generate actions for the rule.
8. Then click the floppy disc (save) icon to save the rule.
    

  We recommend building your referral rules first. You can come back and build you document generation and endorsement rules once you have built those.