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Government Multiple Rules Analysis App

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Posted on by MrGriffonBelge

Hi everyone! Where would I start?

I have let's say six or seven legal, administrative and financial rule-sets, that govern how to interpret and evaluate the incoming application and accounting forms.

I would like to streamline and automate parts or all of the accounting process in the end.

But the rules and regulations are written on a fwe different rules-documents. The accounting is based on one excel sheet for ALL incoming accounts (hundreds of cases and each a hundred or so columns). And then the financial records as an attachment to each and every one of these cases.

Can I somehow sort all these cases in Sharepoint and program an app to read/understand the attachment financial records and link them to the relevant row (case) in the huge excel sheet and combine them & analyze them through the parameters of the different rule-sets?

And how would I first set it up practically? testing? Sorting?

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Governance & administering

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joe_hannes_col 1,843 Super User 2024 Season 1 on at

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Hello @MrGriffonBelge,
Yes, it sounds like you could automate this to a large degree, if not completely.
You would ideally build a database, e.g. based on Dataverse, that would contain the individual parameters underlying your decision making process for each account.
E.g.
Threshold for Rule 1 Threshold for Rule 2
Account 1 500 -200
Account 2 1000
0

You would then create the rules, e.g. using Power Automate flows. You would tell the flow which account to evaluate the rules for, and the flow would get the parameters for this specific account from the table above.
Then, the flow would evaluate these parameters against the rules.
Finally, the flow would arrive at a decision that you can display in an app or use for further automation.

My experience with working with Excel in the Power Platform is mixed, especially if you want to write data back to Excel.

On the admin side, you would probably develop your solution in a developer environment in a solution. In this developer environment, you can create your own test data set to see if your app/flow works as intended. Once you are ready with development, you can deploy the solution you created to another sandbox environment (for further testing), or to a production environment.
If you need to do changes to your solution, you can make them in your developer environment without impacting the production environment, and only deploy the updated solution to your production environment when you've thoroughly tested it.
You can of course manually test your solution, but you could also use the Power Apps Test Studio (if your solution includes a canvas app), or you can use non-Power Platform test automation suites.

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MrGriffonBelge 3 on at

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Brilliant! Now I have to study all those parts you mentioned. Thanks ever so much. I am a beginner in this, but find it easy to learn this stuff.

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