DEMO MODE -- Using simulated data. Connect backend for live data.
In Progress
Lead: Arjun KumarTeam: 8 membersStarted: 15 Jan 2026Due:30 Apr 2026

Compliance Rule Engine

156 Active Rules

Visual rule builder — no code, fully auditable, version-controlled

Active Rules

156

Monitoring all scheme categories

Custom Rules

23

User-defined compliance rules

Auto-Generated

133

SEBI regulation-based rules

Last Updated

2 hrs ago

Rule engine refresh cycle

Visual Rule Builder

Create compliance rules visually — no code required. Each rule is versioned and fully auditable.

IF
THEN
Saved Rule Preview
IFSingle Issuer Equity Exposure>=10%THENFlag as BreachCritical

Active Rules

All compliance rules across Investment, TER, AML, and Compliance categories. Click a rule name to expand details.

Rule ID
Name
Category
Condition
Action
Severity
Status
Version
Last Triggered
Created By
RUL-001
InvestmentIF Single Issuer Equity Exposure >= 10% THEN Flag
Flag as Breach
CriticalActivev32026-03-27System
RUL-002
InvestmentIF Single Issuer Debt Exposure >= 10% THEN Flag
Flag as Breach
CriticalActivev22026-03-26System
RUL-003
InvestmentIF Group Exposure >= 20% THEN Flag
Flag as Breach
HighActivev22026-03-25System
RUL-004
InvestmentIF Sector Concentration >= 25% THEN Warning
Warning Alert
HighActivev12026-03-27System
RUL-005
TERIF TER Regular > Slab Limit THEN Flag
Flag as Breach
CriticalActivev42026-03-20System
RUL-006
TERIF TER Direct > Slab Limit THEN Flag
Flag as Breach
CriticalActivev42026-03-20System
RUL-007
AMLIF Transaction Amount BETWEEN 9L AND 10L THEN Alert
Notify Trustee
HighActivev22026-03-22System
RUL-008
ComplianceIF Large Cap Allocation < 80% THEN Flag
Flag as Breach
CriticalActivev12026-03-27System
RUL-009
ComplianceIF Mid Cap Allocation < 65% THEN Flag
Flag as Breach
CriticalActivev12026-03-26System
RUL-010
InvestmentIF Overseas Investment > $7B THEN Block
Block Trade
CriticalActivev32026-03-15System

Showing 1 - 10 of 15

Page 1 of 2

Rule Audit Trail

Complete history of rule changes — who changed what, when, and previous values

TER Slab Breach — RegularRUL-005

Threshold Updated by Rajesh Mehta

TER > 2.25%TER > Slab Limit (dynamic)
2026-03-27 14:32
Single Issuer Equity LimitRUL-001

Version Upgraded by System

v2v3
2026-03-26 09:15
Overseas Investment CapRUL-010

Limit Updated by SEBI Circular

$1B per AMC$7B industry cap
2026-03-25 11:00
Personal Trading BlackoutRUL-012

Window Extended by Priya Sharma

3-day window7-day window
2026-03-24 16:45
AML Structuring DetectionRUL-007

Range Adjusted by Compliance Team

8L-10L range9L-10L range
2026-03-23 10:20
Group Exposure CapRUL-003

Severity Changed by Rajesh Mehta

MediumHigh
2026-03-22 15:30
REITs/InvITs AllocationRUL-014

Rule Created by Priya Sharma

-Draft rule created
2026-03-21 09:00
Single Issuer Debt LimitRUL-002

Action Updated by System

Warning AlertFlag as Breach
2026-03-20 14:10
Large Cap Min AllocationRUL-008

Rule Activated by Compliance Team

DraftActive
2026-03-19 11:45
Counterparty ExposureRUL-015

Threshold Added by System

-15% limit
2026-03-18 08:30