CIP›Rule Builder

Rule Builder

Create, manage and test compliance rules · Rule Engine is the system of record

Name	Severity	Trigger Type	Action	Scope	Version	Last Triggered	Reg. Ref
Guaranteed Returns	Critical	Phrase	Block	All Content	v3	4 Jun 2026	FCA COBS 4.2.1
Pension Transfer Disclaimer	High	Missing Disclaimer	Require Approval	Retail Content	v2	1 Jun 2026	FCA COBS 19.1
Past Performance Warning	High	Missing Disclaimer	Require Disclaimer	All Content	v4	5 Jun 2026	FCA COBS 4.6.2
Performance Percentage Claims	High	Regex	Flag	All Content	v1	3 Jun 2026	FCA COBS 4.6.3
Capital At Risk Warning	High	Missing Disclaimer	Require Disclaimer	Retail Content	v2	6 Jun 2026	FCA COBS 4.7.1
Readability Score	Medium	Readability	Flag	Retail Content	v1	30 May 2026	FCA Consumer Duty 2023

Rule Test Sandbox

Paste content to see which active rules would trigger — no audit event is created

Test Content

Test results

Run a test to see which rules trigger