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Running a decision strategy from a flow


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You can use the Run Data Flow Decision shape to run a single case data flow that runs a decision strategy as part of the business process. By integrating decision strategies with your flows, you create decision logic that is contextual for each case.

  1. Add the Run Data Flow shape to your flow.

    1. Open a flow by searching for it or by using the Application Explorer. For more information, see Finding rules by class.

    2. On the Diagram tab, click the Flow shapes icon, and then click Run Data Flow.

    3. Drag the Run Data Flow shape to a position on the flow diagram, based on the order of events in the flow.

    4. Connect the Run Data Flow shape, by dragging connector end points to connection points on different shapes in the flow.

  2. Double-click the Run Data Flow shape to open the property panel.

  3. Optional:

    To use properties and other rules that are not in your current class path, change the context of the data flow.

    1. In the Define data flow on list, select Another page.

    2. In the Page property field, press the Down Arrow key, and then select a page property that defines pages of a class that is different from the current flow.

  4. In the Rule field, press the Down Arrow key, and then select a data flow that references a strategy. The data flow must have an abstract input and abstract or dataset output.

  5. Optional:

    For data flows that do not save output records, or have an abstract destination, press the Down Arrow key in the Output page field, and then select a page property that stores the results from the data flow.

  6. Click Submit to close the property panel.

  7. Click Save.

  • Creating a stand-alone process

    Create a stand-alone process, or flow, to support or supplement the steps in a case life cycle. By creating a process outside the context of a case life cycle, you can reuse the process in other cases.

  • Types of data flows

    Data flows are scalable data pipelines that you can build to sequence and combine data based on various data sources. Each data flow consists of components that transform data and enrich data processing with business rules.

  • About Strategy rules

    Strategies define the decision that is delivered to an application. The decision is personalized and managed by the strategy to reflect the interest, risk, and eligibility of an individual customer in the context of the current business priorities and objectives. The result of a strategy is a page (clipboard or virtual list) that contains the results of the components that make up its output definition.

  • Flow shapes

    A shape in a flow represents a task that a user or application completes as part of a business process. By connecting different types of shapes in a flow, you can define the path that a case follows from creation to resolution.

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