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About Strategy rules

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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.

This article describes the decision management capability of Pega Platform. If you intend to use this feature specifically in Pega Customer Decision Hub, Pega’s solution for 1:1 Customer Engagement, see the Customer Decision Hub documentation.

The following tabs are available on this form:

Where referenced

Strategies are used in interaction rules, and in other strategies through the substrategy component.

Access

Use the Records Explorer to list all the strategy rules available in your application.

Category

Strategies are part of the Decision category. A strategy is an instance of the Rule-Decision-Strategy type.

Pega recommends that you use data flows to run strategy rules.
  • Completing the Strategy rule form

    Strategy rules - Completing the Create or Save As form.

  • Decision strategy components

    Learn about decision strategy components and how to arrange them to create next best actions for your customers.

  • Strategy rule form - Using the Strategy Properties tab

    The Strategy Properties tab displays details of the strategy's applicability in the decision hierarchy and the properties available to the strategy:

  • Strategy rule form - Completing the Auto-Run Results tab

    This tab allows you to view existing clipboard data for every strategy component if the auto-run setting is enabled. If available, clipboard data is displayed for the selected component:

  • Scorecard rule form - Pages & Classes tab

    Use the Pages & Classes tab to list the Clipboard pages referenced by name in this rule. For basic instructions, see .

  • Globally optimized strategy

    A globally optimized strategy is an instance of the Strategy rule that has improved performance. Strategy designers create globally optimized strategies to reduce the computation time and memory consumption when running large-scale batch data flows and simulations. Improvements to the Strategy rule performance are the results of decreased run time and quality changes to the code generation model. Strategy designers create a globally optimized strategy by referencing an existing strategy that they want to optimize and by selecting output

  • Strategy canvas accelerators and keyboard shortcuts

    Some of the most common operations can be performed quickly using predefined accelerators and keyboard shortcuts.

  • Strategy methods

    Use a rule-based API to get details about the propositions and properties in your strategies.

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