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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, Save As, or Specialization 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:

  • Declare Trigger form - Completing the Pages & Classes tab

    Use this tab to list the clipboard pages referenced by name in the Triggers tab. See How to Complete a Pages & Classes tab for basic instructions.

  • 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.

  • Strategy methods

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

  • About Decision Trees

    Use a decision tree to record if .. then logic that calculates a value from a set of test conditions organized as a tree structure on the Decision tab, with the 'base' of the tree at the left.

  • About Decision tables

    Use a decision table to derive a value that has one of a few possible outcomes, where each outcome can be detected by a test condition. A decision table lists two or more rows, each containing test conditions, optional actions, and a result.

  • About Map Values

    Use a map value to create a table of number, text, or date ranges that converts one or two input values, such as latitude and longitude numbers, into a calculated result value, such as a city name. Map value rules greatly simplify decisions based on ranges of one or two inputs. Use a map value to record decisions based on one or two ranges of an input value. A map value uses a one- or two-dimensional table to derive a result.

  • About Adaptive Model rules

    Adaptive models are self-learning predictive models that predict customer behavior.

  • About Decision Data rules

    Decision data records offer a flexible mechanism for the type of input values that require frequent changes without having to adjust the strategy. Changes to the values of decision data records become directly available when you update the rule.

  • Simulation Testing landing page

    By running simulation tests, you can examine the effect of business changes on your decision management framework.

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