Configuring single case runs

Perform a single case run to test your strategy against a specific record. You can test whether the strategy that you created is set up correctly and delivers expected results.

1. Search for and open a Strategy rule.

2. On the right side of the strategy canvas, expand the Test run panel.

3. In the panel, click the Single case tab.

4. Expand the Settings section.

5. Select the source and the subject of the test run from the following options:

   • Select Data Transform and specify a data transform instance as the source of the test run.
   • Select Data set and specify a data set instance as the source and a value for each key property as the subject of the test run.
   • Select Data flow and specify a data flow instance as the source and a value for each key property as the subject of the test run.
   For the Subject ID field, the interface displays the first ten customer IDs that are available for selection. Select a different ID by typing its name.

6. If the Strategy rule that you are testing uses external input from another Strategy rule, perform the following actions:

   1. In the For external inputs use strategy field, enter the name of the Strategy rule that generates the input.

   2. Optional:

      To obtain the input directly from the component that generates it, select the Specify a single component within the strategy check box and then select the component.

      If you do not specify a component, the application obtains the input from the results component of the Strategy rule that generates the input.

7. Run the test by performing one of the following actions:

   • On a checked-out Strategy rule, click Save and Run.
   • On a checked-in Strategy rule, click Run.

8. Analyze the results.

9. Optional:

   To see if a component was optimized, at the top of the strategy canvas, click Show optimization.

   The following symbols appear on strategy components:

   • A check mark for optimization
   • A warning sign for a lack of optimization
10. Optional:

    To see the results for a specific non-optimized strategy component, click that component.

11. Optional:

    To convert the test into a PegaUnit test case, click Convert to test.

    A test case allows you to compare the expected output of a test to actual test results. For information about configuring test cases, see Creating unit test cases for rules.
12. Optional:

    To view the performance of the entire strategy run, access a downloadable report file by performing the following actions:

    1. Click Actions Run .

    2. In the Run window, define the Run context and then click Run.

    3. Click Download strategy execution profile (xls).

• Strategy rule form - Completing the Strategy tab

  A strategy is defined by the relationships of the components that are used in the interaction that delivers the decision. The Strategy tab provides the facilities to design the logic delivered by the strategy (the strategy canvas) and to test the strategy (the Test runs panel).

• Configuring batch case runs

  Use a batch case run to test the performance of your strategy and identify which components need optimization. Run your strategy on a data set or a subset of records to identify the most popular propositions, check whether customers are receiving offers, and make sure that your strategy is executed as intended.

• 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.

• Completing the Strategy rule form

  Strategy rules - Completing the Create, Save As, or Specialization form

• External input

  A strategy can be a reusable or centralized piece of logic that can be referred to by one or more strategies.

• Simulation testing

  By running simulation tests in Pega Customer Decision Hub, you can derive useful intelligence that can help you make important business decisions. For example, you can examine the effect of a new product offer or assess risk in a variety of marketing or nonmarketing scenarios.