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Table of Contents

Decision strategy components

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

  • Sub Strategy

    Sub strategy components reference other strategies. Sub strategy components define the way two strategies are related to each other, access the public components in the strategy they refer to and define how to run the strategy if the strategy is in another class. A sub strategy component defines which strategy to import and, if defined, the decision component. This is accomplished in the Source tab through configuring the strategy and, if applicable, the component. Additionally, you define how to run the imported strategy.

  • Embedded strategy

    Use the Embedded strategy shape to build transparent multiline strategies that target various marketable audiences within a single strategy canvas. With this shape, you can offer propositions or send messages in a transparent way to multiple audiences, depending on the applicable marketing context, for example, based on contacts, household members, owners of certain devices, specific lines of business, and so on.

  • Defining a Prediction shape

    Calculate the propensity score of a business event or customer action by including a Prediction shape in your decision strategy. For example, you can use a Prediction shape to calculate which offer a customer is most likely to accept.

  • Import component

    Components in this category acquire data into the current strategy.

  • Decision analytics and business rules

    Components in the business rules and decision analytics categories typically use customer data to segment cases based on characteristics and predicted behavior and place each case in a segment or score. Some common configuration applies to these components.

  • Enrichment

    Components in this category add information and value to strategies.

  • Arbitration

    Components in this category filter, rank or sort the information from the source components. Enriched data representing equivalent alternatives is typically selected by prioritization components.

  • Selection

    Strategies are balanced to determine the most important issue when interacting with a customer. The first step in applying this pattern is adding prioritization components to filter the possible alternatives (for example, determining the most interesting proposition for a given customer). The second step is to balance company objectives by defining the conditions when one strategy should take precedence over another. This optimization can be accomplished by a champion challenger or a switch component that selects the decision path.

  • Aggregation

    Components in this category add information and value to strategies.

  • External input

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

  • Strategy results

    Each strategy contains a standard component that defines its output. Through connecting components to the Results component, you define what can be accessed by the rules using the strategy (interaction, other strategies and activities).

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