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Table of Contents

Import component


Components in this category acquire data into the current strategy.

Data import

Data import components import data from pages available to the strategy. In the Source tab, use the Smart Prompt to select the page. Data import components that refer to named or embedded pages can map the page's single value properties to strategy properties through the Properties Mapping tab. If using named pages, add the page in the strategy's Pages & Classes.

Data import components defined in releases previous to Pega Platform were subject to auto-mapping. That is still the case, but the mapping by matching name between target and source is implicitly done when the strategy is executed. You only have to explicitly map properties if exact name matching can not be applied or you want to override the implicit target/source mapping.

Interaction history

Interaction history components import the results stored in Interaction History for a subject ID. In the Interaction History tab, use the filter settings to add time criteria, conditions based on Interaction History properties and specify the properties that should be retrieved. If you do not define any conditions or properties, the component retrieves all results for the subject ID. Defining criteria reduces the amount of information brought to the strategy by this component. Some properties are always retrieved by the interaction history component (for example, subject ID, fact ID and proposition identifier).

Database limitations related to data type changes apply if you are filtering on days. This setting is not suitable if you are working with dates earlier than January 1, 1970.

Interaction history summary

Interaction history summary components import aggregated data from interaction history that is grouped by subject ID, subject type, and any property that you define when you create an aggregation data set. This shape uses aggregation data sets to filter and refine interaction history data and increase the efficiency of strategies. You can select an existing data set or create a data set from the property panel.

This setting is not suitable if you are working with dates earlier than January 1, 1970.

Proposition data

Proposition data components import propositions defined in the proposition hierarchy.

  • In the Proposition data tab, use the proposition hierarchy to define which propositions to import. Use the Business issue drop-down to select the issue. In the Group/Proposition drop-down lists, you can either use the Import All option or specify a group/proposition. The configuration in this tab is directly related to the level of the strategy in terms of the proposition hierarchy (business issue and group).
  • In the Interaction history tab, check the Enable interaction history option to bring results stored in Interaction History to the strategy as specified in the conditions and properties settings. The settings defined in this tab are similar to the interaction history component but, unlike the interaction history component, the component only retrieves results for the subject ID if you define which properties to use.

Proposition data components import propositions defined in the proposition hierarchy.

  • 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).

  • 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

  • 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:

  • 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.

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