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Initializing DMSample data

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Generate the data that you need to fully explore DMSample use cases by creating and running the Initialize Application case. By initializing DMSample data, you populate database tables with sample customer and analytical records, simulate the previous customer interactions and survey results, create simulation data sources, and generate work assignments that you can view in the Case Manager portal.

Configure your operator ID with the following settings:
  • Access group: DMSample:Administrators
  • Team: default@DMOrg
    Specifying operator access group and team
For more information, see Creating operator IDs.
  1. In the header of Dev Studio, click Create New Initialize Application .

  2. On the Initialize Application tab, initialize the case by clicking Start.

  3. Complete all case stages by following on-screen instructions.

    Each stage contains a detailed description of the artifacts that you generate by progressing through the case.
  4. Verify that the system populated Interaction History reports with impressions and responses:

    1. In the header of Dev Studio, click Configure Decisioning Monitoring Interaction History .

    2. Check if the Interaction History reports contain data.

      Sample Interaction History reports
      Interaction History is the data layer that stores all interactions with customers. The interactions consist of customer responses to given propositions. By providing Interaction History records to a next-best-actions strategy, you can discover which proposition your customer is most likely to accept.
  5. Verify that the system created data sources for Visual Business Director:

    1. In the header of Dev Studio, click Configure Decisioning Monitoring Visual Business Director .

    2. Check if Visual Business Director datasets contain data.

      Visual Business Director data sources
      With Visual Business Director, you can visualize decision results and fully understand the likely impact of each decision before you make that choice.
  6. Verify if the system created adaptive models:

    1. In the header of Dev Studio, click Configure Decisioning Model Management .

    2. Check if the Model Management landing page contains models.

      Adaptive models on the Model Monitoring landing page
    3. Click a model name to view the reports.

      Monitoring adaptive model performance
      Adaptive models calculate who is likely to accept or reject an offer by capturing and analyzing response data in real time. With adaptive models, you can select the best offer for your customer without providing information on previous interactions.
  7. Verify that the event browser, which contains the Customer Movie timeline, contains events.

    1. In the navigation pane of Dev Studio, click Records.

    2. Expand the Data Model category, and then click Data Flow.

    3. Click any Data Flow rule that writes data in the event store, for example, Offer CMF.

    4. On the Data Flow tab, right-click the Event summary convert shape, and then click Preview.

    5. On the clipboard page, copy a customer ID from the pxCustomerId property.

    6. In the header of Dev Studio, click Configure Decisioning Infrastructure Customer Movie Event Catalog .

    7. In the Action column, start a run for the data flow that you selected in step 7.c by clicking Start.

    8. When the data flow runs in the event catalog are completed, click the Event Browser tab.

    9. In the Search criteria section, in the Customer ID field, enter the customer ID that you copied in step 7.e.

    10. Click Find events.

    11. Check if the customer timeline contains events of various types.

      Events for customer CE-715 in the event browser
      In the event catalog, you can create multiple event types to collect customer data from specific input streams or batch uploads. With Customer Movie, you can make informed and personalized decisions for your customers.
Populate predictive models reports by generating responses. For more information, see Initializing predictive model monitoring.

  • Initializing predictive model monitoring

    Verify that DMSample predictive models accurately predict customer behavior by generating sample reports. To generate sample reports, simulate historical customer responses to model predictions by running the InitializePMMonitoring activity.

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