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Sub Strategy

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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.

  • Current page: the imported strategy runs on the Applies To class.
  • Another page: the imported strategy runs on a defined page. If using this setting, provide:
    • Page - Define the page. When this field points to a page group or list, the decision making process is iterated over as many times as defined in the page group or list. For example, if a strategy runs through a sub strategy component over a list containing two customers, and assuming the strategy outputs three offers, the sub strategy component results in a list containing six offers.
    • Class - After you define the page, the Class field displays the corresponding class.
    • Strategy - Select the strategy and, if applicable, the strategy component.

A sub strategy component can represent a reusable piece of logic provided that the strategy it refers to is enabled with the external input option, and that the sub strategy component itself is driven by other components.

  • 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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