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.
The following tabs are available on this form:
Strategies are used in interaction rules, and in other strategies through the substrategy component.
Use the Records Explorer to list all the strategy rules available in your application.
Strategies are part of the Decision category. A strategy is an instance of the Rule-Decision-Strategy type.
- Completing the Strategy rule form
Strategy rules - Completing the Create or Save As form.
- Decision strategy components
Learn about decision strategy components and how to arrange them to create next best actions for your customers.
- 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:
- Strategy rule form - Completing the Auto-Run Results tab
This tab allows you to view existing clipboard data for every strategy component if the auto-run setting is enabled. If available, clipboard data is displayed for the selected component:
- Scorecard rule form - Pages & Classes tab
Use the Pages & Classes tab to list the Clipboard pages referenced by name in this rule. For basic instructions, see .
- Understanding globally optimized strategies
Introduced in version 8.6, globally optimized strategies (GOS) are a new type of decision strategies that focus on providing the best performance at runtime. Strategies created by using Next-Best-Action Designer support GOS out of the box, but you can also configure other strategies to benefit from the performance improvements that GOS provides.
- Strategy canvas accelerators and keyboard shortcuts
Some of the most common operations can be performed quickly using predefined accelerators and keyboard shortcuts.
- Strategy methods
Use a rule-based API to get details about the propositions and properties in your strategies.