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Running simulation tests from the strategy form

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You can simulate a strategy directly from the rule form. This option simplifies strategy design process because it enables on the fly tests to investigate whether the strategy configuration contains any flaws or whether it produces the results that you expect.

  1. Access the strategy that you want to simulate.

    You can access a Strategy rule from Dev Studio, Pega Customer Decision Hub, or from a change request in revision management.
  2. On the right side of the Strategy form, click Toggle side panel to open the Test run panel.

  3. In the Test run panel, click the Batch tab.

  4. Click Settings.

  5. In the Analyze section, select an option, and then configure the necessary settings:

    Choices Configuration
    Decisions Select the simulation test that you want to run from the following options:
    • Select An existing simulation test, and then select the simulation ID.
      To check the configuration of the simulation test, click Open.
    • Select A new simulation test and specify the data flow, data set, or report definition that you want to use as the input data of the simulation test.
    Performance
    1. Select the source and the subject of the test that you want to run from the following options:

      • Select Data set and specify a data set instance that you want to use as the source of the test run.
      • Select Data flow and specify a data flow instance that you want to use as the source of the test run.
    2. Specify the number of records on which you want to run the test by selecting one of the following options:

      • To test the strategy on all available records in the specified data source, select All records.
      • To test the strategy on a specific number of records, select A limited number of records and specify the number of records to use in the test run. The system uses that number of records from the top of the data set or data flow that you selected as the source.
  6. Click Run.

  7. Analyze the results.

    Decision simulation tests do not support all components. This includes adaptive and predictive models, scorecards, decision trees, decision tables, and others. If a decision simulation test does not include a component, the canvas does not display results for that component.
  8. Optional:

    For decision simulations of multilevel strategies (that is, strategies that decision on various levels of customer contacts, such as account owner or device owned), you can use the Showing results for list to view the results of the strategy for a particular context.

    You can see the results of the strategy in the context of the whole account, or for individual subscribers on the account.
    multiStrategyContext iconFor more information about multilevel decisioning, see Understanding multilevel decisioning and the Context Dictionary in the Pega Customer Decision Hub User Guide.
  9. Optional:

    To see if a component is optimized, at the top of the strategy canvas, click Show optimization.

    The following symbols appear on strategy components:
    • A check mark for optimization
    • A warning sign for a lack of optimization
  10. Optional:

    To see the results for a specific non-optimized strategy component, click that component.

    The Test run panel displays different performance results for components depending on optimization. Non-optimized components display values for all performance statistics. For example, if you click a non-optimized component, the results display such information as processing speed and throughput. Optimized components do not display any performance statistics in the results.

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