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Testing the Next-Best-Action strategies with data flows

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After you create a data flow, start a test run panel of your Next-Best-Action strategy. You can test the full strategy framework by running the test at the top level of the Next-Best-Action hierarchy, or test the configuration of a specific business group by running the test only for that group.

  1. In the navigation panel of Dev Studio, click Records Decision Strategy .

  2. Open the Next-Best-Action strategy that you want to test. For example, to test the full Next-Best-Action strategy framework, open the NBA_TopLevel strategy.

  3. Open the Test run panel by clicking the Toggle side panel icon on the right side of the strategy canvas.

  4. In the Single case tab of the Test run panel, select Run this strategy on a data flow.

  5. In the Data flow field, select your new data flow.

  6. In the Customer ID list, select the ID of a customer.

    Sample test data flow run for a customer
  7. Click Run.

The test data flow retrieves the customer data from the database. The Next-Best-Action strategy then uses the data to decide on the Next-Best-Action for the customer based on the customer's eligibilities, Interaction History, and other factors. You can see the decision results directly on the strategy canvas.
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