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Interaction form - Completing the Run Strategy tab

Use this tab to define the settings for running the strategy. The information in this tab is referenced by the Run Interaction shape used in flows.

  • Select the strategy rule in the Select strategy setting. The most common cases are covered by providing the strategy rule and therefore using all possible evaluation paths in the decision making chain.

    If you need to specify a single evaluation path, type a dot after the strategy rule name and press the down arrow to select from the list of components exposed as strategy results (for example, NextBestAction.BestAction).

  • Define how to capture the result of the strategy through selecting the corresponding check boxes:
    • Clipboard - Select to provide the page (one result) or page list (multiple results) property that holds the output of the corresponding strategy component. After executing the strategy, the interaction context is taken to perform the last steps, which consist of saving the information (clipboard pages or virtual lists) used when executing adaptive models and mapping results to properties by mapping pxResults from Code-Pega-List to page or page list properties.

      Strategy results are published as virtual lists if writing to the pxResults property of a page of class Code-Pega-List. In any other case, strategy results are published as normal clipboard pages.

    • Interaction history - Select to have the strategy provide all the necessary information to build and save the interaction record. The minimum construct the strategy designer needs to apply is adding a data import component that imports the data provided by the page containing the customer response information.

      Data resulting from an interaction consists of data used when issuing the decision, the recommendation (proposition) and the outcome (customer response). Some dimensions are always automatically set (outcome, operator and application), as well as the pySubjectID as defined in the strategy.

      If pySubjectID is not defined in the strategy, the interaction rule considers the first key defined in the strategy's primary class.

      • If adaptive models were selected in the process of running the strategy, the system updates Adaptive Decision Manager.
      • The system always updates the in-memory data source used by Visual Business Director as the most current view of the system (actuals).
    • Visual Business Director - Select to write results to Visual Business Director. This results in creating or updating simulation data sources.
    • Database via class - Select to save the results to database. If the class has an associated output definition, the simulation output definition determines how the results are recorded and saved.
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