Proposition Management landing page

Access this landing page by selecting the > Decisioning > Decisions >Proposition Management menu item.

The Proposition Management landing page provides the facilities for defining and managing the decision hierarchy that can be used by one or more applications. The page has two tabs:

• Hierarchy: View, define, and maintain business issues, groups and attributes.
• Proposition Data: View, define, and maintain propositions and the value of proposition attributes for a given proposition.

Available in applications that have access to the Decision Management rule sets through Application Rulesets or PegaDM as Built on Application.

Hierarchy tab

Use the Hierarchy tab to manage your application's business issues, groups and properties that are used as proposition attributes. Changing the proposition hierarchy requires the rule set the SR class belongs to be unlocked and the same applies to properties.

Use the following buttons to define new issues, add groups to an issue and add properties at the defined scope in the proposition hierarchy:

• New Business Issue: create the class that represents the business issue.
• New Group: create the class that represents the group.
• New Property: create a new property. By default, the scope (Issue and Group drop-down selection) is set to the same level as in the Business Issues & Groups panel before starting the process of adding a new property, but you can select another scope.
  • Select All Issues to create properties that apply to all propositions. These properties are created at the SR level in the proposition hierarchy.
  • Select the issue level to create issue level properties. These properties are created at the SR-<Issue> level in the proposition hierarchy.
  • Select the group level to create group level properties. These properties are created at the SR-<Issue>-<Group> level in the proposition hierarchy.

The Business Issues & Groups panel shows the defined proposition hierarchy in a tree view.

Right click an entry to access the menu displaying the list of available actions (Add Issue, Add Group, Add Property and Remove). The Remove action does not result in actually deleting the classes that represent the hierarchy, but it removes a given issue, or group, from the proposition hierarchy context by changing the pyDecisioningItem from Issue (for issue level classes) or Group (for group level classes) to MarkedForDeletion.

Clicking an entry in the hierarchy determines the properties displayed to the right of the Business Issues & Groups panel, as well as the class information (top level class, class, rule set and updated/updated by details). By default, the top level class is assumed to be <OrgClass>-<ApplicationName>-SR, but you can change it by clicking the link in the Top-Level Class field and changing the application's pxDecisioningClass field value rule.

Changes to the pyDecisioningItem's value are only reflected in the Proposition Hierarchy tab after you refresh the landing page.

Only properties that are specific to your application can be deleted. Unlike business issues or groups, deleting a proposition property results in actually deleting the property rule.

Proposition Data tab

Use this tab to view and manage propositions in your application and to define values for proposition properties.

Toolbar

The toolbar has the following controls:

New Proposition

Add a new proposition through the New Proposition dialog. Provide the required information:

• Proposition Name
• Description - optional description
• Business Issue - Select the business issue from the drop-down menu.
• Group - Select the group from the drop-down menu.
• Properties - Proposition properties are displayed depending on the scope of this proposition. Define values for the applicable properties.

After defining the details, click Create. You can also use the Create & add new button to continue adding more propositions.

Bulk Edit

Select the group for which you want to create, edit or delete propositions using the Edit <Group> Data Table instances dialog or Excel.

Managing propositions does not require the rule set the SR class belongs to be unlocked and the same applies to defining the values of properties that apply to a proposition. However, if there is a mismatch between the properties in the group's EditList rule and the actual list of properties defined in the proposition hierarchy, the Edit <Group> Data Table instances dialog may not allow you to work with the right set of proposition attributes. In this case, use Excel to edit propositions and define the values of the corresponding properties.

Delete

Delete the data instance representing the selected proposition(s). All propositions with a check mark are deleted when you confirm this action.

Search

Enter a value in the text box and click Search to narrow the amount of information displayed in the Propositions tab. The value is matched against any value in the columns displayed in the grid.

Expand control options

The expand control to the left of a proposition's check box displays the area to define proposition attributes, create a new proposition based on this proposition or delete the proposition.

• Edit: edit the values of the applicable properties.
• Duplicate: open the Duplicate Proposition dialog. This dialog works similarly to the New Proposition dialog and allows you to create a new proposition based on the details of an existing one.
• Delete: delete the proposition. This action is similar to using the toolbar's Delete button.

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