Configuring batch case runs

Run your strategy on a data set or a subset of records to inspect how customers respond to changes in the strategy, identify the most popular propositions, check if all customers get an offer, and make sure that your strategy is executed as expected. Use a batch case run to test the performance of your strategy and identify which components can be optimized.

  1. Search for and open a Strategy rule.
  2. On the right side of the strategy canvas, expand the Test run panel.
  3. In the panel, click the Batch tab.
  4. Determine the contents of labels that are displayed on components as a result of the test run by selecting from the Show component level values for list.
    For example, you can select Throughput (records) to display a the count of records per second over each component.
    Note: you can edit the selection at any time. The label adjusts to reflect the change.
  5. In the Analyze section, select one of the following options:
    • To analyze decision statistics, such as popularity, click Decisions. For more information, see Decision statistics
    • To analyze performance statistics, such as processing speed, click Performance. For more information, see Performance statistics
  6. Expand the Settings section.
  7. Select the source and the subject of the test run from the following options:
    • Select Data set and specify a data set instance as the source of the test run.
    • Select Data flow and specify a data flow instance as the source of the test run.
  8. 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 selects the number from the top records in the data set or the data flow that you selected as the source.
  9. If the Strategy rule that you are testing uses external input from another Strategy rule, perform the following actions:
    1. In the For external inputs use strategy field, enter the name of the Strategy rule that generates the input.
    2. Optional: To obtain the input directly from the component that generates it, select the Specify a single component within the strategy check box and then select the component.
      If you do not specify a component, the application obtains the input from the results component of the Strategy rule that generates the input.
  10. Click Save and Run.
  11. Analyze the results.
  12. Optional: To see if a component was optimized, at the top of the stategy canvas, click Show optimization.
    Result: The following symbols appear on strategy components:
    • A check mark for optimization
    • A warning sign for a lack of optimization
  13. 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.