Reference Strategy rules to apply predictive analytics, adaptive analytics, and other
business rules when processing data in your data flow. Build data flows that can leverage
strategies to identify the optimal action to take with customers to satisfy their expectations
while also meeting business objectives. For example, based on the purchase history, you can
prepare a sales offer that each individual customer is likely to accept.
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In a data flow, click the Plus icon on a shape, and select
Strategy.
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Double-click the Decision strategy shape to configure it.
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In the Strategy field, select a strategy that you want to
reference in this shape.
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Select one of the following modes for running the strategy in your data flow:
- Make decision - The strategy that is executed by the data
flow is designed only to issue a decision. For example, the strategy selects the best
proposition for each customer and passes this information for further processing in the
your data flow.
- Make decision and store data for later response capture -
The strategy that is executed by the data flow is designed to issue a decision and you
want to store the decision results for a specified period of time. You can use this data
for delayed adaptive model learning and issuing a response capture at a later time. In
the Store data for field, specify how long you want to store
inputs passed to adaptive models and strategy results.
- Capture response for previous decision by interaction ID -
The strategy that is executed by the data flow is designed to retrieve the adaptive
inputs and strategy results for the interaction ID.
- Capture response for previous decision in the past period -
The strategy that is executed by the data flow is designed to retrieve the adaptive
inputs and strategy results from the particular period of time.
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Select the class where you want to store strategy results by selecting one of the
following options:
- Individually in <class_name> - Use the strategy
result class (default option). Each result is emitted to the destination
individually.
- Updated in <class_name> - Use the input class of the
strategy pattern as the output class. You can embed the strategy results in the
top-level page.
- Embedded in - Enter any other class to store your strategy
results. You can embed the strategy results in a different class.
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When you change the default output class, map the properties from the strategy result
class to the properties of the class that you select.
- Optional:
To improve the performance of the strategy, in the Output
properties section, select specific properties for processing.
By limiting the number of properties that the strategy processes to a minimum, you
increase the processing speed. The properties that you select are included in the strategy
results and are available in the data flow.
CAUTION:
The system selects a
number of default output properties. Pega recommends that you keep the default
properties because clearing the selection may cause issues in your application.
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Click Submit.
Example: The strategy that is referenced by the Strategy shape outputs
either the incoming data record to which it adds decision results, or just the decision
result. For example, a data record contains information about a customer who we want to target
with a marketing offer. When the best offer is selected by the strategy, the customer data
record is updated with the information about the selected offer and the
Strategy shape outputs the record for further processing in the
remaining data flow shapes. Similarily, the strategy can be configured not to output the
incoming data record but only the decision result. When the best offer is selected by the
strategy, the Strategy shape outputs the decision result for further
processing in the remaining data flow shapes.