After having done the review in the previous step, you may now need to add or edit the Interaction History Aggregate / Summaries.

Aggregate data in interaction history summaries

You can group, aggregate, and filter interaction history data in a single strategy component. By using interaction history summaries, you can create refined data sets that simplify strategy frameworks and accelerate decision-making. Aggregated data sets are easier to process, manage, and troubleshoot.

To perform Interaction History Aggregate Summary configuration, you will need to add the IH Summary component into your strategy:

Write the new dataset name in the ‘Select Aggregate Dataset’ textbox and click the button next to it:

Pick ‘Summaries’ item from the ‘Type’ dropdown list, check the ‘Apply to’ class and the ruleset names, then click ‘Create and open’ button:

Specify Time Period length and ‘Group by’ parameters:

Add the appropriate aggregates and save the data set rule:

Now you should be able to use the aggregated data set properties in your strategy:

Outcome

Once Interaction History Aggregate Summary configuration is completed, you should be able to add the IH Summary component into your strategy and use the appropriate data set in its properties.

Frequently asked questions about Interaction History Aggregate Summaries

Materialized IH Summaries - how do they work?

Materialized IH Summaries are automatically managed for you. On initial materialization (bootstrap stage), the system scans IH to establish the starting point for the aggregation and stores the result in Cassandra. As subsequent IH entries are captured, the data is automatically sent to the aggregation data set to keep the aggregation current and automatically managed.