Enabling the Customer Profile Viewer
Enable the Customer Profile Viewer to view customer and behavioral data, including their interaction history and past next-best-action decisions, as well as to retrieve and understand next-best-action decision results.
As a next-best-action designer, you can review the historical decisions and interactions in the Customer Profile Viewer to understand and explain arbitration results and to answer compliance inquiries.
- Optional: To change how long the loaded interactions and decision results remain available within
the Customer Profile Viewer, modify the
CPDecisionInteractionTimeToLive dynamic system setting.The value of this setting is in seconds. By default, it is set to 259,200 seconds, which is three days.
- Verify the required data flow nodes:
- Click .
- Verify that the WriteDataToDecisionFiles and
WriteDataToInteractionFiles data flow nodes are present, and
that their status is In progress. The nodes are configured to write decisions results to files in the S3 repository, as well as to the pxDecisionsStream and pxResponsesStream datasets.
- If the required data flow nodes are not present, find and open the following
activities:
- pyCreateDecisionExportArtifacts
- pyCreateInteractionsExportArtifacts
- Click .
- Enter the required parameters.The repository name must be the same as you configured in step 1. The resiliency thresholds determine when the data must be written to files in the repository.
- Click Run.
- To configure the default list of customers in the Customer Profile Viewer, save the GetTestArbitrationSubjectIDs data transform into your Artifacts ruleset, and then run the data transform.
- Enable or disable the recent interaction history:
- To refer to interaction history from the Interaction History stream, set the ReadIHFromEventDataStore dynamic system setting to true.
- To refer to raw data from the interaction history, set the ReadIHFromEventDataStore dynamic system setting to false.
- To configure the parameters required for Customer Profile Viewer Demographics, save the CustomerProfileDemographics extension section into your implementation ruleset.
- Optional: To configure additional extended properties, such as sections, UI elements, or parameters, save the Extended Inbound Filters extension section into your implementation ruleset.
Previous topic Configuring the retention period for exported decisions through a DSS Next topic Recommended: Materializing interaction history summaries