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Enabling the Customer Profile Viewer

Updated on May 30, 2022

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.

  1. 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.
    Dynamic system setting that controls data retention in Customer Profile Viewer
    The CP Decision Interaction time to live setting is open in Dev Studio. It is set to the default value.
  2. Verify the required data flow nodes:
    1. Click ConfigureDecisioningDecisionsData FlowsReal-Time Processing.
    2. 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.
    3. If the required data flow nodes are not present, find and open the following activities:
      • pyCreateDecisionExportArtifacts
      • pyCreateInteractionsExportArtifacts
    4. Click ActionsRun.
    5. 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.
    6. Click Run.
      Result: This will create and start the data flow nodes, as well as the DecisionFiles and InteractionFiles data sets that write results to files in the repository.
  3. 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.
  4. 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.
  5. To configure the parameters required for Customer Profile Viewer Demographics, save the CustomerProfileDemographics extension section into your implementation ruleset.
  6. 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

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