Proposition Management landing page |
Access this landing page by selecting the > Decisioning > Decisions >Proposition Management menu item.
The Proposition Management landing page provides the facilities for defining and managing the decision hierarchy that can be used by one or more applications. The page has two tabs:
Available in applications that have access to the Decision Management rule sets through Application Rulesets or PegaDM as Built on Application.
Use the Hierarchy tab to manage your application's business issues, groups and properties that are used as proposition attributes. Changing the proposition hierarchy requires the rule set the SR class belongs to be unlocked and the same applies to properties.
Use the following buttons to define new issues, add groups to an issue and add properties at the defined scope in the proposition hierarchy:
The Business Issues & Groups panel shows the defined proposition hierarchy in a tree view.
Right click an entry to access the menu displaying the list of available actions (Add Issue, Add Group, Add Property and Remove). The Remove action does not result in actually deleting the classes that represent the hierarchy, but it removes a given issue, or group, from the proposition hierarchy context by changing the pyDecisioningItem from Issue (for issue level classes) or Group (for group level classes) to MarkedForDeletion.
Clicking an entry in the hierarchy determines the properties displayed to the right of the Business Issues & Groups panel, as well as the class information (top level class, class, rule set and updated/updated by details). By default, the top level class is assumed to be <OrgClass>-<ApplicationName>-SR, but you can change it by clicking the link in the Top-Level Class field and changing the application's pxDecisioningClass field value rule.
Changes to the pyDecisioningItem's value are only reflected in the Proposition Hierarchy tab after you refresh the landing page.
Only properties that are specific to your application can be deleted. Unlike business issues or groups, deleting a proposition property results in actually deleting the property rule.
Use this tab to view and manage propositions in your application and to define values for proposition properties.
The toolbar has the following controls:
New Proposition
Add a new proposition through the New Proposition dialog. Provide the required information:
- Proposition Name
- Description - optional description
- Business Issue - Select the business issue from the dropdown menu.
- Group - Select the group from the dropdown menu.
- Properties - Proposition properties are displayed depending on the scope of this proposition. Define values for the applicable properties.
After defining the details, click Create. You can also use the Create & add new button to continue adding more propositions.
Bulk Edit
Select the group for which you want to create, edit or delete propositions using the Edit <Group> Data Table instances dialog or Excel.
Managing propositions does not require the rule set the SR class belongs to be unlocked and the same applies to defining the values of properties that apply to a proposition. However, if there is a mismatch between the properties in the group's EditList rule and the actual list of properties defined in the proposition hierarchy, the Edit <Group> Data Table instances dialog may not allow you to work with the right set of proposition attributes. In this case, use Excel to edit propositions and define the values of the corresponding properties.
Delete
Delete the data instance representing the selected proposition(s). All propositions with a check mark are deleted when you confirm this action.
Search
Enter a value in the text box and click Search to narrow the amount of information displayed in the Propositions tab. The value is matched against any value in the columns displayed in the grid.
The expand control to the left of a proposition's check box displays the area to define proposition attributes, create a new proposition based on this proposition or delete the proposition.
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