You can simplify decisioning strategies by creating data set records for interaction
history summaries. These data sets can aggregate interaction history to limit and refine the
data that strategies process.
Use interaction history summaries to filter customer data and integrate multiple
arbitration and aggregation components into a single import component. For example, you can
create a data set that groups all offers that a customer accepted within the last 30 days
and use that data set to avoid creating duplicate offers.
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Click .
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On the landing page, click Create.
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In the Create Data Set panel, enter the data set label and
identifier.
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From the Type list, select Aggregates.
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Provide the ruleset, the applicable Strategy Result class, and the ruleset version of
the data set.
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Click Create and open.
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Select one of the following options for the time period:
- To aggregate data from the entire interaction history, select All
time.
- To aggregate data from a specific time period, select
Last, and then specify the time period.
- Optional:
To specify aggregation start time, select the Start aggregating as
of check box and specify the date.
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In the
Group by
section, select the properties by which
you want to group the data.
By default, the aggregated data is grouped by the pySubjectID and
pySubjectType properties from the
Data-pxStrategyResult class.
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In the
Aggregate
section, add
aggregates and then specify when conditions for the aggregates, if
applicable.
For example, add an aggregate that increases the count of the
CountPositives property for each offer that a when condition defines
as Accepted. You can then use this data set in a strategy to
prevent offers for which the value of the CountPositives property is
greater than 0 for a specific customer. By using this data set in a strategy, you ensure
that the customer does not receive duplicate offers.
- Optional:
To limit the data that the data set aggregates, in the
Filter
section, click
Add
condition
and define the filter conditions.
For example, you can add a filter that limits the aggregated data to a
specific product.
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Click Save.
- Optional:
To toggle preaggregation of the new data set, perform the following actions:
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Click .
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Next to the data set, click Manage and select a
materialization option.
Materialized data sets save processing time because they are preaggregated and
always available for use. Data sets that are not materialized, are available on demand
and they query the database for data on use.