Creating an interaction history summary data set

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.

  1. Click Configure > Decisioning > Decisions > Data Sources > Interaction History Summaries.
  2. On the landing page, click Create.
  3. In the Create Data Set panel, enter the data set label and identifier.
  4. From the Type list, select Aggregates.
  5. Provide the ruleset, the applicable Strategy Result class, and the ruleset version of the data set.
  6. Click Create and open.
  7. 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.
  8. Optional: To specify aggregation start time, select the Start aggregating as of check box and specify the date.
  9. 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.
  10. 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.
  11. 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.
  12. Click Save.
  13. Optional: To toggle preaggregation of the new data set, perform the following actions:
    1. Click Configure > Decisioning > Decisions > Data Sources > Interaction History Summaries.
    2. 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.