Strategy rules - Completing the New, Save As, or Specialization form

Records can be created in various ways. You can add a new record to your application or copy an existing one. You can specialize existing rules by creating a copy in a specific ruleset, against a different class or (in some cases) with a set of circumstance definitions. You can copy data instances but they do not support specialization because they are not versioned.

Based on your use case, you use the Create, Save As, or Specialization form to create the record. The number of fields and available options varies by record type. Start by familiarizing yourself with the generic layout of these forms and their common fields using the following Developer Help topicsusing the following Developer Help topics:

• Creating a rule
• Copying a rule or data instance
• Creating a specialized or circumstance rule
• Creating a rule or data instance
• Copying a rule or data instance
• Creating a specialized or circumstance rule

This information identifies the key parts and options that apply to the record type that you are creating.

Create a strategy by selecting Strategy from the Decision category.

There are two typical patterns when creating a new strategy:

• Strategy using propositions
  • Use the Business Issue and Group drop-down lists to select the applicability of the strategy in the context of the proposition hierarchy. Select the business issue and, if applicable, the group.
  • The level at which the strategy is created (top level, business issue or group) determines the properties it can access. Strategies for which business issue is not defined apply to all business issues and groups in the context of the proposition hierarchy.
• Strategy without propositions

  • Enable the Define on a custom Strategy Result class instead option to select a data class that is indirectly derived from Data-pxStrategyResult.

  • If left blank, the strategy result class is automatically considered to be the top level class of your application.

Initial decision context

Select a starting decision context, which will add an Embedded strategy to the canvas. The Embedded strategy shape simplifies the design of complex strategies that target multiple types of audiences by using substrategies that are embedded in the top-level strategy, without having to constantly switch between substrategies. The Embedded strategy will be configured with the data defined in the context dictionary.

Rule resolution

When searching for rules of this type, the system:

• Filters candidate rules based on a requestor's ruleset list of rulesets and versions
• Searches through ancestor classes in the class hierarchy for candidates when no matching rule is found in the starting class

Time-qualified and circumstance-qualified rule resolution features are not available for this rule type.