Unit testing strategy rules

Perform a single case run to test your strategy against a specific record. You can test whether the strategy that you created is set up correctly and delivers expected results.

Note: You can run single case tests on data sets and data flows with multiple key properties.
  1. Search for and open a Strategy rule.
  2. On the right side of the strategy canvas, expand the Test run panel.
  3. In the panel, click the Single case tab.
  4. Expand the Settings section.
  5. Select the source and the subject of the test run from the following options:
    • Select Data Transform and specify a data transform instance as the source of the test run.
    • Select Data set and specify a data set instance as the source and a value for each key property as the subject of the test run.
    • Select Data flow and specify a data flow instance as the source and a value for each key property as the subject of the test run.
    Note: For the Subject ID field, the interface displays the first ten customer IDs that are available for selection. Select a different ID by typing its name.
  6. If the Strategy rule that you are testing uses external input from another Strategy rule, perform the following actions:
    1. In the For external inputs use strategy field, enter the name of the Strategy rule that generates the input.
    2. Optional: To obtain the input directly from the component that generates it, select the Specify a single component within the strategy check box and then select the component.
      If you do not specify a component, the application obtains the input from the results component of the Strategy rule that generates the input.
  7. Run the test by performing one of the following actions:
    • On a checked-out Strategy rule, click Save and Run.
    • On a checked-in Strategy rule, click Run.
  8. Analyze the results.
  9. Optional: To see if a component was optimized, at the top of the strategy canvas, click Show optimization.
    Result: The following symbols appear on strategy components:
    • A check mark for optimization
    • A warning sign for a lack of optimization
  10. Optional: To see the results for a specific non-optimized strategy component, click that component.
  11. Optional: To convert the test into a PegaUnit test case, click Convert to test.
    A test case allows you to compare the expected output of a test to actual test results. For information about configuring test cases, see Modifying PegaUnit test cases.
  12. Optional: To view the performance of the entire strategy run, access a downloadable report file by performing the following actions:
    1. Click Actions > Run.
    2. In the Run window, define the Run context and then click Run.
    3. Click Download strategy execution profile (xls).