Siebel Marketing Guide > Administering Siebel Real-Time Marketing > Creating and Testing Decisions >

Creating and Deleting a Decision Record

If you want to use the result of the decision in a Siebel Real-Time Marketing process, the decision should have a status of Released. After a decision has been released, you should not delete it.

To create a decision

  1. From the application-level menu, choose View > Site Map > Decision Administration > My Decisions.
  2. In the Decisions list, create a new record.
  3. Complete the fields using the information in Table 48, at the end of this procedure.

    4. The name must be unique and the description should help others understand how the decision will be used.

  4. Click the Identifiers view tab,
  5. In the Identifiers list, create a new record and complete the fields using information in Table 48.

    6. In the Name field, you can select multiple identifiers. These values will be used as part of the WHERE clause in the SQL query. For example, if the decision will be run for each customer, then select the Customer ID.

  6. Click the Real-Time Inputs view tab.
  7. In the Real Time Inputs list, create a new record and complete the fields using information in Table 48.

    8. Select real-time values from the personalization profile that will be used by a model or calculation.

  8. Click the Outputs view tab.
  9. In the Outputs list, create a new record and complete the fields using information in Table 48.

    10. In the Name field, select a single value as the output. This value will be used as part of the SQL query select statement clause. For example, select output from the table specified where identifier is equal to the customer ID. This will allow the decision request the result or value of a particular field or column.

Table 48.  Decision Fields
Field
Decision Administration Views
Description
Default Value
Identifiers and Real Time Inputs
Used during decision testing and when no value is passed or available to the decision.
Name
All views
Can select multiple values. Used in the WHERE clause of the SQL query. For example, the customer ID identifier allows the decision request to obtain information about that customer.
Profile Name
Identifiers and Real Time Inputs
Select the value from the drop-down list. In the Identifiers list, it is used to associate a profile attribute value with indentifier that will be used in the construction of the actual SQL select statement.
Server
Decisions
Required. The name of your Analytics Server. For information, see Defining Data Source Names.
Status
Decisions
Required. When the decision is working properly, change the status to verified. Other values are:
  • Unverified. Default value. You can delete decisions in this status.
  • Verified. Change after you confirm that the decision is working properly.
  • Released. You can use for any application.
  • Retracted. Currently in use, but you should not use this in any new applications.
  • Inactive. Not currently used. Can be deleted.
Subject Area
Decisions
Required. The drop-down list shows the tables for the server that you selected in the Server field. Choose the table in which you created the decision identifier and output columns.
Test Result
Outputs
Read only. This column will be populated with the results of a test.

Creating a Decision That Produces a Score (Example)

You can use the values in the following list to create a decision.

  1. Create a decision with the following values:

    2. Field
    Value
    Name
    ScoreOffer
    Server
    ScoreServer
    Subject Area
    Siebel

  2. Create first Identifiers with the following values:

    3. Field
    Value
    Default Value
    1
    Name
    ContactId

  3. Create second Identifiers with the following values:

    4. Field
    Value
    Default Value
    1
    Name
    OfferID

  4. Create Outputs with the following values:

    5. Field
    Value
    Name
    Score

Your SQL field value result should be the following statement:

Select Score from Siebel.OfferScore where ContactId = '%' And OfferId = '%'

Deleting a Decision

Someone might be using a decision in Released status. Deleting it might cause the application to function improperly.

CAUTION:  Only decisions with a status of Inactive, Unverified, and Verified can be deleted. Decisions in Retracted status should not be deleted because they may still be used.

To delete a decision

  1. From the application-level menu, choose View > Site Map > Decision Administration > My Decisions.
  2. In the Decisions list, select a decision.
  3. Click the menu button and select Delete Record.

 Siebel Marketing Guide 
 Published: 23 June 2003