Contents

Title and Copyright Information

Preface

• Audience
• Documentation Accessibility
• Related Documents
• Conventions

Part I Getting Started

1 About Oracle Real-Time Decisions

• 1.1 Terminology
• 1.2 About Decision Studio
  • 1.2.1 Inline Service Explorer View
  • 1.2.2 Problems View
  • 1.2.3 Test View
  • 1.2.4 Cheat Sheets View
  • 1.2.5 Editor Area
  • 1.2.6 Arranging Views and Resizing Editors
• 1.3 About Decision Center
• 1.4 About the Inline Service Lifecycle

2 Creating an Inline Service

• 2.1 About the Inline Service Tutorial
• 2.2 About Deployment and Decision Center Security
• 2.3 About Naming and Descriptions
• 2.4 Accessing Data
  • 2.4.1 Adding a Data Source
    • 2.4.1.1 Creating the New Data Source
    • 2.4.1.2 Importing the Outputs for a Data Source
  • 2.4.2 Adding an Entity
    • 2.4.2.1 Creating the New Entity
    • 2.4.2.2 About Additional Entity Properties
    • 2.4.2.3 Adding an Entity Key
• 2.5 About the Session Entity
  • 2.5.1 Adding an Attribute to the Session Entity
  • 2.5.2 Creating a Session Key
  • 2.5.3 Mapping the Entity to the Data Source
• 2.6 Adding an Informant
  • 2.6.1 Creating an Informant
  • 2.6.2 Adding Testing Logic to the Informant
• 2.7 Testing the Inline Service
• 2.8 Adding Functionality
  • 2.8.1 Creating a Call Entity
  • 2.8.2 Creating the Call Begin Informant
  • 2.8.3 Creating the Service Complete Informant
  • 2.8.4 Creating the Call End Informant
  • 2.8.5 Testing the Informants
• 2.9 Analyze Call Reasons
  • 2.9.1 About Using Choices for Analysis
  • 2.9.2 Adding a Choice Group
  • 2.9.3 Adding an Analytical Model
  • 2.9.4 Adding Logic for Selecting Choices
  • 2.9.5 Testing It All Together

3 Simulating Load for Inline Services

• 3.1 Performance Under Load
  • 3.1.1 Creating the Load Generator Script
  • 3.1.2 Viewing Analysis Results in Decision Center
  • 3.1.3 Excluding the Attribute
• 3.2 Resetting the Model Learnings
  • 3.2.1 Summary of the Inline Service

4 Enhancing the Call Center Inline Service

• 4.1 About Using Choice Groups and Scoring to Cross Sell
• 4.2 Creating an Offer Inventory Using Choice Groups
• 4.3 Configuring Performance Goals
• 4.4 Scoring the Choices
• 4.5 About Advisors
• 4.6 Creating the Decisions
• 4.7 Creating the Advisor
• 4.8 Viewing the Integration Map
• 4.9 Testing the Advisor

5 Closing the Feedback Loop

• 5.1 Using Events to Track Success
  • 5.1.1 Defining Events in Choice Groups
  • 5.1.2 Defining a Choice Event Model
  • 5.1.3 Additional Model Settings
    • 5.1.3.1 Partitioning Attributes
    • 5.1.3.2 Excluded Attributes
    • 5.1.3.3 Learn Location
  • 5.1.4 Remembering the Extended Offer
  • 5.1.5 Creating the Feedback Informant
  • 5.1.6 Testing the Feedback Informant
  • 5.1.7 Updating the Load Generator Script
• 5.2 Using the Predictive Power of Models
  • 5.2.1 Adding a Base Revenue Choice Attribute
  • 5.2.2 Adding a Second Performance Goal (Maximize Revenue)
  • 5.2.3 Calculating Score Value for the Maximize Revenue Performance Goal
  • 5.2.4 Updating the Select Offer Decision to Include the Second Performance Goal
  • 5.2.5 Adding a Choice Attribute to View Likelihood of Acceptance
  • 5.2.6 Checking the Likelihood Value
  • 5.2.7 Introducing Offer Acceptance Bias for Selected Customers
  • 5.2.8 Running the Load Generator Script
  • 5.2.9 Studying the Results

Part II Integration with Oracle RTD

6 About Integrating with Oracle RTD

• 6.1 Choosing the Best Means of Integration
  • 6.1.1 About the Java Smart Client
  • 6.1.2 About the .NET Smart Client
  • 6.1.3 About the JSP Smart Client
  • 6.1.4 About Web Services
• 6.2 About the CrossSell Inline Service
  • 6.2.1 Using Decision Studio to Identify Object IDs
  • 6.2.2 Determining the Response of an Advisor
  • 6.2.3 Knowing How to Respond to the Server
  • 6.2.4 Identifying Session Keys and Arguments

7 Using the Java Smart Client

• 7.1 Before you Begin
• 7.2 Integrating with an Inline Service Using the Java Smart Client
  • 7.2.1 Preparing the Java Smart Client Example
  • 7.2.2 Creating the Java Smart Client Properties File
  • 7.2.3 Creating the Java Smart Client
  • 7.2.4 Creating the Request
  • 7.2.5 Examining the Response
  • 7.2.6 Closing the Loop
  • 7.2.7 Closing the Client

8 Using Java Smart Client JSP Tags

• 8.1 Before You Begin
• 8.2 Integrating with an Inline Service Using Java Smart Client JSP Tags
• 8.3 Deploying the JSP Smart Client Example
  • 8.3.1 Deploying the JSP Smart Client Example to OC4J
  • 8.3.2 Deploying the JSP Smart Client Example to WebSphere
  • 8.3.3 Deploying the JSP Smart Client Example to WebLogic

9 Using the .NET Smart Client

• 9.1 Before You Begin
• 9.2 Integrating with an Inline Service Using the .NET Smart Client
• 9.3 .NET Integration Example

10 Web Service Client Example

• 10.1 Before You Begin
• 10.2 Creating a New NetBeans Java Application Project
• 10.3 Installing the JAX-RPC Web Services Plug-in
• 10.4 Creating an Oracle RTD Web Service Client
• 10.5 Adding the Provided Java Code and Testing the Client

11 Using the Oracle RTD PHP Client

• 11.1 Before You Begin
• 11.2 Integrating with an Inline Service Using the Oracle RTD PHP Client
• 11.3 Deploying the PHP Client Examples
  • 11.3.1 Installing PHP Client Library and Example Files
  • 11.3.2 Editing the NuSoap Path Library Location
  • 11.3.3 Preparing the Oracle RTD PHP Client .ini File
  • 11.3.4 Creating the Oracle RTD PHP Client
  • 11.3.5 Creating the Request
  • 11.3.6 Examining the Response
  • 11.3.7 Closing the Loop
  • 11.3.8 Testing the PHP Client Example

Part III Decision Studio Reference

12 About Decision Studio

• 12.1 About Inline Services
• 12.2 Decision Studio and Eclipse
  • 12.2.1 Selecting the Decision Studio Workspace
  • 12.2.2 Setting the Java Compiler Compliance Level
  • 12.2.3 About the Inline Service Explorer
  • 12.2.4 Code Generation
  • 12.2.5 About Decision Studio Perspectives and Views
  • 12.2.6 Arranging Views and Resizing Editors
  • 12.2.7 About Element Logic
  • 12.2.8 Overriding Generated Code
  • 12.2.9 Performing Inline Service Searches
• 12.3 About Decision Studio Projects
  • 12.3.1 Starting a New Project
  • 12.3.2 Importing a Project
  • 12.3.3 Creating a User-Defined Template
  • 12.3.4 Downloading a Deployed Inline Service
  • 12.3.5 About Deployment States
  • 12.3.6 Example Projects
  • 12.3.7 Opening Decision Studio Version 1.2 Files
• 12.4 Inline Service Directory Structure
• 12.5 Configuring Inline Services
  • 12.5.1 Observer Inline Services
  • 12.5.2 Advisor Inline Services

13 About Decision Studio Elements and APIs

• 13.1 The Oracle RTD Decisioning Process
• 13.2 About Element Display Labels and Object IDs
• 13.3 About the Application Element
  • 13.3.1 Application Parameters
    • 13.3.1.1 Using Debugging Options
    • 13.3.1.2 Adding Application Parameters
  • 13.3.2 Application APIs
  • 13.3.3 Configuring the Control Group
  • 13.3.4 Setting Model Defaults
  • 13.3.5 Writing Application Logic
    • 13.3.5.1 Adding Imported Java Classes
  • 13.3.6 Setting Inline Service Permissions
• 13.4 Accessing Data
  • 13.4.1 About Data Sources
  • 13.4.2 Creating SQL Data Sources
    • 13.4.2.1 SQL Data Source Characteristics
    • 13.4.2.2 Adding Columns to the Data Source
    • 13.4.2.3 Importing Database Column Names
    • 13.4.2.4 Setting the Input Column
  • 13.4.3 Creating Stored Procedure Data Sources
    • 13.4.3.1 Stored Procedure Data Source Characteristics
    • 13.4.3.2 Importing Stored Procedure Parameters
    • 13.4.3.3 Adding Attributes to the Data Source
    • 13.4.3.4 Adding Result Sets to the Data Source
    • 13.4.3.5 Examples of Setting Up Data Sources from Stored Procedures
  • 13.4.4 Accessing Oracle's Siebel Analytics Data
• 13.5 Forming Entities
  • 13.5.1 About the Session Entity
    • 13.5.1.1 About Session Keys
  • 13.5.2 Creating Entities
  • 13.5.3 Adding Attributes and Keys to the Entity
  • 13.5.4 Importing Attributes From a Data Source
  • 13.5.5 Using Attributes for Analysis
  • 13.5.6 Decision Center Display
  • 13.5.7 Adding a Session Key
  • 13.5.8 Adding Attributes to the Session
  • 13.5.9 Mapping Attributes to Data Sources
  • 13.5.10 One-to-Many Relationships
  • 13.5.11 Adding Imported Java Classes
  • 13.5.12 Session Logic
  • 13.5.13 Session APIs
  • 13.5.14 Entity APIs
  • 13.5.15 About Entity Classes
  • 13.5.16 Referencing Entities in Oracle RTD Logic
  • 13.5.17 Adding Entity Keys
  • 13.5.18 Accessing Entity Attributes
  • 13.5.19 Resetting and Filling an Entity
  • 13.5.20 About Cached Entities
  • 13.5.21 Enhanced Entity Attribute Logging
• 13.6 Performance Goals
  • 13.6.1 Adding a Performance Metric
  • 13.6.2 Calculating a Normalization Factor
• 13.7 Choice Groups and Choices
  • 13.7.1 About Choice Groups and Choices
  • 13.7.2 About Choice Group and Choice Attributes
  • 13.7.3 Choice Attribute Characteristics
  • 13.7.4 About Choice Scoring
  • 13.7.5 About Eligibility Rules
  • 13.7.6 Evaluating Choice Group Rules and Choice Eligibility Rules
  • 13.7.7 Determining Eligibility
  • 13.7.8 Choice Group APIs
  • 13.7.9 Choice APIs
• 13.8 Filtering Rules
• 13.9 Scoring Rules
• 13.10 Using Rule Editors
  • 13.10.1 Oracle RTD Rule Terms and Statements
  • 13.10.2 Adding Statements to Rules
  • 13.10.3 Selecting an Operator
  • 13.10.4 Editing Boolean Statements
    • 13.10.4.1 Using Type-Restricted Objects in Rules
  • 13.10.5 Editing Rule Properties
  • 13.10.6 Inverting Rule Elements
• 13.11 About Decisions
  • 13.11.1 Segmenting Population and Weighting Goals
  • 13.11.2 Using a Custom Selection Function
  • 13.11.3 Pre/Post-Selection Logic
  • 13.11.4 Selection Function APIs for Custom Goal Weights
  • 13.11.5 Adding Imported Java Classes and Changing the Decision Center Display
• 13.12 About Selection Functions
  • 13.12.1 Selection Function Scriptlets
  • 13.12.2 Adding Imported Java Classes and Changing the Decision Center Display
• 13.13 About Models
  • 13.13.1 Model Types
  • 13.13.2 Model Common Parameters
  • 13.13.3 Model Attributes
  • 13.13.4 Model APIs
    • 13.13.4.1 Querying the Model
    • 13.13.4.2 Recording the Choice with the Model
    • 13.13.4.3 Obtaining Model Object by String Name
    • 13.13.4.4 Recording Choice Events for Choice Event Models
    • 13.13.4.5 Recording Choices for Choice Models
    • 13.13.4.6 Obtaining Model Choice Likelihood
• 13.14 About Integration Points
  • 13.14.1 About Informants
    • 13.14.1.1 Adding a Session Key
    • 13.14.1.2 Identifying the External System and Order
    • 13.14.1.3 Adding Request Data
  • 13.14.2 Adding Imported Java Classes and Changing the Decision Center Display
  • 13.14.3 Informant APIs
  • 13.14.4 Informant Logic
    • 13.14.4.1 Logic
    • 13.14.4.2 Asynchronous Logic
    • 13.14.4.3 Accessing Request Data From the Informant
  • 13.14.5 About Advisors
  • 13.14.6 About the Advisor Decisioning Process
  • 13.14.7 Adding Imported Java Classes and Changing the Decision Center Display
  • 13.14.8 Adding a Session Key
  • 13.14.9 Identifying the External System and Order
  • 13.14.10 Adding Request Data
  • 13.14.11 Adding Response Data
  • 13.14.12 Logic in Advisors
    • 13.14.12.1 Logic
    • 13.14.12.2 Asynchronous Logic
  • 13.14.13 Accessing Request Data from the Advisor
• 13.15 About External Systems
• 13.16 About the Categories Object
• 13.17 About Functions
  • 13.17.1 Functions to Use with Choice Event History Table
  • 13.17.2 About Maintenance Operations
  • 13.17.3 Adding Imported Java Classes and Changing the Decision Center Display
• 13.18 About Type Restrictions
  • 13.18.1 Managing Type Restrictions
    • 13.18.1.1 Creating and Editing "List of Values" Type Restrictions
    • 13.18.1.2 Creating and Editing "List of Entities" Type Restrictions
    • 13.18.1.3 Creating and Editing Other Restrictions
    • 13.18.1.4 Associating Type Restrictions with Inline Service Objects
    • 13.18.1.5 Using Type Restrictions in Rules
    • 13.18.1.6 Examples of Type Restrictions
• 13.19 About Statistic Collectors
  • 13.19.1 Creating a Custom Statistics Collector
• 13.20 About Decision Center Perspectives

14 Deploying, Testing, and Debugging Inline Services

• 14.1 Deploying Inline Services
• 14.2 Connecting to Real-Time Decision Server
• 14.3 Redeploying Inline Services
• 14.4 Testing and Debugging Inline Services
  • 14.4.1 About the Problems View
  • 14.4.2 Using the Test View
    • 14.4.2.1 Using logInfo()
    • 14.4.2.2 Testing for Incoming Request Data
  • 14.4.3 Using System Logs for Testing and Debugging Inline Services

15 About the Load Generator

• 15.1 Using Load Generator for Testing
• 15.2 Using Load Generator for Performance Characterization
• 15.3 Running a Load Generator Session
  • 15.3.1 Measuring the Server Load
• 15.4 Viewing Performance Graphs
• 15.5 About the General Tab
  • 15.5.1 Load Generator Section
  • 15.5.2 Details Section
  • 15.5.3 Think Time Section
  • 15.5.4 Scripts Section
  • 15.5.5 Logging Section
• 15.6 About Variables
  • 15.6.1 Using Variables
  • 15.6.2 Variable Types
• 15.7 About Actions
  • 15.7.1 Types of Actions
• 15.8 Load Generator CSV Log File Contents
• 15.9 XLS File Contents

Part IV Miscellaneous Application Development

16 Oracle RTD Batch Framework

• 16.1 Batch Framework Architecture
  • 16.1.1 Batch Framework Components
  • 16.1.2 Use of Batch Framework in a Clustered Environment
• 16.2 Implementing Batch Jobs
  • 16.2.1 Implementing the BatchJob Interface
  • 16.2.2 Registering Batch Jobs with the Batch Framework
    • 16.2.2.1 BatchAgent
    • 16.2.2.2 Registering the Imported Java Classes in the Inline Service
    • 16.2.2.3 Registering the Batch Jobs in the Inline Service
• 16.3 Administering Batch Jobs
  • 16.3.1 Using the BatchClientAdmin Interface
  • 16.3.2 Using the Batch Console
    • 16.3.2.1 Notes on Batch Console Commands
    • 16.3.2.2 Running Jobs Sequentially
    • 16.3.2.3 Running Jobs Concurrently

17 Externalized Objects Management

• 17.1 Dynamic Choices
  • 17.1.1 Simple Example of Dynamic Choices
  • 17.1.2 Basic Dynamic Choice Design Implications
  • 17.1.3 Multiple Category Dynamic Choices from a Single Data Source
    • 17.1.3.1 Different Dynamic Choice Categories in the Same Data Source
  • 17.1.4 Prerequisite External Data Source for Dynamic Choices
  • 17.1.5 Overview of Setting up Dynamic Choices in Decision Studio
  • 17.1.6 Creating the Dynamic Choice Data Source
  • 17.1.7 Creating the Single Dynamic Choice Entity
  • 17.1.8 Creating the Dynamic Choice Set Entity
  • 17.1.9 Creating the Dynamic Choice Data Retrieval Function
  • 17.1.10 Considerations for Choice Group Design
  • 17.1.11 Creating a Single Category Choice Group
    • 17.1.11.1 Group Attributes Tab
    • 17.1.11.2 Choice Attributes Tab
    • 17.1.11.3 Dynamic Choices Tab
  • 17.1.12 Creating a Multi-Category Choice Group
    • 17.1.12.1 Choice Attributes Tab in the Parent Choice Group
    • 17.1.12.2 Group Attributes Tab in the Child Choice Groups
    • 17.1.12.3 Dynamic Choices Tab in the Child Choice Groups
  • 17.1.13 Dynamic Choice Reporting Overview
    • 17.1.13.1 Applications with Static Choices Only
    • 17.1.13.2 Dynamic Choice Visibility
    • 17.1.13.3 System-Created Range Folders
    • 17.1.13.4 Distribution of Choices Across Decision Center Folders
    • 17.1.13.5 Example of a Decision Center Report with Dynamic Choices
• 17.2 External Rules
  • 17.2.1 Introduction to External Rules
  • 17.2.2 External Rule Editor
  • 17.2.3 External Rule Framework
    • 17.2.3.1 External Rule Evaluation Functions
    • 17.2.3.2 External Rule Caching
    • 17.2.3.3 External Rule APIs
    • 17.2.3.4 External Rule Error Handling and Logging
  • 17.2.4 Setting Up External Rules in Decision Studio
    • 17.2.4.1 Prerequisite - Setting Up Objects in an External Content Repository
    • 17.2.4.2 Defining the Inline Service Objects for the Rules
    • 17.2.4.3 Defining External Rules for Inline Service Objects
  • 17.2.5 Setting Up the External Interface and Embedded Rule Editor
    • 17.2.5.1 Defining the Rule Editor Widget
    • 17.2.5.2 Changing the Rule Editor Context and Scope
    • 17.2.5.3 Defining the Callback Function
• 17.3 Example of End to End Development Using Dynamic Choices and External Rules
  • 17.3.1 Database Driven Dynamic Choices
  • 17.3.2 Evaluating External Rules
  • 17.3.3 Embedding an External Rule Editor in a Third Party Interface
  • 17.3.4 DC_Demo External Rules Deployment Helper
  • 17.3.5 Pushing External Rules To a Production Environment
  • 17.3.6 Viewing Reports for Dynamic Choices
• 17.4 Externalized Performance Goal Weighting

A Development Error Messages

B Examples of Data Sources from Stored Procedures

• B.1 Creating a Data Source from Single Result Stored Procedures
• B.2 Creating a Data Source from Stored Procedures with One Result Set
• B.3 Creating a Data Source from Stored Procedures with Two Result Sets