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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 the PHP Client
6.1.5
About Web Services
6.2
About the CrossSell Inline Service
6.2.1
Using Decision Studio to Identify Object IDs
6.2.2
Identifying Session Keys and Arguments
6.2.3
Determining the Response of an Advisor
6.2.4
Identifying Event Responses to Oracle RTD
6.3
Oracle RTD Web Services and Web Service Security
6.4
System Requirements and Certification
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 WebLogic
9
PHP Client
9.1
Before You Begin
9.2
Integrating with an Inline Service Using the Oracle RTD PHP Client
9.2.1
Deploying the PHP Client Example
9.2.2
Setting up the Oracle RTD PHP Client .ini File
9.2.3
Editing the Nusoap Path Library Location
9.2.4
Creating the Oracle RTD PHP Client
9.2.5
Creating the Request
9.2.6
Examining the Response
9.2.7
Closing the Loop
10
Using the .NET Smart Client
10.1
Before You Begin
10.2
Integrating with an Inline Service Using the .NET Smart Client
10.3
.NET Integration Example
11
Web Service Client Example
11.1
Before You Begin
11.2
Creating a New NetBeans Java Application Project
11.3
Adding the Provided Java Code and Testing the Client
Part III Decision Studio Reference
12
About Decision Studio
12.1
About Inline Services
12.1.1
Configuring Inline Services
12.1.2
General Types of Inline Service
12.1.2.1
Observer Inline Services
12.1.2.2
Advisor 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
Adding Custom Logic to Elements
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
12.4
Inline Service Directory Structure
12.5
Inline Service Security
13
About Decision Studio Elements and APIs
13.1
Overview of the Oracle RTD Decisioning Process
13.2
The Oracle RTD Decisioning Process
13.3
About Element Display Labels and Object IDs
13.4
About the Application Element
13.4.1
Application Parameters
13.4.1.1
Using Debugging Options
13.4.1.2
Adding Application Parameters
13.4.2
Application APIs
13.4.3
Configuring the Control Group
13.4.4
Setting Model Defaults
13.4.5
Writing Application Logic
13.4.5.1
Adding Imported Java Classes
13.5
Accessing Data
13.5.1
About Data Sources
13.5.2
Creating SQL Data Sources
13.5.2.1
SQL Data Source Characteristics
13.5.2.2
Adding Columns to the Data Source
13.5.2.3
Importing Database Column Names
13.5.2.4
Setting the Input Column
13.5.3
Creating Stored Procedure Data Sources
13.5.3.1
Stored Procedure Data Source Characteristics
13.5.3.2
Importing Stored Procedure Parameters
13.5.3.3
Adding Attributes to the Data Source
13.5.3.4
Adding Result Sets to the Data Source
13.5.3.5
Examples of Setting Up Data Sources from Stored Procedures
13.5.4
Accessing Oracle Business Intelligence Enterprise Edition Data
13.6
Forming Entities
13.6.1
About the Session Entity
13.6.1.1
About Session Keys
13.6.2
Creating Entities
13.6.3
Adding Attributes and Keys to the Entity
13.6.4
Importing Attributes From a Data Source
13.6.5
Using Attributes for Analysis
13.6.6
Decision Center Display
13.6.7
Adding a Session Key
13.6.8
Adding Attributes to the Session
13.6.9
Mapping Attributes to Data Sources
13.6.10
One-to-Many Relationships
13.6.11
Adding Imported Java Classes
13.6.12
Session Logic
13.6.13
Session APIs
13.6.14
Entity APIs
13.6.15
About Entity Classes
13.6.16
Referencing Entities in Oracle RTD Logic
13.6.17
Adding Entity Keys
13.6.18
Accessing Entity Attributes
13.6.19
Resetting and Filling an Entity
13.6.20
About Cached Entities
13.6.21
Enhanced Entity Attribute Logging
13.7
Performance Goals
13.7.1
Adding a Performance Metric
13.7.2
Calculating a Normalization Factor
13.8
Choice Groups and Choices
13.8.1
About Choice Groups and Choices
13.8.2
About Choice Group and Choice Attributes
13.8.3
Choice Attribute Characteristics
13.8.4
About Choice Scoring
13.8.5
About Eligibility Rules
13.8.6
Evaluating Choice Group Rules and Choice Eligibility Rules
13.8.7
Determining Eligibility
13.8.8
Choice Group APIs
13.8.9
Choice APIs
13.9
Filtering Rules
13.10
Scoring Rules
13.11
Using Rule Editors
13.11.1
Oracle RTD Rule Terms and Statements
13.11.2
Adding Statements to Rules
13.11.3
Selecting an Operator
13.11.4
Editing Boolean Statements
13.11.4.1
Using Type-Restricted Objects in Rules
13.11.5
Editing Rule Properties
13.11.6
Inverting Rule Elements
13.12
About Decisions
13.12.1
Segmenting Population and Weighting Goals
13.12.2
Using a Custom Selection Function
13.12.3
Pre/Post-Selection Logic
13.12.4
Selection Function APIs for Custom Goal Weights
13.12.5
Adding Imported Java Classes and Changing the Decision Center Display
13.13
About Selection Functions
13.13.1
Selection Function Scriptlets
13.13.2
Adding Imported Java Classes and Changing the Decision Center Display
13.14
About Models
13.14.1
Model Types
13.14.2
Common Model Parameters
13.14.3
Model Attributes
13.14.4
Model APIs
13.14.4.1
Querying the Model
13.14.4.2
Recording the Choice with the Model
13.14.4.3
Obtaining Model Object by String Name
13.14.4.4
Recording Choice Events for Choice Event Models
13.14.4.5
Recording Choices for Choice Models
13.14.4.6
Obtaining Model Choice Likelihood
13.15
About Integration Points
13.15.1
About Informants
13.15.1.1
Adding a Session Key
13.15.1.2
Identifying the External System and Order
13.15.1.3
Adding Request Data
13.15.2
Adding Imported Java Classes and Changing the Decision Center Display
13.15.3
Informant APIs
13.15.4
Informant Logic
13.15.4.1
Logic
13.15.4.2
Asynchronous Logic
13.15.4.3
Accessing Request Data From the Informant
13.15.5
About Advisors
13.15.6
About the Advisor Decisioning Process
13.15.7
Adding Imported Java Classes and Changing the Decision Center Display
13.15.8
Adding a Session Key
13.15.9
Identifying the External System and Order
13.15.10
Adding Request Data
13.15.11
Adding Response Data
13.15.12
Logic in Advisors
13.15.12.1
Logic
13.15.12.2
Asynchronous Logic
13.15.13
Accessing Request Data from the Advisor
13.15.14
Temporary Sessions for Integration Points Without Session Keys
13.16
About External Systems
13.17
About the Categories Object
13.18
About Functions
13.18.1
Functions to Use with Choice Event History Table
13.18.2
About Maintenance Operations
13.18.3
Adding Imported Java Classes and Changing the Decision Center Display
13.19
About Type Restrictions
13.19.1
Managing Type Restrictions
13.19.1.1
Creating and Editing "List of Values" Type Restrictions
13.19.1.2
Creating and Editing "List of Entities" Type Restrictions
13.19.1.3
Creating and Editing Other Restrictions
13.19.1.4
Associating Type Restrictions with Inline Service Objects
13.19.1.5
Using Type Restrictions in Rules
13.19.1.6
Examples of Type Restrictions
13.20
About Statistic Collectors
13.20.1
Creating a Custom Statistics Collector
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 Components
17.2.2.1
External Rule Editor and External Rule Editor Client
17.2.2.2
Oracle Web Service Manager (OWSM)
17.2.2.3
Security
17.2.2.4
Workbench Web Services
17.2.3
External Rule Editor Deployment Topologies
17.2.4
Steps to Create and Deploy the External Rule Editor
17.2.4.1
Construct
17.2.4.2
Integrate
17.2.4.3
Package
17.2.4.4
Deploy
17.2.4.5
Security
17.2.5
External Rule Editor Interface Requirements
17.2.6
External Rule Framework
17.2.6.1
External Rule Evaluation Functions
17.2.6.2
External Rule Caching
17.2.6.3
External Rule APIs
17.2.6.4
External Rule Error Handling and Logging
17.2.7
Setting Up External Rules in Decision Studio
17.2.7.1
Prerequisite - Setting Up Objects in an External Content Repository
17.2.7.2
Defining the Inline Service Objects for the Rules
17.2.7.3
Defining External Rules for Inline Service Objects
17.2.8
Setting Up the External Interface and Embedded Rule Editor
17.2.8.1
Defining the Rule Editor Widget
17.2.8.2
Changing the Rule Editor Context and Scope
17.2.8.3
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
Oracle RTD Model Features and Strategies
A.1
Model Concepts
A.2
From Models to Decisions
A.3
Model Maturation
A.3.1
Significance Threshold
A.4
Model Randomized Likelihoods Computation
A.5
Model Likelihood Computation for Multiple Events
A.5.1
Requesting Specific Model Likelihoods
A.6
Scoring Choices for Decisions
A.6.1
Introduction of New Choices
A.7
Model Quality
A.7.1
Model Quality Threshold and Model Usage
A.8
Frequently Asked Questions
B
Oracle RTD Web Services and Clients
B.1
Oracle RTD Web Services
B.1.1
Overview of Oracle RTD Web Services
B.1.2
Administration Web Service
B.2
Oracle RTD Clients
B.3
Web Service Security
C
Examples of Data Sources from Stored Procedures
C.1
Creating a Data Source from Single Result Stored Procedures
C.2
Creating a Data Source from Stored Procedures with One Result Set
C.3
Creating a Data Source from Stored Procedures with Two Result Sets
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