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Filtering on Dynamically Calculated Data

You write personalization rules that use these calculated dynamic profile attributes to specify filter specifications and sort specifications for the offers to be presented to contacts. For more information, see Filtering an Offer List Dynamically Using Profile Information.

If the expressions use dynamic profile properties created during the Decision Manager set-up process, make sure you use exactly the same property names in your expression statements or the rule will not work. For more information, see Creating and Testing Decisions.

To filter on dynamically calculated data

  1. Create a Personalization Rule Set with one or more rules to execute a decision using the Decision Broker Service.ExecuteDecision business service method.

    2. The following list contains descriptions and values for the Rules field:

    Field Name
    Description and Values
    Active
    TRUE
    Business Service Context
    The name of the Decision and any arguments required by the decision configuration based on your requirements. Examples:
    Decision=Get Customer Value Score
    Decision=GetChurnScore,ContactId=GetProfileAttr("Id")
    Business Service Method
    ExecuteDecision
    Business Service Name
    Decision Broker Service
    Conditional Expression
    Based on your requirements.
    • If you leave this property blank, this filter specification will apply to all users. (Not recommended.)
    • Anonymous users should always be excluded. To apply to certain users conditionally, type a suitable logic expression using profile attributes. For example:
      GetProfileAttr(`Me.Is Anonymous') <> TRUE
    Rule Type
    Business Service
    Sequence
    Each rule should be assigned a number that establishes its order in the rule set. Each rule will be executed in sequence.

  2. Include the profile attributes returned by the Rules invoked in Step 1 in the Conditional Expression, the Include Expression, or the Exclude Expression in another personalization rule designed for filtering the offers.

    3. The following list describes rules fields for offer filters that use decision customer scores:

    Field Name
    Description and Values
    Active
    TRUE
    Conditional Expression
    Based on your requirements. To apply this filter specification to all users, leave this property blank (not recommended) Anonymous users should always be excluded using the following example:
    To apply to certain users conditionally, type a suitable logic expression using profile attributes. Example:
    GetProfileAttr(`Me.Is Anonymous') <> TRUE AND GetProfileAttrAsNum(`GetChurnScore.ChurnValue') > .85
    Exclude Expression
    Based on your requirements. Offer property criteria to exclude from the list if the Rule conditional expression is true. Example:
    [Inbound Priority] >= LookupValue("OFFER_PRIORITY", "4 - Low")
    Include Expression
    Based on your requirements. Offer property criteria to include in list if the Rule conditional expression is true. Example:
    [Margin] <= LookupValue("OFFER_MARGIN", "3 - Medium")
    Rule Type
    Expression
    Sequence
    Each rule should be assigned a number that establishes its order in the rule set. Each rule will be executed in sequence

    Outputs from a decision executed from a personalization rule are stored as a dynamic profile attribute with a name of the format [decision name].[decision output argument name]. For example, if a decision named GetChurnScore has an output argument named ChurnValue, then the result will be stored in a profile attribute named GetChurnScore.ChurnValue.


 Siebel Marketing Guide 
 Published: 23 June 2003