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Siebel In-Memory Next Best Action Guide > Setting Up Siebel In-Memory Next Best Action >
Creating Customized Views for RTD Recommendations
This task is a step in Process of Setting Up Siebel In-Memory Next Best Action. The RTD Recommendations views are populated in the Accounts and Contacts views by default. However, if you want to implement Siebel In-Memory Next Best Action within other Siebel Business Applications, you must create RTD Recommendations views. Use the following procedure to create views for RTD Recommendations. To create views for RTD Recommendations
- Within Siebel Tools, navigate to Business Component and query for the RTD Intelligent Offers (B2C) business component.
- Copy the business component and rename it.
NOTE: You must set the business component class to CSSBCVRTDOffers in order to fetch the recommendations.
- Enter the values for the business component user properties as listed in the following table.
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Application |
RTD Application Name |
Informant Integration Point |
The default RTD Informant inline service name to be called during Informant calls |
Integration Point |
The default RTD Advisor inline service name to be called during Advisor calls |
RTD Account Id Field |
The field in the business component to be used for Account ID |
RTD Contact Id Field |
The field in the business component to be used for Contact ID |
RTD Offer Id Field |
The field in the business component to be used for Offer ID |
RespAction Integration Point |
The default RTD Informant inline service name to be called when processing responses |
Session Key |
The field in the business component to be used as the default session key |
Syspref Application |
The corresponding RTD inline service name defined in the System Preferences view |
TrackRecommendations |
This user property must be set to Y or N to indicate whether or not recommendations should be tracked |
- Using Object Explorer, navigate to Applets, copy the RTD Intelligent Offers List Applet (B2C) applet, and rename it.
NOTE: To display recommendations in high-interactivity or standard-interactivity applications, the applet class should be CSSSWEFrameNBARA so that the Response dialog box displays.
- Create a new view and add the applet that you just created to the new view.
- Add the view to the corresponding screen.
- Compile the changes to the SRF.
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