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Configuring Recommendation Names to Display in the Recommendations History Screen

This task is a step in Process of Setting Up Siebel In-Memory Next Best Action.

If you have created a new recommendation type other than the default recommendation types, you must populate the names of the recommendations in the Recommendation History screen. This allows users to drill down on the Name field for each recommendation to see further details about the recommendation.

Use the following procedure to configure the NBA Track Recommendation Response business component to display recommendations in the Recommendations History screen.

To configure the Recommendations History screen to display recommendations

1. Within Siebel Tools, using Object Explorer, navigate to the NBA Track Recommendation Response business component, and lock the project.
2. Create new joins to the table that contains the Name field. For example, to populate the Marketing Offer recommendation in the Recommendation History screen, you create new joins to the S_MKTG_OFFR table.
3. Add a join specification to join with the Recommendation Id field:
   1. Get the Name field from the join that you created in Step 2.
   2. Enter a value in the Name field that returns the Name value according to the recommendation type, as shown in the following example:

      IIF([Recomm Type Code]='Marketing Offers',[Offer Name],IIF([Recomm Type Code]='Life Sciences', [Life Science Name], [Product Name])))

   3. Create a new user property with the following values:

      where:

      • Name is the exact value of the RTD Recommendation Type
      • Value is View Name|BO Name|BC Name|Field Name on which the Recommendation Id must be applied>

        For example: Parent Offer Details View|Parent Offer|Parent Offer|Id

   4. (Optional). If you have added a new applet, add the Name field created in Step b to the applet to show in the UI, and create a drilldown object in the applet for the Name field.
4. Compile all of the changes to the SRF.