Siebel In-Memory Next Best Action Guide > Setting Up Siebel In-Memory Next Best Action >

Defining Choice Group Events, Response Actions, and Parameters

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

This topic contains the following subtopics:

• Adding Choice Groups
• Adding Choice Group Events
• Defining Response Actions for Choice Group Events and Response Action Workflow Parameters

Adding Choice Groups

Use the following procedure to add choice groups.

To add choice groups

1. Within the Siebel application, navigate to the Administration - Marketing screen, and then the Response Management (RTD) view.
2. Add a new choice group as follows:
   1. Enter the name of the choice group in the Name field.
   2. Enter the application name in the RTD Application Name field. This value must match the application name that has been defined in Oracle Real-Time Decisions Studio.
   3. Enter the recommendation type that was defined on the Oracle Real-Time Decisions Server in the RTD Recommendation Type field, such as Marketing Offer.
   4. Repeat Step a through Step c for each choice group

Adding Choice Group Events

Use the following procedure to add choice group events.

To add choice group events

1. Within the Siebel application, navigate to the Administration - Marketing screen, Response Management (RTD), and then the RTD Response Choice Group Events screen.
2. For each choice group that you created, select the record.
3. Click New in the Choice Group Events applet, and do the following:
   1. Add the name of the action in the Name field.
   2. Add the choice event name in the RTD Choice Event Name field, such as Accept and Reject. This value must match the choice group event name that was set on the Oracle Real-Time Decisions Server.

      NOTE:  The values in the Sequence field are generated automatically.

Defining Response Actions for Choice Group Events and Response Action Workflow Parameters

Use the following procedures to define RTD response actions for choice group events and to define response action workflow parameters.

To define RTD response actions for choice group events

1. Within the Siebel application, navigate to the Administration - Marketing screen, Response Management (RTD), and then the Response Actions view.
2. Scroll down to the RTD Response Actions screen, and select each choice group event for which you want to define an action.
3. For each choice group event, click New, and do the following:
   1. Enter Run Process in the Action Type field.
   2. Enter Workflow in the Action Code field.
   3. Select the name of the workflow from the Workflow Name drop-down list, such as Marketing Create Lead.

Use the following procedure to define response action workflow parameters. Note that there are two types of workflow parameters: Named Parameters and Workflow Parameters.

To define response action workflow parameters

1. Within the Siebel application, navigate to the Administration - Marketing screen, then the Response Management (RTD) view, select each action that you want to define, and click New to add new records.
2. Enter the parameter type in the Parameter Type field:
   1. Specify the value of the Named Parameter type using the following formatting:

      NOTE:  When you define the Named Parameters type, the value defined in the corresponding business component field is retrieved and passed to the workflow as a parameter value.

      where:

      • Name is the name of the parameter as specified in the workflow
      • Value is BO Name.First Level BC|Second Level BC|Field Name

        For example:

        Contact.Contact|Id

        Contact.Contact|Campaign List Contact|Campaign Id

        NOTE:  Up to two business component levels are supported. The business object, business component, and field names must match the values in Siebel Tools.

   2. Specify the value of the Workflow Parameter workflow parameter using the following formatting:

      NOTE:  When you define the Workflow Parameters workflow parameter, the value defined with this parameter type will be passed to the workflow as it is.

      where:

      • Name is the name of the parameter as specified in the workflow
      • Value is the value of the parameter