1. In-Memory Next Best Action Guide
  2. Creating Customized Views for RTD Recommendations

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

  1. Within Siebel Tools, navigate to Business Component and query for the RTD Intelligent Offers (B2C) business component.

  2. Copy the business component and rename it.

    Note: You must set the business component class to CSSBCVRTDOffers in order to fetch the recommendations.

  3. Enter the values for the business component user properties as listed in the following table.

    User Property Name Value

    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

  4. Using Object Explorer, navigate to Applets, copy the RTD Intelligent Offers List Applet (B2C) applet, and rename it.

    Note: To display recommendations, the applet class should be CSSSWEFrameNBARA so that the Response dialog box displays.

  5. Create a new view and add the applet that you just created to the new view.

  6. Add the view to the corresponding screen.

  7. Deploy the changes to the Siebel runtime repository.