Using priority with recommendation profiles

Configure priority groups and separate scheduled processes to refresh recommendation profiles at the cadence each group needs.

Use priority to group recurring recommendation profiles by refresh cadence. For example, process high-impact profiles daily, lower-change profiles weekly or monthly, and profiles without an assigned group through the Default priority.

Before you begin

• Make sure you have access to configure the Recommendation Profiles page in Oracle Visual Builder Studio (VBS), publish page changes through your organization's process, manage common lookups, and schedule processes.

• Use a clear priority naming convention, such as Group A, Group B, and Group C, before you configure recurring processing schedules.

• Create one scheduled Process Recommendation Profiles job for every configured priority value, plus the Default priority.

Recommended cadence for scheduled processes

Priority group	Typical cadence	Suggested submission notes
Group A	Daily	Process Group A - Daily
Group B	Weekly	Process Group B - Weekly
Group C	Monthly	Process Group C - Monthly
Default	Fallback schedule	Process Default - [cadence]

Enable Priority on a recommendation profile

1. Open a recommendation profile and select Add.

2. Open Visual Builder Studio. Select your user initials and then select Edit Page in Visual Builder Studio.

3. Configure the page in Express Mode. Select Configure Fields and Regions.

4. Create a form rule. Select the plus icon, create a rule, and name it according to your organization's naming standards.

5. Make the Priority visible by expanding Recipient Info and setting the Priority property to Visible.

   Note: The Priority field is available for recurring recommendation profiles. Set Processing Rule to Recurring before assigning a priority value.

6. Return to the application in Live Mode. On the Recommendation Profile detail page, scroll to Recipient Info and set Processing Rule to Recurring. The Priority field appears.

7. Publish the page change. Follow your organization's deployment and publishing process before using the new field.

Define priority groups

Task: Manage Common Lookups

Lookup type: ORA_WLF_RECOM_PRIORITY

Action: Create the values that represent your refresh groups. For example, create Group A for daily profiles, Group B for weekly profiles, and Group C for monthly profiles.

Default Priority: ORA_WLF_RECOM_PRIORITY_DEFAULT is the fallback group for a recommendation profile that doesn't have a Priority value. Include it in your scheduling design.

Assign profiles to groups

1. Open each recurring recommendation profile.

2. In Recipient Info, select the appropriate Priority value.

3. Save the profile. Profiles that share a priority value are processed together by the scheduled process for that value.

Schedule the refresh process

Scheduled process: Process Recommendation Profiles

Repeat: Create a separate scheduled ESS job for each priority value that you define in ORA_WLF_RECOM_PRIORITY, including Default.

The job selected for a priority processes only the recommendation profiles assigned to that group.

Example priority groups and their separate Process Recommendation Profiles schedules.

Daily Schedule	Weekly Schedule	Monthly Schedule
Priority: Group A	Priority: Group B	Priority: Group C
Schedule: Daily at 2:05 AM	Schedule: Every Sat at 10:05 AM	Schedule: First Sunday of each month at 3:05 PM

1. Go to Tools > Scheduled Processes and search for Process Recommendation Profiles.

2. In Basic Options, select the priority value to process. For example, select Group A.

3. Open Advanced scheduling options and set the cadence. For Group A, configure a daily run at the time your organization selects.

4. Add a descriptive submission note. For example, enter Process Group A - Daily.

5. Submit the process and repeat for every other priority group and Default.

Validate the setup

1. Confirm that the Priority field is visible in Recipient Info when Processing Rule is set to Recurring.

2. Confirm that every active priority group has one matching scheduled Process Recommendation Profiles job.

3. Confirm that Default has a scheduled job so profiles without a Priority value aren't missed.

4. Review submission notes to make each job's scope and cadence easy to identify.

Optional: review existing recurring profiles

Use the following query to review configured priority values for recurring recommendation profiles.

select recommendation_profile_number,
                    name,
                    priority,
                    status,
                    schedule_type
                    from wlf_recommendation_profiles
                    where schedule_type = 'ORA_WLF_RECOM_PRULE_RECURRING';