Simple Lookup Scoring Rule Editor

When you click Add or Update in the Simple Lookup Scoring Rule List and filter by Scenario, or click Update when filtering by Scenario Class, the Simple Lookup Scoring Rule Editor with Scoring Rule Variation List displays.

The Simple Lookup Scoring Rule Editor allows you to add and update rules (depending on filtering by Scenario Class or Scenario) that, when in a match’s information, result in incrementing a match’s score by a standard value.

The Scoring Rule Variation List, provides a history of changes or updates for the match binding associated within each pattern and other scoring parameters for the selected Scenario Class or Scenario.

The following sections describe the components of the Simple Lookup Scoring Rule Editor, and the components in the Rule Editor when you modify a rule:

Simple Scoring Rule Editor Components

The Simple Lookup Scoring Rule Editor includes the following components:

  • Scenario Class label: Displays (not editable) the name of the Scenario Class when you select this editor to create a scoring rule for a Scenario Class.

    Or

    Scenario label: Displays (not editable) the name of the Scenario when you select this editor to create a scoring rule for a Scenario.

  • Match Attribute drop-down list: Contains a value for each binding description associated within each pattern and a matched record within the selected Scenario Class (if you are updating a rule for a Scenario Class), or a value for each binding description and matched record (displays in table.column format) associated with patterns within the selected Scenario (if you are adding or updating a rule for a single Scenario). The values display in ascending alphabetic order.

    If you select Add, the first option in the Match Attribute drop-down list displays as the sample value.

    If you select Update, the current match attribute for the selected rule displays in the Match Attribute drop-down list field.

  • Match Record Strategy drop-down list: Displays Min, Max and Sum. This is enabled only if you choose a matched record from the Match Attribute drop-down list. The value of the match record strategy is displayed in Parenthesis beside the matched record after selection of the value. This is mandatory to be selected for any matched record being selected in the Match Attribute drop-down list.
  • Operatordrop-down list: Contains the values <, <=, >, >=, =, and !=.

    If you select Add, the Operator drop-down list displays = as the default.

    If you select Update, the Operator drop-down list displays the current Operator for the selected rule

    .
  • Value text box: Displays a value as an enumerated figure or range to associate to the selected value in the Match Attribute drop-down list.

    If you select Add, the Value text box displays the text Value.

    If you select Update, the Value text box displays the current value entry for the selected rule.

  • Scoretext box: Displays a value assigned to matches that meet all rule criteria.

    If you select Add, the Score text box displays the text Score.

    If you select Update, the Score text box displays the current score entry for the selected rule.

    The score can be any numeric value, less than, greater than, or equal to zero (0) and less than or equal to the application’s Maximum Match Score.

    For example, you can create range-based scoring rules using negative values in the Score field: To get 10 points for a value between 100 and 500, use:

    Rule 1: If the value is greater than or equal to 100, then add 10 points to the Score field. Rule 2: If the value is greater than 500, then add negative 10 (-10) points to the Score field. To reduce the score when high amounts are involved, use:

    Rule1: If the value is greater than 10,000,000, then add negative 50 (-50) to the Scorefield.

    You can also combine this with the Graduated Lookups to get a below minimum that adds nothing to the alert, but you do not have to start the range at zero (0).

  • And button: Allows you to add multiple filters for a rule using. This is optional for a rule definition. You can add xnumber of filters for a rule, where x is a configurable parameter in config.xml.

Simple Lookup Scoring Rule Modification

For a Scenario, you can modify the scoring rule for each attribute that you select in the Match Attribute drop-down list.

Figure 5-7 Match Attribute Scoring Rule Modification


Description of Figure 5-7 follows
Description of "Figure 5-7 Match Attribute Scoring Rule Modification"

When you enter values in the Valueand Scorefields and click Save, the Scoring Rule Variation List displays.

Figure 5-8 Scoring Rule Variation List by Scenario


Description of Figure 5-8 follows
Description of "Figure 5-8 Scoring Rule Variation List by Scenario"

For each rule variation for a Threshold Set, you can do the following:

  • Enter new values
  • View a history of changes to a rule
  • Enter comments that describe the value of, or changes to a rule

Note:

You can enter negative values by changing the scoring increment to a negative value. For example you would have two simple lookup rules as follows:
  • If <binding name 1> = 50, increase score by 10 If <binding name 2> = 100 increase score by -5
  • If for a particular match, "binding name 1" had a value of 50 and "binding name 2" had a value of 100, the final score would be 5.

Scoring Rule Variation List and Simple Scoring Rule Editor Components provide description of most components in the Scoring Rule Variation List. The Simple Lookup Scoring Rule Editor also contains the following buttons:

  • And:Allows you to add new filters for a rule. If at any time you want to remove a filter already associated to a rule, click the Remove button available for each of the filter rows.
  • Refresh: Updates changes to rules in the Scoring Rule Variation List based on the base rule (and for which the Inherit check box is selected).
  • Save: Saves your changes to the rules and displays the previous screen.
  • Revert: Exits the area without saving any changes and displays the previous screen.