Crossell RTD Project Application Logic Tab

Model Defautl

Control Group tab

Permission tab

No Control group not check Selection value is Session/customer/Customer Percent of population:

Checked Use for analysts with Name of Analysis controlGroup PERFORMANCE GOALS "Customer Retention" Optimization=Maximize Required Checked Normalization Factor is 1 "Revenue" Optimization=Maximize Required Checked Normalization Factor is 1

CHOICES Offers CHOICE GROUP

Scores Tab

Credit Products Score Tab Revenue Inheritred Source From=Predicted By OfferAcceptance Each subchoice (Gold Gard, Miles Card, Platinum Card) Each has Attributes Value Tab Name=Likelihood of Purchase , Category=Targetting, Type=Double, InheritedValue=Predicted by OfferAcceptance: Purchased (Offers)

Message Category=Presentation, Type=String, InheritedValue="" (Offers): Purchased (Offers), AttributeValue="The Gold Credit Card provides extra services, plus a preferential rate of interest on your borrowings." Profit Margin Category=Targetting, Type=Double, InheritedValue=0.5 (Offers): Purchased (Offers), AttributeValue=25 Another CHoice Credit Card->Credit Services (choice) includes sub choices of Credit Protection and Electronic Payment

Choices Event Tab

Choice Eligibility

Nothing under Group Attributes Tab Group Eligibility Tab

Dynamic Choices Tab\

Another Choice Group of sub group Load Product (has sub choice Home Mortgage and Student Loan) and sub group of Loan Services (has sub choice Reduced Interest nad choice Waive Fees) Typical Choice like Gold Card

Attribute Values

Scores

Eligibility Rule

FILTERING RULES Segment to Retain is true when ALl of the following 1. session/customer/CallsAbandoned >=6 2. session/customer/Tenure>=2

SCORING RULES: Credit Protection Retention If All of the Following 1. session/customer/HasCreditProtection="YES" then 0.0 Otherwise The value is 7.0 (these values are considered constants)

Electronic Payment Retention If all of the following

1. sesion/customer/SignedUpForEpay="YES" then 0.0 Otherwise The value is 5.0

Reduced Interest Rate Retention

If All of the following 1. session/customer/CreditLineAmount>0 2. session/customer/CreditLineAmount<=50000 then 7.25 If all of the following 1. session/customer/CreditLineAmount>50000 2. session/customer/CreditLineAmount<=6000 then 6.25

etc. on other conditions Otherwise the value is 3.25 Waive Fee Retenion The value is 7.25

DECISIONS: Offer Decision Session Criteria Tab Select Choice from Offers Group NUmber of Choices to Select is 1 Select with fixed goal weights is picked Target Segments uses Segment to Retain where Goals in Priorities for "Segment ot Retain" segment is: Performance Goal: Customer Retention is Weight 70% and Revenus 30% Default Target Segment is

Custom Selection

Pre/Post Selection Logic Is:

/*String channel = session().getChannel(); for (int i = 0; i < choiceArray.size(); i++) { Choice choice = choiceArray.get(i); choice.recordEvent("Delivered", channel); <---KNOW THIS

} */ //session().addAllToPresentedOffers(choiceArray); /* Store presented offers for future reference */

OfferDecisionMultipleChoice:

Post Selection Logic: /*String channel = session().getChannel(); for (int i = 0; i < choiceArray.size(); i++) { Choice choice = choiceArray.get(i); choice.recordEvent("Delivered", channel); } */ //session().addAllToPresentedOffers(choiceArray); /* Store presented offers for future reference */ RandomDecision:

Logic is: /*String channel = session().getChannel(); for (int i = 0; i < choiceArray.size(); i++) { Choice choice = choiceArray.get(i); choice.recordEvent("Delivered", channel); } */ /* Store presented offers for future reference */ session().addAllToPresentedOffers(choiceArray); NO SELECTION FUNCTIONS (No need to know) ENTITIES: Session Deifinition Tab

Mapping tab

Logic tab

Customer Definition tab

Mapping tab

Cache tab

InsertOffer Entity Definition tab

Mapping tab

Cache tab

DATA SOURCES: CustomDataSource:

CustomerPreferencesDataSource

Insert Offer Response Store Procedure Data Srouce

INTEGRATION POINTS->INFORMANTS

CallInfo (no Logic or Asynchronous Logic)

CallResolution (no Logic or Asynchronous Logic)

CallStart Has Logic of: session().getCustomer().fill(); /* Trigger data retrieval */

InsertOfferResponseInformant Has logic of: (no Asynchronous Logic)

// logInfo("offer="+request.getOffer()); //logInfo("Offer2:"+session().getOfferResponse().getOffer()); //logInfo("CustomerID:"+session().getCustomer().getCustomerId()); //session().fill(); InsertOfferResponse DS=new InsertOfferResponse(); DS.populate(18,"V");

OfferResponse Has Logic of: (but no Asynchronous Logic)

/*String choiceName = request.getChoiceName(); String choiceOutcome = request.getChoiceOutcome(); String simulationMode = request.getSimulationMode(); String channel = session().getChannel(); String channelName = request.getChannel(); //logInfo("choicename = \"" + choiceName + "\".. choiceOutcome = \"" + choiceOutcome + "\""+ ".. channelName = \"" + channelName + "\""+ ".. simulationMode = \"" + simulationMode + "\""); if (!simulationMode.equalsIgnoreCase("On") && !Null.isNull(choiceName) && !Null.isNull(choiceOutcome) ) { /* This branch takes a choice name from the informant and updates the choice with the choice outcome. This choice is not necessarily the choice that was presented. */ /* ChoiceGroup.getChoice(choiceName).recordEvent(choiceOutcome, channel); } else { /* OfferResponseData does not contain actual response information. * Simulate it based on CustomerPreferences entity */

/*final String[] outcomes = new String[] { "Interested", "Purchased" }; final double PURCHASED_PERCENT = 12; SDChoiceArray presentedOffers = session().getPresentedOffers(); for (int i = 0; i < presentedOffers.size(); i++) { Choice choice = presentedOffers.get(i); if (ShouldRespondPositively.execute(choice)) { int level = (Math.random() <= PURCHASED_PERCENT / 100) ? 1 : 0; choiceOutcome = outcomes[level]; choice.recordEvent(choiceOutcome, channel); } } } */

ADVISORS: OfferRequest

Response is:

Logic is but no asynchronous logic

System.out.println("selecting offer for customer: " + session().getCustomer().getCustomerId()); OFFERREQUESTMULTIPLERESPONSE:

Response:

Logic Is:
System.out.println("selecting offer for customer (should get multiple offers): " + session().getCustomer().getCustomerId()); EXTERNAL SYSTEMS: CRM, Fulfilment, IVR FUNCTIONS: Multiply

MODELS: Statistics (default for all ILS projects)

Attributes Tab but defaults to Learn Location and Temporary Data Storage Other Model is OfferAcceptance

OfferAcceptance Model Choice Tab

Attributes Tab

Learn Location (default)

TemporaryDataStorage

CATEGORIES are Presentation and Targeting with descriptions