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What are the ways to record contact history in SAS Real-Time Decision Manager 6.3?

by Community Manager on ‎12-24-2015 09:22 AM (198 Views)

SAS Real–Time Decision Manager enables you to record four types of history for your decision campaigns:

 

  • Contact history — a decision was delivered for a subject
  • Response history — a subject responded to a decision
  • Presented treatment history — a treatment was presented after a decision
  • Dynamic treatment details — details are written to the SAS® Customer Intelligence Common Data Model

For all of these history types, SAS Real–Time Decision Manager 6.3 enables you to choose one of two ways to write the history records to the SAS® Customer Intelligence Common Data Model (CDM):

  • Use a web service call to the CustIntelReporting mid-tier web application
  • Use a pre-built DS2 Activity to insert history records directly into the CDM during each execution of the decision campaign

Using a Web Service Call to the CustIntelReporting Mid-tier Web Application

In the first method, your campaigns use a web service call to the CustIntelReporting mid-tier web application. This web application supplies the CCS web service that writes to the CDM. The call to the web service is a synchronous call, but the synchronous call is used only to deliver history records for each campaign execution. The CustIntelReporting application gathers these records into batches. Once a batch of records is accumulated, the CustIntelReporting web application calls a stored process to write records to the database asynchronously. The CCS web service was also used in previous versions of SAS Real–Time Decision Manager.

 

Using a Pre-built DS2 Activity to Insert History Records Directly into the CDM

The second method for writing history records is new in SAS Real–Time Decision Manager 6.3. You can choose to use a pre-built DS2 Activity to insert history records directly into the CDM during each execution of the decision campaign. This process is synchronous. Although this method results in more frequent writes to the database, it minimizes the risk of loss of history records. In order for this method to work, you must define a data source for the CDM in your SAS® Federation Server. The name for that data source must match the libref that you define for the CDM in SAS® Management Console.

 

For Either Method, Activate the Corresponding Pre-built Flow

To use either of these methods, activate the corresponding pre-built flow (sub–diagram) for the method in your SAS Decision Services repository. There are flows for CCS, DS2, or "Null." Null is particularly useful for temporarily disabling writing to the CDM without having to edit a campaign or business context or restart your environment. There are separate flows for contact history, response history, presented treatment history, and dynamic treatment. For example, to use the DS2 method to write contact history, activate the _SAS_CONTACT_HISTORY_DS2_FLOW. After you activate the flow for one of the methods, all decision campaign executions for that SAS Decision Services repository will use the method that corresponds to the activated flow.

These pre–built flows are automatically installed as resources in the SAS Decision Services design repository in SAS Management Console. The resources are located on the Folders tab under SAS Folders ► System ► Applications ► SAS Decision Services ► Decision Services 6.x ► SASDSDesignRepository.

 

In order to use these resources, you might need to export resources to your own design or engine repository. You might need to adjust the properties for these objects in order to use the correct URLs and authentication credentials for the new environments. Activating one flow for a given history type deactivates the previously active flow.

Here are the DS2 and web service flows that can be activated in your repository for writing to the CDM:

_SAS_CONTACT_HISTORY_DS2_FLOW Contact history DS2 flow

_SAS_CONTACT_HISTORY_NULL_FLOW Empty contact history flow

_SAS_CONTACT_HISTORY_WS_FLOW Contact history web service flow

_SAS_DYNAMIC_TREATMENT_DS2_FLOW Dynamic treatment DS2 flow

_SAS_DYNAMIC_TREATMENT_NULL_FLOW Empty dynamic treatment flow

_SAS_DYNAMIC_TREATMENT_WS_FLOW Dynamic treatment web service flow

_SAS_PRESENTED_TREATMENT_DS2_FLOW Presented treatment DS2 flow

_SAS_PRESENTED_TREATMENT_NULL_FLOW Empty presented treatment flow

_SAS_PRESENTED_TREATMENT_WS_FLOW Presented treatment web service flow

_SAS_RESPONSE_HISTORY_DS2_FLOW Response history DS2 flow

_SAS_RESPONSE_HISTORY_NULL_FLOW Empty response history flow

_SAS_RESPONSE_HISTORY_WS_FLOW Response history web service flow

 

Visit Usage Note 54555: New methods to record contact history, response history, treatment history, ... to rate these instructions.

 

Operating System and Release Information

Product Family

Product

System

Product Release

SAS Release

Reported

Fixed*

Reported

Fixed*

SAS System

SAS Real-Time Decision Manager

Microsoft® Windows® for x64

6.3

     

64-bit Enabled AIX

6.3

     

64-bit Enabled Solaris

6.3

     

HP-UX IPF

6.3

     

Linux for x64

6.3

     

Solaris for x64

6.3

   


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