Crossell RTD Project

8/3/2019 Crossell RTD Project

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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 updatesthe 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

Documents

Crossell RTD Project