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Expand Actions by Active Channels (CreateEligibileChannels) strategy

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Updated on January 19, 2022

This strategy determines the active channels as specified in Next-Best-Action Designer, as well as the active channels designated on the treatment tab of the action. If the trigger is from an inbound channel, then only that specific channel is eligible and processed.

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The CreateEligibileChannels strategy

The top section of the strategy evaluates each of the real-time controls that determine which channels are active, and also checks the Channel treatment processing control setting. The Filter shapes that select these settings are then referenced by other components in the strategy to evaluate which actions are eligible for each eligible channel.

Actions by eligible channels

Next best actions are fed in through the External Input shape and are split into Outbound and Inbound streams for further processing based on the value of Primary.ContainerPayload.Direction. They are then further subdivided based on whether Channel treatment processing is required – if it is not required, default treatment settings are applied, otherwise pyChannel and pyDirection are set for each eligible channel.

An extension point is provided by the CreateEligibleChannelExtension sub-strategy, in which additional eligible channels may be added.

The Outbound section is shown below, and the inbound section follows a similar pattern. Note that there is provision for including any non-standard channels (Add Other Outbound Channels) so long as they have been defined within the real-time controls.

Outbound section
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