Concepts

Filtering and Ranking

How the building blocks are used to produce recommendations The purpose of filtering and ranking offers is at the heart of the Best-Next-Action Decisioning process. The process can be summarized as follows: fn getRecommendations(Offers, Context, Options) -> list[Recommendations] Offers and context is used to produce a ranked set of recommendations for the customer. The steps in the filtering process are as follows: Start with the pool of offers that have been constructed Remove all of the offers that do not support the channel requested in the context Remove all of the offers that are not currently valid based on the current date and time Remove all of the offers whose set of inclusion rules do not evaluate to True Remove all of the offers for which any of the exclusion rules evaluate to True The steps in the ranking process are as follows:

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Best-Next-Action Decisioning Concepts

The building blocks of a Best-Next-Action Decisioning System Let’s look at the core concepts and building blocks of our Best-Next-Action decisioning system Category The category is the type of offer that you are making. Best practice has shown that Best-Next-Action Decisioning systems should be used to cover the whole of the customer lifecycle and for all aspects of the relationship. They should not be used purely for sales activities (see story) as this undermines rather than supports the relationship.

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