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            Intelligence Action for Integration Procedures (Managed Package)

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            Intelligence Action for Integration Procedures (Managed Package)

            For the managed package runtime, the Intelligence Action provides input to and runs a Vlocity Intelligence Machine.

            Managed Package app icon This information is for Omnistudio for Managed Packages. For Omnistudio on standard runtime, see Omnistudio Help.

            Property

            Description

            Machine Developer Name

            Specifies the name of the Intelligence Machine.

            Input Data

            Specifies values for the Input Parameters of the Intelligence Machine. Typically these are:

            • ContextId — The Id of the person to whom the Intelligence Resources are directed. This is typically a Contact, but it can be any sObject that supports Profile Attributes.

            • pageSize — The number of Intelligence Resources to present to the person. This is optional. The default is 2.

            Items to Rank Path

            Specifies the JSON path to the list of Intelligence Resources that the Intelligence Machine can offer the user. This is optional. By default all applicable Intelligence Resources are presented.

            Example: Create an Intelligence Machine and an Integration Procedure to Run It (Managed Package)

            For the managed package runtime, to download DataPacks for this example:

            Managed Package app icon This information is for Omnistudio for Managed Packages. For Omnistudio on standard runtime, see Omnistudio Help.

            • Click here for the Intelligence Machine, Intelligence Resource, Attribute Category, and Attribute

            • Click here for the Omnistudio Data Mapper Load

            • Click here for the Integration Procedure

            The following example presents a discount coupon to Gold Star Accounts. The high-level steps to build this example are:

            1. Create a Profile Attribute Category and Attribute.
            2. Create a Data Mapper Load and apply the Attribute to an Account.
            3. Create an Intelligence Resource and reference the Attribute.
            4. Create an Intelligence Machine and assign weights to the Attribute Category.
            5. Create an Integration Procedure and retrieve the Resource for the Account.

            What’s next: To perform the first two steps above, see the third example in Omnistudio Data Mapper Load Examples (Managed Package).

            Important
            Important Be sure to Preview the Data Mapper Load with a GoldStarAcct value of On and save the Account Id you use. You will need this Id to test the Integration Procedure.

            Create an Intelligence Resource (Managed Package)

            For the managed package runtime, create an Intelligence Resource for the Intelligence Action.

            Managed Package app icon This information is for Omnistudio for Managed Packages. For Omnistudio on standard runtime, see Omnistudio Help.

            1. Create a file and name it DiscountCoupon. The extension doesn't matter.

              This can be an image, text, or PDF file. Making it look like a coupon is optional.

            2. Go to the Vlocity Intelligence Resources tab and click New.
            3. Give the new resource the following settings:

              • Name — Discount Coupon

              • Is Active — checked

              • Effective Date — Today's date

            4. Click Save.
            5. On the Discount Coupon page, in the Headline field, type Discount Coupon.
            6. Under Training Attributes, click ACCOUNTLEVEL, then click GoldStarAcct.
            7. Click Upload Image.
            8. Browse for the file you created and click Open. When the Edit window appears, click Save.

            Create an Intelligence Machine (Managed Package)

            For the managed package runtime, create an Intelligence Machine for the Intelligence Action.

            Managed Package app icon This information is for Omnistudio for Managed Packages. For Omnistudio on standard runtime, see Omnistudio Help.

            1. Go to the Vlocity Intelligence Machines tab and click New.
            2. For the Intelligence Machine Name and the REST Resource Name, type Gold Account Offers.
            3. Click Save.
            4. On the Gold Account Offers page, click in the Select a Resource field.
            5. Select Discount Coupon from the list and click the + icon to add it.
            6. Go to the WEIGHTINGS tab.
            7. Click in the Select a Category field and select AccountLevel from the list.
            8. Use the sliders to assign the following activity weights: View 80, Accept 60, Reject 40, Decay 20.

            Create an Intelligence Procedure (Managed Package)

            For the managed package runtime, create an Intelligence Procedure for the Intelligence Action.

            Managed Package app icon This information is for Omnistudio for Managed Packages. For Omnistudio on standard runtime, see Omnistudio Help.

            1. Go to the Vlocity Integration Procedures tab and click New.
            2. Provide an Integration Procedure Name, a Type, and a SubType, and click Save.
            3. Drag an Intelligence Action component into the Structure panel.
            4. In the Intelligence Action, specify a Machine Developer Name of Gold Account Offers.
            5. Under Input Data, click Add Key/Value Pair. Specify a Key of ContextId and a Value of %AccountId%.
            6. Drag a Response Action into the Structure panel. Set the Send JSON Path to IntelligenceAction1.
            7. Go to the Preview tab.
            8. Under Input Parameters, click Add New Key/Value Pair. Specify a Key of AccountId.
            9. For the Value, specify the Id of the Account to which you applied the GoldStarAcct Attribute.
            10. Click Execute. The Response should look something like this: 
              [
  {
    "targetObjectType": null,
    "targetObjectKey": null,
    "virtualResourceId": null,
    "virtualResourceData": null,
    "rejectLast": null,
    "rejectDecay": 0,
    "acceptLast": null,
    "acceptDecay": 0,
    "viewLast": null,
    "viewDecay": 0,
    "currentMachine": "Gold Star Offers",
    "contextId": "0016g00000BtNb1AAF",
    "info": null,
    "attachment": {
      "DiscountCoupon": "00P6g000002TJnlEAG"
    },
    "scaledRawScore": 0,
    "formattedAggregatedScore": 0,
    "aggregatedScore": 0,
    "componentScores": [
      {
        "scoreParameters": [],
        "scaledScore": 0,
        "normalizedScore": 0,
        "rawMaxScore": 0,
        "rawMinScore": 0,
        "scaledRawScore": 0,
        "rawMultiplier": 1,
        "rawScore": 0,
        "scoringComponentName": "VqScoringImplProfileMatch"
      }
    ],
    "resource": {
      "vlocity_ins__IsActive__c": true,
      "vlocity_ins__Headline__c": "Discount Coupon",
      "vlocity_ins__EffectiveDate__c": "2020-02-10T08:00:00.000Z",
      "SystemModstamp": "2020-02-11T22:07:37.000Z",
      "LastModifiedById": "0056g000003eBMaAAM",
      "LastModifiedDate": "2020-02-11T22:07:37.000Z",
      "CreatedById": "0056g000003eBMaAAM",
      "CreatedDate": "2020-02-11T22:07:23.000Z",
      "Name": "Discount Coupon",
      "IsDeleted": false,
      "OwnerId": "0056g000003eBMaAAM",
      "Id": "a5o6g000000MOd5AAG"
    }
  }
]
             
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