Real-Time Decisioning in the Dashboard

Select the dropdown list in the top-left corner.

Select 5, 10, 25, 50, or 100 to view that many items at a time.

Select a column title at the top of a list. The symbol beside the column title becomes a single arrow icon, indicating that the list has been sorted by that column in ascending order.

Select again and the down arrow becomes an up arrow. A down arrow indicates that the list has been sorted by that column in descending order.

Select a sorted column title again to toggle between ascending and descending sorts.

Type a search term into the search box. List items are filtered by the search term as you type. If your search terms do not match any items in the list, the box is highlighted in red.

To clear a search, delete the text in the search box or select the small icon to the right side of the search box.

Select Events from the main menu.

To populate the Events list, either perform a search or filter the list. Each event includes one or more associated entities.

Choose an option to the left to display only events of a specific type, from a specific timeframe, or that match other specified criteria (see Filtering events).

Expand the search box to show helpful options by selecting the search box or the magnifying glass to the right of the box.

Either start typing in the search box, or select helpers to assist the construction your search. The Fields section at the left lists the fields that you can search.

To search for a value across all your searchable fields, type that value into the search box. For example, to find all events that contain John in any event field, type John.

To search for terms that contain a space, put quotes around your search term. For example, to search for all events that contain John Smith, type "John Smith".

To search for a value in a specific field—for example, to search for all events where the customer name is John Smith—do one of the following:

To search for part of a field value, use the asterisk (*) wildcard to represent any text. For example, to search for any name beginning with John, you can type John* to search in any field, or "Customer Name":John* to search specifically in the Customer Name field.

To search in fields that contain dates or datetimes, use yyyy-mm-dd format—for example, 2022-03-01 for 1st March 2022. To search for events containing 1st January 1980 in the Date of birth field you could use the following search:

To search for events containing a number greater than or less than a certain value, use the operators listed at the bottom of the Operators section. You can insert these operators, such as greater than or less than, by selecting them or by typing the appropriate symbols. For example, to search for events where the value in a field called Amount is greater than 150, you could use the following search:

To link multiple search terms, use AND and OR. You can also use NOT to exclude certain terms. Type AND, OR, or NOT, or select the relevant operator in the Operators section. For example, to search for John Smith in the Customer Name field and 1st January 1980 in the Date of birth field, you could use the following search:

To search for a customer with the first name John or Smith and not the date of birth 1st January 1980, you could use the following search:

To see all the events that match your search, press Enter, select the Search button, or select the Events link in the Search Preview section. Your search query is also displayed in the Event List header, which allows you to see how your query has been interpreted—for example, how your ANDs and ORs have been grouped—to ensure that the query that was executed was the query you intended.

To clear your search results, select the X to the right of the search box.

Select Events in the main menu. No events are displayed in the list until you either run an events search or filter the list.

To temporarily add more columns to this view, use the Column Settings button.

Use the options on the left to filter the list to display events of a specific type or that match other specified criteria:

To sort the list by column, see Sorting events.

To see more details of a specific event in a panel displayed on the right, select the event row.

To switch between entities and show the models, rules, and tags assigned for different entities in the same event, select the appropriate entity from the Select entity dropdown list in the panel.

To see additional details about the event, select the Search button in the upper-right corner of the panel.

The number of events that match your search and applied filters is displayed at the top. Active Filters at the top right shows how many filters are active. You can select this button to view details of the filters that are active, or remove filters. You can have up to one event type filter, one risk score filter, and one event time filter active at any one time, but you can have more than one amount filter.

To remove a filter, select the X to the right of the filter name.

Select Column Settings in the upper-right corner to display the Column Settings panel.

Set a column as the primary sort attribute by selecting the Ascending/descending arrows in the pri column. The list is sorted according to this column. For example, if you are sorting by Event Time, the latest events (if sorting in descending order) are shown at the top of the list.

Set a column as the secondary sort attribute by selecting the Ascending/descending arrows in the sec column. If two or more items in the list have the same value for the primary sort attribute, they are sorted according to this column.

To add additional columns to the list:

To edit or delete a column you have added to the list:

In the Visibility column, select or deselect the columns for display.

To hide the panel, select anywhere outside the panel.

Select Analytics in the main menu.

Choose the environment you want to view — Staging or Live from the dropdown list in the upper left corner.

Choose the area to explore from the left navigation panel. When viewing the live analytics configuration, the color of the analytics bar changes to pink and shows the date and time when the current configuration was reviewed and approved, with the username of the user who reviewed it on the right.

To see a full list of historical analytics versions, select Version History. The version status is shown in the progress chart. For more information, see Version history. The decision after reviewing changes can be one of the following:

To expand a collapsed collection and show the individual elements, select the right-facing arrowhead to the left of a collapsed collection’s name.

To expand all collections shown in the Business Rule Profile, select the Expand all button at the top of the Business Rule Profile section.

To copy the entire global state profile to the clipboard, select the Copy all button at the top of the Business Rule Profile section.

To copy an individual entity’s global state, including all variables, or an individual variable, or an individual value to the clipboard, select the Copy icon that appears when you hover your mouse cursor over an individual value in this section.

Select Analytics in the main menu.

Select Staging from the dropdown list in the upper left corner.

Create or edit business rules as necessary to define your new analytics configuration. See Defining rules, Aggregators, The AMDL Generator, and Testing rules with offline unit tests.

Submit your configuration for review as described in Reviewing and approving changes.

Select Submit review on the right side of the Analytics menu bar. You can also select Submit in the Analytics Configuration workflow.

Enter a comment in the comment box that appears below the Analytics menu bar. If a minimum comment length is set, you must enter a comment of at least that length. Comments must be less than 255 characters long.

Select Submit to submit the changes in the staging version for review.

At this point, no further changes can be made to the staging environment until either:

To cancel review of a version you have submitted for review:

In the main menu, select Analytics.

Select a version from the version dropdown list, or select Version History and then select View version in the appropriate row.

Select Revert this version in the Analytics header bar.

In the Revert to Version window, you can see details of the changes between the environment you are currently viewing, and the version you wish to revert to.

In the Comment box below the changes, enter an optional comment explaining why you’re reverting to the chosen version.

Select Revert to confirm the reversion and replace the current staging environment with the changes in the historical version. To revert the live analytics configuration to these settings, you must now submit the changes in the staging environment for review, and they must be approved.

In the upper left corner, select Version History. When viewing a historical version, the color of the Analytics header bar changes to gray. The user who reviewed the changes is shown on the right, with the date and time the changes were reviewed. The information is arranged in columns:

The View version link to the right of each row in this table allows you to view the difference between the relevant version and the live environment (see Managing your analytics configuration).

To view more information on a specific historical version, select a row of the Version History list. This displays the period for which this version was live, the date and time this version was submitted for review, and the date and time it was approved, rejected, or canceled, by whom, and the comment entered by each user.

In the staging environment, select the Push directly to live button on the right side of the Analytics header bar.

Enter a comment in the comment box that appears below the Analytics header bar. The restrictions described above (minimum and maximum length) apply here, too.

Select Submit to submit the changes in the staging version for review.

Select Analytics from the main menu, and then select Aggregators.

The list of aggregators is displayed, along with the entity types, inputs, and risk levels for each.

To find a specific aggregator, use the search box and navigation tools if necessary.

Select Analytics from the main menu, and then select Aggregators.

Select Create Aggregator in the top right corner of the Aggregators list.

Enter a name for the aggregator in the Name box.

Select an entity type for this aggregator to score from the dropdown list.

Define the input types for your aggregator:

To add any additional inputs, repeat the above steps. Any input can be removed by selecting the X button.

Set at least one risk level—that is, a threshold above which the aggregator triggers. This also allows you to specify whether the aggregator assigns any tags.

To assign one or more tags to an event if the risk score threshold is exceeded, check the box next to the each tag you want to assign.

Select Create.

Select Analytics from the main menu, and then select Aggregators.

From the aggregator list, select Edit in the aggregator row.

Add or delete risk levels, change whether the aggregator generates tags, or configure inputs and weightings as described above.

Select Update.

Select Analytics from the main menu, and then select Aggregators.

Do one fo the following:

In the popup window, select Confirm Delete.

Select Analytics from the main menu, then select Rules. The AMDL Editor is made up of a header and two panes—the Rules Directory pane on the left, and the AMDL Editor itself on the right.

To expand the AMDL Editor to fill the entire window, select the Expand button in the upper right. To return to the original view, select the Expand button again.

Do either of the following to create a new tab:

Define the expression by entering AMDL code as described in Using AMDL and AMDL Reference or use the generator as described in The AMDL Generator.

In the Rules Directory pane, open a directory and select the name of the expression to edit.

Edit the expression by entering AMDL code as described in Using AMDL and AMDL Reference or use the generator as described in The AMDL Generator.

Go to Analytics > Rules and open a tab in the Rules Editor by either creating a new expression or opening an existing expression.

From the Rules Editor toolbar, select AMDL Generator.

From the dropdown list, select Rule.

In the AMDL Generator window, enter a variable for the new rule in the Add a variable called…​ text box.

Deselect Trigger Alert.

To specify an event type that this rule applies to, select the event type from the Event Type dropdown list. If you do not select an event type, this rule applies to all events.

To add the first condition:

To add more conditions to a rule:

Select Submit to create the rule. The AMDL code that defines the new rule appears in the current tab of the AMDL Editor.

Select Save to save the rule, at which point the name you gave the rule appears in the current tab.

Select State from the AMDL Generator dropdown list.

Enter the name of your new state variable in the Add a variable called…​ text box. This name must be unique.

To apply this expression to an event type, select the type from the Event Type dropdown list. If you do not select an event type, this expression attempts to store event data for all events.

Select an event data field to store the data from the Select schema property…​ dropdown list.

To include a condition in the expression, select Add Rule. The selected event data field will be saved to the state variable you are defining only if this condition is true. You can delete any of these conditions by selecting the X button to the right of it.

To add another event data field to save as an entity state variable: Select the Add Value button and repeat steps 4 through 5. If you choose to add more than one value in this way, each value must have at least one condition associated with it. In this way, a state declaration can be created which saves a different value from a different event data field, depending on certain conditions.

Select Submit to create your new state expression. The AMDL code that defines the new expression appears in the current tab in the AMDL Editor.

Select Save to save the rule, at which point the name you gave the new expression is displayed in the current tab.

Select Global from the AMDL Generator dropdown list.

Follow the steps for creating a state expression in the above section, beginning with step 2.

From the AMDL Generator dropdown list, select Tag.

From the Namespace dropdown list, select a namespace.

Depending on the type of namespace you select, you can do either of the following:

To add the tag to the expression, select Submit.

In the AMDL Editor toolbar, select Tests to open the work area.

Select the + button in the left pane. This creates a test called New test. Select the test name to open the Initial State (AMDL), Input Event (JSON), and Expectations (AMDL Rules) panes.

If the expression being tested refers to a state, global, or temporary variable, set up the initial state using AMDL syntax.

Specify an event by doing either of the following:

If you want to test how the execution of the AMDL expression has changed the state and global variables after the input event (specified in step 2 above) has been processed, specify the expectations for the variables. This should be specified in the form of an AMDL rule that triggers (evaluates to true) if the test passes—that is, if the expression performs correctly and the final values of the relevant variables are as expected. Because this is a temporary rule, its name does not have to be unique.

If you want this rule to trigger under the conditions defined in steps 2 through 4, select Check triggers from the Check rule dropdown list to the right of the Tests panel. By default, the test does not check whether the rule triggers or not. This is ideal for testing state or global expressions, for example, as these kinds of AMDL expression do not trigger.

To run all the unit tests on the current expression, select Run Tests. This shows the results of all of the tests. An icon is displayed to the left of each test—a dot with a green checkmark indicates a successful test, a red dot with an exclamation point indicates a failed test, a yellow triangle with an exclamation point indicates the test did not execute.

Select the test to duplicate from the list of tests in the left pane.

Select Duplicate.

Select the test to rename from the list of tests in the left pane.

Select the Edit button.

Edit the name of the test and select Save.

Select the test to delete from the list of tests in the left pane.

Select Delete.

Select Settings, then select Create Team.

Enter the name of the new team in the Name box.

Select the users to include in this team.

Select Create.

Select Edit to the right of the team name in the team list.

Check or uncheck the checkboxes next to the names of the users you want to add or remove.

Select Update.

Select the user icon in the upper-right corner, select your username from the dropdown list to open the Profile work area, and scroll down to the Preferences section.

To set how numbers, dates, and times are displayed, select a locale from the Locale dropdown list. For English (United States) the format is mm/dd/yyyy); for English (United Kingdom) the format is dd/mm/yyyy.

To change the time format, select 12 hour or 24 hour from the Time Format dropdown list.

To add a name to display alongside your username on comments and user actions, enter a name in the Display Name text box.

In the Preferences section bar, select Update.

Select the user icon in the upper-right corner, select your username from the dropdown list to open the Profile work area, and scroll down to the Change Password section.

In the Current Password box, enter your current password.

Enter the new password in the New Password box, and in the Confirm Password box.

Under Preferences, select Update. If you enter your current password incorrectly, an error message is displayed.

To clear all the fields and start over, under Change Password section heading, select Update.