Define Question Library

RAD_QA_LIBRARY

Marketing, Advisor Dialogs, Define Question Library

Create a folder of related questions for reference purposes. Generally, questions in each library have a common theme.

Define Question

RAD_QUESTION

Marketing, Advisor Dialogs, Define Question

Create questions and associate them with an existing question library.

View Question Usage

RAD_QA_LOOKUP

Open a question on the Define Question page and then click the View Question Usage link.

View where a question is used. Use this page to determine which dialogs are affected by modifications to a question. Changes made to a question are reflected in all dialogs that reference the question.

Define Explanation

RAD_EXPLANATION

Marketing, Advisor Dialogs, Define Explanation

Create text explanations to attach to either dialogs or questions. You can also attach URL explanations that can be used with questions.

View Explanation Usage

RAD_EXPLAN_LKUP

Open an explanation on the Define Explanation page and then click the View Explanation Usage link.

View the usages of explanations. You will want to know which dialogs, if any, are impacted by modifications to an explanation. Changes made to explanations will be reflected in all dialogs that reference the explanation.

Merge Terms

RAD_TOKEN

Click the Merge Terms button on the Define Explanation page or Define Question page.

Select available terms from a tree, to automatically fill in the code for the term for each of the different brackets that have been left blank in the question body. Terms represent available information in the system.

Question Type

Displays either Single Selection, Multiple Selection, Numeric, Yes/No, or Freeform Text.

Explanation Name

Associate the question with an explanation. At runtime, the question is marked to indicate that an explanation is available for the question. Explanations are retrieved from a common repository where all explanations are stored, including the ones used for pages. The dialog creator can create a new explanation if no suitable explanations exist.

See Defining Explanations.

Navigation Text

Enter a short description. This text is used in the path guide, which is displayed to the user. There is a 75-character limit.

Library

Select a question library to store the question. You can move a question from one question library to another by changing this value.

Context Name

Select the context to apply. The context is used by the AAF to resolve terms and conditions, and specifies what information is needed to do the resolution. The context in this circumstance is usually the calling application that will be using the dialog where the question will be used.

View Question Usage

Click to see which dialogs currently use this question. Use this link when modifying questions to ensure that you don't modify existing dialogs inappropriately. Changes to questions referenced by dialogs are reflected immediately.

Question Text

Enter the question text that the user sees. There is a 245-character limit.

Note. In order to merge terms into a question text, enter an open bracket and a close bracket in the location in the text where a term will be placed. If the term is already known, the user can enter it into the text enclosed in brackets, and when the Merge Terms button is clicked, the application will automatically verify that the entered term exists for the current context. If it does exist the term will be merged; if the text entered is not a valid term, it be cleared and treated as if empty brackets were entered in that place in the question text.

Merge Terms

Click to access the Merge Terms page and select available terms to automatically fill in the code for the term for each of the different brackets that have been left blank in the question body.

Note. The user must click the Merge Terms button in order to embed any terms entered in the question text. Otherwise, any bracketed text will be treated as regular text and not an embedded term.

Insert Brackets

Click to insert brackets in the question text where you want to insert a term. The empty terms will always be inserted at the end of the current text.

Yes/No

Select this to define a question with answers of yes or no.

Default Yes/No

At runtime, the user sees a drop-down list box to select either Yes or No. Enter a default value to appear at runtime.

Numeric

Select to define a question with a numeric answer and prompt the user to enter a numeric value in an edit box at runtime.

Default Number

Enter a default numeric value to appear at runtime.

Freeform Text

Select to enable the user to enter freeform text. The text is stored by the dialog at completion or when saved. Freeform text questions collect information from the end user. Freeform answers cannot be used in transition definitions and target group definitions.

Single Selection

Select to present the user with a radio button that lists the answers under the question. The user can only choose one answer from the list.

Multiple Selection

Select to present the user with a grid of answers with check boxes adjacent to each answer. The user can choose any combination of answers by selecting the appropriate check boxes.

Answer Name

Enter the name of the answer. The name is displayed in the Advisor Workbench tool. The answer name is used in weighting and transition logic for easy identification, but is not displayed to the user. There is a 50-character limit.

Answer Text

Enter answer text to display to the user at runtime. There is a 254-character limit.

Navigation Text

Enter a short text description displayed to the user at runtime. Navigation text appears in the path guide. There is a 75-character limit.

Default

Select one answer as the default. This answer is preselected when the question first appears to the user.

Description

Displays the name for the dialogs that use the question.

Question Usage

Describes the location of the question in the dialog.

Version Status

Displays the status of the version of the dialog in which the question appears.

See Defining Statuses.

Context Name

Select the context to apply. The context is used by the AAF to resolve terms and conditions, and to specify the information that is needed for the resolution. The context in this circumstance is usually the calling application that will be using the dialog which includes the explanation.

View Explanation Usage

Click to view which dialogs use the explanation. Changes made to explanations are reflected in all dialogs that reference the explanation.

Text

Select to store the explanation in the database as text and show it to the user either at the top of a page or when the user drills into a question for explanation. This text can be plain text or can include HTML formatting.

Note. In order to merge terms into an explanation text, enter an open bracket and a close bracket in the location in the text where a term will be placed. If the term is already known, the user can enter it into the text enclosed in brackets. When the user clicks the Merge Terms button, the application will automatically verify that the entered term exists for the current context. If it does exist the term will be merged; if the text entered is not a valid term, it be cleared and treated as if empty brackets were entered in that place in the explanation text.

Merge Terms

Click to access the Merge Terms page and select available terms, to automatically fill in the code for the term for each of the different brackets that have been left blank in the explanation body.

Note. The user must click the Merge Terms button in order to embed any terms entered in the explanation text. Otherwise, any bracketed text will be treated as regular text and not an embedded term.

Insert Brackets

Click to insert brackets any place in the question text where you want to insert a term. The empty terms will always be inserted at the end of the current text.

Edit Text

Click to edit the explanation text.

web URL

To use a web-based explanation instead of text, provide a URL address in the URL field. There is a 254-character limit. URL explanations can be used for questions only, and not for pages or templates. The contents of the URL appear in a pop-up window if a user drills into a question for more information.

Reference Name

Displays the name of the dialog, template, or question that uses this explanation.

Status

Displays the status of the dialog, question, or template in which the explanation appears.

Next and Previous

Click to move to the next or previous set of brackets.

Note. The user can also click the actual term or empty brackets to jump directly to a term to insert or update.

Edit Text

Click to edit the text in which terms are being merged and to insert brackets for adding additional terms to the text.

Switch to Search Mode

Click to search for terms.

Select Subject Area

Select terms from the tree to place into the text.

Advisor Workbench

RAD_ADVISOR

Marketing, Advisor Dialogs, Advisor Workbench

From this page, create the main elements that constitute a dialog.

Select Questions

RAD_ADVISOR_QAS

Click the Select Questions link on the Advisor Workbench page.

Choose the questions to include in a dialog.

Question Library

RAD_ADVISOR_LIB

Click a library name in the Question Libraries group box on the Select Questions page.

Add or remove questions from the dialog. You can also create a new question, edit questions, or clone existing questions.

Edit Questions

RAD_QUESTION

Click the Edit button on the Question Library page.

Edit an existing question.

Define Conditions

RAD_ADVISOR_CND

Click the Select Conditions link on the Advisor Workbench page.

Select external conditions to influence target groups and transitions.

Create a Condition

RAD_CONDITION_SEC

• Click the Condition Name link on the Define Conditions page.

• Click the Create Condition button on the Define Conditions page.

Create or edit a condition to bring in external system and user information.

Select Term

RAD_SRCHTRM_SEC

Click the Select Term link on the Define Conditions page.

Select or search for a term for a condition statement.

Layout Pages & Transitions

RAD_ADVISOR_STA

Click the Layout Pages & Transitions link on the Advisor Workbench page.

Define the flow of the dialog by creating pages and transitions between those pages.

Create a Page

RAD_STATION

• Click the Create a Page button on the Layout Pages and Transitions page.

• Click a page name in the Pages & Transitions group box on the Layout Pages and Transitions page.

Add a new page to the dialog or edit an existing page.

Create Page Transitions

RAD_ADVISOR_TRN

Click the Edit Transitions button on the Layout Pages and Transitions page.

Define the transitions that determine the path a user takes through a dialog.

Map Page Transitions

RAD_STATION_MAP

Click the Map Page Transitions button on the Layout Pages and Transitions page.

See a snapshot of current pages, page transitions, and transition conditions in the advisor dialog. This visually demonstrates the pages that can be reached from a given page.

Define Target Groups

RAD_ADVISOR_SEG

Click the Define Target Groups link on the Advisor Workbench page.

Segment an audience based on answers to selected questions. Target groups are used in a dialog to group users and target recommendations.

Create a Target Group

RAD_SEGMENT

• Click the Create a Target Group button on the Define Target Groups page.

• Click a target group name in the Target Groups group box on the Define Target Groups page.

Define a new target group by creating question and answer combinations. Click the existing target group name to edit an existing target group. You can rank the relevance of a target group compared to other target groups.

Selected Characteristics

RAD_ADVISOR_CHR

Click the Select Characteristics link on the Advisor Workbench page.

View selected characteristics in the dialog. Objects with these characteristics and values are available for recommendation. Selected characteristics can also be removed from the dialog.

Select Characteristics

RAD_ADVISOR_VAL

Click the Add a Characteristic button on the Selected Characteristics page.

Add a new characteristic to the dialog.

Select Characteristic Values

RAD_CHAR_VAL

• Click the Select Values button on the Select Characteristics page for a characteristic to add to the dialog.

• Click the name of a characteristic in the Characteristics group box on the Selected Characteristics page.

Add a new characteristic value or remove existing ones from the dialog.

Create Recommendation Model

RAD_ADVISOR_WGT

Click the Create Recommendation Model link on the Advisor Workbench page.

Set the weightings of the characteristic values. Weightings are the basis of the recommendation model and subsequently control the recommendations that are presented.

Weight Characteristic Value

RAD_WEIGHT

Click the Weight button on the Create Recommendation Model page, for a characteristic value.

Weight a characteristic value on a scale of -100 to 100 for how applicable it is to each target group. If the characteristic value is neutral, leave it blank or enter 0.

Test Recommendation Model

RAD_WEIGHT_TST

Click the Test Model button on the Create Recommendation Model page.

Validate and test the recommendation model. Verify that the recommendation model is consistent and provides the recommendations that you want based on the predefined target groups and weights.

Validate Dialog

RAD_ADVISOR_VALID

Click the Validate Dialog link on the Advisor Workbench page.

Identify errors or potential problems with the dialog in its current state. You must fix all errors to test and deploy the dialog.

Advisor Test Dialog

RAD_ADVISOR_TEST

Click the Test Dialog link on the Advisor Workbench page.

Select to test the dialog in either quiet or interactive mode.

Interactive Test Dialog

RAD_ADVISOR_RUN

Select Interactive mode and click the Test Dialog link on the Advisor Test Dialog page.

Walk through the dialog as a user would, view runtime output for the dialog that you have created. Debugging information (including transition rules and transition reasons) are included to help verify that the dialog is working as desired.

Dialog Name

Enter a dialog name. There is a 30-character limit.

Advisor Type

Select a dialog type. The type determines the steps that are available, the statuses that are available, and the object that is recommended. Advisor types are defined during environment preparation. Upon saving a dialog, this becomes a display-only field.

Note. You define advisor types on the Define Type page.

See Defining Type.

Display Template

Select the template to use with the dialog. Templates control the look and feel of the runtime environment for the user.

See Defining Display Templates.

External Name

Assign a dialog name that is viewable to the user.

Context Name

Select a context to apply. The context is used by the AAF to resolve terms and conditions, and specifies what information is needed to do the resolution. The context in this circumstance is usually the calling application that will be using the dialog.

Start Date and End Date

Enter dates for the dialog to become valid and invalid.

Status

Select Deployed to make the dialog available to calling applications. If you edit a deployed dialog, a new version is automatically created. The original version is still available to the calling application. To make the dialog inactive or unavailable to the calling applications, select Inactive. This status affects all versions of the dialog.

See Defining Display Templates.

View Dialog Versions

Click to access the Dialog Versions page and view all versions of a dialog or edit the latest version (either the edit in progress version or the deployed version). You can clone any version. You can only delete the edit in progress version.

Select Questions

Click to access the Select Questions page and choose the questions that form the dialog. Select questions from a question library.

Select Conditions

Click to select external conditions to influence target groups and transitions.

Layout Pages & Transitions

Click to access the Layout Pages & Transitions page and create pages and transitions for the dialog.

Define Target Groups

Click to access the Define Target Groups page and define the target groups used in the weighting model.

Select Characteristics

Click to access the Selected Characteristics page and select characteristics and characteristic values to include in the dialog.

Create Recommendation Model

Click to access the Create Recommendation Model page and weight characteristic values.

Validate Dialog

Click to access the Validate Dialog page and validate the dialog. If the dialog has errors or warnings, you receive messages that clarify what needs to be done to proceed. You cannot test a dialog that has not been validated.

Test Dialog

Click to access the Test Dialog Information page and test the dialog in interactive or quiet mode to see how it looks to the user. Debugging information summarizes the dialog's behavior and the recommendation model's core parts.

Save Dialog

Click to save the dialog in its current state.

Hide Step Descriptions

Select to hide the descriptive text that appears beneath each dialog step on this page.

Use Past Question Answers as Defaults

Select to use previously answered questions from other advisor dialogs as default values for the questions in this dialog.

Save Selected Questions

Click to save all selected questions to a dialog.

Select

Select to add the question to the dialog, or clear to remove the question.

Type

Displays the type of question, such as Yes/No, Single Select, or Multiple Select.

Clone

Click to create a new question with the same elements and save it as a copy of the question.

Edit

Click to edit the question.

Add Selections to List

Click to add the questions that you've selected to a temporary list of questions and remove the questions that you have cleared. You must save the list on the Select Questions page for the dialog's list to be updated.

Create a Question

Click to access Set Up a Question page and add a new question.

Condition Name

Click the link to access the Create a Condition page and edit the condition.

Condition Statement

Displays the condition statement, including term, operator, and value.

Delete Condition

Click to delete the condition.

Create Condition

Click to access the Create a Condition page and create a new condition.

Term

Displays the term selected on the Select Term page.

Value

Enter a value if required by the operator.

Select Term

Click to access the Select Term page.

Questions

Displays the questions that will appear on the page, separated by commas.

Edit Transitions

Click to edit the transitions for a page. Transitions determine the flow of the dialog.

Delete Page

Click to delete the page from the dialog. You may get a warning if the page is referenced elsewhere in the dialog. If you delete the page, you must clean up relevant references or the dialog will not properly validate. Use the Map Page Transitions button or the Validate Dialog link to see invalid page references.

Create a Page

Click to create a new page for the dialog.

Map Page Transitions

Click to view the page flow for the dialog, including transitions and transition conditions.

Page Name

Enter the name of the page as it appears in the Advisor Workbench tool. There is a 30-character limit.

Start Page

Select if this page is where you want the dialog to start at runtime. You must identify one start page for every dialog.

End Page

Select to identify an end page for the dialog; there can be more than one end page, depending on the logic of the dialog.

Force a Recommendation

Select to force a recommendation on the next page in the dialog. When a user clicks the Next button, he or she is automatically shown the recommendation page. The transitions from this page are used when the Next button on the recommendation page is clicked.

Navigation Text

Enter text to appear in the path guide and on the runtime page, if the template is set up to display the page name. There is a 75-character limit.

Explanation Name

Select an explanation. The explanation must be a Text type for a page. Explanations appear at the top of the page at runtime. The search automatically filters out all non-text explanation types.

Display Template

Select a display template for the page. You can override the dialog template if you want this page to be different from another page in the dialog.

Question

Select the questions to appear on this page during runtime from the available questions that have been added to the dialog. If you do not see the question that you want, add the question to the dialog or create the question. You add questions on the Select Questions page. A question cannot be used more than once per page, but it can be used on multiple pages. At runtime, questions appear in the order that they appear in this grid.

Required

Select if the dialog requires the question to be answered. The user will not be able to leave this page in the runtime until the question is answered.

Remove

Click to delete the question from the page.

Add a Question

Click to add another question to the page.

Action

Select the actions to display to the user for this page. The sequence of buttons was determined in the Define Actions page during Real-Time Advisor environment preparation.

See Defining Actions.

As the default, go to Page:

Define a default transition for the page. Select the page to transition to if you do not want to define page transitions, or if none of the page transitions set up are successful during runtime.

Basic and Advanced

Click the Advanced link to open up fields so that you can use complex logic to create page transitions. With the advanced setting, you can use nesting and full-featured Boolean operators.

Note. You should be familiar with Boolean logic if you plan to use Advanced transition mode.

Transition Number

Displays the number of the transitions defined for the dialog. At runtime, transition logic is performed according to transition number order.

If the conditions below are met, go to Page

Select from a list of the dialog pages, other than the current page. This is the page the dialog will go to if the transition is successful.

And/Or

If you choose And, each statement must be met. If you choose Or, then either statement can be met for a successful transition.

Open

Use open parentheses to nest logic. Available in Advanced mode only.

Question/Condition

Select dialog questions or conditions. The drop-down list box contains all of the questions and conditions associated with the dialog. Selected questions or conditions are evaluated against the transition logic to determine the flow of the transitions. If the transition uses a question that has not yet been answered by the user, then that part of the statement evaluates to false.

Note. Freeform-type questions do not appear here.

Operator

In Basic mode, the operator is Equal to, but all Boolean operators are available in Advanced mode.

Answer

Answers are available for Single-Select, Multiple-Select, and Yes/No question types. If the question requires a numeric answer, then an Answer Number edit box appears instead of the answer. Enter the answer that you want the transition to use in the evaluation. The answer is compared to the answers that a user has given or the condition value to determine if the transition is successful or not.

Close

Use closed parentheses to nest logic. Available in Advanced mode only.

Delete Transition

Click to delete the transition.

Add a Transition

Click to add a new transition grid.

Validate Syntax

Click to validate transition logic. A Transition Errors grid appears to identify syntax errors so that you can correct them. In the error grid, the transition number refers to the transition number that is in error. The transition row points you to the grid row that needs fixing, and error text explains the problem.

Preview Transitions

Click to display the transition logic in sentence form beneath each transition. This provides a clear textual view of the transition logic that you have created.

Save Transitions

Click to save transitions. Any changes (including deletions) must be saved to update the transitions for the page.

Note. When you click the Save Transitions button, the Create Transitions button on the Layout Pages & Transitions page dynamically changes to an Edit Transitions button to edit existing transitions.

Page Name

Displays the pages that you have created for the dialog. A page marked with an (S) indicates the start page for the dialog.

The arrow indicates that the page has transitions. The red square button signifies an end page that has no transitions.

Transition Destination

Lists the destination pages for the transition. If a page selected as a transition destination has been deleted, this column displays ** Page No Longer Valid**, and the transition must be fixed before the dialog can be validated.

Default

A green check next to the destination page indicates the default destination for the transition.

Transition Statements

Lists the statements by which the transition moves the user to the specified page; same as the clear textual view of the transition logic available through Preview Transitions.

Target Groups

Displays the target groups connected to the dialog. Click the link for the target group to edit a group.

Default Target Group

A green check indicates a default target group. The default target group is the target group that a user belongs to if, after evaluating the user's answers against the existing target groups, the user falls into no other target group.

Note. Only one target group per dialog can be marked as the default.

See Creating Dialogs Using the Advisor Workbench Tool.

Create a Target Group

Click to create a target group.

Relative Value

Enter a value to determine the importance of the target group relative to other target groups. Values range from 0 to 10. Relative value is used as a multiplier during the recommendation process. If users that fall into this target group have predictable buying habits (in the case of product advising, for example), you may want to give the target group a higher relative value. If a user falls into multiple target groups, recommendations are slanted towards the target group with the highest relative value.

Default Target Group

Select to make this group the default target group for the dialog. If a user does not fall into any target group based on answers to questions, the user is placed in the default target group.

Note. You must have one default target group per dialog.

Basic and Advanced

Click the Advanced link to display fields so that you can use complex logic to create the target groups. The Advanced setting provides nesting and full-featured Boolean operators.

Note. You should be familiar with Boolean logic to take advantage of Advanced target group mode.

And/Or

If you choose And, each statement must be met. If you choose Or, then either statement can be met for a the segment evaluation to be true.

Open

Use open parentheses nest logic. Open parentheses are available in Advanced mode only.

Question/Condition

Select dialog questions or conditions. The drop-down list box contains questions and conditions associated with the dialog. Selected questions or conditions are evaluated to determine whether or not the user falls into the target group. If a target group uses a question that has not yet been answered by the user, then that part of the statement evaluates to false and depending on the logic, the user may not be part of that target group.

Note. Freeform questions do not appear in this list.

Operator

In Basic mode, the operator is Equal to. All Boolean operators are available in Advanced mode.

Answer

Enter the answer that you want the target group to use in the question evaluation. Answers are available for Single-Select, Multiple-Select, and Yes/No question types. If the question requires a numeric answer, then the Answer Input edit box appears as opposed to a list of answers. The answer that you indicate is compared to the answers that the user has given to determine if the user is part of this target group.

Answer Input

For Numeric question types, enter the number for the question answer to use in the question evaluation. The number is compared to the answers the user has given to determine if the user is part of this target group.

Close

Use close parentheses to nest logic. Closed parentheses are only available in Advanced mode.

Validate Target Group Syntax

Click to validate target group logic. A Target Group Errors group box appears to identify syntax errors so that you can correct them. The target group row points you to the grid row that needs fixing, and error text explains the problem.

Preview Target Group

Click to display the target group logic in sentence form beneath each target group. This provides a clear textual view of the target group logic that you have created.

Save Target Group

Click to save the target group. You must save all changes, including row deletions, to update the target group for the dialog.

Characteristic

Displays the characteristics that have been selected for use in this dialog. To edit the existing values for a specific characteristic, click the characteristic name.

Defined Values

Displays whether the characteristic values included in the dialog are Selected Values from the value list or Numeric Values.

Number of Selected Values

Displays the number of characteristic values that are associated to this characteristic for the dialog.

Add a Characteristic

Click to access the Select Characteristic Values page and add a new characteristic to the dialog.

Select Values

Click to access the Characteristic Value page and select values. Once you have selected values for the characteristic, the characteristic is added to the dialog.

From this number and To this number

Enter numeric ranges for this characteristic. These ranges should represent the groups to use when defining the recommendation model, such as price ranges. Objects with the values that you specify here constitute the recommendation pool. You can make several or many groupings, each can be weighted differently in the recommendation model.

Save Characteristic Values

Click to save all characteristic values. You can then use them in the recommendation model.

Value Description

Select the characteristic values to include in the recommendation model. These characteristic values should identify the objects that are available for recommendation, and they should be able to distinguish one object from another.

Save Characteristic Values

Click to save all characteristic values to use in the recommendation model.

Value Description

Displays characteristic values that are in the recommendation model.

Description

Displays the characteristics to which the value belongs.

Weighted

A green check indicates that the characteristic value is weighted.

Weight

Click to access the Weight Characteristic Value page and enter weights for the characteristic value.

Graph Selected Values

Select the characteristics that you want in the graph, and then click this button to view a visual representation of the selected characteristics. You can compare the weights of the values based on target groups. This is helpful for determining if all of the weights for a given target group makes sense.

Test Model

Click to access the Test Recommendation Model page to verify and test the model.

See Testing Recommendation Models.

Target Group Name

Lists the target groups that have been defined for the dialog.

Relative Value

Lists the relative values that are derived from the target group. Relative values act as multipliers for weighting purposes.

Score

Enter the score to apply to the target group. Score values on a scale of -100 to 100, depending upon how applicable the characteristic value is to the target group. Score characteristics by asking the following question: Will an object with this characteristic value be important to a user in this target group?

Weight

Displays the relative score derived by multiplying the relative value by the score. This final value is used by the recommendation engine to determine recommendations for a target group.

A low weight number means that the characteristic value is not favorable to this target group, while a high relative number indicates that the characteristic value is favorable for this particular target group.

Calculate and Graph Weightings

(Optional) Click to calculate the weight and populate the Weight Values Graph region.

Note. This step is not mandatory, because PeopleSoft Real-Time Advisor calculates the weight internally.

Weight Values Graph

Displays a visual representation of the weights for this value, per target group.

Save Weightings

Click to save the data and return to the Create Recommendation Model page.

Number of Recommendations

Enter the number of recommendations to return. Use this field with the Use Both Number and Score and Use Number Only filter options.

Note. If set to 0, this value resets to 10 when you click the Test button.

Minimum Score

Enter the minimum score to return. Use this field with the Use Both Number and Score and Use Score Onlyfilter options.

Use Both Number and Score, Use Number Only, and Use Score Only

Select options to filter results.

Test Recommendation

Click to run a test. The recommendation engine runs, and recommendation numbers are returned. This number represents the recommendations found based on the target groups chosen combined with the limiting factors. If there are recommendation results to show, a Recommendation Results table is filled.

Note. The maximum possible score is 99999. Scores of greater than this amount are be set to 99999.

Recommendation Score

The maximum possible score is 99999. Scores of greater than this amount are be set to 99999.

Errors Found

Displays the number of errors found. Return to the Advisor Workbench page and fix all errors before testing the dialog.

Warnings Found

Displays the number of warnings found. Fix any issues causing warnings to prevent undesirable results at runtime.

Results Explanation

Explains the validation results, including errors or warnings.

Object Name

Displays the object that contains the error.

Dialog Object Type

Displays the type of object that contains the error, such as dialog, page, question, or target group.

Validation Explanation

Explains the error.

Error: No template defined for this dialog. Need to associate a template to the dialog.

There must be a display template associated with the dialog to provide PeopleSoft Real-Time Advisor with the look and feel for the dialog and the recommendation thresholds. To correct this error, associate a template with the dialog by using the Advisor Workbench main page.

Error: No pages were found for this dialog. Unable to continue with validation.

A valid interactive dialog must have pages to show the user. To fix this error, access the Layout Pages & Transitions page and create some pages. This error will only appear if the Layout Pages & Transitions page is a required step.

Warning: No pages were found for this dialog.

A valid interactive dialog must have pages to show the user. To fix this error, access the Layout Pages & Transitions page and create some pages. This warning will appear if the Layout Pages & Transitions page is a shown step.

Error (or Warning): No questions were found for this dialog.

A dialog must have questions associated with it if it is going to run in interactive mode. To fix this error, access the Select Questions page and select questions. Save the question list. If this page is not available to you and the dialog is going to be used to interactively converse with the user, the advisor type must be altered. Contact the PeopleSoft Real-Time Advisor setup administrator. This may show as a warning, if the Select Questions page is shown as opposed to being a required step.

Error (or Warning): No conditions were found for this dialog.

A dialog may require conditions to be associated with the dialog. Conditions pull in external information to be used in the dialog for transitions and target groups. To fix this error, access the Select Conditions page. This may show up as a warning, if the Select Conditions page is shown as opposed to being a required step.

Error: No conditions or questions were found for this dialog.

A dialog must have either questions or conditions associated to it. Without either, the dialog will not be able to do anything, it cannot recommend or ask questions to gather information. Questions ask information from the user and conditions pull in external information. Both can be used in transitions and target groups. One or the other or possibly both are needed to create a dialog depending on the requirements of the dialog. To fix this error, either access the Select Questions page or access the Select Conditions page. If neither of these pages are not available to you, the advisor type must be altered. Contact the PeopleSoft Real-Time Advisor setup administrator.

Error: No starting page for the dialog.

A valid interactive dialog must have a starting page to show the user. To fix this error, access the Layout Pages & Transitions page and then edit the page that you want to use as the starting page. Select the Start Page check box and save the page.

Error: Page X is an end page, it cannot have a Next action.

End pages cannot have a Next action. To fix this error, access the Layout Pages & Transitions step and edit the indicated problem page. Either clear the Next action if this page is an end page, or clear the End Page check box if this is not an end page. Save the page.

Error: No default page to transition to on X page. There needs to be a default page to transfer to.

Pages with Next actions must have valid transitions. When the user clicks the Next button, the transitions for the page run. The default transition page is required. The default becomes the next page if none of the transitions are valid. To fix this error, access the Create Page Transitions page. Select a page in the As the default, go to Page field. Save the transitions.

Error: Page X, references a page, which was deleted from the dialog.

The page indicated in the error message is referencing a default transition page that has been deleted from the dialog. To fix this error, access the Create Page Transitions page. Set the As the default, go to Page field to a valid page. Save the transitions.

Error: Check the transitions for X page. One of the transitions for the page is missing a page to transfer to.

The page indicated in the error message is missing a go-to page reference in one of its transitions. To fix this error, access the Create Page Transitions page. Locate the transition that is missing a valid page in the If the conditions below are met, go to Page field. Select a page in this field. Save the transitions.

Error: The expression used by a transition on page X is not valid. Please check the transitions to make sure the expressions used are valid.

The expression used by the page in one of its transitions is not valid. To fix this error, access the Create Page Transitions page. Click the Validate Syntax button; it should help you fix the transition by showing errors in the transition. Fix the errors and save the transitions.

Error: The expression used by a transition on page X, references a page, which was deleted from the dialog.

The page indicated in the error message is referencing a page in one of its transitions that has been deleted from the dialog. To fix this error, access the Create Page Transitions page. Locate the transition with the (Invalid Value) entry in the If the conditions below are met, go to Page field. Select a page in this field. Save the transitions.

Error: The expression used by a transition on page X, references question Y, which is no longer included in the dialog.

The page indicated in the error message is referencing a question in one of its transitions that has been removed from the dialog. You can add the question back to the dialog or modify the transition. To add the question back to the dialog, access the Select Questions page and add the question to the dialog. Save the question list. To modify the transition, access the Create Page Transitions page. Locate the transition that is referencing the question and modify the transition to delete the removed question. Save the transition.

Error: The expression used by a transition on page X, references condition Y, which is no longer included in the dialog.

The page indicated in the error message is referencing a condition in one of its transitions that has been deleted from the dialog. This should never happen, as you cannot delete a condition from Real-Time Advisor if it is used by either a transition or target group. However if it does happen, you can fix this by either updating the transition to no longer use the missing condition or (2) create a new condition and use it in the transition expression. To update the transition to no longer use the condition, option (1), access the Create Page Transitions page and locate the transition that is referencing the condition. Either delete or modify the transition; save the transition. To create a new condition, option (2), access the Select Conditions page and create a new condition. To update the transition to use the new condition, access the Create Page Transitions page. Locate the transition that is referencing the missing condition and use the new condition. Save the transition.

Error: No way to get off page X. There needs to an action that will move the dialog off this page. These actions include Back, Next, Start Over, or Exit.

A user must have a way to exit a page; actions that enable a user to exit a page include Back, Next, Start Over, and Exit. To fix this error, access the Create Page Transitions page. Select actions for the page. Save the page.

Error: Page X, references question Y, which is no longer included in the dialog.

The page indicated in the error message is referencing a question that has been removed from the dialog. You can add the question back to the dialog or edit the page and remove the question reference. To add the question back to the dialog, access the Select Questions page and add the question to the dialog. Save the question list. To remove the question reference, access the Create a Page page, remove the reference to the question from the Questions list, and save the page.

Error: To create a recommendation model you must have all three steps - target groups, characteristics and the weighting model.

To make recommendations, you must be able to define target groups, add characteristics, and define the weighting model. To fix this error, you must update the advisor type used by the dialog to include all three steps. Contact the setup administrator.

Error: The template is missing the recommendation characteristics. These are used to determine what characteristics of the recommended object are displayed.

A template used by a dialog that is making recommendations must know the characteristics to show the user. To fix this problem, click the Choose Display Characteristics link on the Define Display Template page to edit the template used by the dialog. Use the Choose Display Characteristics page to select the advisor type used by the dialog. Add characteristics that should be displayed to the user when a recommendation is made. Select the appropriate check boxes and save the template.

Error: The template is missing the compare characteristics. These are used to determine what characteristics of the recommended object are displayed during comparisons.

A template used by a dialog that is allowing comparisons of recommendations must know what characteristics to show the user. To fix this problem, click the Choose Display Characteristics link on the Define Display Template page to edit the template used by the dialog. Use the Choose Display Characteristics page to select the advisor type used by the dialog. Add characteristics that should be displayed to the user when a recommendation is made. Select the appropriate check boxes and save the template.

Error: The template is missing the recommend detail characteristic. This is used to determine what characteristic is used as the name of the recommended object during recommendations.

A template used by a dialog that is making recommendations must know what detail characteristics to show the user. The detail characteristic is used as the title for the object. To fix this problem, click the Choose Display Characteristics link on the Define Display Template page to edit the template used by the dialog. Use the Choose Display Characteristics page to select the advisor type used by the dialog. Add characteristics that should be displayed to the user when a recommendation is made. Select the appropriate check boxes and save the template.

Error: The template is missing the compare detail characteristic. This is used to determine what characteristic is used as the name of the recommended object during comparisons.

A template used by a dialog that is allowing comparisons of the recommendations must know what detail characteristics to show the user. The detail characteristic is used as the title for the object. To fix this problem, click the Choose Display Characteristics link on the Define Display Template page to edit the template used by the dialog. Use the Choose Display Characteristics page to select the advisor type used by the dialog. Add characteristics that should be displayed to the user when a recommendation is made. Select the appropriate check boxes and save the template.

Error: Need to have valid target groups to create a recommendation model.

A dialog that includes recommendations must have target groups, characteristics, and the weighting model defined. To fix this error, access the Define Target Groups page and create target groups. Save the target groups.

Error: Need to select characteristics to create a recommendation model.

A dialog that includes recommendations must have target groups, characteristics, and the weighting model defined. To fix this error, access the Selected Characteristics page and add characteristics to the model. Access the Select Characteristic Values page. These characteristics are distinguishing features of the recommendation objects and will be used later in the recommendation model. Save the characteristic values.

Error: Need weights to create a recommendation model.

A dialog that includes recommendations must have target groups, characteristics, and the weighting model defined. To fix this error, access the Create Recommendation Model page. Weight the target groups against the characteristics. Save the weights and test the model.

Error: Need target groups to create a recommendation model.

A dialog where recommendations are made must include valid target groups. To fix this error, access the Define Target Groups page and create target groups to be used in the model. Save the target groups.

Error: The expression used by the target group X is not valid. Please check the target group to make sure the expression used is valid.

The indicated target group is invalid. To fix this error, access the Define Target Groups page and edit the indicated problem target group. Click the Validate Syntax button; it should help determine the problem. Fix the problem and save the target group.

Error: Question X is used in the target group, but is not being used in the dialog.

For a question to be answered, it must be shown to the user on a page. The indicated question is referenced by the target group, but is never shown to the user. You can delete the target group or add the question to a page. To delete the target group, access the Define Target Groups page, find the indicated target group, and delete it. To add the question to a page, access the Create a Page page. Add the question by using the Add a Question button and selecting the question. Save the page.

Error: Target Group X, references question Y, which is no longer, included in the dialog.

The target group indicated in the error message is referencing a question that has been removed from the dialog. You can add the question back to the dialog or modify the target group. To add the question back to the dialog, access the Select Question page. To modify the target group, access the Define Target Groups page and edit the indicated problem target group. Locate the area of the target group that references the question and modify the target group to no longer reference the removed question. Save the target group.

Error: Target group X, references condition Y which is no longer included in the dialog.

The target group indicated in the error message is referencing a condition that has been deleted from the dialog. This should never happen, as you cannot delete a condition from Real-Time Advisor if it is used by either a transition or target group. However if it does happen, you can fix this by either (1) updating the target group to not use the condition or (2) creating a new condition and use it, in the target group. To update the target group to not use the condition, option (1), access the Define Target Groups page and locate the target group that is referencing the condition. Modify the expression to no longer access the missing condition. Save the target group. To create a new condition, option (2), access the Select Conditions page and create a new condition. Save the condition. To update the target group, access the Define Target Groups page. Locate the target group that is referencing the missing condition and use the new condition. Save the target group.

Error: There is no default target group defined in the dialog.

There needs to be a default target group. To fix this error, access the Define Target Groups page and edit the target group to use as the default target group. Select the Default Target Group check box and save the target group.

Error: Advisor type used by the dialog is missing from the database.

The advisor type used by the dialog is missing from the database. Contact the setup administrator.

Warning: Today's date is not within the start or end date for the dialog.

Today's date must be within the dialog start and end dates to run. To correct the warning, edit the start or end dates on the Advisor Workbench page.

Warning: Page X is not referenced in the dialog. It is not the starting page, it is not referenced by any pages, or the referencing page does not have a Next button.

A page needs to be referenced by other pages for it to be displayed to the user. A page is referenced by either being the starting page or by being in a transition of another page. To fix this warning, determine where the indicated page should appear in the flow of the dialog. Then access the Create Page Transitions page and make the necessary edits to transitions to include the page in the dialog flow. Save the transitions. If you know the page is referenced, check the page where it is referenced and make sure the page has a Next action. Without a Next action, transitions are not used.

Warning: The question X is not being used in the dialog.

To fix this warning, remove the question from the dialog or add the question to a page. To remove the question from the dialog, access the Select Questions page and click Remove button next to the question to remove. Save the page. To fix this warning by adding the question to a page, access the Create a Page page, click the Add a Question button and select the question you want to add. Save the page.

Warning: The condition X is not being used in the dialog.

To fix this warning, remove the condition from the dialog or use the condition in a transition or a target group. To remove the condition from the dialog, access the Select Conditions page and click Remove button next to the condition to remove it. To fix this warning by adding the condition to a transition, access the Create Page Transitions page, and add the condition to the desired transition. Save the transition. To fix this warning by adding the condition to a target group, access the Define Target Groups page and locate the target group that you want to use the condition. Modify the target group to use the condition in an expression and save the target group.

Warning: The Advisor Type, X, used by this dialog does not have a drill class path associated with it. This class path used in conjunction with the class is used when the user asks for details on a recommended object.

The advisor type used by the dialog must have drill class information. This information is used when selecting a recommendation object, to enable the user to see details of the object. The advisor type needs to be edited and the drill class information added. Contact the setup administrator.

Display Template

Select a template to use for the test. The template associated with the dialog is used as the default. An error may occur if the template selected does not contain adequate information for the dialog.

Runtime Mode

Select quiet or interactive mode.

Question/Condition

Displays the questions and conditions associated with this dialog. In Quiet mode questions and conditions are shown to pre-populate the environment.

Answer

Select a possible answer to test the dialog.

Select Multiple

Click to select multiple answers.

Test Dialog

Click to preview what the dialog will look like. In Quiet mode the recommendation results will be shown.

Path Information

Displays the path through the dialog, as seen at runtime, and shows the pages you were on previously.

Transition Information

Displays a summary of why you are on the current page.

Transition Rules

Displays the transition rules for the page, which determine the next page transition.

Target Group the User is in Based on the Question Answer Log

Displays the target groups the user is in, based on answers given so far.

Question and Answer Log

Displays the questions and answers provided by the user.

Dialog Versions

RAD_ADVISOR_VER

Marketing, Advisor Dialogs, Dialog Versions

Edit the latest version of a dialog, copy any version, delete the edit in-progress version, or view a past version.

Clone Dialog

RAD_DLGCLONE

Click the Clone Dialog Version button on the Dialog Versions page.

Make a copy of the selected dialog version.

Click to make a copy of the dialog version.

Click to view a past deployed version of the dialog in the Advisor Workbench tool.

Click to edit the latest version, either the edit in-progress version or the deployed version if there is no in-progress version.

Dialog Name

Enter a name for the new dialog. This name should be unique.

Template Name

Select a display template. Default will be the display template of the dialog version being copied.

Start Date

Enter a date that the dialog becomes valid.

End Date

Enter a date that the dialog becomes invalid.

External Name

Assign a dialog name that is viewable to the end user. This name can be shown to the end user during runtime.

Clone Dialog

Click to clone the dialog.

Transfer to Cloned Dialog

After the dialog version has been cloned this link will appear. Click to transfer to the Advisor Workbench tool.