Access and manage data items for attributes and Eligibility Rules using the Data Item Picker.

1. In MXO, navigate to Orchestrate and select Eligibility Rules.
2. Select Eligibility Rules.
3. To open the Data Item Picker, click Create and choose Open Data Item Picker.

The Profiles tab, displayed by default when the Data Item Picker is opened, lists all data attributes linked to your Profiles.

Data items originate from various sources such as MXO's data adapter framework, external systems like CRM, and previously created Eligibility Rules and Action attributes.

The Data Items tab provides access to the full list of data attributes available to use in your Eligibility Rules. Data attributes are grouped into the following types:

Data Adapters

Lists data attributes according to the Data Adapter in which they are contained. For example:

• (default) customer metadata DA for captured customer attributes
• (default) propositions DA for captured customer behavior (activities) and historical activity attributes
• (created) Request DA for captured current activity attributes
• (created) Listening Event Aggregator DAs for aggregated activity attribute values

Eligibility Rules

Lists all previously-created Eligibility Rules.

Action Attributes

Lists all attributes you can configure for an Action.

The Functions tab provides access to the full list of functions available to use in your Eligibility Rules. Functions are listed in alphabetical order.

Search for data attributes across all tabs, and navigate between tabs if an attribute is listed in multiple places. For instance, a recognized customer attribute may be found on both the Profiles and Data Items tabs.

Selecting a data attribute in the Eligibility Rules Editor displays a list of required criteria for that attribute in the right-hand panel.

For instance, choosing Activity count requires specifying the Proposition name and Activity Type to track customer activity.

Filters let you refine your Eligibility Rules by providing additional selection criteria, based on individual customer attributes.

Input fields for string filters are case-sensitive. You must ensure any text you enter matches the text for the existing data, exactly.

Filtering by Proposition

You can filter either by individual Proposition or by current Proposition. When you filter by current Proposition, MXO resolves to the current Proposition at runtime.

For more information about using "Current Proposition" in Eligibility Rules, see Example.

Functions allow you to derive new data items, such as calculating a customer's age from their date of birth, using your existing data.

For more information, see Using Functions in Eligibility Rules.

The Eligibility Rules Editor enables grouping within Eligibility Rules to ensure correct evaluation order.

For instance, to offer a special savings bond deal to customers with gold or silver credit cards who are over 60, the rule must be written carefully:

Completed for Silver credit card = true OR Completed for Gold credit card = true AND customer is over 60

Without proper grouping, the rule might incorrectly offer the deal to any gold card owner, regardless of age.

Grouping the credit card condition ensures the rule is evaluated as intended:

(Completed for Silver credit card = true OR Completed for Gold credit card = true) AND customer is over 60

Specify if MXO uses the minimum or maximum value in a list when defining additional selection criteria to use in Eligibility Rules.

For instance, select a Proposition based on the lowest or highest cumulative count, or choose a date that's the earliest or most recent.

Operators refine Eligibility Rules in conjunction with filters. MXO provides a number of string, numeric, and date operators for use out-of-the-box.

String

• equals
• does not equal
• includes
• does not include

Numeric

• plus
• minus
• multiplied by
• divided by
• mod
• is greater than
• is less than
• is greater than or equal to
• is less than or equal to
• equals
• does not equal

Date

• is the same date as
• is not the same date as
• is later than
• is before
• is later than or on the same date as
• is before or the same date as

If a data item is not applicable to the Eligibility Rule you are building, it is greyed out in the Eligibility Rules Editor and cannot be used.

You can provide your own descriptions when defining additional selection criteria to use in Eligibility Rules. This provides additional context when you save your Eligibility Rules and makes reading the final Eligibility Rules easier.

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