Strategies

Overview

A strategy is a set of rules within a policy.

The platform currently supports three strategy types:

• Rules-Based strategy: All the rules within this type of strategy result in a Pass or Fail outcome. The overall strategy is a pass only if all the rules within the strategy are passes.

• Action strategy: All the rules within this type of strategy result in specific Action (e.g., “Assign an interest rate of x%” or “Call customer”. The overall strategy is a pass only if at least one action has been taken.

• Optimization strategy: At least one rule within this strategy is an optimization rule. In addition, users can specify Pass/Fail rules in the form of constraints to the optimization. The overall strategy is a pass if an optimal value has been found (and all other rules, if any, are passes).

How is this used?

Strategies are used to create policies

Creating a Notebook

Strategies are created during policy registration. Refer to Registering a policysection for more details.

Example

Below are some examples of strategies

• Rules-Based strategy:

• Action Strategy:

• Optimization Strategy: