SAS Decision Manager

8月 132019
 

Raw data doesn’t change an organization, and neither do analytics on their own. It’s making decisions based on that data and the results of analytics that drives change through a company. Every decision is important and influences an organization. Thousands of decisions need to be made every day and many decisions are dependent on other decisions in an interconnected network.

SAS Intelligent Decisioning combines business rules management, decision processing, real-time event detection, decision governance and analytics to automate and manage decisions across the enterprise. It supports customer-facing activities such as personalized marketing and next-best action, plus decisions affecting customers, including credit services and fraud prevention.

Overview

Business rules

An integrated business rule management platform enables fast rule construction, testing, governance and integration within decision flows. You can manage rule versions for tracking and governance. The solution allows users to create complex business logic supported by sophisticated functions and integration with Lookup Tables.

Decision flows

A graphical drag-and-drop interface allows users to build decisions with minimal programming effort. Decisions are created in a decision flow that orchestrates business rules, analytical models, database access, custom code objects and more.

Graphical editor to create decisions

Further, it is possible to test and maintain different versions of decisions and business rules before deploying them for production real-time or batch execution.

The high-performance, real-time Micro Analytics Services (MAS) engine can handle more than 5,000 real-time transactions per second with response times of 10 milliseconds per transaction. The REST interface to call decisions or business rules in real-time provides simple integration with most third-party applications.

Monitor test results through Decision Path tracking

New Features

Recently, the latest release of SAS intelligent Decisioning was released and I’d like to highlight some of the new features.

SQL Query Node

Users can now submit SQL directly into a SQL Query node without supplying any additional coding logic. The SQL Query node supports SELECT, INSERT, DELETE and UPDATE.

To link a SQL statement to a decision, just point tables and columns to the decision variables as shown below in the curly brackets. Intelligent Decisioning will then automatically pass data into the SQL as appropriate.

If you query data via a select statement, the result is returned in a Datagrid. A Datagrid is a data type for an object in Intelligent Decisioning and represents data in a table format that belongs to a single record.

Datagrids are used in many places in Intelligent Decisioning and there is a rich set of Datagrid functions to access and work with data in a Datagrid.

Python Code Node

Intelligent Decisioning provides an environment that aims to minimize the need to write code to build decisions. But if necessary, it is possible to submit code. Intelligent Decisioning supports writing code in Python as part of a decision flow. Data from a decision flow can be passed into the Python code and return values will be passed back from Python into the decision flow.

To enable coding in Python, a Python execution environment needs to be installed alongside Intelligent Decisioning. If a decision flow contains a Python Code Node, the Python code will automatically be executed in the Python environment as part of the overall decision.

Decision Flow containing Python code node

A code editor in Intelligent Decisioning allows you to edit your Python code within the environment.

A Python code editor is part of Intelligent Decisioning

Decision Node

Decision flows can call other decision flows. This opens the way to designing and building modular decisions with “pluggable” components. You can also build reusable decisions which are called by different decision flows. Building decisions in such a modular way makes it easier to read and maintain decision flows.

Drill down from one decision to the next

Treatments

Treatments are lists of attributes with fixed or dynamic values.

Treatments are used to define offers to present to a customer as a result of an inbound marketing campaign. Or treatments can be used as parameter lists to control engine settings. There are numerous use cases for treatments.

Treatment attribute list

To determine if a treatment is valid for a decision, you can set Eligibility Rules to decide when a treatment will be used. For audit reasons and to track changes over time, you can also have different versions of a treatment.

To utilize treatments, you group them together in treatment groups, which can then be called from a decision flow.

Conclusion

Manging and analysing high volumes of data to make thousands of decisions every day in an automated fashion and applying analytics to real-time customer interactions require a sophisticated and complete solution like SAS Intelligent Decisioning. It enables users to create, test, control versioning and trace analytically driven decisions all in one solution.

By making decisions, smarter organizations become more efficient. As mentioned in the beginning: Data doesn’t change your organization, decisions do!

Learn more

Video: SAS Intelligent Decisioning | Product Overview
Documentation: SAS Intelligent Decisioning
Product: SAS Intelligent Decisioning

SAS Intelligent Decisioning: Intro and Update was published on SAS Users.

3月 212019
 

SAS Decision Manager enables you to build and test decisions to use in batch processes, real-time web applications or with SAS ESP.

In this blog, I explain how to use Rulesets in an Event Stream Process project. If you are streaming data using SAS ESP and your data stream involves making decisions, you can build Rulesets in SAS Decision Manager and use them in your event stream project. ESP can invoke the code generated by SAS Decision Manager and execute it in its Micro Analytic Service (MAS) engine.

Receiving code for Rulesets

To use a Ruleset in Decision Manager within an event stream project in ESP, you need to export the DS2 code generated by Decision Manager and point ESP towards the code to execute it. To export code from Decision Manager, we use the SAS Decision Manager Viya REST API to:
• Obtain an access token to SAS Viya
• Receive the ID for the required Ruleset
• Receive the Decision Manager DS2 code via the Ruleset ID

Obtain an access token to SAS Viya

Before using SAS Viya APIs, your SAS administrator must register a client identifier. The SAS Logon OAuth API uses OAuth2 to securely identify your application before it connects to the SAS Viya platform. See Registering clients for information on how clients are registered. Once a client is successfully registered, the SAS administrator provides you with the client identifier and client secret to authenticate an API request.
To obtain an access token call:
http://{{ViyaServer}}/SASLogon/oauth/token

If successfully executed, you will get an access token for all further REST calls.

Receive the Ruleset ID

We need the ID for the Ruleset we want to use in ESP. The REST Endpoint requires the ID to receive the DS2 code.
To get the ID, call the Endpoint that lists all available Rulesets:
http://{{ViyaServer}}/businessRules/ruleSets

If successfully executed, you will receive the Ruleset ID in the field “id” in the “items” list.

Receive Ruleset code

With this new ID, we can export the DS2 code for the Ruleset.
To get the code, call the appropriate Ruleset Endpoint:
http://{{ViyaServer}}/businessRules/ruleSets//code
Set ID to the value of this new Ruleset ID.

If executed successfully, you will receive the DS2 code for the Ruleset.

Preparing the code

Copy the DS2 code from the REST call into a file, save the file with a descriptive name (i.e. the name of the Ruleset) and move it to a location where ESP can access it.

Invoke Decision Manager Code in ESP

Now that we have saved the code into a file and moved it to a location that ESP can access, we can now invoke the code from our ESP project.

We need to register the ruleset code file we saved.
Open the ESP project and go to Micro Analytic Service Modules at the project level.

Add a new Micro Analytic Service Module for the ruleset code file and fill in all required fields.


To invoke the code in the event stream, add a Calculate Window.
In Settings choose Calculation = User-specified.

Under Handlers, select the source and ensure the field values are set correctly.


Set the fields for the output schema of the calculate window. Note that the field names and types must match the names and types used in the Ruleset.
Save the project.

You are now ready to run your project in Test mode to check if it works.

Conclusion

SAS Decision Manager allows you to build decisions in an independent environment to ESP. This gives you the freedom to design and test decisions in a less technical environment without touching the event stream. After testing the decision, you can simply “hook it in” to your event stream.
Other users can work on and update decisions by just applying a new/updated code file. This will allow your event stream to be to be more flexible and easier to maintain. To learn more, please check out these sources.

Video: SAS Decision Manager
Article: Using SAS Decision Manager to enrich the data prep process

Calling SAS Decision Manager Rulesets in ESP was published on SAS Users.