Offer Filtering Summary report

The Offer Filtering Summary report shows the number of proposed contacts (and associated percentages) removed by each rule in the Contact Optimization session.

Note: The count for all Include/Exclude rules are reported as a single entry in this report. The breakout of individual exclusion rules is not supported.

If the number of surviving contacts in the optimized contact list is too high or too low, you can use this report to understand the impact of each rule. You can then modify the rules to be more or less restrictive.

Note: Although rules are shown in the same order as they are on the Rules tab, rules are not applied serially during the optimization process. The order in which Contact Optimization applies the rules has no net effect on the optimization results.

Contact Optimization generally credits rules in the following order:

  1. Unprocessable customers
    After clicking Unprocessable on the Analysis tab of the session, you are taken to the Rules Listing page. The Unprocessable customers section of the Offer Filtering Summary report page shows a graph of customers that cannot be processed by the Contact Optimization algorithms. This condition might be caused by
    • rule and constraint conflicts, such as a chunk not having enough number of offers for satisfying a Capacity rule.
    • the algorithm not evaluating a sufficient number of alternatives for those customers.
    • the The generation loop was unable to eliminate all slack and surplus variables error.

      You can use ContinueOnGenerationLoopError to continue a Contact Optimization session if you receive the previous error.

    For more information about unprocessable customers, see the IBM® Contact Optimization Troubleshooting and Tuning Guide for more details.
  2. Exclude/Include rules
  3. Capacity rules
    Note: Credit that is given to Capacity rules might be only approximate. First, if multiple Capacity rules can be responsible for excluding an offer, each rule is given a percentage of the credit. For example, if an offer can be excluded by three different Capacity rules, each rule is given 33% credit. Second, if a contact is excluded by both a Capacity rule and a For Each Customer rule, the For Each Customer rule might get credit.
  4. For Each Customer rules

Within a rule type, the Offer Filtering Summary report credits the rules in the order they are listed in on the Rules tab of the optimization session.

The report is organized as follows:

Table 1. Offer Filtering Summary report

A two-column table that describes the data that is included in the Offer Filtering Summary report.
Element Description
Offer count (before optimization) The total number of proposed contacts.
Rule name The name of the rule. "Exclude/Include" represents all Exclude/Include rules.
Removed by this rule Number of proposed contacts that are removed by the rule. The percent of contacts that are removed by the rule is shown in parentheses.
Remaining after this rule Number of proposed contacts remaining after the rule ran. The percent of contacts remaining is shown in parentheses.
Total removed Total number of proposed contacts that are removed by the optimization. The percent of total contacts that are removed by the rule is shown in parentheses,
Total remaining (after optimization) Total number of contacts remaining after the optimization ran. The percent of remaining contacts is shown in parentheses.