| Course overview |
1 |
Course Objectives
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1
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| Module 1: Introduction to Active Retail Intelligence |
3 |
Lesson 1: ARI overview
Lesson objectives
What is ARI?
ARI process flow
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4
4
5
7
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| Module 2: Alerts |
9 |
Lesson 1: Alert viewer
Lesson objectives
Alert notification
Alert viewer
Deferring alerts
Alert filters
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10
10
11
12
14
15
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Lesson 2: Event viewer
Lesson objectives
Opening the event viewer
Performing an action
Refreshing and revalidating events
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16
16
17
19
20
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| Module 3: Functional design |
21 |
Lesson 1: Criteria for a good ARI rule
Lesson objectives
Guidance to make a good ARI rule
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22
22
23
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Lesson 2: Functional design process
Lesson objectives
Functional logic tree
Who/What/how mix
Event state matrix
Action/Drill document
Required realms list
What is a realm?
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26
26
27
29
31
35
36
37
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| Module 4: Technical design process |
39 |
Lesson 1: Exception type technical design
Lesson objectives
Technical design
Technical exception type template
Exception type parameters
Exception type conditions
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40
40
41
41
43
44
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Lesson 2: Event type technical design
Lesson objectives
Technical event type design template
Event type parameters
Screen layout
Event type states
State attributes
State rules
Event type closure rules
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45
45
46
47
47
47
48
48
48
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Lesson 3: Realm technical design
Lesson objectives
Technical realm design template
Realm input and output parameters
Realm coding
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49
49
50
51
51
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| Module 5: Building rules |
53 |
Lesson 1: Rule structure
Lesson objectives
Rule introduction
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54
54
55
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Lesson 2: Metadata
Lesson objectives
Metadata introduction
Creating a new realm
Parameter types
Creating a new parameter type
Parameters
Creating a new parameter
Functions
Lookups
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57
57
58
60
61
62
63
65
67
69
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Lesson 3: Users and groups
Lesson objectives
Introduction
Users
Creating a new user
Group types
Group attributes
Creating a new group
Group hierarchies
Assigning user/group membership
Assigning users/groups to groups
Next steps: exception types and event types
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70
70
71
71
72
73
73
75
76
77
78
79
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Lesson 4: Exception types
Lesson objectives
Introduction
Defining an exception type
Types and instances
Parameters and values
Monitoring change
Monitoring for exceptions
Internal and external realms
Monitoring external realms
Creating a new exception type
Creating a new exception type
Adding to the exception parameter list
Adding a condition to the exception
Exception processing overview
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80
80
81
81
82
82
83
83
84
84
85
86
87
88
89
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Lesson 5: Event types
Lesson objectives
Introduction
Defining an event type
Identifying event key parameters
Preparing the screen layout
States and state rules
State attribute rules
Actions and drills
Closure conditions
Event re-evaluation
Revalidation methods
Conditions re-evaluated
Aging and escalation
Reoccurring event instances
Routing to multiple groups
Planning an event
Creating a new event type
Adding parameters to an event type
Creating an event type layout
Add a state to an event type
Add a state assignment rule to an event type
Adding closure rules to an event
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90
90
91
91
91
92
92
93
93
94
95
95
95
96
96
96
96
98
99
100
101
103
104
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Lesson 6: Association of an event with an exception
Lesson objectives
Linking and mapping
Passing parameters from the exception
Linking an exception to an event
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105
105
106
106
107
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| Module 6: Rule test |
109 |
Lesson 1: Test for rules
Lesson objectives
Individual module testing
Scheduled testing
Volume testing
User acceptance testing
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110
110
111
111
111
111
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| Module 7: Schedule |
113 |
Lesson 1: Schedule for rules
Lesson objectives
Schedules
Exception schedules
Event schedules
Creating a new schedule
Attaching a schedule to an event (or exception
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114
114
115
115
115
117
118
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| Appendix: ARI technical overview |
119 |
ARI versions and compatibility
Starting the ARI engine
Checking the USER_JOBS queue
Stopping the ARI engine
ARI build
Building the rules
ARI architecture overview
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120
120
120
121
122
122
124
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| Glossary |
127 |
