Offer Rule Extension

TIBCO OPE uses Eligibility, Ineligibility, and Incompatibility rule models from the Offer and Price Designer Rule Editor to evaluate offers and products based on the conditions, characteristic, or segments set for each rule-type.

The rules are created using the Offer and Price Designer Rules Editor (available in the TIBCO Product and Service Catalog) which allows you to create rules using a graphical interface. Once the rules are created and approved they can be uploaded into OPE.

Online integration with TIBCO Product and Service Catalog is also possible using the publish catalog method. For more information about Eligibility, Ineligibility, and Incompatibility rules and on how to use the Rule Designer, refer to the Product and Service Catalog Offer and Price Designer Users Guide.

For more information on integrating the rule models offline, refer to the Integrating TIBCO Product and Service Catalog Rule Models Offline.

Record or Relationship Attributes

This engine uses the following record attributes and relationship attributes:

Attribute Description
RECORD_STATUS Indicates whether or not the record is active.
RECORD_TYPE Defines the type of the rule. The valid values are Ineligible, Eligible, and Incompatible.
Start Date/End Date Used to define the validity of a rule model within a certain time frame. (optional)

Filters

OPE uses the following filters to get the initial list of eligible products, which are then validated using the eligibility or ineligibility evaluation process:

Filter Description
Focus The focus filter considers the products that are present in the basket, order, or an existing inventory to get the initial list of eligible products. If the focus filter is present, the rest of the filters are ignored. Because the product in focus is already present with the customer, the optional products for the selected focus is used as the initial list of eligible products.
Promotions

The products in promotions filters are used to get the initial list of eligible products. If promotions are present, all other filters except focus are ignored to get the initial list of eligible products.

Segment

The segment filter provides a way to get a list of products belonging to the same segment. The products are related to the segment name and segment types. The initial list of eligible products contains a union of all the products, which includes the same and different segment types unless they have an incompatible relationship defined. Any products that do not have any compatible or incompatible relationships defined are considered to be compatible with that segment type.

Category

This filter provides a way to get the initial list of products belonging to the specified category.

Flags

The following are the flag names for get offer request and validate offer request. The default value for all the flags is false.

  • com.tibco.af.ope.extn.enableRuleBasedEligibilityEvaluation
  • com.tibco.af.ope.extn.enableRuleBasedIneligibilitEvaluation
  • com.tibco.af.ope.extn.enableRuleBasedIncompatibilityEvaluation
  • com.tibco.af.ope.extn.missingRuleEntityDefault