{"id":161,"date":"2021-01-19T11:39:40","date_gmt":"2021-01-19T11:39:40","guid":{"rendered":"https:\/\/multisite.korebots.com\/SearchAssist\/?p=161"},"modified":"2021-06-28T07:36:49","modified_gmt":"2021-06-28T07:36:49","slug":"business-rules","status":"publish","type":"post","link":"https:\/\/multisite.korebots.com\/SearchAssist\/optimize-results\/business-rules\/","title":{"rendered":"Business Rules"},"content":{"rendered":"<section class=\"l-section wpb_row height_auto\"><div class=\"l-section-h i-cf\"><div class=\"g-cols vc_row via_grid cols_1 laptops-cols_inherit tablets-cols_inherit mobiles-cols_1 valign_top type_default stacking_default\"><div class=\"wpb_column vc_column_container\"><div class=\"vc_column-inner\"><div class=\"wpb_text_column\"><div class=\"wpb_wrapper\"><p><span style=\"font-weight: 400;\">Business Rules allows you to define rules to personalize and fine-tune the search results based on contexts. Rules can also be used for merchandising and promotions. Rules are set based on user context, search context, page context, or a combination of multiple contexts. Rules define the promotion or filtering of a set of results. For example, in an eCommerce site, based on the geographical location some products may not be available, or if the user is logged in from a mobile device the number of search results displayed needs to be reduced due to limited screen space.<\/span><\/p>\n<\/div><\/div><div class=\"wpb_text_column\"><div class=\"wpb_wrapper\"><p><a ref=\"magnificPopup\" href=\"http:\/\/docs.kore.ai\/searchassist\/wp-content\/uploads\/sites\/4\/2021\/01\/searchconfig_busrules.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-1310\" src=\"http:\/\/docs.kore.ai\/searchassist\/wp-content\/uploads\/sites\/4\/2021\/01\/searchconfig_busrules.png\" alt=\"\" width=\"1366\" height=\"768\" \/><\/a><\/p>\n<\/div><\/div><div class=\"wpb_text_column\"><div class=\"wpb_wrapper\"><p><span style=\"font-weight: 400;\">SearchAssist lets you define two aspects of <\/span><span style=\"font-weight: 400;\">Business Rules:<\/span><\/p>\n<ol>\n<li><strong>Condition<\/strong> &#8211; Using conditions you can define when the trigger takes place, based on the context and parameter values.\n<ol>\n<li><strong>Context<\/strong> can be:\n<ul>\n<li><em>Search context<\/em> is based on the user search history and has pre-defined attributes such as Recent Searches, Current Search, Trait, Entity, Keyword, Semantic.<\/li>\n<li><em>Page context<\/em> can be based on pre-defined attributes such as Browser, Current page, Recent pages, and Location and other required attributes of a page can be passed from the website through the SDK.<\/li>\n<li><em>User Context<\/em> can be based on user information that a website can pass through SDK.<\/li>\n<\/ul>\n<\/li>\n<li><strong>Parameters<\/strong> include setting the above context to contain\/not contain\/equals\/not equals to a keyword.<\/li>\n<\/ol>\n<\/li>\n<li><strong>Outcome<\/strong> &#8211; Using Outcome, you can define what happens when the condition mentioned in the condition matches.\n<ol>\n<li><strong>Action<\/strong> can be one of the following:\n<ul>\n<li><em>Boost<\/em> a particular response set &#8211; This is used to promote the results to display at the top<\/li>\n<li><em>Lower<\/em> a particular response set &#8211; This is used to demote the results from displaying at the top<\/li>\n<li><em>Hide<\/em> a particular response set &#8211; This is used to hide certain results from showing to the search user<\/li>\n<li><em>Filter<\/em> a particular response set &#8211; This is used to filter certain search results by default to show to the search user.<\/li>\n<\/ul>\n<\/li>\n<li><strong>Response<\/strong> on which the above actions need to be applied can be specified by a field value containing\/being equal to a\u00a0static keyword or a dynamic keyword from the context.<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n<p>The following are some scenarios where you can apply business rules:<\/p>\n<ol>\n<li>Say, in a banking scenario, you want to present to your premium customers some credit card related offers, then you can define a rule as follows:<br \/>\nCONDITION: \u201cSearch Context: RecentSearches\u201d Contains \u201cCredit\u201d OR \u201cCard\u201d<br \/>\nAND \u201cUser Context: CustomerType\u201d Contains \u201cPremium\u201d<br \/>\nOUTCOME: \u201cBoost Results\u201d Containing \u201cTitle: Card Offers\u201d OR \u201cTitle: Card Rewards\u201d<\/li>\n<li>If the user is proven to be not creditworthy, then you do not want to show them any loan offers, then you can define a business rule as follows:<br \/>\nCONDITION: \u201cSearch Context: RecentSearches\u201d Contains \u201cLoan\u201d OR \u201cCredit\u201d<br \/>\nAND \u201cUser Context.CustomerInfo.CreditWorthy\u201d Contains \u201cPoor\u201d<br \/>\nOUTCOME: \u201cHide Results\u201d Containing \u201cLoans: Loan\u201d OR \u201cLoans: Credit\u201d<\/li>\n<li>If the user has only a savings account and is searching for account-related information, you do not want to show them information related to other types of accounts like checking accounts. In such a scenario, then you can define a business rule as follows:<br \/>\nCONDITION: \u201cUser Context.AccountType\u201d Contains \u201cSavings\u201d<br \/>\nAND \u201cUser Context: AccountType\u201d Doesn&#8217;t Contain \u201cChecking\u201d<br \/>\nAND \u201cPage Context: PageName\u201d Contains \u201cAccount\u201d OR \u201cBanking\u201d<br \/>\nAND \u201cSearch Context: CurrentSearch\u201d Contains \u201cInformation\u201d OR \u201cDetails\u201d<br \/>\nOUTCOME: \u201cFilter Results\u201d Containing \u201cTitle: Savings\u201d<\/li>\n<\/ol>\n<\/div><\/div><div class=\"w-separator size_small\"><\/div><div class=\"wpb_text_column\"><div class=\"wpb_wrapper\"><h2><span class=\"ez-toc-section\" id=\"Add_Rule\"><\/span>Add Rule<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">To add a business rule, follow the below steps:<\/span><\/p>\n<ol>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Click the <\/span><b>Indices <\/b><span style=\"font-weight: 400;\">tab on the top.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">On the left pane, under the <\/span><b>Search Configuration<\/b><span style=\"font-weight: 400;\"> section, click <\/span><b>Business Rules<\/b><span style=\"font-weight: 400;\">.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">On the Business Rules page, click <\/span><b>Add Rule<\/b><span style=\"font-weight: 400;\"> on the top-right.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">On the Add Rule dialog box, enter a name in the<\/span><b> Rule Name<\/b><span style=\"font-weight: 400;\"> field.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Under the <\/span><b>Conditions <\/b><span style=\"font-weight: 400;\">section, <\/span>\n<ol>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Select a context from the <\/span><b>Select Context<\/b><span style=\"font-weight: 400;\"> drop-down list:<\/span>\n<ol>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Search Context &#8211; It is used to optimize search results based on the context provided by the user. For example, context-based on a recent search, current search, traits, etc.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Page Context &#8211;\u00a0 It is the data that is specifically assigned to a page. For example, context-based on the current page, recent page, browser, device, etc.\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">User Context &#8211; It is the data that is specifically assigned to a search user. For example, context based on the User Type (Premium User, Normal User, User Profile, Age).<\/span><\/li>\n<\/ol>\n<\/li>\n<li>Configure the <strong>parameters<\/strong> as follows:\n<ol>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Select the parameters available for the corresponding context from the <\/span><b>Set Parameters <\/b><span style=\"font-weight: 400;\">drop-down lists. <\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Set the <strong>Data Type<\/strong> expected for the parameter.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Set the condition to <em>Contains\/Does not Contain\/Equals to\/Not Equals to.<\/em><\/span><\/li>\n<li>Set the keyword to be compared with, add multiple keywords by hitting enter after each entry.<\/li>\n<\/ol>\n<\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">To add more conditions, click <\/span><b>+ Add Condition<\/b><span style=\"font-weight: 400;\">.<\/span><\/li>\n<\/ol>\n<\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Under the <\/span><b>Outcome <\/b><span style=\"font-weight: 400;\">section, <\/span>\n<ol>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Select an action from the <\/span><b>Action <\/b><span style=\"font-weight: 400;\">drop-down list:<\/span>\n<ol>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Boost &#8211; It boosts the results by X times (max 5X times).<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Lower &#8211; It lowers the results by X times (max 5X times).<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Hide &#8211; It hides the results based on the above conditions.<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Filter &#8211; It filters the results based on the above conditions.<\/span><\/li>\n<\/ol>\n<\/li>\n<li><span style=\"font-weight: 400;\">Select the parameters from the <\/span><b>Response <\/b><span style=\"font-weight: 400;\">drop-down lists.<\/span>\n<ol>\n<li>Field that needs to be considered for the response.<\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Data Type for the field, auto-populated by the application.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Set the condition to <em>Contains\/Does not Contain\/Equals to\/Not Equals to.<\/em><\/span><\/li>\n<li>Static keyword or a dynamic keyword based on the context values.<\/li>\n<li>Set the keyword to be compared with, add multiple keywords by hitting enter after each entry.<\/li>\n<\/ol>\n<\/li>\n<li><span style=\"font-weight: 400;\">To add more outcomes, click <\/span><b>+ Add Outcome<\/b><span style=\"font-weight: 400;\">.<\/span><\/li>\n<\/ol>\n<\/li>\n<li>Click <b>Proceed<\/b>.<\/li>\n<\/ol>\n<p><a ref=\"magnificPopup\" href=\"http:\/\/docs.kore.ai\/searchassist\/wp-content\/uploads\/sites\/4\/2021\/01\/searchconfig_busrules_add.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-1312\" src=\"http:\/\/docs.kore.ai\/searchassist\/wp-content\/uploads\/sites\/4\/2021\/01\/searchconfig_busrules_add.png\" alt=\"\" width=\"1083\" height=\"763\" \/><\/a><\/p>\n<\/div><\/div><div class=\"w-separator size_small\"><\/div><div class=\"wpb_text_column\"><div class=\"wpb_wrapper\"><h2><span class=\"ez-toc-section\" id=\"Actions\"><\/span>Actions<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Once added, you can perform the following actions on the rules:<\/span><\/p>\n<ol>\n<li><strong>Search<\/strong> for a given business rule by name.<\/li>\n<li><strong>Edit<\/strong>\u00a0or\u00a0<strong>Delete\u00a0<\/strong>a business rule using the edit\/delete icons. You can also delete business rules in bulk with the Bulk Select option.<\/li>\n<li>Using the handlebar against each business rule, you can specify the order in which the business rules should be applied.<\/li>\n<\/ol>\n<\/div><\/div><div class=\"wpb_text_column\"><div class=\"wpb_wrapper\"><p><a ref=\"magnificPopup\" href=\"http:\/\/docs.kore.ai\/searchassist\/wp-content\/uploads\/sites\/4\/2021\/01\/searchconfig_busrules_actions.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-1313\" src=\"http:\/\/docs.kore.ai\/searchassist\/wp-content\/uploads\/sites\/4\/2021\/01\/searchconfig_busrules_actions.png\" alt=\"\" width=\"1117\" height=\"403\" \/><\/a><\/p>\n<\/div><\/div><div class=\"w-separator size_small\"><\/div>[vc_raw_html]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[\/vc_raw_html]<div class=\"w-separator size_small\"><\/div><\/div><\/div><\/div><\/div><\/section>\n","protected":false},"excerpt":{"rendered":"Business Rules allows you to define rules to personalize and fine-tune the search results based on contexts. Rules can also be used for merchandising and promotions. Rules are set based on user context, search context, page context, or a combination of multiple contexts. Rules define the promotion or filtering of a set of results. For...","protected":false},"author":12,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[7],"tags":[],"jetpack_featured_media_url":"","_links":{"self":[{"href":"https:\/\/multisite.korebots.com\/SearchAssist\/wp-json\/wp\/v2\/posts\/161"}],"collection":[{"href":"https:\/\/multisite.korebots.com\/SearchAssist\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/multisite.korebots.com\/SearchAssist\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/multisite.korebots.com\/SearchAssist\/wp-json\/wp\/v2\/users\/12"}],"replies":[{"embeddable":true,"href":"https:\/\/multisite.korebots.com\/SearchAssist\/wp-json\/wp\/v2\/comments?post=161"}],"version-history":[{"count":12,"href":"https:\/\/multisite.korebots.com\/SearchAssist\/wp-json\/wp\/v2\/posts\/161\/revisions"}],"predecessor-version":[{"id":1217,"href":"https:\/\/multisite.korebots.com\/SearchAssist\/wp-json\/wp\/v2\/posts\/161\/revisions\/1217"}],"wp:attachment":[{"href":"https:\/\/multisite.korebots.com\/SearchAssist\/wp-json\/wp\/v2\/media?parent=161"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/multisite.korebots.com\/SearchAssist\/wp-json\/wp\/v2\/categories?post=161"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/multisite.korebots.com\/SearchAssist\/wp-json\/wp\/v2\/tags?post=161"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}