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December 3, 2017 21:21
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<?xml version="1.0" encoding="UTF-8"?> | |
<RecommendationStrategy xmlns="http://soap.sforce.com/2006/04/metadata"> | |
<description>Softbank Call-in Strategy</description> | |
<recommendationStrategyName>softbank_1</recommendationStrategyName> | |
<masterLabel>SomeMasterLabel</masterLabel> | |
<!-- Root --> | |
<strategyNode> | |
<name>RootNode</name> | |
<description>the root</description> | |
<parentNode></parentNode> | |
<type>2<!--Union--></type> | |
<definition>{ removeDuplicates: true }</definition> | |
</strategyNode> | |
<strategyNode> | |
<name>LowCsatIfNode</name> | |
<description>If node which only does churn if CSAT is less than 5</description> | |
<parentNode>RootNode</parentNode> | |
<type>4<!--If--></type> | |
<definition> | |
{ | |
expressions: { | |
"ChurnRetentionOfferNode": "$Record.CSAT__c < 5", | |
"AgentStandardActionsNode": true | |
}, | |
onlyFirstMatch: true | |
} | |
</definition> | |
</strategyNode> | |
<!-- Churn --> | |
<strategyNode> | |
<name>ChurnRetentionOfferNode</name> | |
<description>If CSAT low, provide appropriate retention offers</description> | |
<parentNode>LowCsatIfNode</parentNode> | |
<type>4<!--If--></type> | |
<definition> | |
{ | |
expressions: { | |
"SendFreeToasterOffer": | |
"$Record.AlreadyGaveThemToaster__c == false ", | |
"TwelveMonthsFreeCheckingOffer": | |
"$Record.CurrentAccountFeeBased__c == true" | |
}, | |
onlyFirstMatch: false | |
} | |
</definition> | |
</strategyNode> | |
<strategyNode> | |
<name>SendFreeToasterOffer</name> | |
<description>load Free Toaster Offer</description> | |
<parentNode>ChurnRetentionOfferNode</parentNode> | |
<type>1<!--SoqlLoad--></type> | |
<definition>{soql: "SELECT Name, Description, ActionReference FROM Proposition WHERE Name='Free Espresso Machine Offer'"}</definition> | |
</strategyNode> | |
<strategyNode> | |
<name>TwelveMonthsFreeCheckingOffer</name> | |
<description>Load Free Checking Offer </description> | |
<parentNode>ChurnRetentionOfferNode</parentNode> | |
<type>1<!--SoqlLoad--></type> | |
<definition>{soql: "SELECT Name, Description, ActionReference FROM Proposition WHERE Name='One Year Free Checking Offer'"}</definition> | |
</strategyNode> | |
<!-- Cross Sell --> | |
<strategyNode> | |
<name>AgentStandardActionsNode</name> | |
<description>If CSAT is ok, show agent the standard actions</description> | |
<parentNode>LowCsatIfNode</parentNode> | |
<type>4<!--Union--></type> | |
<definition>{ | |
expressions: { | |
"NewTransactionDisputeAction": "$Record.StandardCustomerType__c == true", | |
"ReportLostCardAction": "$Record.StandardCustomerType__c == true", | |
"OpenAdditionalAccountAction": "$Record.StandardCustomerType__c == true" | |
}, | |
onlyFirstMatch: false | |
} | |
</definition> | |
</strategyNode> | |
<strategyNode> | |
<name>NewTransactionDisputeAction</name> | |
<description>Load Transaction Dispute Action</description> | |
<parentNode>AgentStandardActionsNode</parentNode> | |
<type>1<!--SoqlLoad--></type> | |
<definition>{soql: "SELECT Name, Description, ActionReference FROM Proposition WHERE Name='Open New Transaction Dispute'"}</definition> | |
</strategyNode> | |
<strategyNode> | |
<name>ReportLostCardAction</name> | |
<description>Load Report Lost Card Action</description> | |
<parentNode>AgentStandardActionsNode</parentNode> | |
<type>1<!--SoqlLoad--></type> | |
<definition>{soql: "SELECT Name, Description, ActionReference FROM Proposition WHERE Name='Report A Lost Card'"}</definition> | |
</strategyNode> | |
<strategyNode> | |
<name>OpenAdditionalAccountAction</name> | |
<description>Load Open Additional Account Action</description> | |
<parentNode>AgentStandardActionsNode</parentNode> | |
<type>1<!--SoqlLoad--></type> | |
<definition>{soql: "SELECT Name, Description, ActionReference FROM Proposition WHERE Name='Open An Additional Account'"}</definition> | |
</strategyNode> | |
</RecommendationStrategy> |
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