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Decision Model “Up-Sell Rules”

Recommend additional products from a customer’s profile and the products or services they already have.

Business logic

Match a customer to relevant additional products.

The model demonstrates how OpenRules handles arrays of objects and relatively complex recommendation rules. Its product and service lists can be adapted to different industries.

  • DetermineOfferedProducts coordinates the final recommendation.
  • Profile rules classify the customer from the available facts.
  • Up-sell rules compare that profile with products the customer already has.
Main Determine Offered Products decision table
Main goal: Determine Offered ProductsOpen full size ↗
Customer profile decision table
Customer profile rulesOpen full size ↗
Up-sell product recommendation decision table
Up-sell recommendation rulesOpen full size ↗

Model in Excel

Keep profiles, offers, and vocabulary together.

The decision tables and glossary are stored in rules/DecisionUpSellProducts.xlsx. The standard project.properties file points OpenRules to that workbook and configures the project.

Up-Sell model business glossary
Business glossaryOpen full size ↗
Up-Sell model project properties
Project configurationOpen full size ↗

Test data

Exercise recommendations with realistic customers.

A test-case table defines expected offers, a DecisionData table supplies the customers, and an Environment table connects the required model artifacts.

Up-Sell model test cases and expected results
Test casesOpen full size ↗
Customer data used by the Up-Sell model tests
Customer test dataOpen full size ↗
Up-Sell model Environment table
Environment tableOpen full size ↗

Reports

Explain exactly why an offer was selected.

Running test.bat builds the model and executes all test cases. OpenRules writes an HTML report such as target/reports/testCases-Mary.html, showing the rules that executed and why.

Up-Sell model test execution result
Test execution resultOpen full size ↗
Up-Sell model HTML explanation report
Generated explanation reportOpen full size ↗

Try the model yourself

Download OpenRules and run the samples.

The evaluation includes working decision projects that you can inspect, test, debug, and adapt.