A Model Class is used to describe what a Model Object will look like in the UI, which logics it uses, what are their calculations, etc.

Fields

• uniqueName* – Name of the Model Class, used in Model Object to reference the Model Class they instantiate. It can be modified but the references won’t be updated automatically.

• label – Human readable name of the Model Class, displayed to the user, when they select which Model Class they want to use for creating a new Model Object.

• definition – JSON definition of what a Model Object using this Model Class should look like and how it should behave, see below.

• workflowFormulaName – Name of the workflow logic (with workflowType = “model”) which is responsible for initializing the approval workflow when the user clicks Submit. If not set, when the user submits the model, it is auto-approved and marked as “No Approval Required”.

Model Class Definition

In a Model Class, the definition field is a JSON document that contains three main root elements: calculations, steps and evaluations.

Calculations (calculations)

A list of calculation as defined by the following fields.

Common Fields

• name* – Name of the calculation, unique in the Model Class.

• type* – Accepted values:

  • formula - simple calculation, all actions in the provided logic are done in a sequential order

  • parallel - parallel calculation. The calculations done by the logic can be split into more parts (called Items) and the calculation of those Items will be done in parallel.

  • sequence - this calculation does not have a logic, it is only reference to a list of other calculations, which should be executed one by one.

Formula Calculation Fields

• formulaName* – Unique name of an existing Formula of nature model_calculation, see also Model Calculation Logic .

Sequence Calculation Fields

• sequence* – List of calculation names defined in this Model Class.

Parallel Calculation Fields

• formulaName* – Unique name of an existing Formula of nature model_parallel_calculation, see also Model Parallel Calculation Logic .

Example

{
  "definition": {
    "calculations": [
      {
        "name": "calc1",
        "type": "formula",
        "formulaName": "POAI_Test_Calc1"
      },
      {
        "name": "seq",
        "type": "sequence",
        "calculations": [
          "calc2", "calc3"
        ]
      },
      {
        "name": "calc2",
        "type": "formula",
        "formulaName": "POAI_Test_Calc2"
      },
      {
        "name": "calc3",
        "type": "formula",
        "formulaName": "POAI_Test_Calc3"
      },
      {
        "name": "calc4",
        "type": "parallel",
        "formulaName": "POAI_Test_ParallelCalc"
      }
    ]
  }
}

Steps (steps)

A list of steps as defined by the following fields.

Fields

• name* – Name of the step, unique in the Model Class.

• label – Human readable name of the step, shown in the UI, it defaults to name if not specified.

• description – Description of the step, shown in the UI.

• calculation – Name of the calculation associated to this step, optional.

• tabs – List of tabs as defined below.

Tabs

A list of tabs as defined by the following fields.

Common Fields

• name* – Name of the tab, unique in the step.

• label – Human readable name of the tab, shown in the UI, it defaults to name if not specified.

• type* – Accepted values:

  • dashboard - the content of the Tab will be rendered as a dashboard, i.e. on the left side list of input fields, and on the right side the portlets

  • simple - the content of the Tab will show on the left the inputs generated by the logic, and on the right side the results from visible elements NOT as portlets, but rather one after another, as a simple list of values (e.g. similar to quote item calculation results)

  • configurator - the content of the Tab will be rendered as Configurator form, i.e. as a list of various input fields, whose values typically have dynamic dependencies

  • filtertree - the content of the Tab will be rendered as a Tree (used for example to visualize the Segmentation Tree), and when you select/click one Node, it will show details of the node on the right side, visualized as calculation results (e.g. similar to quote item calculation results)

Dashboard Tab Fields

• formulaName* – Unique name of an existing Formula of nature model_evaluation, see also Model Evaluation Dashboard Logic .

Simple Tab Fields

• formulaName* – Unique name of an existing Formula of nature model_evaluation, see also Model Evaluation Dashboard Logic .

Configurator Tab Fields

• formulaName* – Unique name of an existing Configurator Formula of nature model_evaluation, see also Model Evaluation Configurator Logic and Interactive Forms - Configurators

Filtertree Tab Fields

• treeName* – Name of the tree to be displayed in the tab. It is used to fetch the tree from the backend.

• formulaName* – Unique name of an existing Formula of nature model_evaluation to be evaluated when a node of the tree is selected (when the user clicks on the node of the tree), see also ​Model Evaluation Dashboard Logic.

• selectedNodeIdsInputName* – Name of the input passed to the evaluation formula, containing the array of selected node ID.

Example

{
  "definition": {
    "steps": [
      {
        "name": "step1",
        "label": "First Step",
        "description": "This step has 1 calculation and 1 tab.",
        "calculation": "calc1",
        "tabs": [
          {
            "name": "tab1",
            "label": "First Tab",
            "type": "dashboard",
            "formulaName": "POAI_Test_Dashboard1"
          }
        ]
      },
      {
        "name": "step2",
        "label": "Second Step",
        "description": "This step has 1 sequence calculation and 3 tabs.",
        "calculation": "seq",
        "tabs": [
          {
            "name": "tab1",
            "label": "First Tab",
            "type": "simple",
            "formulaName": "POAI_Test_Dashboard2"
          },
          {
            "name": "tab2",
            "label": "Configurator Tab",
            "type": "configurator",
            "formulaName": "POAI_Test_Configurator"
          },
          {
            "name": "tab3",
            "label": "Visual Tree",
            "type": "filtertree",
            "treeName": "Segments",
            "formulaName": "POAI_Test_FilterTreeNodeEval",
            "selectedNodeIdsInputName": "selectedNodeIds"
          }
        ]
      }
    ]
  }
}

Evaluations (evaluations)

These standalone evaluations (their logics) are not used/linked/referenced directly by the Tabs, but can be called from another logic, when they need to access model results from outside of the model itself, for example in another module (e.g. from Quotes)

Each evaluation in the list is defined by the following fields:

Fields

• name* – Name of the evaluation, unique in the Model Class.

• formulaName* – Unique name of an existing Formula of nature model_evaluation, see also Model Evaluation Dashboard Logic .

Example

{
  "definition": {
    "evaluations": [
      {
        "name": "query_results",
        "formulaName": "POAI_Test_QueryResults"
      }
    ]
  }
}