This is the main interface of the Strategy Designer. It consists of the following main sections: List of strategies or data lookups (depending on the selected tab), Workspace, and Live Preview.
If you have not read Basics of Drag & Drop Visual Configuration already, now is the time. The rest of this document assumes familiarity with the drag & drop workspace.
Strategies Tab
Consists of a list of available strategies. Strategies are categorized into three sections:
Active: Lists all the active pricing strategies that have been deployed.
Superseded: Shows strategies that have been replaced by newer versions.
Drafts: Contains strategies that are in draft mode and have not yet been deployed.
Add Button
The Add button is located at the top of the Strategies panel, allowing you to add a new strategy. Clicking the button opens a dropdown where you can select a predefined strategy template, add an empty strategy to create a customized strategy from scratch, or import strategy configuration from a JSON.
Data Lookups Tab
Consists of a list of available data lookups.
Active: Shows valid data lookups that are currently active.
Drafts: Contains data lookups that are in the draft mode and have not yet been activated.
Add Button
The Add button is located at the top of the Data Lookups panel, allowing you to add a data lookup. Clicking the button opens a dropdown where you can select a predefined data lookup template, or import data lookup configuration from a JSON.
Workspace
This is the main workspace for creating and editing strategies or data lookups and contains the following elements:
Title: The title of the selected strategy/data lookup is displayed at the top and can be changed.
Status: Indicates the validation status of the current strategy or data lookup configuration.
Deploy button:
Duplicate button:
Three-dots menu: Clicking three dots, the two options appear.
Delete:
Export: Allows you to export the selected, or all (a collection) strategies / 'data lookups' in the JSON format. The JSON can be downloaded as a file or copied to the clipboard.
Toolbox: Contains all the visual blocks you can drag into the workspace.
Workspace: Here you put the blocks together.
Live Preview
Tabs – see calculation Preview and Code
Inputs for the simulation
Calculated result price
Calculated intermediate results of the used blocks
Note: When on a fresh partition, you start with an empty workspace – even though you may already have some strategies configured by the Price Setting Accelerator. Strategy Designer allows you to define your custom strategies, but you cannot configure the PSP out-of-box strategies here.