Example business rules

Use these examples as models for creating your own rules or use them to better understand how to create rules

The following are some example business rules. To demonstrate the use of rule queries, the target on this first set of rules is All Targets.

Table 1. Example Business Rules for Products - All Targets
Example	Procedure to use	Apply this rule to	Rule Details
1. You include a warranty with every product, but do not sell the warranties separately. Therefore, you never want warranties to appear as recommendations.	Excluding categories from recommendation	All targets	Exclude > Category >select Category is >select the Warranty category
2. You want to promote a larger variety of products, so you do not want to include recommendations within the same category level of the target product.	Excluding categories from recommendation	All targets	Exclude>Category >select The top 1 parent categories that are the same as the target's top parent category
3. You include a free product with every order and do not want this product to appear as a recommendation.	Excluding specific items from recommendation	All targets	Exclude > Product ID > Product ID is in the following list >Add the free product ID to the list
4. You have a top selling product that does not need to be recommended.	Excluding specific items from recommendation	All targets	Exclude> Product ID > Product ID is in the following list >Add the top selling product ID to the list
5. You do not want to recommend products with inventory fewer than 10 units.	Excluding based on the value of an attribute	All targets	Exclude>Inventory > Inventory [<] is less than 10
6. You want only to recommend products with a different brand name than the target product.	Excluding based on the value of an attribute	All targets	Exclude> Brand > Brand is X
7. You want only to recommend products of the same brand as the target product.	Excluding based on the value of an attribute	All targets	Exclude > Brand > Brand is not X
8. You do not want to recommend products with a price less than $5.	De-emphasizing based on the value of an attribute	All targets	Exclude > Price > Price [<] is less than 5
9. You sell gift cards (product ID 005531), but you want only to recommend them if there are no other recommendations.	De-emphasizing specific items from recommendation	All targets	De-emphasize > Product ID > Product ID is in the following list gift card product ID
10. You want products with inventory fewer than 20 units to appear at the end of the recommendation list.	De-emphasizing based on the value of an attribute	All targets	De-emphasize >Inventory >Inventory [<] is less than 20
11. You want products with a price less than $10 to appear at the end of the recommendation list.	De-emphasizing based on the value of an attribute	All targets	De-emphasize >Price > Price [<] is less than 10
12. You want products on clearance to be at the end of the recommendation list.	De-emphasizing based on the value of an attribute	All targets	De-emphasize >Sale (attribute) > Sale is Clearance
13. You want products of the same brand as the target product to be included as recommendation, but only at the end of the recommendation list.	De-emphasizing by comparing attributes with the target	All targets	De-emphasize by similar > Brand is the same
14. You want to promote products across multiple categories. If a recommendation is in the same category as a higher-ranked recommendation, you want to move it to the end of the recommendation list.	De-emphasizing by comparing attributes with the target	All targets	De-emphasize by similar > Category is the same
15. You want to promote products across multiple brands. If a recommendation has the same brand name of a higher-ranked recommendation, you want to move it to the end of the recommendation list.	De-emphasizing by comparing attributes with the target	All targets	De-emphasize by similar > Brand is the same
16. For camera products, you want products of the same brand higher on the recommendation list.	Emphasizing items that match a higher recommendation's selected attribute	All targets	Emphasize 100% of products by a factor of 1 where: > Brand > Compare to target > is the same as the target's brand
17. You want to emphasize a specific brand (Brand X) in a recommendation list but, you want a maximum of 50% of recommendations to be from that brand.	Emphasizing based on the value of an attribute The percentage value	All targets	Emphasize 50% of products by a factor of 1 where: > Brand > is Brand X
18. You want to emphasize clearance items and you want them to appear closer to the front of the recommendation list.	Emphasizing based on the value of an attribute The factor value	All targets	Emphasize 100% of products by a factor of 2 where: > Sale is Clearance

Table 2. Example Business Rules for Products - All Targets
Example	Procedure to use	Apply this rule to	Rule Details
You have excess inventory of a product and need to generate more sales. You want the product to appear as a recommendation for All products.	Promoting specific products	All targets	Promote specific items>By specified ID>add a list of IDs to promote

Following are some additional example business rules that use a combination of Rule Target, Rule Type, and Rule Class.

Table 3. Example Business Rules for Products - Other Targets
Example	Procedure to Use	Apply this rule to	Rule type and building blocks
19. You sell gift cards, but do not want recommendations that are generated on the product view page for the gift card.	Defining conditions to select rule targets Excluding all recommendations for a target	Targets matching the following conditions > Product ID > gift card product ID	Exclude All
20. For target products with a price less than $10, recommend only products that are also less than $10.	Defining conditions to select rule targets Excluding based on the value of an attribute	Targets matching the following conditions > Price > Price [<] is less than 10	Exclude > Exclude recommendations where: > Price [>] is greater than 10
21. For target products over $200, you do no want to recommend products with a price less (60%) than the target.	Defining conditions to select rule targets Excluding based on the value of an attribute	Targets matching the following conditions > Price > Price [>] is greater than 200	Exclude > Exclude recommendations where: > Price [<] is less than 120
22. For the Camera product ID 008221, you want to recommend only products of Brand X.	Defining conditions to select rule targets Promoting specific products	Targets matching the following condition > Product ID > 008221	Exclude > Exclude recommendations where: > Brand is not Brand X.

Table 4. Example Business Rules for Products - Other Targets
Example	Procedure to Use	Apply this rule to	Rule type and building blocks
You have a new camera that you want to promote for any target product in the Camera category. This promotion lasts 90 days.	Defining conditions to select rule targets Promoting categories	Targets matching the following conditions > Category > Category is Camera category ID	Promote > By specified IDs > product ID of the new camera > Promotion schedule > Specified date range > start and end date of the 90-day sale period
You want a category of products that has a lower profit margin (Category name is Dollar) to appear only at the end of the recommendation list.	Defining conditions to select rule targets Excluding based on the value of an attribute	Targets matching the following condition > Categories >Dollar	De-emphasize 100% of recommendations by a factor of 1 where:> Profit margin > Profit margin[<] is less than 5