Configuring the application overlay

This demo shows you how to configure the overlay application to include the rules that are required to support business changes in revision management.

The initial implementation of the project in the development (system of record) environment is complete. The team has tested the application and decided that it is mature enough to migrate to higher environments.

Now, the business team wants to ensure that all artifacts created in Next Best Action Designer go through a proper change management process and all business changes must be implemented only in the BOE.

The rules that go through proper change management must be available in the application overlay that you migrate from the development environment to other environments. This also ensures that these rules cannot be modified in the development environment.

As a System Architect, in Dev Studio, open the application definition to review the ruleset in the application ruleset stack.

When you run the Setup wizard, it creates two applications: Standard release and Fast release. Both applications use a single application overlay ruleset that supports change management.

Navigate to Revision Management to access the application overlay ruleset. OLSTDRCDH is the change management overlay application for both standard-release and fast-release changes.

Note that CDH in the name of the application overlay is the name of the application.

Open OLSTDRCDH, and then edit available rules in the overlay.

Select the rules that you want to make available in the revision management.

For example, to add all rules that are associated with NBA Designer to the revision management, filter the rules by rule type, and select the following:

1. The Business Arbitration rule type that corresponds to the Arbitration tab of NBA Designer.
2. The NBA Channels rule type that is associated with the Channel tab in NBA Designer.
3. The NBA Constraints rule type that corresponds to the Constraints tab in NBA Designer.
4. The NBA Definition rule type that corresponds to engagement policies associated with Issues and groups, and
5. NBA Hierarchy corresponds to the Taxonomy tab of NBA Designer.

Select all the rules and include them in the revision management.

In the Rules available for revision management section, review the added rules and ensure that you have all the required rules.

Do not include actions, dataflows, proposition filters, or any other system-managed rules in the overlay. The system automatically creates them in the overlay ruleset when there is a change in the parent rule.

Save the configuration and confirm that the system successfully adds the rules to the overlay. When users modify an overlay by adding or removing rules, the system creates a new version of the ruleset and automatically updates the ruleset in the Application definition. You can open the ruleset and view the rules in it.

Once the overlay modifications are complete and the system updates the application definition, the environment is ready for the initial migration.

Then, the deployment manager release administrator initiates the initial migration pipeline to deploy the application from the Development environment to the business operations environment (BOE).

Once the migration is complete, all the rules are available in the BOE. In the BOE instance, as a system architect, open the Data-Decision-RevisionRecords class to view the available rules.

The same rules are available in the revision management section of the Customer Decision Hub portal that supports the implementation of change requests.

When users create a low-volume business change request from the Customer Decision Hub portal, the required rules must be included in the change request to make them available for the NBA Designer to access and edit.

From the available rules in the revision management, the Team Lead can manually associate or include the corresponding rules to the change request.

In case the required rules are not available in the revision management, you must ensure they are added to the overlay in the development environment and migrated to higher environments.

You have reached the end of the demo. You have learned:

• How to modify an application overlay to include required rules in revision management.
• How to validate the availability of rules for the change management process in BOE.