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Scenario library

Updated over 6 months ago

Overview

The Scenario Library is your go-to repository for finding and adding Monitoring Scenarios to your system. It provides a shared knowledge base of market and business expertise that you can easily customise and activate.

With the Scenario Library, you can:

  • Search for Scenarios using various criteria.

  • View detailed information about each Scenario.

  • Add Scenarios to your system, adjust their parameters, and activate them.

Using the Scenario Library

1. Searching for Scenarios

You can quickly find scenarios by:

2. Viewing Scenarios

Click on a Scenario to open its page and explore.

Click "View" on the Scenario's version to view more details, such as:

  • The Scenario logic describes what the Scenario is designed to detect and its overall purpose.

  • The Parameters is list of thresholds and conditions used in the Scenario's query. The values shown in the Scenario Library are examples—you can adjust these after adding the scenario to your own system.

  • 'Trigger for' Person and Transaction Segments indicates which Segments of entities this Scenario is applicable to.

❗️ The Parameters and 'Trigger for' Segments displayed are examples.
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💡 Once you add the Scenario to your system, you can adjust these and other settings to fit your needs.


For example, in the Scenario shown in the picture above, after adding it to your Scenarios, you could:

  • Edit the Amount threshold (e.g., change it from 1000 to 5000).

  • Modify the ‘Trigger for’ Segments (e.g., add an additional Transaction Segment).

  • Adjust the Alert suppression interval, Start time, and Run intervals (if it’s a Periodic Scenario).

  • Customize the Scenario logic and Details to better align with your specific requirements.

3. Adding Scenarios

To add a scenario to your system:

  1. Click "Add to My Scenarios".

  2. Select:

    • Scenario name: you can either keep the default name or enter your own. This name can be edited later if needed.

    • Category and Typology: assign a relevant Category and Typology to the scenario to organise and classify it effectively.

    • Type: Choose between Real-time or Post-event.

      • (If it’s Periodic, you won’t be able to change the type.)

      • Important: The Type of the scenario cannot be changed after it has been selected.

    • Click "Import scenario".

💡 Prerequisites outline the necessary elements required for the Scenario to function, whether it involves a specific Person or Transaction data field, Query template, or Segment.

After you add the scenario:

  • It will appear in your Scenarios List.

  • You’ll be redirected to its Scenario page.

  • The scenario will be Inactive by default, but the version will be Current and ready to be activated.

  • Once added to your system, the Scenario will work like any other Scenario.

📔 You can learn more about Scenarios management here.

If the default Parameters, Segments and other settings work for you:

  • Simply click "Activate" to make the Scenario live.

4. Customising Scenarios

If you need to make changes before activating:

  1. Click the three dots next to the scenario and select "Duplicate as Draft".

  2. In the draft version, you can:

Related Articles
Scenario testing
Adding and editing Scenarios
Scenario Categories and Typologies
Parameters in Scenarios
'Trigger for' in Scenarios
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