Action Type Task

The Action Type Task runs various Scheduled Tasks based on Action Types. These tasks process various A-Score related data. These Tasks are used for backfilling historical data when you start using the A-Score or if you add new Action Types that you want to score. Additionally, for some of the more complex Action Types, these tasks are needed for handling scoring as described in A-Score Action Type. This type of task can be recurring.

Options

The following options describe what this Task does.

Insert Customer Action records only

This option will insert Customer Action records for the Action Type based on its Scoring Workflow Rule.

Note: the data value for this option is InsertCustomerActions.

Insert Customer Action records and Qualify them

This option will:

• Do everything the Insert Customer Action records only option does.
• Do everything the Qualify Existing Customer Action records option does.

Note: the data value for this option is InsertCustomerActionsAndQualify.

Qualify Existing Customer Action records

This option will qualify customer actions of the Action Type for every Scoring Weight that references them by applying the eligibility criteria of those Scoring Weights against the customer actions.

Note: the data value for this option is: QualifyActions.

Requalify Existing Customer Action records - delete ineligible, add or keep eligible

This option will:

• Do everything the Qualify Existing Customer Action records option does.
• Delete any customer action qualifier records that no longer meet the eligibility criteria of the Scoring Weight. This can happen if the eligibility criteria for the Scoring Weight has been changed, or if the record that once qualified no longer qualifies (for example, a membership was voided).

Note: the data value for this option is: ReQualifyActions.

Deleted Orphaned Customer Actions

This option deletes any Customer Action Qualifier records if the linked Customer Action no longer exists because it was deleted. This can happen in certain cases such as if a financial transaction is voided. This task will clean up the related Customer Action Qualifiers.

This task is run automatically for all Action Types by the All Scales Maintenance Task, which means that although this option exists when you add Action Type Tasks, you don't need to add any of these because the All Scales Maintenance Task will take care of this automatically. Note: the data value for this option is DeleteOrphanedActions.

Troubleshooting: Time Out

If the task times out because of a large number of records to process, we recommend running this task with the Insert Customer Action records only option for a narrow date segment. Start with one year at a time. If the task still times out, then break it down into 6-month segments, and if that times out, then keep halving the time segment. If the actions tend to happen all at the same time of the year (for example, calendar-based memberships that might have a flurry of activity in a single month), then slowly increase the AScoreSqlCommandTimeout value in increments of 60 units (the unit is seconds) until the task can run.

Generally, this might occur only when enabling a new action type and only if you have at least 200,000 customers who have this action type. Note that this number could vary by system.