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Getting Started with Bionic Rules

Bionic Rules is an evolutionary enhancement to the Rules Engine. This feature helps you scale your data investment by harnessing cutting-edge technology to transform customer data into value delivered. Gainsight’s Bionic Rules Engine can perform multi-step, in-memory data processing to convert raw customer data to real-world action. Bionic Rules can perform multiple fetches and transformations in a single rule; including tasks to fetch data from multiple sources, merge, aggregate, pivot and then load to an object.

Previously, multiple objects used to be joined and flattened by a series of Custom Rules, but Bionic Rules have the capabilities to transform fetched data in various ways and execute actions within a single rule.  

For more information about how Bionic Rules transform data that was fetched from multiple sources such as SFDC, MDA, and Data Spaces, refer to the Bionic Rules Task Creation tutorial.


Sample Bionic Rule High-Level Task Transformation 


Bionic Rules helps you reduce the rules created and all MDA custom objects created, by enabling Admins to work with multiple data sets from multiple data sources; as well as process the data and perform actions.

Important Limitations

  • The following table lists the limitations that are applicable to with all Bionic Rules:

Maximum number of tasks allowed 10  
Maximum number of Show fields in each task 50 In Pivot task, 200 cases can be used to pivot on a field 
Maximum number of Group by fields in transformation tasks 5  
Maximum number of filters allowed in each task 26 No limits in Action filters
Task Name length 80 Alphanumeric, _ and space are supported here
Task Description 200 All characters
Out Dataset Name 60 Alphanumeric, _ and space are supported here
  • Fetch tasks support data sources from SFDC, MDA (Redshift Only), and Data Spaces.

  • Each field in every task can have a field label input by the user which will be used as a field alias while querying and as a header in the csv result. While querying from usage data, if any of these field aliases contains reserved keyword, you must modify the Output Field Label name before clicking SAVE, otherwise it displays an error message.

  • Picklist and Multipicklist includes/excludes filtering is supported with MDA.

  • Transform tasks include Merge, Pivot, and Aggregation.

  • Merge task does not support filters. Transformation and Pivot Tasks support filters.

  • Since MDA Join is not supported in a Bionic fetch task, you need to create two fetch tasks if you want to include both the scorecard fact and company, and merge the data in a third task.

  • In Bionic Rules, you will not be able to set scores for scorecards created using Scorecard 2.0 option. The Set Score 2.0 option will not be available in the list of Actions. For this purpose, Gainsight recommends using Custom Rules to set the score for Scorecards 2.0.
  • The following table lists various collections which are supported/not supported in Bionic Rules.

Object Type Supported in Bionic Rule?
Standard objects
Custom objects
Unsubscribed Emails X
Email log X
Email RAW events X
Zendesk connector X
Segment Raw Collection X
Mixpanel Raw Collection X
GA Raw Collection

Notes:

  • Standard objects are supported while creating CTA lifecycle from Company Object. You can start using MDA data sources such as SFDC Id, GSID, Picklist, Currency, Percentage etc. in rules without having to sync Account or Relationship data from SFDC through separate rules. Scorecard 2.0 related rules would also be easier. In short, you can incorporate Standard objects as sources and perform a wide variety of transformations, merge with SFDC objects, and perform actions.
  • MDA Joins (example, Company Objects has a User lookup) will not be visible in Bionic Rules. MDA Joins are not yet supported in Bionic Rules for both Custom and Standard objects.

 

Following are the limits at the fetch level in Bionic Rules:

Fetch data from Record limits
Fetch data from SFDC - Largest org 6.3 million
Fetch data from MDA - largest dataset 2 million
Processing 6 billion
Note: The rule will be stopped from execution if it takes more than 8 hours and it will be marked as failed. Gainsight recommends you to start with 2 million records for processing the fetch task.
  • Action filter is case sensitive and it does an unresponsive check.

  • Rules Preview does not show the detailed information of every task present in Bionic rule. It gives basic information along with the task flow diagram.

  • Rules at Account level do not include the absence of data feature. It is not needed as users can create multiple tasks, merge data, and the rule will transform tasks.

  • At the Account level, Bionic Rules do not support the Send Email action, since CoPilot is used for this.

  • In Pivot, 50 measures + 200 columns are allowed on 1 Pivoted field.

  • Transformation task supports date functions in Group by like Day, Week, Month, Quarter and Year.

Prerequisite Knowledge

Before you begin building Bionic Rules in Gainsight, it is helpful to know the following, or to work with your Salesforce Admin to understand:

  • Where is your usage data stored and how is it integrated? (Native/SFDC, Matrix/MDA, or Dataspaces)

     Note: Contact Gainsight Customer Support to enable Redshift.

  • What is the usage data loading frequency, granularity, and data week?

    • weekly or monthly: will determine whether to sum/avg or max/min, and so on.

    • granularity: user level, instance (product) level, or account level

    • data week: Sun - Sat, or Mon - Sun

Additionally, you must be familiar with Salesforce and Gainsight objects, to some extent:

  • Salesforce objects: Most SFDC objects only contain the present state of data.

  • CustomerInfo object: The equivalent of the Account object; it only contains the present state of data. Purpose of CustomerInfo object in Gainsight is to assemble various customer data in one object. During implementation, Gainsight makes a mirror record if your account records on the CustomerInfo object.

  • Usage data object: Gainsight's usage data object contains historical data on the usage and engagement measures you choose to track, as well as weekly or monthly snapshots of your current usage data.

  • MDA/Matrix Data: In order to access the Data Management console, and be able to view and load data, a user must have access to the Visual Force Page JBCXM.COM.

  • Gainsight Objects to Field Map: Navigate to Setup > Installed packages > click JBCXM > View Components. The list of all Apex Classes, VF Pages, Objects and Fields that are part of our Managed Package will be displayed.

Bionic Rules for Account vs. Relationships

Bionic Rules can be built for both Account and Relationship levels and support actions based on the option selected.

Action Account Relationship
Call to Action ( Create or Update) Yes Yes
Call to Action (Close) Yes Yes
Load to Usage Yes NA
Load to Customers Yes NA
Load to Milestone Yes No
Load to Feature Yes NA
Set Score Yes (only for existing customers) No
Set Score 2.0* Yes No
Load to SFDC Object Yes NA
Load to MDA Subject Area Yes NA
Load to Relationship Yes NA
Load to Company Yes NA
Success Plans Yes No
Load to Relationship Related Objects NA Yes
*Note: In Bionic Rules, you will not be able to set scores for scorecards created using Scorecard 2.0 option. The Set Score 2.0 option will not be available in the list of Actions. For this purpose, Gainsight recommends using Custom Rules to set the score for Scorecards 2.0.

For general information on Relationships, see Relationships Overview. If you have Relationship types setup in your org, you can also create a rule for a relationship. You must select the appropriate Relationship Type from the drop-down list.

The following image shows the Relationship Type field.

Note: When you set up a Bionic Rule for Relationship Type, key fields related to a particular object are automatically added in the Show area. For example, if Relationship object is selected, Relationship ID and Relationship Account fields are automatically added in the Show section. The fields are dependent on the Relationship Setup.

Bionic Rules - Significant Features

This rule type at Administration > Rules Engine > + RULE > Edit Rule > Rule Type drop-down list helps perform multiple fetches and transformations in a single rule like fetch data from multiple sources, merge, transform, pivot and then load to an object.

  • You can search Rules by name, type, action type and so on from Administration > RULES LIST > [click on the search icon]. This shows the available Rule Type in the Choose Rule Type drop-down list from where you can select the type of rule you want to create.

  • Export task output to S3 Bucket: In Bionic Rules, select the Enable Export checkbox under the Export to S3 section at the Rule Setup screen.

As an Admin, you can now export each task’s output to S3 buckets which can either be Gainsight Bucket or Custom Bucket with encryption and decryption capabilities. For more information, refer to the Export to S3 from Bionic Rule article.

  • Admin can now provide inputs for every Show field added in each Bionic Rule task.
    Note: When you create rules, it gets validated and the icon depicts that selected Output Field Label is the reserved keyword and can be used only if you rename the label.

  • The human readable column headers are visible in the UI (Preview, Actions screen,and CSV sheets). The following image shows the Preview of a sample Bionic Rule.

  • Output Header is the header name displayed in the CSV Sheet that is generated post the Task Execution. You cannot change the Output Header name once it is saved for the first time to avoid conflicts in case the same field is used in other tasks; and the space will be replaced with ‘_’ automatically. This name will be used as Output Header to process actions.

  • Admins can validate Picklist values, CTA types, Relationship types present in rules before deletion.

  • Bionic Rule Preview displays basic details of tasks, including the link to download the final task output as csv.

  • The tasks dependency graph (DAG) is displayed in the Rule Setup tab as shown in the following image.

 

The same DAG image (Data Flow Diagram) is also available at Rules Engine > [Click edit icon of any Bionic Rule] > Setup Rule screen.

  • The action filters and transform tasks (Pivot and Transformation tasks) in Bionic Rules provide field-to-field mapping support as well.

  • Pivot and Transformation tasks in Bionic Rule enable Admins to GroupBy Date and Datetime fields by applying custom functions such as Day, Week, Month, Quarter, and Year.

  1. The fields that you use for setting up a Bionic Rule can be deleted from the Gainsight Data Management page. Refreshing the specific Bionic Rule page will no longer show the particular datatype under the source object and will display a message as shown in the following image.

You can navigate to Administration > Data Management page > [add the deleted field] > Rules Engine > [re-edit the rule]. For more information about how you can delete fields that are used in Rules Engine > Bionic Rule, refer to the Field Deletion in Rules Engine article.

  1. The Formula fields in Bionic Rules are supported in Bionic Rules, but the +Formula Builder button can be seen only when you perform the Transformation* (previously called Aggregation) tasks. This enhancement allows you to create different types of formulas so that you can avoid creating them on the Object directly in SFDC or MDA. For more information about Formula Builder and different formula types, refer to the Formula Builder in Bionic Rules article.

  2. Dropdown Lists support is available in Rules Engine > Bionic Rule and Custom Rule. The ‘Dropdown Lists’ feature is introduced in Data Management. This enables Admins to create their own Dropdown Lists by creating a new Category in MDA Account and adding new items to be available in the list.

 

a. Navigate to Administration > Data Management > Dropdown Lists where you have the Categories listed, or you can also add new categories by clicking +CATEGORY.

b. In the following example, Department is selected as Category. 

c. Enter the name of the Object in the category. (here, Test for Standard Object) with in MDA Account.

d. Click +ITEM. (here, Marketing, Sales, and Business are some of the items added)

e. Navigate to Rules Engine > [click on any Bionic Rule (here, Dropdown Lists Usage)] > Setup Rule screen.

f. Select Matrix Data.

g. Select the source object (Test for Standard Objects) that was created in MDA Account in Data Management > Dropdown Lists page.

h. Drag and drop the Dropdown type in the Filters section. You can now see the same drop-down list that you created (as items) is available here. (refer the following image).

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