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Gainsight Inc.

Catch-up on Rules Engine Enhancements

March 2020: 6.12 Release

Rules Engine is designed to improve your underlying customer data to produce superior customer outcomes. It can perform powerful multi-step, in-memory data transformations for large datasets in Gainsight within one rule. Transformations include aggregations, multi-dataset merges, formulas and time-series calculations; helping your team to better identify meaningful data signals.

OAuth 2.0 Authorization

Gainsight Custom Connectors now use Oauth 2.0 as an authorization method to establish a connection to an external application. OAuth 2.0 is a protocol that allows a user to grant secure and limited third-party access to their assets without having to expose their credentials.

When you create a connection to an external application, you can now select Oauth 2.0 as the authorization method to establish the connection and then setup parameters for this authorization mechanism.

Business use case:

A user wants to create a rule to post a message to Slack when high revenue customers give a low NPS score. The user is reluctant to provide his Slack login credentials to Gainsight. With this enhancement, he can leverage Oauth 2.0 authorization to securely call external API to trigger this action.

To use OAuth 2.0 authorization:

  1. Navigate to Administration > Operations > Connectors 2.0.
  2. Click Custom Connector.
  3. Click Create Connection. The Create a Connection window is displayed.

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  1. Perform the following tasks:
    1. In the Connection Name field, enter a name for the connection.
    2. From the Authorization Type drop-down menu, select either Oauth 2.0 Authorization. 
    3. Configure the following fields: 
  • Content Type: Select the content type that is compatible with the external authorization provider.
  • Authorization URL:  Provide the authorization URL that is given in the external API documentation.
  • Access token URL: Provide the access token that is given in the external service API documentation)
  • Client ID: Provide the Client ID from the external application.
  • Client Secret: Provide the client secret from the external application.
  • Scope: Provide the permission scopes of the connection. The permissions represented by the Access Token, in OAuth 2.0 terms are known as scopes.

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Now you can create an external action with the connection.

February 2020: 6.11 Release

N/A

January 2020: 6.10 Release

Rules Engine is designed to improve your underlying customer data to produce superior customer outcomes. It can perform powerful multi-step, in-memory data transformations for large datasets in Gainsight within one rule. Transformations include aggregations, multi-dataset merges, formulas and time-series calculations; helping your team to better identify meaningful data signals.

Execution History in External Actions 

Gainsight now provides you insights on the execution details of each Action, created in the External Actions page. The new Execution History tab displays the results of Actions used in the Rules Engine and Journey Orchestrator modules.

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This enhancement helps you view execution details like:

  • Action used in Rules Engine or JO.
  • Rule or JO Program name on which the action was applied. 
  • Execution status for each record.
  • API Request and Response body for each record.

 The Execution History tab has four main columns:

  • Consumer Type: This column helps you identify if the action was executed on a Rule or JO program.
  • Consumer Name: This column displays the Rule or JO program name.
  • Start Date: This column displays the date and time at which the execution started.
  • Duration: This column displays the time taken to complete the execution.     

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To use this enhancement:

  1. Navigate to the Administration > Operations > External Actions page.
  2. Select the action for which you wish to view the Execution logs. 
  3. Click Execution History.

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  1. Expand the execution pane to view record level detail.
  2. Click Request / Response for a record to view its API Request/Response body.
  3. Click Refresh to view the latest execution data.

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December 2019 : 6.9 Release

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