pdstools.decision_analyzer.DecisionAnalyzer¶

Attributes¶

`logger`
`DEFAULT_SAMPLE_SIZE`	Default number of unique interactions to sample for resource-intensive analyses.

Classes¶

DecisionAnalyzer

Analyze NBA decision data from Explainability Extract or Decision Analyzer exports.

Module Contents¶

logger¶

DEFAULT_SAMPLE_SIZE = 50000¶: Default number of unique interactions to sample for resource-intensive analyses.

class DecisionAnalyzer(raw_data: polars.LazyFrame, level='StageGroup', sample_size=DEFAULT_SAMPLE_SIZE, mandatory_expr: polars.Expr | None = None, additional_columns: Dict[str, polars.DataType] | None = None)¶

Analyze NBA decision data from Explainability Extract or Decision Analyzer exports.

This class processes raw decision data to create a comprehensive analysis framework for NBA (Next-Best-Action). It supports two data source formats:

Explainability Extract (v1): Simpler format with actions at the arbitration stage. Stages are synthetically derived from ranking.
Decision Analyzer / EEV2 (v2): Full pipeline data with real stage information, filter component names, and detailed strategy tracking.

Data can be loaded via class methods or directly:

from_explainability_extract(): Load from an Explainability Extract file.
from_decision_analyzer(): Load from a Decision Analyzer (EEV2) file.
Direct __init__: Auto-detects format from the data schema.

Parameters:

raw_data (polars.LazyFrame)
mandatory_expr (Optional[polars.Expr])
additional_columns (Optional[Dict[str, polars.DataType]])

decision_data¶

Interaction-level decision data (with global filters applied if any).

Type:: pl.LazyFrame

extract_type¶

Either "explainability_extract" or "decision_analyzer".

Type:: str

plot¶

Plot accessor for visualization methods.

Type:: Plot

Examples

>>> from pdstools import DecisionAnalyzer
>>> da = DecisionAnalyzer.from_explainability_extract("data/sample_explainability_extract.parquet")
>>> da.get_overview_stats
>>> da.plot.sensitivity()

classmethod from_explainability_extract(source: str | os.PathLike, **kwargs) → DecisionAnalyzer¶

Create a DecisionAnalyzer from an Explainability Extract (v1) file.

Parameters:

source (Union[str, os.PathLike]) – Path to the Explainability Extract parquet file, or a URL.
**kwargs – Additional keyword arguments passed to __init__ (e.g. sample_size, mandatory_expr, additional_columns).

Return type:

DecisionAnalyzer

Examples

>>> da = DecisionAnalyzer.from_explainability_extract("data/sample_explainability_extract.parquet")

classmethod from_decision_analyzer(source: str | os.PathLike, **kwargs) → DecisionAnalyzer¶

Create a DecisionAnalyzer from a Decision Analyzer / EEV2 (v2) file.

Parameters:

source (Union[str, os.PathLike]) – Path to the Decision Analyzer parquet file, or a URL.
**kwargs – Additional keyword arguments passed to __init__ (e.g. sample_size, mandatory_expr, additional_columns).

Return type:

DecisionAnalyzer

Examples

>>> da = DecisionAnalyzer.from_decision_analyzer("data/sample_eev2.parquet")

fields_for_data_filtering = ['Decision Time', 'Channel', 'Direction', 'Issue', 'Group', 'Action', 'Treatment', 'Stage',...¶

plot¶

level = 'StageGroup'¶

sample_size = 50000¶

extract_type = 'decision_analyzer'¶

validation_error = 'The following default columns are missing: '¶

unfiltered_raw_decision_data¶

preaggregation_columns¶

max_win_rank = 5¶

AvailableNBADStages = ['Arbitration', 'Output']¶

property stages_from_arbitration_down¶: All stages in the filter view starting at Arbitration. This initially will just be [Arbitration, Final] but as we get more stages in there may be more here.

property arbitration_stage¶

property num_sample_interactions¶: Number of unique interactions in the sample. Automatically triggers sampling if not yet calculated.

_invalidate_cached_properties()¶: Resets the properties of the class. Needed for global filters.

applyGlobalDataFilters(filters: polars.Expr | List[polars.Expr] | None = None)¶

Apply a global set of filters

Parameters:: filters (Optional[Union[polars.Expr, List[polars.Expr]]])

resetGlobalDataFilters()¶

property getPreaggregatedFilterView¶

Pre-aggregates the full dataset over customers and interactions providing a view of what is filtered at a stage.

This pre-aggregation is pretty similar to what “VBD” does to interaction history. It aggregates over individual customers and interactions giving summary statistics that are sufficient to drive most of the analyses (but not all). The results of this pre-aggregation are much smaller than the original data and is expected to easily fit in memory. We therefore use polars caching to efficiently cache this.

This “filter” view keeps the same organization as the decision analyzer data in that it records the actions that get filtered out at stages. From this a “remaining” view is easily derived.

property getPreaggregatedRemainingView¶

Pre-aggregates the full dataset over customers and interactions providing a view of remaining offers.

This pre-aggregation builds on the filter view and aggregates over the stages remaining.

property sample¶

Hash-based deterministic sample of interactions for resource-intensive analyses.

Selects up to sample_size unique interactions using a hash of pxInteractionID. All actions within a selected interaction are kept. If fewer interactions exist than sample_size, no sampling is performed.

getAvailableFieldsForFiltering(categoricalOnly=False)¶

cleanup_raw_data(df: polars.LazyFrame)¶

This method cleans up the raw data we read from parquet/S3/whatever.

This likely needs to change as and when we get closer to product, to match what comes out of Pega. It does some modest type casting and potentially changing back some of the temporary column names that have been added to generate more data.

Parameters:: df (polars.LazyFrame)

getPossibleScopeValues()¶

getPossibleStageValues()¶

getDistributionData(stage: str, grouping_levels: str | List[str], additional_filters: polars.Expr | List[polars.Expr] | None = None) → polars.LazyFrame¶

Parameters:

stage (str)
grouping_levels (Union[str, List[str]])
additional_filters (Optional[Union[polars.Expr, List[polars.Expr]]])

Return type:

polars.LazyFrame

getFunnelData(scope, additional_filters: polars.Expr | List[polars.Expr] | None = None) → polars.LazyFrame¶

Parameters:: additional_filters (Optional[Union[polars.Expr, List[polars.Expr]]])
Return type:: polars.LazyFrame

getFilterComponentData(top_n, additional_filters: polars.Expr | List[polars.Expr] | None = None) → polars.DataFrame¶

Parameters:: additional_filters (Optional[Union[polars.Expr, List[polars.Expr]]])
Return type:: polars.DataFrame

getComponentActionImpact(top_n: int = 10, scope: str = 'Action', additional_filters: polars.Expr | List[polars.Expr] | None = None) → polars.DataFrame¶

Per-component breakdown of which items are filtered and how many.

For each component, returns the top-N items (at the chosen scope granularity) it filters out. The scope controls whether the breakdown is at Issue, Group, or Action level.

Parameters:

top_n (int, default 10) – Maximum number of items to return per component.
scope (str, default "Action") – Granularity level: "Issue", "Group", or "Action".
additional_filters (pl.Expr or list of pl.Expr, optional) – Extra filters to apply before aggregation.

Returns:

Columns include pxComponentName, StageGroup, scope columns, and Filtered Decisions. Sorted by component then descending count.

Return type:

pl.DataFrame

getComponentDrilldown(component_name: str, additional_filters: polars.Expr | List[polars.Expr] | None = None) → polars.DataFrame¶

Deep-dive into a single filter component showing dropped actions and their potential value.

Since scoring columns (Priority, Value, Propensity) are typically null on FILTERED_OUT rows, this method derives the action’s “potential value” by looking up average scores from rows where the same action survives (non-null Priority/Value). This gives the “value of what’s being dropped” perspective.

Parameters:

component_name (str) – The pxComponentName to drill into.
additional_filters (pl.Expr or list of pl.Expr, optional) – Extra filters to apply before aggregation.

Returns:

Columns: pyIssue, pyGroup, pyName, Filtered Decisions, avg_Priority, avg_Value, avg_Propensity, pxComponentType (if available). Sorted by Filtered Decisions descending.

Return type:

pl.DataFrame

reRank(additional_filters: polars.Expr | List[polars.Expr] | None = None, overrides: List[polars.Expr] = []) → polars.LazyFrame¶

Calculates prio and rank for all PVCL combinations

Parameters:

additional_filters (Optional[Union[polars.Expr, List[polars.Expr]]])
overrides (List[polars.Expr])

Return type:

polars.LazyFrame

get_win_loss_distribution_data(level, win_rank)¶

get_optionality_data(df)¶: Finding the average number of actions per stage without trend analysis. We have to go back to the interaction level data, no way to use pre-aggregations unfortunately.

get_optionality_data_with_trend(df=None)¶: Finding the average number of actions per stage with trend analysis. We have to go back to the interaction level data, no way to use pre-aggregations unfortunately.

get_optionality_funnel(df=None)¶

getActionVariationData(stage)¶

getABTestResults()¶

getThresholdingData(fld, quantile_range=range(10, 100, 10))¶

priority_component_distribution(component, granularity)¶

aggregate_remaining_per_stage(df: polars.LazyFrame, group_by_columns: List[str], aggregations: List = []) → polars.LazyFrame¶

Workhorse function to convert the raw Decision Analyzer data (filter view) to the aggregates remaining per stage, ensuring all stages are represented.

Parameters:

df (polars.LazyFrame)
group_by_columns (List[str])
aggregations (List)

Return type:

polars.LazyFrame

filtered_action_counts(groupby_cols: list, propensityTH: float | None = None, priorityTH: float | None = None) → polars.LazyFrame¶

Return action counts from the sample, optionally classified by propensity/priority thresholds.

Parameters:

groupby_cols (list) – Column names to group by.
propensityTH (float, optional) – Propensity threshold for classifying offers.
priorityTH (float, optional) – Priority threshold for classifying offers.

Returns:

Aggregated action counts per group, with quality buckets when both thresholds are provided.

Return type:

pl.LazyFrame

get_offer_quality(df, group_by)¶

Given a dataframe with filtered action counts at stages. Flips it to usual VF view by doing a rolling sum over stages.

Parameters:

df (pl.LazyFrame) – Decision Analyzer style filtered action counts dataframe.
groupby_cols (list) – The list of column names to group by([self.level, “Interaction ID”]).

Returns:

Value Finder style, available action counts per group_by category

Return type:

pl.LazyFrame

property get_overview_stats¶: Creates an overview from sampled data

get_sensitivity(win_rank=1, filters=None)¶

Global Sensitivity: Number of decisions where original rank-1 changes. Local Sensitivity: Number of times the selected offer(s) are in the rank-1 when dropping one of the prioritization factors.

Parameters:

win_rank (Int) – Maximum rank to be considered a winner.
filters (List[pl.Expr]) – Selected offers, only used in local sensitivity analysis.

Return type:

pl.LazyFrame

get_offer_variability_stats(stage)¶

get_winning_or_losing_interactions(win_rank, group_filter, win: bool)¶

Parameters:: win (bool)

winning_from(interactions, win_rank, groupby_cols, top_k)¶

losing_to(interactions, win_rank, groupby_cols, top_k)¶

get_win_distribution_data(lever_condition: polars.Expr, lever_value: float | None = None, all_interactions: int | None = None) → polars.DataFrame¶

Calculate win distribution data for business lever analysis.

This method generates distribution data showing how actions perform in arbitration decisions, both in baseline conditions and optionally with lever adjustments applied.

Parameters:

lever_condition (pl.Expr) –
Polars expression defining which actions to apply the lever to. Example: pl.col(“Action”) == “SpecificAction” or

(pl.col(“Issue”) == “Service”) & (pl.col(“Group”) == “Cards”)
lever_value (float, optional) – The lever multiplier value to apply to selected actions. If None, returns baseline distribution only. If provided, returns both original and lever-adjusted win counts.
all_interactions (int, optional) – Total number of interactions to calculate “no winner” count. If provided, enables calculation of interactions without any winner. If None, “no winner” data is not calculated.

Returns:

DataFrame containing win distribution with columns: - pyIssue, pyGroup, pyName: Action identifiers - original_win_count: Number of rank-1 wins in baseline scenario - new_win_count: Number of rank-1 wins after lever adjustment (only if lever_value provided) - n_decisions_survived_to_arbitration: Number of arbitration decisions the action participated in - selected_action: “Selected” for actions matching lever_condition, “Rest” for others - no_winner_count: Number of interactions without any winner (only if all_interactions provided)

Return type:

pl.DataFrame

Notes

Only includes actions that survive to arbitration stage
Win counts represent rank-1 (first place) finishes in arbitration decisions
This is a zero-sum analysis: boosting selected actions suppresses others
Results are sorted by win count (new_win_count if available, else original_win_count)
When all_interactions is provided, “no winner” represents interactions without any rank-1 winner

Examples

Get baseline distribution for a specific action: >>> lever_cond = pl.col(“Action”) == “MyAction” >>> baseline = decision_analyzer.get_win_distribution_data(lever_cond)

Get distribution with 2x lever applied to service actions: >>> lever_cond = pl.col(“Issue”) == “Service” >>> with_lever = decision_analyzer.get_win_distribution_data(lever_cond, 2.0)

Get distribution with no winner count: >>> total_interactions = 10000 >>> with_no_winner = decision_analyzer.get_win_distribution_data(lever_cond, 2.0, total_interactions)

get_trend_data(stage: str = 'AvailableActions', scope: Literal['Group', 'Issue', 'Action'] | None = 'Group') → polars.DataFrame¶

Parameters:

stage (str)
scope (Union[Literal['Group', 'Issue', 'Action'], None])

Return type:

polars.DataFrame

find_lever_value(lever_condition: polars.Expr, target_win_percentage: float, win_rank: int = 1, low: float = 0, high: float = 100, precision: float = 0.01, ranking_stages: List[str] = None) → float¶

Binary search algorithm to find lever value needed to achieve a desired win percentage.

Parameters:

lever_condition (pl.Expr) – Polars expression that defines which actions should receive the lever
target_win_percentage (float) – The desired win percentage (0-100)
win_rank (int, default 1) – Consider actions winning if they rank <= this value
low (float, default 0) – Lower bound for lever search range
high (float, default 100) – Upper bound for lever search range
precision (float, default 0.01) – Search precision - smaller values give more accurate results
ranking_stages (List[str], optional) – List of stages to include in analysis. Defaults to [“Arbitration”]

Returns:

The lever value needed to achieve the target win percentage

Return type:

float

Raises:

ValueError – If the target win percentage cannot be achieved within the search range