Accelerate Agents 1.4

This document summarizes major improvements and fixes introduced in the Accelerate Agents release version.

In this document:

Release Summary

With the Pricefx Agents 1.4, users get cleaner action lists and more reliable financial figures across Agents and their dashboards.

Smarter Action Grouping

Multiple detected items can now be combined into a single action based on your business grouping logic (for example, by customer segment or product group). This limits the number of actions created, reduces action noise in users’ queues, and makes assignments and follow-up easier.

Improved Currency Handling

Agents and their related dashboards now consistently handle and track multiple currencies, so teams see accurate and aligned financial values everywhere they work.

Upgrade Notes

Business Roles Update

The business role labels for the Actionable Insights have been renamed to Agents for improved consistency. Manual upgrade is required. When upgrading to this version, review all existing users and reassign their roles accordingly:

Update Action Item Extensions

1. Launch the IntelliJ IDEA with the Pricefx Studio plugin.

2. Go to Tool Window.

3. Click PfxFetch.

4. Fetch the existing ActionItemAttribute extensions.

5. Go to ActionItemAttribute.

6. Find the attributeExtensions with the pfxAcc_AG_ prefix.

   attributeExtension___pfxAcc_AG_benchmarkImpact.json
   attributeExtension___pfxAcc_AG_benchmarkImpactMeasureName.json
   attributeExtension___pfxAcc_AG_costsImpact.json
   attributeExtension___pfxAcc_AG_costsImpactMeasureName.json
   attributeExtension___pfxAcc_AG_othersImpact.json
   attributeExtension___pfxAcc_AG_othersImpactMeasureName.json
   attributeExtension___pfxAcc_AG_profitImpact.json
   attributeExtension___pfxAcc_AG_profitImpactMeasureName.json
   attributeExtension___pfxAcc_AG_revenueImpact.json
   attributeExtension___pfxAcc_AG_revenueImpactMeasureName.json
   attributeExtension___pfxAcc_AG_targetImpact.json
   attributeExtension___pfxAcc_AG_targetImpactMeasureName.json
   attributeExtension___pfxAcc_AG_trendsImpact.json
   attributeExtension___pfxAcc_AG_trendsImpactMeasureName.json
   

7. Update readOnly attribute to true.

   JSON

   "readOnly" : true,
   

8. Add the following newly added attributeExtensions file:

   1. pfxAcc_AG_actionItem_attributeExtension_currency.json

      JSON

      {
        "fieldType" : 2,
        "formatType" : "TEXT",
        "label" : "pfxAcc_AG_currency",
        "labelTranslations" : {
          "" : "pfxAcc_AG_actionItem_attributeExtension_currency"
        },
        "readOnly" : true,
        "requiredField" : false
      }
      

9. Use PfxDeploy to deploy changes made to your partition.

Update Internalization File

1. Launch the IntelliJ IDEA with the Pricefx Studio plugin.

2. Go to Tool Window.

3. Click PfxFetch.

4. Fetch the existing Internalization files.

5. Open the en.json internalization file.

6. Add the following label translation:

   JSON

   {
     "key" : "pfxAcc_AG_actionItem_attributeExtension_currency",
     "overriddenValue" : "Currency",
     "value" : "Currency"
   }
   

7. Use PfxDeploy to deploy changes made to your partition.

Update Action Review Preference

After upgrading you need to manually update the default preference for Action Review.

1. Go to Actions.

2. Select any Action created by an Agent.

3. Go to Action Review tab.

4. Rearrange the portlet positions as shown in the image below.

   

5. Click Dashboard Options.

6. Click Save Changes to This Preference.

New Features and Improvements