Data entity management

The data entity manager in Go Eve is part of the Business Manager application. The manager allows users to maintain custom(er) data which is needed on top of the regular customer data available in Magento. This empowers Go Eve to facilitate personalization and business ruling based on this additional dataset.

Section	Description
Custom data entity management	Including action period management.
Tag management	A tagging system used for grouping custom(er) data and used in personalization and business ruling
Variable management	A dynamic variable system used for adding variables on custom(er) data level so personalization and business rules can be setup efficiently.

CMD Custom(er) Data Manager

This manager can be used to maintain additional data needed in a project. Usually this data is meant for business flow driven functionality, like personalization.

Section	Description
Data entities	Data entities description
Action periods	Description of action periods and its usage

Data entities

A data entity are a data type in the structure of customer data with fields like name, address and contact information. So for example

• Retailers

• Customers

• Schools

• Sales offices

• Project locations

• Dealers

These entities can be used in personalization or specific checkout logic. For instance

• a retailer can be selected during checkout

• a logged in customer can have specific prices

• a logged in dealer can create quotes for its customers from their account

• a student from a certain school can get discounts or personalized preconfigured products.

Data entities are setup per project and are maintained in the entity manager.

The entity manager has an overview page with the following fields

• Entity name

• Country

• Status

Filters are available on

• Country

• Status

Data can be exported and imported via CSV files

By default a data entity has the following fields

Action periods

Action periods are date periods (FROM and TO) connected to an entity. These dates can be used in the personalization and business rules engine to execute actions.

For instance, have a discount for a specific logged in customer during an action period. Or apply a specific configurator preset for a given period to a data entity.

An action period has a date from, date to and status. The grace payment date shown is to be phased out as it is obsolete.

An action period can be used in the personalization manager by checking if there is a current period active based on the current date. Like this:

Tag manager

This manager can be used to maintain tags. Tags are used for grouping custom(er) data and used in personalization and business ruling

Section	Description
Tags	A tagging system used for grouping custom(er) data and used in personalization and business ruling

Tags are a simple data entity with just a description.

Tags can be connected to data in the entity manager, like the retailer manager below.

Tags can be used in the personalization manager to define rules. So for example a rule can be setup for all customers that are tagged with a certain tag.

The rule above is valid for all retailers that are tagged with “Tag example”. So for instance if a retailer is logged in with that tag connected, the personalization action like a certain discount will be applied.

Variable manager

This manager can be used to maintain variables. Variables are used for additional data on custom(er) data entity level that is used in the personalization manager.

---