Contents
About
What's New in SAS Decision Manager 2.2
Accessibility
Introduction to SAS Decision Manager
Introduction to SAS Decision Manager
About Decision Management
Data Management
Business Rule Management
Model Management
Working with the User Interface
Exploring the User Interface
Managing Preferences
Viewing Help and Documentation
Getting Started
Quick Start Tutorial
Make the Tutorial Files Available
Sign In
Define Data Sources
Define Business Rule Folders
Create a Vocabulary, Entities, and Terms
Create a Rule Set and Define Business Rules
Create and Publish a Rule Flow
Organize the Model Hierarchy
Import Models
Create Model Comparison Reports
Create a Scoring Test
Set the Champion Model
Monitor the Performance of a Champion Model
Publish a Champion Model to the SAS Metadata Repository
Create a Decision Flow
Managing Data Tables
About Managing Data Tables
Adding Tables Using SAS Visual Data Builder
Add a Table That Is Registered in Metadata
Register and Add New Tables
Edit Table Properties and View Table Metadata
View Table Data
Filter Data in the Table View
Create a New Table Summary
Add Attachments to a Table
Add Comments to a Table
Delete a Table Summary
Remove a Table
Working with Business Rules
Managing Business Rule Folders
About Business Rules Folders
Create New Top-Level Folders
Create New Folders
Rename a Folder
Move a Folder
Delete a Folder
Managing Vocabularies
Introduction to Vocabularies, Entities, and Terms
Tips for Creating Entities and Terms
Create a Vocabulary
Create New Entities
Create New Terms
Import Terms from a Data Source
Specify Domain Values
Edit Existing Vocabularies, Entities, or Terms
Delete Vocabularies, Entities, or Terms
Search for Rule Sets by Term
Using Lookup Tables And Functions
About Lookup Tables and Functions
Create a New Lookup Table
Refresh a Lookup Table
Delete a Lookup Table
Copy a Lookup Table
Move a Lookup Table
Verify Lookup Keys (Lookup Function)
Get Lookup Values (LookupValue Function)
Managing Rules and Rule Sets
About Rules, Rule Sets, and Expressions
How Rules Are Evaluated and Rule-Fired Records
Create a New Rule Set
Defining New Rules in the Rule Set
Validate the Expressions in a Rule Set
Change the Order of Rules in a Rule Set
Copy Rules and Expressions
Delete Rules and Expressions
Edit the Properties of a Rule Set
Edit the Properties of a Rule
Display Usage Information for a Rule Set
Managing Rule Set Versions
Add Comments to a Rule Set
Add Attachments to a Rule Set
Copy a Rule Set
Move a Rule Set to a Different Folder
Delete a Rule Set
Save a Rule Set
Creating and Publishing Rule Flows
Introduction to Rule Flows
Simple Rule Flows, Complex Rule Flows, and BY Groups
Create a Rule Flow Using the Rule Flow Editor
Create a Rule Flow by Using Discovery Techniques
Open Rule Sets from the Rule Flow Editor
Add Attachments to a Rule Flow
Add Comments to a Rule Flow
Change the Order of the Rule Sets
View the Terms Used in a Rule Flow
Managing Versions of a Rule Flow
Rename a Rule Flow
Copy a Rule Flow
Move a Rule Flow to a Different Folder
Remove a Rule Set from a Rule Flow
Delete a Rule Flow
Testing a Rule Flow
Publish a Rule Flow
Display Publish Information for Rule Flows
Deploy a Rule Flow as a Stored Process
Working with Model Projects and Portfolios
Managing Folders For Model Projects and Portfolios
Overview of Managing Folders
Create a New Folder
Rename a Folder
Delete a Folder
Archive and Restore Folders
Working with Projects
Overview of Projects
Planning a Project
Prerequisites for Creating Projects
Create a Project
Project Properties
Defining Project Input and Output Variables
View Project History
Add Attachments to a Project
Add Comments to a Project
Lock or Unlock Project Variables
Manage Templates
Searching for Models
Managing Project Versions
Overview of Project Versions
Create a New Version of a Project
Set the Displayed Version
Lock and Unlock a Project Version
Attach a Portable Formats File
View Life Cycle Status
Working with Portfolios
Overview of Portfolios
Planning a Portfolio
Prerequisites for Creating Portfolios
Creating a Project Control Table
Create a New Portfolio
Add a New Version
Add an Input Variable
Publishing Models from a Portfolio
Monitor Performance of Project Champion Models
Add Attachments
Add Comments
Importing Models
Overview of Importing Models
Import a Model from the SAS Metadata Repository
Import a Model from a SAS Package File
Import a PMML Model
Import Models from Local Files
Set Model Properties
Add Model Files to an Existing Model
Map Model Variables to Project Variables
User-Defined Model Templates
Add Attachments
Add Comments
Evaluating Models and Monitoring Performance
Scoring Models
Overview of Scoring Tests
Create Scoring Output Tables
Create a Scoring Test
Execute a Scoring Test
Schedule a Scoring Test
Scoring Model Properties
Using Reports to Evaluate and Validate Models
Overview of Model Comparison, Validation, and Summary Reports
Model Profile Reports
Delta Reports
Dynamic Lift Reports
Interval Target Variable Report
Loss Given Default Reports
Probability of Default Model Validation Reports
Training Summary Data Set Reports
Monitoring Reports
Champion and Challenger Performance Reports
View Reports
Validating Models Using User Reports
Overview of User Reports
Ad Hoc Reports
User-Defined Reports
Combining Reports
About Aggregated Reports
Create an Aggregated Report
View an Aggregated Report
Delete an Aggregated Report
Monitoring Performance of Models
Overview of Performance Monitoring
Types of Performance Monitoring
Performance Index Warnings and Alerts
Monitoring Champion Models
Creating Reports Using a Performance Definition
Prerequisites for Editing a Performance Definition
Edit and Execute a Performance Definition
Schedule Performance Definitions
View Performance Monitoring Job History
Manage Performance Data Sets
Monitoring Performance of a Model without Score Code
Using Dashboard Reports
Overview of Dashboard Reports
Create a Dashboard Report Definition
Generate Dashboard Reports
View Dashboard Reports
Edit a Dashboard Report Definition
Delete a Dashboard Definition
Retraining Models
Overview of Retraining Models
Prerequisites for Retraining a Model
Edit a Model Retrain Definition
Execute a Model Retrain Definition
Schedule a Retrain Definition
Viewing Retrained Models and Model Comparison Reports
Deploying and Publishing Models
Deploying Models
Overview of Deploying Models
Champion Models
Challenger Models
Locking Versions
Publishing Models
Overview of Publishing Models
Publishing Models to a SAS Channel
Publishing Models to the SAS Metadata Repository
Publishing Models to a Database
Remove Models from a Database
View Publish History
Using SAS Workflow with SAS Decision Manager
Starting a Workflow and Working with Tasks
Overview of Using Workflows
Start a New Workflow
Working with Workflow Tasks
Managing Workflows
Overview of Managing Workflows
Viewing Workflows
Migrate Workflows
Set Mappings
Working with Workflow Participants
Edit Task Properties
Terminate a Workflow
Appendixes
Rule-Fired Table Fields
Model Repository Access Macros
Overview of Access Macros
Using the Model Management Access Macros
%MM_AddModelFile Macro
%MM_GetModelFile Macro
%MM_GetURL Macro
%MM_Register Macro
%MM_RegisterByFolder Macro
%MM_CreateModelDataset Macro
Macro Variables
Macros for Registering Models to the SAS Metadata Repository
Using Macros to Register Models Not Created by SAS Enterprise Miner
%AAModel Autocall Macro
%AA_Model_Register Autocall Macro
Macros for Adding Folders, Projects, Versions, and Setting Properties
Adding Folders, Projects, Versions, and Properties Using Macros
%mdlmgr_AddFolder Macro
%mdlmgr_AddProject Macro
%mdlmgr_AddVersion Macro
%mdlmgr_SetProperty Macro Function
Example: Add a Folder, Project, and Version; Set Properties
Macros for Generating Score Code
Generating Score Code for COUNTREG Procedure Models
Generating Score Code for PROC SEVERITY Models
%MM_Countreg_Create_Scorecode Autocall Macro
%MM_Severity_Create_Scorecode Autocall Macro
Model Templates
Project Tables
Descriptions of Project Tables
Creating Project Input and Output Tables
Creating Scoring Input and Output Tables
Creating a Test Table
Creating a Performance Table
Using Tables from a Local or Network Drive
Create Performance Reports Using Batch Programs
Overview of SAS Programs to Monitor Model Performance
Prerequisites for Running Batch Performance Reports
Report Output in Test and Production Modes
Define the Report Specifications
Extracting the Champion Model from a Channel
SAS Code to Run Performance Reports
R Model Support
Overview of Using R Models with SAS Decision Manager
Preparing R Model Files to Use with SAS/IML
Statistical Measures Used in Basel II Reports
Glossary
Product
Release
SAS Enterprise Decision Manager
Type
Usage and Reference
Copyright Date
November 2014
Last Updated
12Jan2015