Match QMS Rules in Queries

The Promotion Agentstore component retrieves rules in the same way that the IDOL Server Agentstore component retrieves categories and agents. You must set up your rules correctly to ensure that your QMS rules return for relevant queries.

When Promotion Agentstore matches query text against rules, it uses the following matching order:

  1. It matches the query text against the Index fields in the rules (for example DRECONTENT).
  2. For rules that match in step 1, it matches the query text against the Boolean restrictions in the QMSAGENTBOOL field of the rule.
  3. For rules that match in step 2, it matches the query text against the FieldText restrictions in the QMSFIELDTEXT field in the rule (if this field exists).

Promotion Agentstore checks the Boolean restriction only if the rule content matches the query.

To ensure that rules match query text, the DRECONTENT field (or another index field) must contain terms that match the Boolean expression. For example, you could add each term from the Boolean expression to the DRECONTENT field.

In some cases, it is not possible to include every term that might match your Boolean expression to the DRECONTENT field, for example because the expression contains Wildcards. In this case, you can configure an AlwaysMatchType field and add this field to your QMS rules.

When a rule contains an AlwaysMatchType field, Promotion Agentstore bypasses the first matching step, and checks the Boolean and FieldText restrictions for the rule.

For more information about AlwaysMatchType fields in AgentBoolean queries, refer to the IDOL Server Administration Guide.

NOTE:

In boost rules, you must configure and use an AlwaysMatchType field. QMS uses this value to retrieve these rules, and you do not need to add extra terms.

In whitelist and blacklist rules, you do not need to set DRECONTENT, because QMS retrieves the lists directly by using the document reference.

You can optimize the performance of matching rules in the same ways that you optimize AgentBoolean agents and categories in IDOL Server. For more information, refer to the IDOL Server Administration Guide.


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