Abstract: Tools for defining and using custom analysis modules are presented. A generic graphical user interface (GUI) custom analysis tool is presented to a user. The generic GUI custom analysis tool is adapted to receive selections and inputs from the user that define many-to-many relationships in a data store and that include user-defined measures. The inputs are used to generate an instance of a custom analysis module that is capable of being processed against the data store. The instance of the custom analysis module may be stored, recalled, executed, and/or modified from the generic GUI custom analysis tool.

Abstract: Techniques are presented for generic data extraction. Metadata defines a data extraction element with reference to an identifier, a data source, and one or more rules. The metadata may be processed to populate the data extraction element when a reference is made within a data template to the identifier. The identifier may be used to import data to a template or to export data to a different template or service.

Abstract: Techniques are presented for utilizing decision criteria within a communication plan. As a communication plan is processed a new decision step may be dynamically added to the processing. The new decision step breaks a set of incoming leads into a plurality of different customer groups. Each group may then be dynamically assigned to one or more actions within the communication plan.

Abstract: Tools for defining and using custom analysis modules are presented. A generic graphical user interface (GUI) custom analysis tool is presented to a user. The generic GUI custom analysis tool is adapted to receive selections and inputs from the user that define many-to-many relationships in a data store and that include user-defined measures. The inputs are used to generate an instance of a custom analysis module that is capable of being processed against the data store. The instance of the custom analysis module may be stored, recalled, executed, and/or modified from the generic GUI custom analysis tool.

Abstract: Techniques are presented for managing relationships during communications of marketing activities. Contacts associated with a target of a communication during a marketing activity are expanded in accordance with contact rules. The manners in which the communication is handled with respect to the target and the expanded contacts are driven by treatment rules.

Abstract: Techniques are presented for reusable data query language statements. User-defined parameter variables with parameter types are interspersed in data query language statements to form a rule. The rule may execute as a standalone application or as part of another application or service. When the rule is executed, parameter values for the parameter variables are dynamically acquired and populated into the data query language statements.

Abstract: Techniques are presented for generic data extraction. Metadata defines a data extraction element with reference to an identifier, a data source, and one or more rules. The metadata may be processed to populate the data extraction element when a reference is made within a data template to the identifier. The identifier may be used to import data to a template or to export data to a different template or service.