RT 2.0 Configuration

Configure real-time personalization for parent segments: event tables, RT attributes, batch attributes, and ID stitching.

Prerequisites

• tdx CLI installed and authenticated
• Parent segment created in Data Workbench
• RT 2.0 enabled by CSM (contact CSM if not enabled)
• Streaming event tables configured and receiving data

Quick Start

# Check RT status
tdx ps view <parent_segment_id> --json

# Initialize configuration template
tdx ps pz init <parent_segment_id> -o rt_config.yaml

# Validate configuration
tdx ps rt validate rt_config.yaml

# Push configuration
tdx ps push rt_config.yaml

Configuration Structure

parent_segment_id: "394649"

# Event tables to track
events:
  - name: "page_view"
    database: "events_db"
    table: "web_events"
    filter:
      field: "td_path"
      pattern: "^/pageview/"

  - name: "purchase"
    database: "events_db"
    table: "commerce_events"
    filter:
      field: "event_type"
      pattern: "^purchase$"

# Real-time attributes
attributes:
  # Single - Latest value
  - name: "last_product_viewed"
    type: "single"
    source_event: "page_view"
    source_field: "product_id"
    aggregation: "last"
    sensitivity: "non-sensitive"

  # List - Array with expiry
  - name: "viewed_products_30d"
    type: "list"
    source_event: "page_view"
    source_field: "product_id"
    aggregation: "distinct_list"
    max_items: 50
    expiry_days: 30
    sensitivity: "non-sensitive"

  # Counter - Event counts
  - name: "purchase_count_7d"
    type: "counter"
    source_event: "purchase"
    window_duration: "7d"
    aggregation: "count"
    sensitivity: "non-sensitive"

  # Imported batch - From parent segment
  - name: "customer_tier"
    type: "imported_batch"
    source: "parent_segment"
    sensitivity: "non-sensitive"

# ID stitching
id_stitching:
  primary_key: "td_client_id"
  stitching_keys:
    - name: "td_client_id"
      exclude_regex: "^test_.*"
    - name: "email"
      exclude_regex: ".*@test\\.com$"
    - name: "user_id"
  ext_lookup_key: "email"

Attribute Types

Single Attributes

Latest or first value from event field:

- name: "last_page_url"
  type: "single"
  source_event: "page_view"
  source_field: "url"
  aggregation: "last"  # or "first", "sum", "min", "max"

List Attributes

Distinct values with expiry:

- name: "browsed_categories"
  type: "list"
  source_event: "page_view"
  source_field: "category"
  aggregation: "distinct_list"
  max_items: 100
  expiry_days: 60

Counter Attributes

Event counts over time window:

- name: "clicks_24h"
  type: "counter"
  source_event: "click"
  window_duration: "24h"  # 24h, 7d, 30d
  aggregation: "count"    # or "sum" with source_field

Imported Batch Attributes

From parent segment (updated on schedule):

- name: "total_lifetime_value"
  type: "imported_batch"
  source: "parent_segment"
  sensitivity: "non-sensitive"

Event Filters

Filter events by field pattern:

events:
  - name: "add_to_cart"
    database: "events_db"
    table: "web_events"
    filter:
      field: "td_path"
      pattern: "^/cart/add"

Common patterns:

• ^/pageview/ - Starts with /pageview/
• ^purchase$ - Exactly "purchase"
• .*product.* - Contains "product"

ID Stitching

id_stitching:
  primary_key: "td_client_id"        # Unique, stable identifier
  stitching_keys:
    - name: "td_client_id"
      exclude_regex: "^test_.*"      # Exclude test IDs
    - name: "email"
      exclude_regex: ".*@example\\.com$"
    - name: "user_id"
  ext_lookup_key: "email"            # External lookup (optional)

Requirements:

• primary_key must be in stitching_keys
• All keys should exist in event tables
• Use exclude_regex to filter invalid values

View Configuration

# View current RT config
tdx ps view <parent_segment_id> --json

# Check event tables
tdx ps view <parent_segment_id> --json | jq '.realtime_config.events'

# List RT attributes (API)
tdx api "/audiences/<parent_segment_id>/realtime_attributes" --type cdp

# List key events (API)
tdx api "/audiences/<parent_segment_id>/realtime_key_events" --type cdp

Update Configuration

Update via API (no YAML update available yet):

# Update event tables
tdx api "/audiences/<parent_segment_id>/realtime_setting" --type cdp --method PATCH --data '{
  "event_tables": [
    {
      "database": "events_db",
      "table": "web_events",
      "event_name": "page_view",
      "filter_field": "td_path",
      "filter_pattern": "^/pageview/"
    }
  ],
  "key_columns": {
    "primary_key": "td_client_id",
    "stitching_keys": ["td_client_id", "email", "user_id"]
  }
}'

# Add RT attribute
tdx api "/audiences/<parent_segment_id>/realtime_attributes" --type cdp --method POST --data '{
  "name": "last_product_viewed",
  "type": "single",
  "source_event": "page_view",
  "source_field": "product_id",
  "aggregation": "last",
  "sensitivity": "non-sensitive"
}'

# Add key event
tdx api "/audiences/<parent_segment_id>/realtime_key_events" --type cdp --method POST --data '{
  "name": "purchase",
  "event_name": "purchase",
  "description": "Customer completed purchase"
}'

Validation

# Validate YAML syntax
tdx ps rt validate rt_config.yaml

# Check for common issues:
# - primary_key not in stitching_keys
# - duplicate attribute names
# - invalid regex patterns
# - missing required fields

Discover Available Data

# List databases
tdx databases --json

# List tables in database
tdx tables list <database_name> --json

# View table schema
tdx table describe <database_name> <table_name>

# Preview table data
tdx query "select * from <database>.<table> limit 10"

# Check parent segment attributes (batch layer)
tdx ps view <parent_segment_id> --json | jq '.attributes'

Common Patterns

E-commerce

events:
  - name: "product_view"
    database: "events"
    table: "web_events"
    filter: {field: "event_type", pattern: "^product_view$"}

  - name: "add_to_cart"
    database: "events"
    table: "web_events"
    filter: {field: "event_type", pattern: "^add_to_cart$"}

  - name: "purchase"
    database: "events"
    table: "commerce_events"
    filter: {field: "event_type", pattern: "^purchase$"}

attributes:
  - name: "last_product_viewed"
    type: "single"
    source_event: "product_view"
    source_field: "product_id"
    aggregation: "last"

  - name: "cart_value"
    type: "single"
    source_event: "add_to_cart"
    source_field: "total_amount"
    aggregation: "sum"

  - name: "purchase_count_30d"
    type: "counter"
    source_event: "purchase"
    window_duration: "30d"

Media/Content

events:
  - name: "content_view"
    database: "events"
    table: "content_events"
    filter: {field: "action", pattern: "^view$"}

attributes:
  - name: "viewed_content_ids"
    type: "list"
    source_event: "content_view"
    source_field: "content_id"
    aggregation: "distinct_list"
    max_items: 100
    expiry_days: 90

  - name: "favorite_category"
    type: "single"
    source_event: "content_view"
    source_field: "category"
    aggregation: "last"

Common Errors

Next Steps

After RT configuration:

• RT Triggers: Create event-triggered journeys → Use rt-triggers skill
• RT Personalization: Create personalization services → Use rt-personalization skill

Detailed Guides

• Setup Workflow - Step-by-step configuration process
• Troubleshooting - Detailed error solutions

Resources

• RT 2.0 Documentation
• Parent Segment Guide