Filtering in policies
Reserve or guarantee slots on a surface after Discovery and Scoring.
Filtering is the last shaping step in a policy. Discovery picks candidates, Scoring orders them, and Filtering protects the layout of a surface — for example, always showing sale items or keeping variety outside a single group.
Record groups
Filtering works on record groups — feed records tagged with labels from your Affinities setup. It does not use shopper signals.
Guarantee and Reserve
Guarantee — always fill at least N slots with feed records from the groups you pick, even if Scoring would rank others higher.
Reserve — always hold at least N slots for feed records outside the groups you pick, so one group does not take over the whole surface.
Set slots to 0 and leave groups empty to skip filtering guardrails.
Example
The names below are illustrative. Your dropdowns show whatever groups are configured for the feed you selected in the policy wizard.
Suppose your feed has record groups labeled SALE, NEW_ARRIVAL, and IN_STOCK:
- Guarantee 2 slots for SALE — at least two sale records appear even when Scoring favors full-price items.
- Reserve 1 slot outside SALE — keep at least one non-sale slot for assortment balance.
Last updated: July 2026