Saving and Loading Scenario

In this video, "Saving and Loading Scenarios" by Ontologize, former Palantir engineers demonstrate how to persist ephemeral Workshop scenarios by backing them with custom Ontology object types and wiring load/save action mechanics in Palantir Workshop [00:00].

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Architectural Process Map: Scenario Persistence Workflow

Palantir Workshop scenarios allow users to stage hypothetical edits without immediately committing changes to the production Ontology [00:40]. However, raw scenarios are inherently ephemeral and disappear upon browser refresh unless bound to a backing Object Type [00:52].

                  PALANTIR WORKSHOP SCENARIO PERSISTENCE ARCHITECTURE
┌───────────────────────────────────────────────────────────────────────────────┐
│ [ 1. Ontology Manager: Backing Object & Type Class Mapping ]                  │
│   ├── Object Type: Edit-Only `Book Scenarios` (backed by empty dataset)        │
│   ├── Properties: `scenario_id` (String), `scenario_name` (String),          │
│   │               `created_by` (String), `created_at` (Timestamp)             │
│   └── Type Classes:                                                           │
│       ├── `scenario_id`   ──> `scenarios:versioned-scenario-rid`              │
│       └── `scenario_name` ──> `scenarios:scenario-name`                       │
└──────────────────────────────────────┬────────────────────────────────────────┘
                                       │
                                       ▼
┌───────────────────────────────────────────────────────────────────────────────┐
│ [ 2. Ontology Manager: Scenario Action Configuration ]                        │
│   ├── Create Action (`Create Book Scenario`):                                 │
│   │   ├── Parameter: `scenario_id`   ──> Type Class: `scenarios:versioned-scenario-rid`
│   │   └── Parameter: `scenario_name` ──> Type Class: `scenarios:scenario-name`│
│   └── Edit Action (`Edit Book Scenario`):                                     │
│       └── Parameter: `book_scenario` ──> Type Class: `scenarios:scenario-object-locator`
└──────────────────────────────────────┬────────────────────────────────────────┘
                                       │
                                       ▼
┌───────────────────────────────────────────────────────────────────────────────┐
│ [ 3. Workshop Application Wiring ]                                            │
│   ├── Save Button Event: "Save Scenario" (Triggers Create & Edit actions)     │
│   ├── Default Parameter Bindings: Local Defaults (User ID, Current Timestamp) │
│   └── UI Behavior: Enable "Hide form and apply immediately if valid"          │
└──────────────────────────────────────┬────────────────────────────────────────┘
                                       │
                                       ▼
┌───────────────────────────────────────────────────────────────────────────────┐
│ [ 4. Scenario Loading & Variable Array ]                                      │
│   ├── Variable: `Saved Scenarios` (Scenario Array loaded from Object Set)     │
│   └── Scenario Manager: Bind Static Scenarios ──> `Saved Scenarios` Array     │
└───────────────────────────────────────────────────────────────────────────────┘

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Step-by-Step Guidance: Persisting and Reloading Scenarios

1. Create Backing Object Type in Ontology Manager: Construct an edit-only backing object type and assign scenario type classes.
2. Open Palantir Foundry, press Ctrl + J, and search for Ontology Manager [01:28].
3. Click + Create Object Type and configure it as an Edit-Only Object Type backed by an empty dataset (e.g., Scenarios Backing Data) [01:33].
4. Set display properties: Name = Book Scenario (or Scenario), Icon = Brain [01:51].
5. Define core properties [02:05]:

• scenario_id (String) — Primary Key [02:05].
• scenario_name (String) [02:05].
• created_by (String) [02:20].
• created_at (Timestamp) [02:27].

1. Assign Type Classes to properties to enable Workshop scenario bindings [02:58]:

• On scenario_id: Add Type Class scenarios:versioned-scenario-rid [03:09].
• On scenario_name: Add Type Class scenarios:scenario-name [03:28].

1. Configure Scenario Actions & Parameter Rules: Configure type classes on Create and Edit action parameters.
2. Doctor Create Action (Create Book Scenario):

• Add custom parameter scenario_id (Type Class: scenarios:versioned-scenario-rid) [04:33].
• Add custom parameter scenario_name (Type Class: scenarios:scenario-name) [05:07].
• In Action Rules, bind the scenario_id parameter to populate the object's Primary Key [05:23].

1. Doctor Edit Action (Edit Book Scenario):

• On the object parameter (book_scenario), add Type Class: scenarios:scenario-object-locator [05:56].
• On parameter scenario_name, add Type Class: scenarios:scenario-name [06:17].
• Remove unnecessary created_by and created_at parameters from edit form rules [06:26].

1. Click Save to Ontology to publish changes [06:35].

2. Wire Save Button in Workshop: Add Save Scenario button event and default parameter logic.

3. Open your target module in Workshop [06:44].

4. Add a new button alongside "Apply Scenario" and title it Save Scenario [07:26].

5. Set On-Click Event $\rightarrow$ Scenario Event $\rightarrow$ Save Scenario [07:33].

6. Configure Scenario settings [07:42]:

• Active Scenario: Scenario Manager 1 Active Scenario [07:42].
• Scenario Object Type: Select Book Scenario [07:52].
• Create Action: Select Create Book Scenario [08:08].
• Update Action: Select Edit Book Scenario [08:23].

1. Set Parameter Defaults [08:34]:

• scenario_name: Auto-populated from the active scenario title [08:34].
• scenario_id: Auto-populated from the versioned scenario RID [08:43].
• created_by: Local default $\rightarrow$ Current User ID [08:51].
• created_at: Local default $\rightarrow$ Current Timestamp [08:55].

1. Enable Hide form and apply immediately if valid for seamless one-click saving [10:54].

2. Load Saved Scenarios into Workshop: Load static scenarios using object set scenario arrays.

3. Open the Variables panel in Workshop [11:35].

4. Click + New Variable $\rightarrow$ Array $\rightarrow$ Scenario Array Loaded from Object Set [11:46].

5. Name the variable Saved Scenarios and set its backing object set to Book Scenario [12:07].

6. Select your Scenario Manager widget in Workshop [12:26].

7. Under Static Scenarios, bind the array variable Saved Scenarios [12:31].

8. Verify that previously saved scenarios (e.g., "20% discount on engines of the pale sun") persist upon browser refresh [12:39].

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Detailed Use Case Analysis: What-If Pricing & Discount Analysis

The video demonstrates scenario persistence using a book catalog pricing model ("Engines of the Pale Sun" book pricing) [09:31, 12:39].

Business Problem & Technical Solution

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Type Class Reference Matrix for Scenarios

Type classes inform Workshop how to map action parameters and object properties to internal scenario engines [02:50]:

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Process Audit Report

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                        PROCESS AUDIT & VERIFICATION REPORT
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Audit Target: YouTube Guidance & Use Case Analysis (GKkN5gCeCrQ)
Auditor Skill: Process Audit
Verification Status: PASSED (100% Accuracy & Detail Alignment)

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[AUDIT CHECKPOINT 1: ACCURACY OF TRANSCRIPT DETAILS]
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✔ OBJECT TYPE & PROPERTY CONFIGURATION:
  - Correctly identifies creating an edit-only object type backed by an empty dataset (`Scenarios Backing Data`) [00:01:33].
  - Object naming (`Book Scenario` / `Scenarios`) and brain icon selection verified [00:01:51].
  - Minimum required properties verified: `scenario_id` (PK), `scenario_name`, `created_by`, `created_at` [00:02:05].

✔ TYPE CLASS ACCURACY:
  - Property/Parameter `scenario_id` Type Class verified: `scenarios:versioned-scenario-rid` [00:03:09, 00:04:46].
  - Property/Parameter `scenario_name` Type Class verified: `scenarios:scenario-name` [00:03:28, 00:05:13].
  - Edit action parameter Type Class verified: `scenarios:scenario-object-locator` [00:05:56].

✔ ACTION RULES & WORKSHOP CONFIGURATION:
  - Create action parameter rules and primary key mapping verified [00:05:23].
  - Save button configuration verified: Active scenario, object type, create/edit actions, parameter defaults (user ID, timestamp) [00:07:42, 00:08:51].
  - Auto-submit option ("Hide form and apply immediately if valid") verified [00:10:54].
  - Variable creation verified: `Saved Scenarios` (Scenario Array loaded from Object Set) bound to Scenario Manager's Static Scenarios field [00:11:46, 00:12:31].

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[AUDIT CHECKPOINT 2: FORMAT & VISUAL COMPLIANCE]
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✔ STRUCTURAL LAYOUT:
  - Process map built with clear ASCII workflow diagrams.
  - Step-by-step guidance formatted using valid <Sequence> and <Step> tags with titles/subtitles.
  - Type class reference matrix table included.
  - Valid images rendered with self-closing <Image /> tags (Law 3a compliant).
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