U+ Bank's marketing department currently promotes various home loan offers to qualified customers. Now, the bank does not want to show offers on a customer's account page if the customer has already received three home loan offers in the last two weeks.
What do you need to define to implement the business requirement?
A suppression policy allows you to define conditions that prevent customers from receiving an action or a group of actions. You can use a suppression policy to implement the requirement that customers do not see home loan offers on their account page if they have already received three home loan offers in the last two weeks. You can configure the suppression policy to suppress the home loan group based on the number of times the customer received any action from that group in the past 14 days. Applicability rules are used to determine whether an action is relevant for a customer based on their profile or context, not based on the number of times they received an action. Customer contact limits are used to limit the number of times a customer can be contacted per channel per time period, not based on the number of times they received an action. Volume constraints are used to limit the number of times an action is presented to customers across one or more channels, not based on the number of times they received an action. Verified Reference: [Certified Pega Decisioning Consultant | Pega Academy], Suppression policies
Regional Bank experiences an unexpected system outage affecting online banking services across multiple locations. The bank needs to immediately inform all customers about the temporary service disruption and provide alternative banking options. The communication must reach every customer simultaneously and should not be repeated.
Which communication approach should the bank use to address this urgent customer notification requirement?
U+ Bank, a retail bank, has purchased Pega Customer Decision Hub. The bank currently uses an external tool to design email content and a third-party email service provider to send emails to its customers.
As a decisioning architect, how do you recommend the bank implements this requirement?
To implement this requirement, you need to create an external email treatment and use an external tool to design the email. An external email treatment is a type of treatment that allows you to use a third-party email service provider to send emails to your customers. You can configure the external email treatment with the name of the provider, the authentication details, and the template ID that corresponds to the email content that you design using an external tool. This way, you can leverage your existing tools and processes for sending emails, while still using Customer Decision Hub to select the best actions and treatments for your customers. Verified Reference:Pega Academy - Decisioning Consultant - Creating external treatments
U+ Bank has recently implemented Pega Customer Decision Hub. As a first step, the bank went live with the contact center to improve customer engagement. Now, U+ Bank wants to extend its customer engagement through the web channel. As a decisioning architect, you have created the new set of actions, the corresponding treatments, and defined a new trigger in the Next-Best-Action Designer for the new web channel.
What else do you configure for the new treatments to be present in the next-best-action recommendations?
When you create a new trigger in the Next-Best-Action Designer, Pega Customer Decision Hub automatically generates a decision strategy for that trigger and channel. You do not need to create or modify any strategies manually. Verified Reference:Pega Academy - Decisioning Consultant - Creating triggers
A customer qualifies for Standard card (priority 60), Rewards card {priority 40), and Premium card {priority 30). Standard card volume is exhausted. Rewards card has remaining volume, and Premium card has remaining volume. The system uses "Return any action that does not exceed constraint" mode.
Which actions does the customer receive in this scenario?
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