A strategy designer has created 10 actions in the Sales/Credit Cards group and 10 actions in the Sales/Mortgages group. He would like to import all 10 actions from the Credit Cards group and only two actions from the Mortgage group into one decision strategy. What is the minimum number of Proposition Data components he needs to use in his strategy?
Proposition Data Components - These components in a decision strategy are used to import and reference actions or propositions.
Requirement - The strategy designer wants to import all actions from one group and a subset from another.
Minimum Number Calculation:
One component for importing all 10 actions from the Sales/Credit Cards group.
Another component for importing the 2 specific actions from the Sales/Mortgages group.
Pega Customer Decision Hub User Guide 8.6, Section on configuring and using Proposition Data components in strategies .
Myco, a telco, wants to present their customers with new 5G data plans -- the Unlimited plan, the 500GB plan, and the 100GB plan -- on their web portal. As a Decisioning Consultant, you want to test how the three new offers will be distributed by running a distribution test that only considers eligibility without arbitration. In this scenario, which report will test this requirement?
The Action Distribution Report is designed to test how new offers will be distributed by running a distribution test that only considers eligibility without arbitration. This report helps in understanding how different actions or offers are being allocated to customers based on the eligibility criteria defined in the engagement policies, without taking into account the arbitration logic.
Running distribution tests and generating reports (Page 152-153)
Using Action Distribution Report to evaluate offer allocations (Page 155-157)
U+ Bank currently uses Next-Best-Action Designer to manage 1:1 customer engagement in the web channel. The bank would like to promote the same offers in email. Which two additional configurations are needed in Next-Best-Action Designer to promote the offers in email? (Choose Two)
Ensuring the Email Channel is Enabled:
Navigate to the Channels tab in the Next-Best-Action Designer.
Ensure that the toggle for the Email channel is set to ON.
This action enables the email channel, making it available for use in Next-Best-Action strategies.
Configuring Arbitration for Email Actions:
Arbitration rules determine the prioritization of actions in the Next-Best-Action framework.
Navigate to the Arbitration tab in the Next-Best-Action Designer.
Configure the arbitration settings to boost the prioritization of actions intended for email.
This step ensures that email actions are given appropriate weight and are more likely to be selected for delivery via the email channel.
U+ Bank, a retail bank, has recently implemented a project in which qualified customers see mortgage offers when they log in to the web self-service portal.
Currently, only the customers who satisfy the following engagement policy conditions receive the Fifteen-year fixed-rate mortgage offer:
The bank decides to make two changes:
1. Update the suitability condition for the Fifteen-year fixed-rate mortgage offer.
2. Introduce a new offer, Twenty year fixed-rate mortgage.
The following table shows the new engagement policy conditions for both mortgage offers:
What is the best practice to fulfill this change management requirement in the Business Operations Environment?
To implement the required changes for the mortgage offers, you should create two separate change requests in the 1:1 Operations Manager portal. This ensures each change is tracked and managed individually.
Update Suitability Condition for Fifteen-Year Fixed-Rate Mortgage Offer:
Step 1: Log into the 1:1 Operations Manager Portal.
Step 2: Create a change request for updating the suitability condition of the Fifteen-Year Fixed-Rate Mortgage offer.
Step 3: Specify the details of the change, including the new suitability condition (Credit Score > 450).
Step 4: Submit the change request for approval and implementation.
Introduce a New Offer - Twenty-Year Fixed-Rate Mortgage:
Step 1: In the 1:1 Operations Manager Portal, create a new change request for introducing the Twenty-Year Fixed-Rate Mortgage offer.
Step 2: Define the new offer, including its eligibility, applicability, and suitability conditions (Credit Score > 600).
Step 3: Configure the necessary treatments and engagement policies for the new offer.
Step 4: Submit this change request for approval and implementation.
Best Practices:
Creating separate change requests ensures that each modification is properly documented and approved, reducing the risk of errors and making it easier to track changes.
This approach also allows for independent testing and validation of each change before it goes live.
Pega-Customer-Decision-Hub-User-Guide-85.pdf: 'Managing business-as-usual changes with Pega 1:1 Operations Manager' section.
Pega documentation on 'Creating change requests in 1:1 Operations Manager'.
By following these steps, U+ Bank can effectively manage the changes to their mortgage offers, ensuring that both the updated suitability condition and the new offer are correctly implemented.
U+ Bank has recently implemented Pega Customer Decision Hub"M. 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 consultant, 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?
Initial Configuration: U+ Bank has implemented Pega Customer Decision Hub for the contact center and now wants to extend it to the web channel.
Understand Channel Configuration: Pega CDH requires the configuration of channels in the Next-Best-Action Designer to ensure that treatments are correctly recommended.
Modify the Strategy Framework:
Next-Best-Action Framework: This strategy framework is used to determine the best actions for customers across various channels. It needs to be modified to include configurations specific to the web channel.
Steps to Modify:
Access Next-Best-Action Designer: Navigate to the Next-Best-Action Designer.
Channels Tab: Configure the new web channel in the Channels tab.
Modify the Strategy: Update the Next-Best-Action Framework strategy to incorporate the new web channel. This involves ensuring the new actions and treatments are included and prioritized correctly for the web channel.
According to the Pega Customer Decision Hub User Guide, modifying the framework strategy to cater to new channels is necessary for extending customer engagement (Reference: Pega-Customer-Decision-Hub-User-Guide-85.pdf, Chapter on 'Understanding Next-Best-Action Designer channels').
Testing and Validation:
Test the new configurations to ensure treatments for the web channel are correctly recommended in the next-best-action suggestions.
Conclusion: To configure the new treatments for the web channel in the next-best-action recommendations, the Next-Best-Action Framework strategy must be modified to cater to the new web channel.
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