A customer contacts a bank to resolve a credit card dispute. After dispute resolution, Next-Best-Action displays a set of sales offers that a Customer Service Representative can present to the customer.
Which feature of Next-Best-Action helps the Customer Service Representative decide on the offer to present to the customer?
Next-Best-Action Offers Ranking: When a Customer Service Representative (CSR) is presented with a set of sales offers, the Next-Best-Action feature ranks these offers based on their relevance and priority.
Decision Making: This ranking helps the CSR to decide which offer to present to the customer, ensuring that the most appropriate and effective offer is chosen.
For a limited time period, a bank wants to avoid sending promotional emails related to credit card offers to a customer if they have already received one. Which rule do you need to define to implement this business requirement?
Requirement:
The bank wants to avoid sending promotional emails related to credit card offers to a customer if they have already received one within a limited time period.
Configuring Suppression Policy:
A suppression policy needs to be defined to prevent over-contacting customers.
Suppression policies automatically put an action on hold after specific criteria are met, such as a customer having already received a promotional email.
This ensures that customers are not bombarded with repeated offers, improving customer experience and adhering to communication limits.
U+ Bank's marketing department wants to promote various auto loan offers to qualified customers on its website by using the Pega Customer Decision Hub. The bank wants to show the offers on the customer's account page when customers log in to their account. The bank has defined several conditions customers must satisfy to see these auto loan offers.
As a decisioning consultant, which two of the following configurations do you implement to achieve the business requirement? (Choose Two)
To promote various auto loan offers to qualified customers on its website using Pega Customer Decision Hub, you need to:
Create a decision strategy: This involves defining the logic that determines which auto loan offers are most relevant to each customer based on their profile, behavior, and eligibility criteria.
Set up the business structure: This involves organizing the offers into a hierarchical structure of business issues and groups, such as categorizing them under a 'Loans' issue and an 'Auto Loans' group. This structure helps in managing and prioritizing the offers effectively.
In a decision strategy, you can use aggregation components to_______________.

Understanding Aggregation Components: Aggregation components in Pega decision strategies are used to perform calculations based on a list of actions. This can include summing values, calculating averages, or other statistical measures.
Use Case of Aggregation Components:
Set a Text Value: This is typically handled by Set Property or Data Transform components.
Filter Actions: Filters are used for filtering actions based on priority and relevance.
Choose Between Actions: This is typically handled by a Decision or Filter component.
Aggregation is specifically used to perform calculations based on a group of actions. It can be used to sum the total value of actions, calculate the average propensity, etc.
Implementation in Decision Strategy:
Add Aggregation Component: In the decision strategy, add an Aggregation component.
Define Calculation: Specify the type of calculation (sum, average, count, etc.) and the actions to be included in the calculation.
The Pega Customer Decision Hub User Guide mentions the use of aggregation components to perform calculations on action lists, confirming their primary function is for making calculations based on a list of actions (Reference: Pega-Customer-Decision-Hub-User-Guide-85.pdf, Chapter on 'Using aggregation components in decision strategies').
Conclusion: In a decision strategy, aggregation components are used to make calculations based upon a list of actions, enabling the strategy to derive meaningful metrics from groups of actions.
U+ Bank, a retail bank, uses Pega Customer Decision Hub for their one-to-one customer engagement. The bank now wants to change its offer prioritization to consider both business objectives and customer needs.
Which two factors do you configure in the Next-Best-Action Designer to implement this change? (Choose Two)
Business Levers: These are used to apply weights to different actions or groups of actions to influence their prioritization based on business objectives.
Context Weighting: This factor is used to adjust the priority of actions based on the specific context of the customer interaction, ensuring that both business objectives and customer needs are balanced.
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