U+ Bank, a retail bank, uses Pega Customer Decision HubTM 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)
Answer(s): A,C
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.
The configuration and utilization of business levers and context weighting within the Next-Best-Action Designer are key components in aligning the decision strategy with both business and customer goals .
HOTSPOT (Drag and Drop is not supported)In the Answer Area, select the correct engagement policy for each condition.
Answer(s): A
MyCo, a telecom company, introduced fiber optic service in the northern region of the country. They want to advertise this service on their website by using a banner and target the customers living in that area.What do you need to configure in the Next-Best-Action Designer to implement this requirement?
Answer(s): D
To target customers living in a specific geographic area for advertising the new fiber optic service,you need to configure a "Customer segment" in the Next-Best-Action Designer. This involves defining the segment of customers based on their geographic location, ensuring that only those customers in the northern region are included in this segment. By doing so, you can ensure that the banner advertisement for the fiber optic service is displayed only to those customers.
Pega Customer Decision Hub User Guide, section on "Defining customer audiences with customer segments".
HOTSPOT (Drag and Drop is not supported)U+ Bank, a retail bank, has introduced a credit cards group with Gold card and Platinum card offers. The bank wants to present these two offers based on the following criteria:1. For both cards, customers must be above the age of 182. Offer both cards only if the customer does not explicitly opt-out of any direct marketing for credit cards3. Platinum card is suitable for customers with the Credit Score > 500 As a decisioning consultant, how do you implement this requirement? In the Answer Area, select the correct engagement policy for each criterion.
U+ Bank uses Pega Customer Decision HubTM to display an offer to its customers on the U+ Bank website.The bank wants to ensure that Silver credit cards are not offered to customers under 27 years of age. They also want to ensure that Platinum cards are offered only to customers who had a positive balance in the last year.What do you configure in the Next-Best-Action Designer to achieve this outcome?
To ensure that Silver credit cards are not offered to customers under 27 years of age and that Platinum cards are offered only to customers who had a positive balance in the last year, you need to configure "Engagement policies" in the Next-Best-Action Designer. Engagement policies allow you to set criteria such as eligibility, applicability, and suitability for actions. For this scenario, you would set the eligibility criteria to ensure the age and balance conditions are met before the offers are presented.
Pega Customer Decision Hub User Guide, section on "Configuring engagement policies for actions".
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