Pega Customer Decision Hub enables organizations to make Next-Best decisions. To which type of a decision is Next-Best-Action applied?
Regional Bank has a fully implemented 1:1 customer engagement solution that is in the business-as-usual phase. A business user from this bank identifies the need for a new promotional offer for customers who regularly use mobile banking services. The user has detailed requirements including eligibility criteria, treatment messaging, and implementation timeline.
Which process should the business user follow to implement the new action?
A financial services company has implemented always-on outbound campaigns for three credit card offers: Standard card. Rewards card, and Rewards Plus card. The marketing team observes that customers who are qualified for multiple actions receive different numbers of offers, depending on the configuration of the volume constraint mode. To optimize customer engagement, the system administrator must choose between constraint modes.
Which volume constraint mode ensures that customers receive all actions for which they qualify, provided the actions do not reach volume limits?
MyCo, a telecom company, wants to start promoting data plan offers through SMS to qualified customers. The marketing team needs to ensure that the outbound run always uses the latest customer information.
What do you configure to implement this requirement?
U+ Bank, a retail bank, uses the business operations environment to perform its business changes. The bank carries out these changes in the Pega Customer Decision Hub portal by using revision management features or the 1:1 Operations Manager portal.
For each task, select the correct portal in which you perform the build tasks based on best practices.
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?
l)+ Bank uses Pega Customer Decision Hub™ to approve credit card limit changes requested by customers automatically. A scorecard model determines the customer credit score. The automatic approval of credit card limits are processed based on the following criteria set by the bank.
The bank wants to change the threshold value for the USD2000 credit limit from <175 to <200. How do you implement this change?
As a decisioning architect, you are setting up the action hierarchy for MyCo. Select the correct action hierarchy level for each of the hierarchy items identified.
As a Customer Service Representative, you present an offer to a customer who called to learn more about a new product. The customer rejects the offer. What is the next step that Pega Customer Decision Hub takes?
Acme Retail uses Pega Customer Decision Hub™ to present various offers to its customers. The company notices that some high-value customers are not receiving any offers. The marketing team wants to identify these underserved customers.
Which tool in Pega Customer Decision Hub can Acme Retail use to identify segments of customers who are not receiving relevant offers?
MegaRetail Solutions has successfully created and approved their brand voice in Pega 1:1 Operations Manager. They have also established global directives for style, grammar, language, and compliance. Now they want to ensure that their Pega GenAI system uses this brand voice to generate marketing treatments that also maintain consistency with their established guidelines.
How will MegaRetail Solutions' approved brand voice be applied in their content generation process?
MyCo, a telecom company, uses Pega Customer Decision Hub™ to present offers to qualified customers. The business recently decided to send offer messages through the email channel. The Design department has designed an email treatment which includes dynamic placeholders.
As a deaccessioning architect, what do you use in order to test the visualization and the rendering of the email content, including replacing of the placeholders with customer information?
A mortgage company defines a new suppression policy to limit promotional emails for home loan offers. The policy is complete, but it must be applied to all to home loan actions. The implementation team must associate this policy with the appropriate business structure.
Where should the team associate the contact policy to apply it to home loan promotions?
What is the name of the property that the system computes automatically when you use an Adaptive Model decision component?
A volume constraint uses the Return any action that does not exceed
constraint mode. The following tables show the configuration of the volume constraints and the list of customers in the outbound segment:
The outbound run selects customers in the following order to apply the volume constraints: CUST-01, CUST-02, CUST-03, and CUST-05.
Based on the configuration of the volume constraints for each channel, which offer does CUST-05 receive?
An outbound run identifies 150 Standard card offers, 75 on email, and 75 on the SMS channel. If the following volume constraint Is applied, how many actions are delivered by the outbound run?
U+ Bank implemented multiple customer journeys for Its customers. The goal of the bank Is to present the most relevant action for the customer to increase the chance of a positive outcome. U+ Bank is sure that customers see the next best action, regardless of the current journey that they are in.
Which statement is true about customer journeys in Pega Customer Decision Hub?
U+ Bank, a retail bank, is facing an unforeseen technical issue with its customer care system. As a result, the bank wants to share the new temporary contact details with all customers over an SMS. All customers must receive this communication regardless of the engagement policy conditions and constraints.
Which type of communication do you configure to implement this requirement?
An NBA Specialist Is configuring the engagement policy for a new loan offer and wants to validate the policy. What is the best way for the NBA Specialist to validate the engagement policy?
A telecommunications company is promoting IPhone upgrades with unlimited data plans. The marketing team notices that a customer explicitly stated in a recent survey that they are not interested in iPhone products. The company wants to apply appropriate engagement policy conditions to respect customer preferences.
Which engagement policy condition type should you use to prevent iPhone offers for customers who express disinterest?
U+ Bank observes that some customers receive the same credit card offer multiple times within a short period, which results in dissatisfaction. The bank wants to suppress a specific credit card offer if it has been shown three times within seven days.
What should you configure in the Contact Policy to prevent a specific credit card offer from being shown to a customer more than three times in seven days?
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?
What does a dotted line from a "Group By" component to a "Filter" component mean?
U+ Bank wants to offer a Gold credit card to customers who have an annual income of more than USD150000. What do you configure in the Next-Best-Action Designer to achieve this outcome7
MyCo, a telecom company, wants to Include offer-related images in the emails that they send to their qualified customers. As a decisioning architect, what best practice do you follow to include images in emails?
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?
A financial institution has created a new policy that states the company will not send more than 500 emails per day. Which option allows you to implement the requirement?
The U+ Bank marketing department wants to leverage the next-best-action capability of Pega Customer Decision Hub™ on Its website to promote new offers to each customer.
Place the events in the sequential order.
MyCo, a telecom company, wants to use Pega Customer Decision Hub™ to send the MyFone Pro offer through email to qualified customers. In preparation, the marketing team created an action, a treatment, and an action flow. As a decisioning architect, you verify the settings in the Channel tab of Next-Best-Action Designer to enable email communication.
To implement this requirement, the completion of which two tasks do you verify in the Channel tab of Next-Best-Action Designer? (Choose Two)