U+ Bank, a retail bank, presents offers on its website by using Pega Customer Decision Hub™. The bank wants to leverage Customer Decision Hub capabilities to present relevant offers to qualified customers. As a decisioning consultant, you are responsible for configuring the business requirements with the Next-Best-Action Designer, which involves several tasks. To accomplish these tasks, you might have to use auto-generated decision strategies, create new decision strategies, or edit existing strategies.
In the Answer Area, select the correct execution for each Task.
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?
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'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?
As a decisioning architect, you advise the board on the business issues for which they must use the Next-Best-Action strategy. Which three business issues do you recommend? (Choose Three)
U+ Bank implemented a customer journey for its customers. The journey consists of five stages. The bank observes that as customers progress through the journey, one customer entered the third stage of the journey, and then received an offer that is not included in any journey.
Which statement explains the cause of this behavior?
U+ Bank wants to use Pega Customer Decision Hub™ to display a credit card offer, the Standard Card, to every customer who logs in to the bank website. What three of the following artifacts are mandatory to implement this requirement7 (Choose Three)
U+ Bank, a retail bank, uses the Business Operations Environment to perform business changes. The team members of the Business Content team and Enterprise Capabilities team perform several roles in the change management process.
Select each role on the left and drag it to the task descriptions to which the role corresponds on the right.
U+ Bank has recently defined two contact policies:
1. Suppress a group of credit card offers for 30 days if any credit card offer is rejected three times in any channel in the past 15 days.
2. Suppress the Reward card offer, part of the credit card group, for 7 days if it is rejected twice in any channel in the last 7 days. Paul, an existing U+ Bank customer, no longer sees the Reward card offer. What is the reason that Paul cannot see the offer?
A bank has been running traditional marketing campaigns for many years. One such campaign sends an offer email to qualified customers on day one. On day five, the bank presents a similar offer if the first email is ignored.
If you re-implement this requirement by using the always-on outbound customer engagement paradigm, how do you approach this scenario?
U+ Bank, a retail bank, uses the business operations environment to perform its business changes. The bank completes these changes by using revision management features of Pega Customer Decision Hub™ and 1:1 Operations Manager.
Customers see credit card offers based on various engagement policies on the U+ Bank website. The bank wants to update the underlying decision strategy of
an engagement policy condition.
According to best practices, which statement correctly describes the implementation of the change to fulfill this business requirement?
U+ Bank follows all engagement policy best practices to present credit card offers on their website. The bank has introduced a new credit card offer, the Rewards card. Anna, an existing customer, currently holds a higher value card, Premier Rewards, and does not see the new Rewards card offer.
What condition possibly prevents Anna from seeing the new Rewards card offer?
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?
U+ Bank's marketing department currently promotes various credit card offers by sending emails to qualified customers. The bank wants to limit the number of offers that customers can receive over a given period of time.
In the Answer Area, select the correct artifact you use to implement each requirement.