U+ Bank, a retail bank, does not want to annoy customers by offering them a mortgage refinance option if they have less than 5% to pay off on their loan, although it would be profitable for the bank. Which engagement policy condition best suits this requirement?
Understanding Engagement Policies: Pega Customer Decision Hub uses engagement policies like eligibility, applicability, and suitability to determine if an action should be presented to a customer.
Eligibility Criteria: These criteria define whether a customer qualifies for an action.
Bank's Requirement: U+ Bank wants to avoid offering a mortgage refinance option to customers who have less than 5% left on their loan.
Best Fit: The eligibility policy best suits this requirement as it allows the bank to set specific criteria (loan balance percentage) to exclude certain customers from receiving the offer.
An outbound run identifies 100 Standard Card offers, 50 on email and 50 on the SMS channel. If the above volume constraint is applied, how many actions will be delivered by the outbound run?
If the volume constraint shown in the image (Maximum 75 Daily with Channel: Action: StandardCard, Maximum 50 Daily with Channel: Email, Maximum 50 Daily with Channel: SMS) is applied, the outbound run will deliver 75 actions in total. This includes actions across different channels, adhering to the specified limits.
Setting volume constraints and their application (Page 45-46)
Understanding outbound channel processing (Page 29-30)
Reference module: Detecting unwanted bias
MyCo, a telco, has introduced mobile data packages for students. As a policy, MyCo does not want to discriminate based on gender when presenting the offers. As a Decisioning Consultant, how do you configure the ethical bias policy to allow no bias?
To ensure that there is no gender bias when presenting mobile data packages for students, you should configure the ethical bias policy to allow a 1 Rate Ratio. This setting ensures that the system will show a warning if there is any deviation from an equal distribution between genders, thereby preventing any gender-based discrimination in offer presentation.
Ethical Bias Check module: Configuring and understanding rate ratios for bias detection (Page 142-143)
Reference module: Creating and understanding decision strategies
In a decision strategy, to use a customer property in an expression, you _____.
To use a customer property in an expression within a decision strategy in Pega, follow these steps:
Identify the Customer Property:
Determine the specific customer property you want to use in your strategy.
Prefix with 'Customer':
In Pega, customer properties are accessed by prefixing them with the keyword Customer. This ensures that the property is correctly referenced from the customer data.
Use the Property in Expression:
When defining an expression in a decision strategy, include the Customer prefix. For example, if the property is Age, use Customer.Age.
Verify Property Definition:
Ensure that the property is correctly defined in the data model and accessible within the strategy context.
Pega Customer Decision Hub User Guide 8.6: Understanding the Context Dictionary, Configuring the Context Dictionary.
Reference module: Testing engagement policy conditions using audience simulation
U+ Bank, a retail bank, recently implemented a project in which credit card offers are presented to qualified customers when the customers log in to the web self-service portal. The bank now plans to amend its engagement policy conditions. As a Decisioning Consultant, which simulation do you run to check if the conditions are too broad or narrow for your requirements?
Identifying the Requirement:
The bank has chosen an email service provider that prefers receiving customer batches through a cloud storage location on either Microsoft Azure or Amazon S3.
The task is to find out how Pega Customer Decision Hub can integrate with these cloud storage solutions.
Evaluating Pega CDH Capabilities:
Pega Customer Decision Hub provides robust capabilities for integrating with various external systems and cloud storage solutions.
The documentation for Pega CDH supports writing action details directly to cloud storage solutions like Microsoft Azure and Amazon S3, which is in line with modern cloud infrastructure practices.
Process Overview:
Configuration:
Configure the external storage location (Azure Blob Storage or Amazon S3) within Pega CDH.
Action Flow:
Define the action flow to include steps for writing data to the specified cloud storage.
External Integration:
Use built-in connectors or custom integration points to handle data transfer securely and efficiently.
Reference and Supporting Documentation:
According to the Pega Customer Decision Hub User Guide, you can configure Pega CDH to write action details directly to cloud storage solutions like Microsoft Azure and Amazon S3 (refer to the section on configuring the delivery of multiple treatments and external integration points).
Pega-Customer-Decision-Hub-User-Guide-85.pdf
Pega-Customer-Decision-Hub-User-Guide-86.pdf
Pega-Customer-Decision-Hub-User-Guide-87.pdf
