U+ Bank's marketing department wants to promote various auto loan offers to qualified customers on its website by using the Pega Customer Decision HubTM. 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)
Answer(s): C,D
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.
Pega Customer Decision Hub User Guide, sections on "Creating decision strategies" and "Defining business structures".
In an organization, customer actions are applicable to various business issues. What is the best way to organize them?
Answer(s): C
The best way to organize customer actions applicable to various business issues in Pega Customer Decision Hub is into a three-level hierarchy: Business issue > Group > Actions. This structure allows for clear categorization and management of actions based on their business purpose and relevance. The "Business issue" represents the high-level goal (e.g., Retention, Acquisition), "Group" categorizes the actions under each issue (e.g., Credit Cards, Mortgages), and "Actions" are the specific offers or recommendations.
Pega Customer Decision Hub User Guide, section on "Defining the structure of business issues and groups".
A bank wants to leverage Pega Customer Decision Hub's Next-Best-Action capability to promote new offers to each customer on their website. Which artifact do you need to configure to manage the communication between the Customer Decision Hub and external channels?
To manage the communication between Pega Customer Decision Hub and external channels for promoting new offers to each customer on their website, you need to configure a Real-time Container. Real-time Containers are used to deliver personalized content and actions to customers in real-time, based on their interactions with the website and other channels. They ensure that the most relevant offers are presented to each customer in a timely and contextually appropriate manner.
Pega Customer Decision Hub User Guide, section on "Defining real-time container triggers".
A bank wants to present the Rewards Card offer on the top right of the customers' account page when they log in. Select the placement type of the treatment design.
Answer(s): B
Placement Type in Treatment Design: To present the Rewards Card offer on the top right of the customer's account page, you should use the "Tile" placement type. This type is specifically designed to position content in a compact, visually distinct block that can be placed in specific areas of a webpage, such as the top right corner.Implementation: In the treatment configuration within Pega, you can specify the placement type as "Tile" to ensure the offer is displayed correctly on the account page.
Pega documentation on configuring treatments for actions mentions the use of "Tile" as a suitable placement type for such scenarios.
MyCo, a telco, wants to offer a Fiber Optic Cable package only to customers who live in towns that have fiber optic cable available. Which engagement policy condition best suits this requirement?
Engagement Policy Condition: For offering a Fiber Optic Cable package only to customers in towns with fiber optic availability, the best engagement policy condition to use is "Eligibility." Eligibility conditions are used to ensure that only customers who meet specific criteria (e.g., geographic location) are considered for the offer.Implementation: Define an eligibility condition in the engagement policy that checks whether the customer resides in a town with fiber optic cable availability.
Pega's documentation on engagement policies describes eligibility conditions as those which the customer must fulfill to qualify for the action.
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