What does a solid arrow from a “Set Property” component to a “Filter” component mean?
For a limited time period, a bank wants to avoid sending promotional emails related to credit card offers to a customer if they have already received one. Which rule do you need to define to implement this business requirement?
When a customer offered an action that they already accepted, this is because ______.
Reference module: Creating and understanding decision strategies.
MyCo, a mobile company, wants you to calculate the total revenue of three new actions offered in the first quarter. What do you configure to compute the total revenue?
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?
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 18
2. Offer both cards only if the customer does not explicitly opt-out of any direct marketing for credit cards
3. 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.
Reference module: Analyzing the effect of business changes using Pega Scenario Planner
U+ Bank, a retail bank, completed an implementation to present Credit Card offers to customers on their self-service portals. You want to estimate the business value that the subsequent next-best-action run creates using the selected configuration. Which simulation do you run to get the required information?
Reference module: Testing engagement policy conditions using audience simulation
U+ Bank, a retail bank, recently implemented a project in which mortgage offers are presented to qualified customers when the customers log in to the web self-service portal. As one of the offers is not performing well, the business wants to understand how many customers qualify for the offer. As a Decisioning Consultant, which simulation do you run to check how many customers qualify for an action?
U+, a retail bank, recently implemented a project in which credit card offers are presented to qualified customers when they log in to the web self-service portal. The bank does not want any bias except to satisfy the eligibility condition Age >=18. As a Decisioning Consultant, how will you configure the ethical bias policy to allow a minimum bias on age?
MyCo, a telecommunications company, wants to implement one-to-one customer engagement using Pega Customer Decision Hub™. Which of the following real-time channels can the company use to present Next-Best-Actions? (Choose Three)
A customer contacts a bank to resolve a credit card dispute. After dispute resolution, Next-Best-Action displays a set of sales offers that a Customer Service Representative can present to the customer.
Which feature of Next-Best-Action helps the Customer Service Representative decide on the offer to present to the customer?
U+ Bank has recently introduced a few mortgage offers that are presented to qualified customers on its website- The business now wants to prevent offer overexposure, as overexposure negatively impacts the customer experience.
Select the correct suppression rule for the requirement: If a customer has clicked on any of the mortgage offers a total of three times in the last 7 days, do not show any mortgage offers to that customer for the next 10 days.
Using Pega Customer Decision Hub, a mobile company transitions from a one-to-many to a one-to-one marketing approach.
The company is introducing a new data plan.
To offer the new data plan, what must the mobile company focus on when implementing the Next-Best-Action paradigm?
U+ Bank wants to offer a 10% discount for customers whose CLV value is higher than 400. Which strategy component should you use to meet the new requirement?
In Pega Customer Decision Hub™, the characteristics of an action are defined by using
A bank has chosen an email service provider to deliver the offer messages selected by Pega Customer Decision Hub. The service provider prefers that the bank uploads a file per batch of customers to a cloud storage location, either on Microsoft Azure or Amazon S3. As a consultant working on the project representing the bank, what is your response?
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.
U+ Bank wants to introduce a new group of offers called Credit cards for all customers. As a decisioning consultant, which two valid actions do you create? (Choose Two)
In the primary schedule recurrence configuration, what does the Refresh the audience option mean?
U+ bank uses a decision table to return a label for a customer. Examine the above decision table and select which label is returned for a customer with a CLV score of 550 and a LOW propensity to leave
A bank wants to leverage Pega Customer Decision Hub’s Next-Best-Action capability to promote new offers to each customer on their website. What information does Pega Customer Decision Hub send back to the website in response to the real-time container request?
U+ Bank, a retail bank, presents various credit card offers to its customers on its website. The bank uses artificial intelligence (AI) to prioritize the offers based on customer behavior. Since introducing the Gold credit card offer, the offer click through rate propensity has increased to 0.83.
What does the increase in the propensity value most likely indicate?
U+ Bank, a retail bank, uses Pega Customer Decision Hub™ 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)
Reference module: Defining an action for outbound
Which statement is true about email treatments?
U+ Bank has decided to nudge the Platinum Plus credit card to customers who visit their home page. Which arbitration factor do you configure to implement this requirement?
As a Decisioning Consultant, you are tasked with configuring the ethical bias policy. Which context do you need to select to add bias fields?
U+ Bank, a retail bank, is currently presenting a cashback offer on its website. Currently, only the customers who satisfy the following engagement policy conditions receive the cashback offer.
While continuing cross-selling on the web, the bank now wants to present the cashback offer through a new channel, SMS. The bank also wants to update the suitability condition by lowering the threshold of the debt-to-income ratio from 48 to 45 As business user, what are the two tasks that you define to update the cashback offer? (Chose Two)
Reference module: Analyzing customer distribution using Pega Value Finder Which two of the following statements are true about Value Finder? (Choose Two)
Reference module: Sending offer emails
U+ Bank currently uses Next-Best-Action Designer to manage 1:1 customer engagement in the web channel. The bank would like to promote the same offers in email. Which two additional configurations are needed in Next-Best-Action Designer to promote the offers in email? (Choose Two)
You are the decisioning consultant on an Al-powered one-to-one customer engagement implementation project. You are asked to design the next-best-action prioritization expression that balances the customer needs with the business objectives.
What factor do you consider in the prioritization expression?
A bank has been running traditional marketing campaigns for many years. One such campaign sends an offer email to qualified customers on day 1. On day 3, it sends a reminder email to customers who haven't responded to the first email. On day 7, it sends a second reminder to customers who haven't responded to the first two emails. If you were to re-implement this requirement using the always-on outbound customer engagement paradigm, how would you approach this scenario?
Reference module: Analyzing customer distribution using Pega Value Finder.
As a Decisioning Consultant, you have just implemented a project to present mortgage offers to customers on their self-service portals. The bank asks you to pull data on the distribution of the offers to well-engaged, under-engaged, or not-engaged customers. Which simulation do you run to get the required information?
U+ Bank has recently started using Pega Customer Decision Hub™ to display the first credit card offer, the Standard card, to every customer who logs in to their website.
Which three tasks do you need to perform to implement this requirement? (Choose Three)
U+ Bank's marketing department wants to promote various auto loan offers to qualified customers on its website by using the Pega Customer Decision Hub™. 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)
A bank wants to add a contact policy that will suppress an action for 20 days if it was rejected twice in any channel in the last 30 days. How do you define the suppression rule for the contact policy?
You are a decisioning consultant responsible for configuring offer prioritization for home loan offers based on the business requirements.
Select each prioritization factor on the left and drag it to the correct condition on the right.
Reference module: Creating and understanding decision strategies.
What does a dotted line from a Group By component to a Filter component mean?
The arbitration factor that allows you to assign financial values to actions is called: _________.
U+ Bank decides to introduce a credit cards group by leveraging the Next-Best-Action capability of Pega Customer Decision Hub™ The bank wants to present the credit card offers through inbound and outbound channels based on the following criteria.
1 Customers must be above the age of 18 to qualify for credit card offers
2. The site offers credit cards only if customers do not explicitly opt-out of any direct marketing for credit cards.
3. The Platinum Card one of the credit card offers, is suitable for customers with debt-to-income ratio < 45
As a decisioning consultant, how do you implement this requirement? In the Answer Area, select the correct engagement policy for each criterion.
U+ Bank wants to leverage Pega Customer Decision Hub's Next Best Action capability to promote new offers to each customer who visits the website based on eligibility. For this requirement, the bank needs to define several complex eligibility criteria. As a decision consultant, how would you configure this requirement?
MyCo, a telecom company, has a new requirement to track customer responses over a period of 20 days. What do you need to create to start tracking customer responses for the given period of time?
U+ Bank has several eligibility criteria defined using an eligibility strategy. The eligibility strategy uses a scorecard rule to determine the customer credit score. The bank wants to update the scorecard to include customer income in the credit score calculations. How do you implement this change?
When a customer is offered an action that they already accepted, this is because_________.
Reference module: Essentials of always-on outbound.
A U+ bank customer tries to initiate a fund transfer. Due to a slow internet connection, the transfer ends abruptly. The bank then sends an email with a link to continue the incomplete transaction. Which type of outbound interaction is this?
A bank has several credit card offers defined under the sales issue / credit card group. The card_type action property for some of the cards is set to VISA and for others to Mastercard. The bank wants to limit the total number of VISA cards sent via email in an outbound run. How do you implement this requirement?
MyCo, a telecom company, wants to send promotional emails to give away phone accessories. The accessories can only be given away in batches of 50. When the stock in a batch is completed, a new batch can be promoted again.
You have decided to use volume constraint to limit the number of actions in a batch. To meet the business requirement, what Reset Interval setting do you select?
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?
MyCo, a telecommunications company, wants to present customers with a free 2GB data offer when contacting the call center for mobile number portability. Which arbitration factor do you configure to implement this requirement?