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.
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?
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?
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 implemented a customer journey for its customers. The journey consists of three stages. The first stage raises awareness about available products, the second stage presents available offers, and in the last stage, customers can talk to an advisor to get a personalized quote. The bank wants to actively increase offers promotion over time.
What action does the bank need to take to achieve this business requirement?
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)
U+Bank presents various credit card offers to Its customers on Its website. The bank uses AI to prioritize the offers according to customer behavior. After the introduction of the Gold credit card offer, the offer click-through propensity decreased to 0.42.
What does the decrease in the propensity value most likely indicate?
Myco Bank, a retail bank, uses the Customer Engagement Blueprint to design personalized customer journeys. The bank wants to better understand its diverse customer base to create more targeted engagement strategies.
What key achievement does the Personas stage provide for Myco Bank when implementing with Customer Engagement Blueprint?
U+ 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.
Which type of outbound interaction do you configure to implement this requirement?
U+ Bank, a retail bank, has 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 added engagement policy conditions to show the offers based on the bank's requirements.
In the Answer Area, select the correct engagement policy for each condition.
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
The U+ Bank marketing department currently promotes various home loan offers to qualified customers. Now, the bank does not want customers to receive more than four promotional emails per quarter, regardless of past responses to that action by the customer.
Which option allows you to implement the business requirement?
Which of the following reasons explains why a customer might receive an action that they already accepted?
You are a decisioning architect 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.
To access a property from an unconnected component, you use the
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)
A revision manager needs to deploy changes from the business operations environment to production. The NBA Specialist has completed all build tasks and validated the generated artifacts. The team lead has promoted the change request to the revision manager for deployment processing.
Which step should you take to push the changes to production?
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, has 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 Dank added engagement policy conditions to show the offers based on the bank's requirements.
In the Answer Area, select the correct engagement policy for each condition.
U+ Bank's marketing department wants to use the always-on outbound approach to send promotional emails about credit card offers to qualified customers. As a part of this promotion, the bank wants to identify the starting population by defining a few high-level criteria in a segment.
For each condition below, select which two conditions should be defined in Segment and which three conditions should be defined in Engagement policy as best practice.
U+ Bank, a retail bank, is designing an engagement policy for its credit card promotions. To meet legal requirements, the bank must ensure that only customers aged 18 or older are considered for any credit card offer.
Which policy configuration level should U+ Bank use to implement the age requirement (18+ years) for all credit card promotions?
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.
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)
MyCo, a mobile company, uses Pega Customer Decision Hub™ to display offers to customers on its website. The company wants to present more relevant offers to customers based on customer behavior. The following diagram is the action hierarchy in the Next-Best-Action Designer.
The company wants to present offers from both the groups and arbitrate across the two groups to select the best offer based on customer behavior.
The company wants to present offers from both the groups and arbitrate across the two groups to select the best offer based on customer behavior.
As a decisioning architect, what do you configure to select the best offer from both groups based on customer behavior?
In a decision strategy, to use a customer property in an expression, you
The development team at U+Bank wants to create multiple test personas for their new engagement strategy quickly. A team member suggests using Pega GenAI features instead of creating a manual persona to improve efficiency and speed up the testing process.
Which advantage does Pega GenAI provide when creating personas compared to manual creation?
U+ Bank is promoting a new premium credit card with an 18% APR to its existing customers. To protect customer value, the bank wants to avoid offering this card to customers who already hold a credit card with a lower Interest rate (12% APR or below).
Which engagement policy condition type should you use to exclude customers with lower-interest cards from receiving the premium offer?
U+- Bank uses Next-Best-Action Designer to configure engagement policies for different customer segments. A business user wants to create reusable policy conditions that can apply across multiple actions and campaigns. The user must understand when the save-to-library feature is available.
When is the save-to-library option unavailable for engagement policy conditions?
1yCo, 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?
As shown in the following figure, decision strategy contains 'Green Label' and 'Black Label' Proposition components that point to the "Set Printing Cost' Set Property component that uses 'BaseCost' and "LetterCount." The configuration of the Prioritize component selects the lowest cost. What is the role of the Set Property component in the following decision strategy?
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?
U+ Bank's marketing department wants to use the always-on outbound approach to send promotional emails about credit card offers to qualified customers. As a part of this promotion, the bank wantsto identify the starting population by defining a few high-level criteria ina segment.
For each condition below, select which two conditions should be defined in Segment and which three conditions should be defined in Engagement policy as best practice
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?