U+ Bank, a retail bank, wants to begin promoting credit card offers via email to qualified customers. The business would like to ensure that the outbound run always uses the latest customer information.
What do you configure to implement this requirement?
There are two segments: segments A and Segments B. The segments A references the segment B.
Which configurations is necessary to make sure that segment B is automatically refreshes when segment A is refreshed?
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?
To reference a customer property in a strategy, you need to prefix the property name with the keyword______________.
When a customer offered an action that they already accepted, this is because ______.
A bank is currently sending promotional emails related to credit card offers to qualified customers. Now the bank wants to prevent overexposure to these offers. As a part of this effort, the bank wants to avoid sending the same promotional offer email for the next 60 days if the email was rejected twice by the customer in the last 30 days. How do you define the suppression rule for this contact policy?
Reference module: Creating and understanding decision strategies
In a decision strategy, to use a customer property in an expression, you _____.
U+ Bank, a retail bank, wants to show home loan offers to customers who log in to their website. U+ Bank decides to use the Pega Customer Decision Hub™.
What information does the U+ Bank website receive in response to the real-time container request by Customer Decision Hub?
Next-Best-Action ensures that communication between the business and the customer is__________ and __________ (Choose Two)
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: Testing engagement policy conditions using audience simulation.
As a Decisioning Consultant, you are tasked with running an audience simulation to test the engagement policy conditions. Which of following statements is true when the simulation scope is Audience simulation with engagement policy and arbitration?
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)
A bank developed a scorecard to automate the loan approval process. In the scorecard rule, there is a classification implemented using three score bands: Not Approved, Refer to Manager, and Approved. Which property allows you to use the result of this classification in a decision strategy?
Myco, a telecommunications company, has introduced new data plans for students. The company wants to present offers to customers based on the responses of a test group that already received the offer. Which arbitration factor do you configure to implement this requirement?
When a customer is offered an action that they already accepted, this is because_________.
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?
Myco, a telco, wants to present their customers with new credit card offers – the Diamond card, the Platinum card, and the Gold card – on their web portal. As a decisioning consultant, you want to determine which will be the best performing action by running a distribution test. In this scenario, which report will test this requirement?
A bank would like to write action details to a file so that it can be shared with a third-party email distributor. The bank has instructed their consultant to ensure the action details are finalized at the end of each run. In this context, what does finalization mean?
A bank developed a scorecard to automate the loan approval process. In a decision strategy, how do you use the raw score value computed by the scorecard?
U+, 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. To show the offers per the bank’s requirements, the bank added all existing contact policy conditions. What is the immediate next step they should take?
Reference module: Next-Best-Action in an omnichannel environment
A bank uses Pega Customer Service in its contact center. When a call comes in, it is routed to a service representative. Once the service representative accepts the call, the Customer Decision Hub (CDH) determines the Next-Best-Action to be offered to the customer. What two pieces of information is used by the Customer Decision Hub to determine the Next-Best-Action recommendations? (Choose Two)
U+, a retail bank, does not want to offer a Gold card to customers who already have a Platinum card. Which engagement policy condition best suits this requirement?
Which two of these statements are true about creating segments? (Choose Two)
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?
Reference module: Creating engagement strategies using customer credit score.
MyCo, a mobile company, uses a scorecard rule in a decision strategy to compute the postpaid credit limit for a customer. MyCo updated their scorecard to include a new property in the calculation: customer annual income.As a Strategy Designer, what changes do you need to make to the decision strategy for the updated scorecard to take effect?