PEGAPCDC87V1 Exam Dumps : Certified Pega Decisioning Consultant (PCDC) 87V1

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.

To update the cashback offer to be presented through a new channel (SMS) and to update the suitability condition, you need to perform two main tasks: adding a new treatment and editing the engagement policy.

Add a New Treatment:

Step 1: Navigate to the "Actions" section in the Pega Customer Decision Hub.

Step 2: Locate the existing cashback offer action.

Step 3: Add a new treatment specifically for the SMS channel. This involves creating a new SMS treatment that defines the message content, format, and any other relevant details.

Step 4: Ensure the new treatment is linked to the cashback offer action.

Edit the Engagement Policy:

Step 1: In the Pega Customer Decision Hub, go to the "Engagement Policies" section.

Step 2: Locate the engagement policy associated with the cashback offer.

Step 3: Update the suitability condition by lowering the debt-to-income ratio threshold from 48 to 45. This ensures that the new condition is applied when evaluating customer eligibility for the cashback offer.

Step 4: Save and publish the updated engagement policy to ensure it takes effect.

Verify the Changes:

Step 1: Test the new SMS treatment by sending test messages to a seed list to verify the content and formatting.

Step 2: Ensure that the updated engagement policy correctly filters customers based on the new debt-to-income ratio threshold.

References:

Pega-Customer-Decision-Hub-User-Guide-85.pdf: "Defining treatments for actions" and "Configuring engagement policies" sections.

Pega documentation on "Creating and managing actions" and "Editing engagement policies".

Paul cannot see the Reward card offer due to the contact policies defined by U+ Bank:

Contact Policies Defined:

Policy 1: Suppress a group of credit card offers for 30 days if any credit card offer is rejected three times in any channel in the past 15 days.

Policy 2: Suppress the Reward card offer for 7 days if it is rejected twice in any channel in the last 7 days.

Paul’s Rejection History:

Paul has rejected other credit card offers twice on the web channel and once in the contact center within the last 15 days.

Reason for Suppression:

Due to Policy 1, since Paul has rejected any credit card offer (not specifically the Reward card) three times in any channel in the past 15 days, all credit card offers, including the Reward card offer, are suppressed for 30 days.

Understanding the Suppression Logic:

Step 1: The decision strategy evaluates the rejection history of offers.

Step 2: It applies the contact policies to determine which offers should be suppressed.

Step 3: In this case, the policy conditions are met due to multiple rejections of credit card offers, leading to the suppression of the Reward card offer.

References:

Pega-Customer-Decision-Hub-User-Guide-85.pdf: "Setting constraints, contact policy limits, and controls" section.

Pega documentation on "Managing contact policies".