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

Identify the Requirement: U+ Bank wants to offer credit cards only to customers with specific risk segments and also ensure that the age of the customer is greater than 25 years. This involves setting eligibility criteria for credit card offers.

Understand Engagement Policies: Engagement policies in Pega CDH are used to define rules that govern when specific actions are relevant for a customer. This includes eligibility, applicability, and suitability conditions.

Access Next-Best-Action Designer: To implement these criteria, navigate to the Next-Best-Action Designer within Pega Customer Decision Hub.

Engagement Policy Tab:

Eligibility Criteria: Set the criteria to include customers with an age greater than 25 years.

Define the other conditions based on Credit Score and Average Balance to segment customers into Good, Fair, Poor, and Very Poor risk categories.

According to the Pega Customer Decision Hub User Guide, the engagement policy tab allows users to define when specific actions or groups of actions are appropriate for customers (Reference: Pega-Customer-Decision-Hub-User-Guide-85.pdf, Chapter on "Understanding Next-Best-Action Designer engagement policies").

Implementing the Criteria:

Navigate to the Engagement Policy tab: This is within the Next-Best-Action Designer.

Add a New Policy: Create a new engagement policy where you define the eligibility criteria for the credit card offer.

Set Age Condition: Ensure the age condition (Age > 25) is part of the eligibility criteria.

Validation:

Ensure the conditions are tested thoroughly to verify that the credit card offers are only presented to customers meeting the set criteria.

Additional Resources:

For detailed steps on configuring engagement policies, refer to the Pega documentation on "Configuring engagement policies for actions" (Reference: Pega-Customer-Decision-Hub-User-Guide-85.pdf).

Conclusion: The best practice to ensure that credit cards are offered only to customers with age greater than 25 is to use the Engagement Policy tab in the Next-Best-Action Designer, where you can set the eligibility conditions appropriately.

 Understanding the Requirement:

Myco wants to find new opportunities to improve marketing during the ideation stage of a project for presenting post-paid offers.

This involves identifying gaps and underserved customer segments that can be targeted with new or improved offers.

 Pega Value Finder:

Pega Value Finder is designed to analyze the distribution of actions across different customer segments.

It helps identify customers who are not receiving any actions or are receiving only low-propensity actions, thus highlighting opportunities to improve the strategy.

 Running the Simulation:

In Pega Value Finder, you can run simulations to discover underserved customers.

The tool provides insights into customer groups that are not well-engaged, allowing businesses to adjust their strategies and create more relevant actions or treatments.

 Steps to Run Value Finder:

Log in to the Pega Customer Decision Hub portal.

Navigate to Discovery -> Value Finder.

Create a new simulation and select the relevant issue and group.

Run the simulation to analyze customer distribution and identify underserved segments.

 Verification from Pega Documentation:

The Pega Customer Decision Hub User Guide details the process and benefits of using Value Finder to discover gaps and opportunities in customer engagement strategies​​​​.