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

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".

Correct Action Hierarchy Levels:

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Action Hierarchy Level: Action

Retention

Action Hierarchy Level: Business Issue

Tablets

Action Hierarchy Level: Group

Service

Action Hierarchy Level: Business Issue

Change address

Action Hierarchy Level: Action

Proactive retention

Action Hierarchy Level: Group

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Action: This is a specific offering or initiative that can be presented to customers. It is a specific action within the broader strategy.

To limit the number of emails sent to customers irrespective of past outcomes with a particular offer and customer, you can implement customer contact limits. Customer contact limits are used to control the number of interactions a customer can receive over a specific period on a particular channel, ensuring that customers are not overwhelmed with too many messages.