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?