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You are a decisioning architect responsible for configuring offer prioritization for home loan offers based on the business requirements. Select each prioritization factor on the left and drag it to the correct condition on the right.
The U+ Bank marketing department currently promotes various home loan offers to qualified customers. Now, the bank does not want customers to receive more than four promotional emails per quarter, regardless of past responses to that action by the customer.
Which option allows you to implement the business requirement?
U+ Bank is facing an unforeseen technical issue with its customer care system. As a result, the bank wants to share the new temporary contact details with all customers over an SMS.
Which type of outbound interaction do you configure to implement this requirement?
1yCo, a telecom company, wants to start promoting data plan offers through SMS to qualified customers. The marketing team needs to ensure that the outbound run always uses the latest customer information.
What do you configure to implement this requirement?
U+ Bank, a retail bank, uses the business operations environment to perform its business changes. The bank completes these changes by using revision management features of Pega Customer Decision Hub™ and 1:1 Operations Manager.
Customers see credit card offers based on various engagement policies on the U+ Bank website. The bank wants to update the underlying decision strategy of
an engagement policy condition.
According to best practices, which statement correctly describes the implementation of the change to fulfill this business requirement?
The U+ Bank marketing department wants to leverage the next-best-action capability of Pega Customer Decision Hub™ on its website to promote new offers to each customer.
Place the events in the sequential order.
U+ Bank has recently implemented Pega Customer Decision Hub™. As a first step, the bank went live with the contact center to improve customer engagement. Now, U+ Bank wants to extend its customer engagement through the web channel. As a decisioning architect, you have created the new set of actions, the corresponding treatments, and defined a new trigger in the Next-Best-Action Designer for the new web channel.
What else do you configure for the new treatments to be present in the next-best-action recommendations?
U+ Bank decides to introduce a credit cards group by leveraging the Next-Best-Action capability of Pega Customer Decision Hub™. The bank wants to present the credit card offers through inbound and outbound channels based on the following criteria:
1. Customers must be above the age of 18 to qualify for credit card offers.
2. The site offers credit cards only if customers do not explicitly opt-out of any direct marketing for credit cards.
3. The Platinum Card, one of the credit card offers, is suitable for customers with debt-to-income ratio < 45.
As a decisioning architect, how do you implement this requirement? In the Answer Area, select the correct engagement policy for each criterion.
U+ Bank, a retail bank, presents offers on its website by using Pega Customer Decision Hub™. The bank wants to leverage Customer Decision Hub capabilities to present relevant offers to qualified customers. As a decisioning consultant, you are responsible for configuring the business requirements with the Next-Best-Action Designer, which involves several tasks. To accomplish these tasks, you might have to use auto-generated decision strategies, create new decision strategies, or edit existing strategies.
In the Answer Area, select the correct execution for each Task.
U+ Bank, a retail bank, uses the Business Operations Environment to perform its business changes. The bank carries out these changes in the Pega Customer Decision Hub portal by using revision management features or the 1:1 Operations Manager portal.
For each task, select the correct portal in which you initiate the change request based on best practices.
As a Customer Service Representative, you present an offer to a customer who called to learn more about a new product. The customer rejects the offer. What is the next step that Pega Customer Decision Hub takes?