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Next-Best-Action ensures that communication between the business and the customer is__________ and __________ (Choose Two)
Reference module: Creating engagement strategies using customer credit score.
MyCo, a mobile company, uses a scorecard rule in a decision strategy to compute the postpaid credit limit for a customer. MyCo updated their scorecard to include a new property in the calculation: customer annual income. As a Strategy Designer, what changes do you need to make to the decision strategy for the updated scorecard to take effect?
Myco, a telecom company, uses Pega Customer Decision Hub™ to present offers to qualified customers. The business recently decided to send offer messages through the email channel. The Design department has designed an email treatment which includes dynamic placeholders.
As a decisioning consultant, what do you use in order to test the visualization and the rendering of the email content, including replacing of the placeholders with customer information?
Reference module: Leveraging predictive model.
U+, a retail bank, wants to show a retention offer to customers who are likely to leave the bank in the near future based on historical customer interaction data. Which type of model do you use to implement this requirement?
You are the decisioning consultant on an Al-powered one-to-one customer engagement implementation project. You are asked to design the next-best-action prioritization expression that balances the customer needs with the business objectives.
What factor do you consider in the prioritization expression?
Reference module: Creating and understanding decision strategies
Enrichment decision components provide the ability to ________.
What does a solid arrow from a “Set Property” component to a “Filter” component mean?
A financial institution wants to add a new tracking period to track its customers' response over 15 days in various channels. Once the response is tracked, they want to suppress the credit card actions if customers ignore it three times within 15 days.
Put the steps in the correct order to implement this task.
U+ Bank, a retail bank, wants to begin promoting credit card offers via email to qualified customers. The business would like to ensure that the outbound run always uses the latest customer information.
What do you configure to implement this requirement?
U+ Bank has recently defined two contact policies:
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
2. Suppress the Reward card offer, part of the credit card group, for 7 days if it is rejected twice in any channel in the last 7 days
Paul, an existing U+ Bank customer, no longer sees the Reward card offer. What is the reason that Paul cannot see the offer?
Reference module: Essentials of always-on outbound.
A U+ bank customer tries to initiate a fund transfer. Due to a slow internet connection, the transfer ends abruptly. The bank then sends an email with a link to continue the incomplete transaction. Which type of outbound interaction is this?
A bank would like to write action details to a file so that it can be shared with a third-party email distributor. The bank has instructed their consultant to ensure the action details are finalized at the end of each run. In this context, what does finalization mean?
A bank wants to present the Rewards Card offer on the top right of the customers’ account page when they log in. Select the placement type of the treatment design.
Myco, a telco, currently promotes 24-month contracts with a free handset plus data plan, for example, MyPhone 11 and unlimited calls and data. The business structure has a sales issue/plans group that contains all actions, which are currently handsets.
Now, the company wants to introduce some new plans without handsets. So, the term handsets no longer applies to the new actions. At what level in the hierarchy can you rename the plans to reflect the new situation?
When a customer is offered an action that they already accepted, this is because_________.
Reference module: Creating eligibility rules using customer risk segments.
U+ Bank uses a decision table to return a label for a customer. Examine this decision table and select which label is returned for a customer with a credit score of 115 and an average balance of 15000.
The following decision strategy outputs the most profitable shoe a retailer can sell. The profit is the selling Price of the shoe, minus the Cost to acquire the shoe.
The details of the shoes are provided in the following table:
What is the number of outputs that each component has?
U+ Bank, a retail bank, has introduced a credit cards group with Gold card and Platinum card offers. The bank wants to present these two offers based on the following criteria:
1. For both cards, customers must be above the age of 18
2. Offer both cards only if the customer does not explicitly opt-out of any direct marketing for credit cards
3. Platinum card is suitable for customers with the Credit Score > 500
As a decisioning consultant, how do you implement this requirement? In the Answer Area, select the correct engagement policy for each criterion.
A customer contacts a bank to resolve a credit card dispute. After dispute resolution, Next-Best-Action displays a set of sales offers that a Customer Service Representative can present to the customer.
Which feature of Next-Best-Action helps the Customer Service Representative decide on the offer to present to the customer?
In a call-center application that receives Next-Best-Actions from Pega Customer Decision Hub, the customer service representative (CSR) is _________.