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Adding clickstream data to a customer profile

6 Tasks

30 mins

Visible to all users
Intermediate Pega Customer Decision Hub 8.8 Decision Management Next Best Action English

Scenario

U+ Bank uses Pega Customer Decision Hub™ to present personalized credit card offers to their customers on its website. The data scientists want to leverage customer's web activity data to empower their existing AI models. As a system architect, you want to install the Customer Profile Designer Accelerator component from Pega Marketplace, extend the customer profile with financial services clickstream summary, and test the clickstream service shipped with the component. Then, as a data scientist, you want to use the financial services clickstream summary attributes as new predictors in the AI Models.

Note: In the exercise system environment, the U+ Bank website can track and send customers' web click activity to Customer Decision Hub.

Use the following credentials to log in to the exercise system:

Role User name Password
System architect SystemArchitect rules
Data scientist DataScientist rules

Your assignment consists of the following tasks:

Task 1: Download Customer Profile Designer Accelerator component

Download the Customer Profile Accelerator component from Pega Marketplace.

Task 2: Set up Customer Profile Designer Accelerator component

As a system architect, add the accelerator component to the implementation application.

Task 3: Associate the financial clickstream summary with the customer context

From Customer Decision Hub, add the Financial clickstream summary to the allow list and build the association with the customer context by using Customer Profile Designer.

Task 4: Test the Clickstream service

Manually invoke the Clickstream service from Dev Studio by using the following sample JSON payload and validate that your configuration is successful.

{

"CustomerID":"14",

"InterestedIn":"",

"InterestLevel":"",

"Event":"PageView",

"PageType":"Card",

"DeviceType":"Web",

"PageViewActiveTime":"",

"CookieID":""

}

Tip: To verify the web click activity, browse the Financial services clickstream summary from Customer Decision Hub.

Task 5: Generate clickstream activity from U+ Bank

The U+ Bank website is configured to call the Clickstream service that you set up in previous tasks. Login to the U+ Bank website as Troy and navigate to the Credit Cards page to generate clickstream data in Customer Decision Hub. Review the generated data.

Tip: To verify the web click activity, browse the Financial services clickstream summary from Customer Profile Viewer.

Task 6: Add financial clickstream summary predictors to AI models

As a data scientist, introduce behavioral data predictors to AI models by using the newly associated financial clickstream summary attributes.

 

You must initiate your own Pega instance to complete this Challenge.

Initialization may take up to 5 minutes so please be patient.

Challenge Walkthrough

Detailed Tasks

1 Download Customer Profile Designer Accelerator component

  1. On the exercise system landing page, click Pega CRM suite to log in to Dev Studio.
  2. Log in as the system architect:
    1. In the User name field, enter SystemArchitect.
    2. In the Password field, enter rules.
  3. In the header of Dev Studio, click Application > Definition to open the application rule.
    Open application definition
  4. In the Enabled components section of the application rule, click Manage Components to open the Available components window.
    Click manage components in the application rule
  5. In the the Available components window, click Browse Apps & Components to download the accelerator component from Pega Marketplace.
    Browse available components
  6. In the search field, enter Customer Profile Designer Accelerator.
  7. Click the search icon.
    Search CPD Accelerator in Pega Marketplace
  8. On the results page, click Customer Profile Designer Accelerator.
    Open the CPD Accelerator component
  9. Download the component.
    Note: You must be signed in to download the component. If you are not a member, click Sign Up in the upper-right corner before starting the download. You must agree with Pega Marketplace Terms of Use to start download.
    Download the CPD Accelerator component

2 Set up the Customer Profile Designer Accelerator component

  1. In the Available components window, click Install new and select the downloaded .zip file from File Explorer to install the component.
    Install the downloaded component
  2. Once the installation finishes and the Enabled check box is selected, click OK to dismiss the Available components window.
    Ensure the Clickstream is enabled
  3. In the upper-right corner, Save the application rule.

3 Associate the financial clickstream summary with the customer context

  1. In the header of Dev Studio, click Launch portal > Customer Decision Hub to open Customer Decision Hub.
    Launch Customer Decision Hub
  2. In the navigation pane of Customer Decision Hub, click Data > Profile Data Sources.
    Click the Profile Data Sources in the navigation bar
  3. On Summaries tab of Profile Data Sources, click the Financial services clickstream profile data source.
    Open FS Clickstream summary rule
  4. On the Summary: Financial services clickstream rule form, click Save so that Customer Decision Hub automatically generates underlying artifacts in the background (summary attributes, output class structures, dataflows).
    Save the FS Clickstream summary rule
    Caution: This process can take up to one minute.
  1. On the Summary: Financial services clickstream page, click the Records tab to confirm that there are no records.
    Confirm there are no records
  2. In the navigation pane of Customer Decision Hub, click Data > Profile Designer.
    Click the Profile Designer in the navigation bar
  3. In the upper-right corner, click Edit.
  4. Click Add associated data > Summary > Financial services clickstream to display the Add associated data dialog box.
    Adding associated data to customer profile
  5. In the Add associated data dialog box, click Add to add the data to the customer profile.
    Add the associated data mapping
  6. In the upper-right corner, click Save.
  7. In the upper-right corner, click SA, and then Log off.

4 Test the Clickstream service

  1. In the header of Dev Studio, search for Clickstream and then find the Service REST rule.
  2. Click the Clickstream Service REST to open the rule properties.
    Click the Clickstream Service REST rule
  3. In the upper-right corner, click Actions > Run.
    Run the REST service
  4. In the Run window, configure the following settings:
    1. In the HTTP Method section, click POST.
    2. In the Message Buffer section, enter the following JSON payload:
      {
      "CustomerID":"14",
      "InterestedIn":"",
      "InterestLevel":"",
      "Event":"PageView",
      "PageType":"Card",
      "DeviceType":"Web",
      "PageViewActiveTime":"",
      "CookieID":""
      }
      Select POST and click the button
    3. Click Execute.
  5. Confirm that you received a success response from the service with HTTP Status code 200.
    Confirm the service response
  6. In your browser, close the response tab.
  7. In the header of Dev Studio, click Launch portal > Customer Decision Hub to open Customer Decision Hub.
  8. In the navigation pane of Customer Decision Hub, click Data > Profile Designer.
  9. On the Profile Designer page, click the Financial services clickstream profile data source.
  10. At the top of the summary rule, click the Records tab to review the generated records.
    Browse the Records in the summary rule
  11. Scroll to the right to confirm that the CardPageVisit attributes have values.
    Confirm the Card Page property has value

5 Generate clickstream activity from U+ Bank

  1. On the exercise system landing page, click U+ Bank to launch the U+ Bank website.
  2. In the upper-right corner, click Log in > Sign in to log in as Troy.
    Login as Troy
  3. Navigate to the Credit Cards page once or a few times to generate clickstream data.
    Click the Credit Cards tab
  4. Return to Customer Decision Hub.
  5. In the header of Customer Decision Hub, click the clipboard icon and open Customer Profile Viewer.
    Launch Customer Profile viewer
  6. In the Customer ID field enter 14 and click View.
    1. On the Customer Profile Viewer page, click the Behavioral data tab.
    2. In the Summaries and aggregates list, select Financial services clickstream.
      Select the Financial services clickstream
  7. Scroll down to confirm that Card Page visit counts have increased and that additional attributes now have values.
    Note: The attribute values are calculated in real-time from your actions on the U+ Bank website, so the values vary.
    Review the aggregate properties
  1. In the upper-right corner, click SA, and then Log off from Customer Decision Hub.
  2. In the lower-left corner, click SA and then Log off from Dev Studio.

6 Add financial clickstream summary predictors to AI models

  1. Log in as the data scientist:
    1. In the User name field, enter DataScientist.
    2. In the Password field, enter rules.
  2. In the navigation pane of Customer Decision Hub click Intelligence > Prediction Studio to launch Prediction Studio.
  3. On the Predict Web Propensity prediction, click Open Prediction.
    Launch the Predict Web Propensity prediction
  4. On the Models tab of the prediction, click the Web_Click_Through_Rate adaptive model.
    Launch the Web Click Through Rate adaptive model
  5. On the Predictors tab, click Add field > Add multiple fields.
    Add multiple fields to the rule
  6. In the Current page (CDH) section, expand Page Customer.
  7. Click Page FSClickstream to set the clickstream predictors.
    Open the Page FSClickstream
  8. At the top of the list, select the check box to select all predictors shipped with the component.
    Note: As models evolve, predictors with low predictive power automatically become inactive.
    Select all of the predictors
  1. Click Submit.
  2. Click Save.

This Challenge is to practice what you learned in the following Module:


Available in the following mission:

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