Skip to main content
close Search
Close search

Challenge

Adding more tracking time periods for contact policies

5 Tasks

25 mins

Visible to all users
Beginner Pega Customer Decision Hub 8.5 English

Scenario

U+ Bank is cross-selling on the web by showing various credit cards to customers.

U+ Bank has a new requirement:

Do not present any credit card offers on the U+ Bank website for the next 14 days if the customers have seen 10 credit card offers in the last two weeks (14 days).

By default, responses are tracked over a period of 7 and 30 days. Due to the new business requirements, the bank also wants to track the responses bi-weekly. You must create a new tracking time period and ensure that you can define new contact policies based on 14-day aggregations.

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

Role

User name

Password

Decisioning Analyst

CDHAnalyst

rules

Your assignment consists of the following tasks:

Task 1: Add a new Interaction History Summary

Create a new interaction history summary rule, Action Outcomes for the past 14 Days, to track responses to actions over a period of 14 days.

Task 2: Create a new field value

Create a new field value, Action Outcomes for the past 14 Days, to track responses to actions over a period of 14 days.

Task 3: Extend the strategy that checks specific channel limits

Extend the CheckSpecificChannelLimits strategy to include the interaction history summary rule to calculate the number of responses over a period of 14 days for a single action in a group and all actions in a group. 

The CheckSpecificChannelLimits strategy checks the contact policy threshold for specific channels, for example, web, email, or SMS. It is a sub-strategy of the BehavioralLimits strategy.

Task 4: Extend the strategy that checks all the channel limits

Extend the CheckAllChannelLimits strategy to include the interaction history summary rule to calculate the number of responses over a period of 14 days for a single action in a group and all actions in a group. 

The CheckAllChannelLimits strategy checks the contact policy threshold for any channel. It is a sub-strategy of the BehavioralLimits strategy.

Task 5: Implement the new requirement

In Next-Best-Action Designer, navigate to the Constraints tab, and implement the new requirement: Do not present any credit card offers on the U+ Bank website for the next 14 days if the customers have seen 10 credit card offers in the last two weeks (14 days).

Challenge Walkthrough

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

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

Detailed Tasks

1 Add a new Interaction History Summary

  1. Log in as Decisioning Analyst with User name CDHAnalyst and Password rules.
  2. In the navigation pane Customer Decision Hub, click Data > Summaries to open Prediction Studio.
    Summaries
  3. In the Summaries tab of Prediction Studio, click Action Outcomes for the past 7 Days to open the interaction history rule.
  4. In the upper right, click Actions> Save as to save a copy of the rule into your data set.
    Save as
  5. On the Data Set Record Configuration landing page, in the Label field, enter Action Outcomes for the past 14 Day.
  6. Incase there is Development Branch, make sure you select No Branch.
    No Branch
  7. Click Create and open.
  8. On the Data Set: Action Outcomes for the past 14 Days tab, click the Group by tab.
    Group by
  9. In the Time Period area, in the text box, enter 14.
    Time period
  10. Click Save.
  11. In the lower left, click Back to Customer Decision Hub.
  12. Navigate to Data > Summaries to ensure the added rule appears in the list of summaries.
  13. In the lower left, click Back to Customer Decision Hub.

2 Create a new field value

  1. In the Search box of Customer Decision Hub, enter IHSummaryName ActionOutcomesForThePast07Days, and then open the field value.
  2. Click Save as to save a copy of the rule to the PegaMKT-Data-NBA-SR data set.
You must give the new field value rule the same name as you gave to the new interaction history summary rule.
  1. Enter ActionOutcomesforthepast14Days as the short description.
  2. In the Development branch list, select [No Branch].
    No Branch
  3. Click Create and open.
  4. Click Checkout to start making changes.
  5. In the To field, enter 14.
    Field value
  6. Click Check in to save your changes.

3 Extend the strategy that checks specific channel limits

  1. In the left navigation pane, click Intelligence > Strategies.
  2. On the Strategies landing page, in the Search box, enter CheckSpecificChannelLimits, and then click View
  3. Click CheckSpecificChannelLimits, and then click Check out.
  4. On the strategy canvas, copy one of the existing IH Summary components to add an Action Outcome for 14 Days IH Summary component.
    The IH Summary component retrieves all of a customer’s historical interactions with the company that occurred in the last 14 days.
  1. Right-click the component, and then select Properties.
    1. In the Interaction history properties window, in the Name field, enter Action Outcomes for 14 days.
    2. In the Description field, enter Action Outcomes for 14.
    3. In the Select Aggregate Dataset field, enter or select the newly created interaction history summary rule.
    4. Click Submit.
      Interaction history summary properties
  2. On the strategy canvas, copy one of the existing Group By components to add a GroupBy 14 Days Group By component .
    The Group By component calculates the sum of responses of a customer for a particular Issue/Group as received from the IH Summary component
  1. Right-click the component, and then select Properties.
    1. In the Group by properties window, in the Name field, enter Groupby 14 Days.
    2. Click Submit.
      Groupby properties
  2. On the canvas, connect the new IH Summary component to the Group By component.
    Sample configuration
  3. Copy one of the existing Offer Level Aggregate data join components to add an Offer Level Aggregate 14 Days data join component to the strategy canvas.
    The Offer Level Aggregate data join component joins the data received from the IH Summary component to the strategy. The data from IH Summary component is refered to and used in the strategy through the data join component.
  1. Right-click the component, and then select Properties.
    1. In the Data Join Properties window, in the name field, enter Offer Level Aggregate 14 Days.
    2. In the Join source components with section, select the newly added IH Summary rule
    3. Click Submit.
      Data join properties
  2. On the canvas, connect the new Offer Level Aggregate data join to the Set Property component.
    Sample configuration
  3. Copy one of the existing Group Level Aggregate data join components to add a Group Level Aggregate 14 days data join component to the strategy canvas.
    Copy one of the existing Group Level Aggregate data join components to add a Group Level Aggregate 14 days data join component to the strategy canvas. The Group Level Aggregate data join component joins the data received from the Group By component to the strategy. The data from Group By component is refered to and used in the strategy through the data join component.
  1. Right-click the component, and then select Properties.
    1. In the Data Join Properties window, in the Name field, enter Group Level Aggregate 14 Days.
    2. In the Join source components with section, select the newly added Groupby 14 Days component.
    3. Click Submit.
    Data join properties group level
  2. On the canvas, connect the new Group Level Aggregate data join to the Set Property component.
  3. Copy one of the existing Filter for Group Outcomes filter components to add a Filter for Group Outcomes in past 14 days filter component to the strategy canvas.
    The Filter for Group Outcomes in past 14 days filter component filters the group level outcomes for a particular channel.
  1. Right-click the component, and then select Properties.
    1. In the Filter Properties window, in the Filter condition field, enter or select the name of your new IH Summary rule as the filter condition.
       
      Sample Filter shape properties
    2. Click Submit.
  2. Connect the Filter Group level policies component to the new Filter component, and then connect the new Filter component to the matching Data Join component.
    Sample configuration
  3. Copy one of the existing Filter for Action level Outcomes filter components to add a Filter for Action Outcomes in past 14 days filter component to the strategy canvas.
    The Filter for Action Outcomes in past 14 days filter component filters the action level outocmes for a particular channel.
  1. Right-click the component, and then select Properties.
    1. In the Filter Properties pop-up window, enter the name of your new IH Summary rule as the filter condition.
    2. Click Submit.
  2. On the canvas, connect the Filter Action level policies component to the new Filter component, and then connect the new Filter component to the matching Data Join component.
  3. Click Check in to save your changes.

4 Extend the strategy that checks all the channel limits

  1. Search for and check out the CheckAllChannelLimits strategy, from the PegaCRM-Data-Customer apply to class.
  2. Repeat Task 3 from steps 3-21 to extend this strategy with the new contact policy tracking period.

5 Implement the new requirement

  1. In Customer Decision Hub, click Next-Best-Action > Designer to open the Next-Best-Action Designer.
  2. Click the Constraints tab.
  3. Click Edit.
  4. Click Add contact policy.
  5. In the Add contact policy  window, enter the following information:
    1. Name: 14-day group impressions
    2. Scope: Track Impressions for all actions in the group within the past 14 days.
      Add contact policy
  6. Click Submit to add the new Contact Policy to the library.
  7. In the Contact policy library, in the 14-day group impressions Contact Policy, define the following suppression rule:
    If there are 10 Impressions for Web treatments, suppress the group for 14 days.
    Track
  8. In the Constraints tab, click Save to save the newly created Contact Policies.
    Constraints

If you are having problems with your training, contact Pega Academy technical support.

Did you find this content helpful?

Want to help us improve this content?

Suggest an edit

We'd prefer it if you saw us at our best.

Pega Academy has detected you are using a browser which may prevent you from experiencing the site as intended. To improve your experience, please update your browser.

Close Deprecation Notice