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Adding predictors to an adaptive model in BOE

5 Tasks

10 mins

 Pega Customer Decision Hub 8.8 Visible to: All users
Beginner Pega Customer Decision Hub 8.8 English

Scenario

U+ Bank uses Pega Customer Decision Hub™ to personalize the credit card and mortgage offers that customers receive on its website. To optimize customer interactions even further, the data scientist team of U+ Bank develops offline models that calculate customer interest in a product group, to support the decision about which offer to display when a customer logs in to the bank's website.

Recently, the decisioning architect has added several precalculated customer interest model scores to the data model.

To make the fields containing the scores available to the adaptive models as potential predictors, the Team Lead creates a new revision containing a change request to add the predictor fields to the adaptive model that drives the Predict Web Propensity prediction. That prediction calculates the likelihood that a customer clicks on a web banner on the U+ Bank website.

The Team Lead assigns the change request to a Data Scientist, who processes the change request. After the Team Lead approves the change request, the Revision Manager deploys the revision.

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

Role User name Password
Team lead TeamLead rules
Data Scientist DataScientist rules

Your assignment consists of the following tasks:

Task 1: Create a new revision

As the Team Lead, create a new revision in the 1:1 Operations Manager portal.

Note: This task is not common practice, as in a live system an open revision is always present.

Task 2: Create a new change request

Create and assign a new change request to a Data Scientist to add the model score fields as predictors to the Web_Click_Through_Rate adaptive model configuration.

Task 3: Include the adaptive model rule in the new change request

Include the Web_Click_Through_Rate model rule in the new change request, to allow modification of the rule by the assigned operator.

Task 4: Process the change request

As a Data Scientist, add the model scores to the adaptive model configuration as potential predictors.

Task 5: Complete the change request

As a Team Lead, complete and submit the change request to the revision manager for deployment.

 

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 Create a new revision

  1. On the exercise system landing page, click Pega Infinity™ , and then log in to 1:1 Operations Manager as a Team Lead by entering the following credentials:
    1. In the User name field, enter TeamLead. 
    2. In the Password field, enter rules.
  2. In the navigation pane of 1:1 Operations Manager, click Revision Management.
  3. In the CDH standard release section, click the Plus icon to create a new revision.
  4. Click Submit to create the new revision.

2 Create a new change request

  1. In the lower-left corner, click the user icon and select Switch portal > Customer Decision Hub.
    Note: If you are asked whether you want to show the Customer Decision Hub portal, click OK.
  1. In the navigation pane of Customer Decision Hub, click Revision Management to open the Revision Management landing page.
  2. On the Revision Management landing page, in the Welcome back, Team Lead section, click Update business rules to open the current revision.
  3. In the upper-right corner, click Actions > Create change request.
  4. On the right, in the Change request pane, click Edit to assign an operator to the change request.
    1. In the Edit Change Request Details window, in the Assign to section, select Operator.
    2. In the field that is displayed under the Assign to section, enter or select DataScientist.
    3. In the Name field, enter Add model score predictors.
    4. In the Description field, enter Add CardScore and MortgageScore as potential predictors to the Web_Click_Through_Rate model configuration.
  5. Click Submit to save the changes made to the change request.

3 Include the adaptive model rule in the change request

  1. In the Include Rules section, search for Web_Click_Through_Rate.
  2. In the DecisionRequest section, select Web_Click_Through_Rate to include the adaptive model rule in the revision.
    Include the model rule in the CR
  3. In the header of the Include Rules page, click Next.
  4. On the Refine selection page, in the Included rules section, observe the newly added rule.
  5. In the header of the Refine selection page, click Submit to send the change request to the assigned operator.
  6. In the upper-right corner of Customer Decision Hub, click the user icon, and then select Log off to return to the login screen.

4 Process the change request

  1. On the login screen, log in as a data scientist:
    1. In the User name field, enter DataScientist
    2. In the Password field, enter rules.
  2. In Customer Decision Hub, in the Work from 1:1 Operations Manager section, click CR-1 to open the change request.
  3. In the Scope of changes section, click Web_Click_through_Rate to open the adaptive model rule.
  4. On the Predictors tab, expand the Add field menu and select Add multiple fields to open the Add predictors dialog box.
    Navigation to adding multiple fields
  5. In the Add predictors dialog box, expand Custom page Customer, and then click Page OfflineScores.
  6. In the Page OfflineScores list, select the CardScore and MortgageScore predictors, and then click Submit.
    Note: The OfflineScores class that holds the CardScore and MortgageScore properties was created by a Decisioning Architect in a development environment, and deployed into the business operations environment through the enterprise pipeline.
  1. In the upper-right corner of Prediction Studio, click Save to save the model configuration.
  2. In the lower-right corner, click Back to Customer Decision Hub.
  3. In the header of the change request, click Submit to submit the change request to the Team Lead.
  4. Add appropriate comments and click Submit to bypass testing of the change request.
    Submit directly
  5. In the upper-right corner of Customer Decision Hub, click the user icon, and then select Log off to return to the login screen.

5 Complete the change request

  1. On the exercise system landing page, click Pega Infinity™ , and then log in to 1:1 Operations Manager as a Team Lead by entering the following credentials:
    1. In the User name field, enter TeamLead.
    2. In the Password field, enter rules.
  2. In the lower-left corner, click the user icon and select Switch portal > Customer Decision Hub.
    Note: If you are asked whether you want to show the Customer Decision Hub portal, click OK.
  1. In Customer Decision Hub, in the Work from 1:1 Operations Manager section, click CR-1 to open the change request.
  2. In the header of the change request, click Approve.
  3. Enter appropriate comments, and then click Submit to submit the change request to the Revision Manager.
    Note: When all change requests in the current revision are completed and approved, the revision manager deploys the revision to all other environments using the Business change pipeline.

 

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

Available in the following mission:

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