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Analyzing results of a simulation using reports

2 Tasks

10 mins

Visible to: All users
Beginner Pega Customer Decision Hub '23 English

Scenario

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

The bank wants to run a distribution test simulation in Pega Customer Decision Hub™ and output the results to a database table and view the results by using out-of-the-box simulation reports.

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

Role User name Password
Next-Best-Action Designer NBADesigner rules

Your assignment consists of the following tasks:

Task 1: Create and run a distribution test simulation

Create a distribution test simulation run to:

  • Use the Trigger_NBA_Grow_Creditcards strategy.
  • Output the run results to the database.
  • Add out-of-the-box simulation reports to the simulation.

Task 2: View the simulation run results

Use the out-of-the-box simulation reports to view the simulation run results.

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 and run a distribution test simulation

  1. On the exercise system landing page, click Pega Infinity™ to log in to Customer Decision Hub.
  2. Log in to Customer Decision Hub as a Next-Best-Action Designer:
    1. In the User name field, enter NBADesigner.
    2. In the Password field, enter rules.
  3. In the navigation pane of Customer Decision Hub portal, click Testing > Simulations.
    CH33906-5-EN-01-Simulation testing option
     
  4. In the upper-right corner, click Create, and then select Distribution test to configure the settings for the strategy configuration.
    Create Distribution test
  5. In the Configure inputs section, in the Strategy tile, click Configure to select a strategy on which you want to run the simulation.
  6. In the Strategy dialog box, in the Trigger_NBA_Grow_Creditcards strategy, click Add to select the strategy.
    Trigger NBA grow strategy
  7. Click Apply to add the strategy.
  8. In the Configure inputs section, in the Audience tile, click Configure to select an audience on which you want to run the simulation.
  9. In the Audience dialog box, in the SampledCustomers_Inbound audience, click Add to select audience.
    Audience for simulation
  10. Click Apply to add the audience.
  11. In the Simulation name field, enter DistributionTest.
    Rename a simulation
  12. Click Done.
  13. In the Assign output destinations section, click Create new to add a new output destination.
  14. In the Create new output dialog box, configure the following information.
    1. In the Name field, enter SimulationResults.
    2. In the Type list, select Database Table.
    3. Click Done to complete the output destination details.
  15. In the Assign reports to outputs section, click Add report new to add a new output destination.
  16. In the Assign reports to outputs dialog box, add the following report:
    1. In the Output list, select SimulationResults.
    2. In the Report category list, select Simulations.
    3. In the Report list, select Action distribution.
  17. In the Assign reports to outputs section, click Add report new to add a new output destination.
  18. In the Assign reports to outputs dialog box, add the following report:
    1. In the Output list, select SimulationResults.
    2. In the Report category list, select Simulations.
    3. In the Report list, select Action priority report .
      Distribution test reports
  19. Click Submit and run to run the simulation.

2 View the simulation run results

  1. Once the simulation run is complete, click Review reports.
  2. Open the Action distribution report.
    Open a report
  3. View the volume of individual actions.
    Proposition distribution report results
     
    Note: The Monte Carlo data set generates a mock data set. Different simulation runs have different results.
  1. Close the report.
  2. Open the Action priority report.
  3. View the average priority of individual actions.
    Priority report results
    Note: The Monte Carlo data set generates a mock data set. Different simulation runs have different results.

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


Available in the following mission:

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