Create an Intent When record
As a system architect, you have a requirement that an Open new account service case should be suggested when someone has a balance of greater to or equal than $10,000.
Use the following credentials to log in to the exercise system:
Your assignment consists of the following tasks:
Task 1: Create an Intent When rule
Description of task 1: In Dev Studio, create an Intent When rule to determine if someone has a balance over $10.000.
Task 2: Use the new Intent When rule with the New Account service case
Description of task 2: In Dev Studio. In the Open a new account service case, add the High Balance rule.
Task 3: Verify your work
Description of task 3: In the Interaction Portal, start an interaction with John Brown and verify that the Open new account case appears under Next Best Action.
1 Task 1: Create an Intent When rule to determine if someone has a balance over $10,000
- Log in as operator casysadmin with password rules.
- In the Dev Studio, click Records.
- Navigate to Decision > Intent When. Right click and click Create.
- In the Create Intent When window:
- In the Label field, enter: High Balance.
- In the Development branch drop down, select No branch.
- In the Apply to field, enter the PegaCA-Work-Interaction
- In the Add to ruleset drop down, select PegaCS-Sample.
- Version: 08-04-02
- Click Create and open.
- Complete for the Intent When record.
- Set the label to: a
- Set the Data source to: account
- Click the arrow at the Label field.
- Set the FIELD to: .AvailableBalance
- Set the VALUE to: 10000
- Set the OPERATION to: Greater/equal
- Set the Criteria Logic to: a
- Click Save.
2 Task 2: Use the new Intent When rule with the New Account service case
- In Dev Studio, click Case types.
- Scroll down and click the Open a new account service case.
- In the Settings tab, click the Service request options section from the left panel.
- In Service request options window, complete the following steps
- In the Suggest service request when field, click Add new and select the Intent When rule High Balance.
- In the Action field, select Suggested.
- Click Save.
3 Task 3: Verify your work
- Click Launch web interface > Interaction Portal.
- Click New > Demo Screen Pops > Demo Pop – BROWN to start an interaction.
- Observe that the Open New Account service case appears under Next Best Action.