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Creating an action

2 Tasks

5 mins

Visible to all users
Beginner Pega Customer Decision Hub 8.5 English


U+ Bank has several credit cards. However, the marketing team wants to use a Standard card with “0% APR” and “no annual fee” as the first promotion.

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

Role User name Password
Decisioning Analyst  CDHAnalyst rules

To reuse the exercise system from a previous challenge, first complete the Setting-up the business structure challenge. Otherwise, click Initialize Pega or Reset Instance in this challenge.

Your assignment consists of the following tasks:

Task 1: Create an action called Standard Card

Create an Action called Standard card under the Sales issue and CreditCards group.

Task 2: Enter action details

Enter action details such as Description and Benefits to capture the characteristics of the promotion to be displayed on the website.

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 Create an action called Standard Card

  1. Log in as Decisioning Analyst with User name CDHAnalyst and Password rules.
  2. In the navigation pane on the left, click Content > Actions to open the Actions landing page.
  3. In the upper right, click Create > Action to open the Create Action window.
    Create action
  4. In the Create Action window, enter or select the following information:
    1. Short description: Standard card
    2. Issue: Sales
    3. Group: CreditCards
  5. Click Create and open to open the Edit Offer window.
    create action

2 Enter action details

  1. In the Edit Offer window, enter the following details:
    1. Key code: STANDARDCARD
    2. Description: 0% APR and no annual fee
    3. Benefits: 0% intro APR for 15 billing cycles. $0 intro balance transfer fee. No annual fee.
    4. Thumbnail image: webwb/StandardCreditCard.png
  2. Click Save to save the values that you entered.
    Action details
  3. Close the action to return to the Actions landing page.
    Close an action
  4. Refresh the Actions landing page to see the Standard card action.
    Refresh Actions page
    Creating an action

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