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Enabling an action

3 Tasks

5 mins

Visible to: All users
Beginner Pega Customer Decision Hub 8.6 English
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U+ Bank recently completed a project where customers who log in to their account page on the website see credit card offers.

Upon login to the U+ Bank website, customers see the offers that they qualify for based on the engagement policies defined by the business.

The bank has decided to retire one of the offers. The Standard card is not performing well, so U+ Bank has decided to remove it.

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


User name


Decisioning Analyst



Your assignment consists of the following tasks:

Task 1: Verify that the Standard card action is available

Log in as Troy to the U+ Bank website and verify that he receives the Standard card offer.

Task 2: Disable the Standard card action 

Open and disable the action called Standard card so that Pega Customer Decision Hub cannot pick up the action. The action is located in the Sales Issue and CreditCards Group.

Task 3: Confirm your work

Log in back as Troy to the U+ Bank website and verify that he does not see the Standard card offer anymore.

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 Verify that the Standard card action is available

  1. Log in as Troy to the U+ bank website.
  2. Notice that the Standard card is displayed each time that you log in.
    Standard card
  3. Log out and log back in as Troy multiple times; notice that Troy sees the Standard card offer multiple times.

2 Disable the Standard card action

  1. Log in to Customer Decision Hub as Decisioning Analyst with User name CDHAnalyst using Password rules.
  2. In the navigation pane on the left, click Content > Actions.
    Navigate actions
  3. Click the Standard card action to open the details.
    Open standard card
  4. On the Actions landing page, in the upper-right corner, click Check out to begin editing the action.
    Check out standard card
  5. Under Availability, select Never to disable the action.
    Availability never
  6. In the upper-right corner, click Check in to save the changes.
    Check in
  7. When prompted, enter appropriate check-in comments, for example: action disabled
  8. Click Check in.
    Check in comments

3 Confirm your work

  1. Open the U+ Bank web site and log in as Troy.
  2. Verify that Troy is not getting the Standard credit card.
    Rewards card

Available in the following mission:

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