Implementing a fast-release change request

6 Tasks

20 mins

Pega Customer Decision Hub '25

Pega Customer Decision Hub '24.2 Pega Customer Decision Hub '24.1 Pega Customer Decision Hub '23 Pega Customer Decision Hub 8.8

Visible to: All users Applies to: Pega Customer Decision Hub '25

Beginner

English

Scenario

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

The bank introduced a new offer that promises 0% APR and no annual fees to customers opting for the standard card. However, the team identified a typo in the description of the action. Because the action is active in the production environment, the team needs to implement the revision, and then deploy the change by creating a fast-track change request in 1:1 Operations Manager in Pega Customer Decision Hub™.

The following table provides the credentials that you need to complete the challenge:

Role	User name	Password
Business User	BusinessUser	rules
Team Lead	TeamLead	rules
NBA Specialist	NBASpecialist	rules

Your assignment consists of the following tasks:

Task 1: Create a change request to update existing actions

As a Business User, submit a fast-track change request to update the existing action to change the description of the offer from 0% ARP and No Annual Fee to 0% APR and No Annual Fee.

Task 2: Prioritize the change request created

As a Team Lead, assign a rank of 1 to the change request that the Business User submits.

Task 3: Complete action build tasks for the Standard card

As an NBA Specialist, complete the build tasks to update the Standard card action that the Business User defined in the change request:

• Define the action details

Task 4: Review and validate the change request

Review and validate the change request as an NBA Specialist.

Task 5: Promote the changes to production

As a Team Lead, promote the change request to the revision manager, who deploys the business changes to the production environment.

Task 6: Confirm the results on the Customer Profile Viewer

Log in to the Customer Decision Hub and then verify that the corrected description of the Standard card action.

 

You must initiate your own Pega instance to complete this Challenge.

Initialization may take up to 5 minutes so please be patient.

• Log In

Challenge Walkthrough

Detailed Tasks

1 Create a change request to update existing actions

1. On the exercise system landing page, click Pega Infinity^TM to log in to 1:1 Operations Manager. 
2. Log in to 1:1 Operations Manager as a Business User:
   1. In the User name field, enter BusinessUser. 
   2. In the Password field, enter rules.
3. In the navigation pane of 1:1 Operations Manager, click Create > Action update to create a change request to update an existing offer.
   
    
4. In the Update existing Actions dialog box, configure the following details:
   1. In the Name field, enter Fixing a typo in the action description to represent the change request name instead of the action name.
   2. In the Completion date field, click the Calendar icon and then select a date that is in the future.
   3. In the Are you making this change to fix a production defect? section, select the Yes radio button.
      Note: Selecting Yes in this section adds the change request to the Fast track release.
   4. In the Business issue list, select Grow.
   5. In the Group list, select Credit cards.
   6. In the Description field, enter Change the action description to fix the typo to 0% APR and No annual fee.
   7. Click Create to submit the change request.
      

5. In the To do list, in the Select actions to update task, click Go to open the task.
6. In the Specify details for update existing action section, select the Standard card checkbox to select the action that requires the change.
7. Click Continue to select the tasks for the action.
   
8. In the Detail updates for selected Actions section, click the Edit icon and then select Edit attributes.
   
9. In the Edit attributes for action: Standard card window, provide the following information:
   1. In the Description field, in the 0% APR and No annual fee text, replace ARP with APR.
   2. In the Benefits field, in the 0% intro APR for 15 billing cycles. $0 intro balance transfer fee. No annual fee text, replace ARP with APR.
   3. Click Submit.
10. Ensure that the Change status for the Standard Card is now Edited.
11. Click Continue to review the changes.
12. In the Review section, click Continue to save the change request.
    
13. In the upper-right corner, click the user profile image, and then select Log off to sign out as the Business User.

2 Prioritize the created change request

1. Log in to 1:1 Operations Manager as a Team Lead:
   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 Change Requests to view the list of change requests.
3. In the list of change requests, click the Fixing a typo in the action description change request.
   
   Note: You can see the Release type of the change request is CDH fast release.

4. In the To do list, in the Rank change request task, click Go to open the task.
5. In the Rank change request section, in the Rank field, enter 1.
6. Click Submit to submit the rank.
7. In the upper-right corner, click the user profile image, and then select Log off to sign out as the Team Lead.

3 Complete action build tasks

1. Log in to 1:1 Operations Manager as an NBA Specialist:
   1. In the User name field, enter NBASpecialist. 
   2. In the Password field, enter rules.
2. In the navigation pane of 1:1 Operations Manager, click Change Requests to view the list of change requests.
3. In the list of change requests, click Fixing a typo in the action description change request.
4. In the To do list, in the Define action details task, click the More icon, and then select Assign to myself.
5. In the Define action details task, click Go.
6. In the Define action details section, confirm that the action details reflect the requested changes.
   Note: The Build stage reflects the action details that the Business User defines while creating the change request. However, as an NBA specialist, you can change the action details in the Build stage.

7. Click Submit to complete the task.

4 Review and validate the change request

1. In the Generate artifacts from tasks task, click the More icon, and then select Assign to myself.
   1. In the Generate artifacts from tasks task, click Go.
   2. Review all completed tasks in the build stage, and then click Generate to initiate generation of artifacts created in build tasks.
2. In the navigation pane of 1:1 Operations Manager, click Change Requests to view the list of change requests.
3. In the list of change requests, click the Fixing a typo in the action description change request.
4. In the To do list, in the Validate artifacts task, click the More icon, and then select Assign to myself.
5. In the Validate artifacts task, click Go.
   1. In the Validate artifacts section, review the artifact that the change request generated.
   2. Click Submit.
6. Confirm that the action status is DEPLOYMENT READY, as shown in the following figure:
   
7. In the upper-right corner, click the user profile image, and then select Log off to sign out as the NBA Specialist.

5 Promote changes to production

1. Log in to 1:1 Operations Manager as a Team Lead:
   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 Change Requests to view the list of change requests.
3. In the list of change requests, click the Fixing a typo in the action description change request.
4. In the To do list, in the Complete this change request task, click the More icon, and then select Assign to myself.
5. In the Complete this change request task, click Go.
6. In the Artifacts table, hover on Standard card and click Preview to review the action attributes in the utility pane.
   
7. Close the utility pane.
8. In the Complete this change request section, click Approve, as shown in the following figure:
   
9. Confirm that the action status is RESOLVED-COMPLETED.
10. In the upper-right corner, click the user profile image, and then select Log off to sign out as the Team Lead.

6 Confirm the results on the Customer Profile Viewer

1. Log in to the Customer Decision Hub portal as an NBA Designer:
   1. In the User name field, enter NBADesigner. 
   2. In the Password field, enter rules.
2. In the upper-right corner of 1:1 Operations Manager, click the user icon, and then select Switch apps > CDH Fast release.
3. In the header of Customer Decision Hub, click Reports > Customer Profile Viewer to open the Customer Profile Viewer. 
   
    
4. In the Customer Profile Viewer, complete the following details: 
   1. In the Type list, select Customer name. 
   2. In the Customer name field, enter Gill Bates. 
5. In the profile, click the Next best actions tab, and then configure the next-best-action decision: 
   1. In the Channel context list, select Web Inbound. 
   2. Click Make decision. 
6. Check that the customer receives the standard card offer.
7. Click on the StandardCard offer to open the action form.
   
8. Confirm the short description and benefits are updated.
   

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Available in the following mission:

• Business Agility in 1:1 Customer Engagement v9