Launching a new offer

Archived

5 Tasks

5 mins

Pega Customer Decision Hub 8.5

Pega Customer Decision Hub '24.1 Pega Customer Decision Hub '23 Pega Customer Decision Hub 8.8 Pega Customer Decision Hub 8.7 Pega Customer Decision Hub 8.6 Pega Customer Decision Hub 8.5

Visible to: All users

Beginner Pega Customer Decision Hub 8.5 English

Scenario

U+ Bank is currently doing cross-sell on the web by showing various credit cards to its customers. Due to the hyped interest rates, the economy has slowed down. The bank has chosen to announce a festive offer to all customers who are likely to bring in the most revenue to help create demand in a slowing economy. 

U+ Bank introduces a new festive offer, giving 15% cashback to all the customers whose credit score is higher than 250.

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

Role	User name	Password
Business User	BusinessUser	rules
Team Lead	TeamLead	rules
Next-Best-Action Specialist	NBASpecialist	rules

Your assignment consists of the following tasks:

Task 1: Create a change request to introduce a new action

As a Business User, submit a change request to create a new festive action that is suitable for customers with a credit score greater than 250.

Task 2: Prioritize the change request created

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

Task 3: Complete the action build tasks

As a Next-Best-Action Specialist, complete the various build tasks generated by the system to create the action defined in the change request.

• Define action details.
• Configure a suitability rule (Credit score > 250).
• Design a web treatment with content URL https://artifacts.pegaenablement.com/images/CashBack15.png and click-through URL field, enter https://env-xxxx.pegaenablement.com/uplus-wss/retail_bank/category.html.

Task 4: Validate the next-best-action artifacts

As a Next-Best-Action Specialist, verify that the artifacts are created to ensure the artifacts match the business requirements.

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.

Challenge Walkthrough

Detailed Tasks

1 Create a change request

1. Log in as a Business User with user name BusinessUser and password rules.
2. In the navigation pane on the left, click Create > Change Request.
    
   
3. In the Change Request window, provide the respective details.
   1. In the Name field, enter Festive Offer
   2. Select Create new action.
   3. Select a Completion date.
   4. In the Business issue list, select Sales 
   5. In the Group list, select CreditCards.
   6. In the Description field, enter the text that defines the offer.
       
      
4. Click Create.
5. In the To do list, click Go to define the attributes.
   
6. In the Name field, enter Festive Offer
7. Ensure that the Sales Business issue and CreditCards Group are selected.
   
8. Click Continue.
9. In the Define availability section, provide details on action availability. 
   1. Ensure that Make this action available is selected.
   2. Ensure that the Action start date is the same date as the Completion date that you entered while creating the change request.
   3. Select an Action end date.
      
10. Click Continue.
11. In the Define engagement policy criteria section, in the Suitability field, enter Credit Score should be greater than 250.
    
12. Click Continue.
13. In the Define channels section, click Add channels and select Web.
14. Enter the web treatment details:
    1. In the Name field, enter Festive Offer Web tile.
    2. In Placement type list, select Tile.
    3. Ensure that the Make this treatment available check box is checked.
       
15. Click Finish.

2 Prioritize the change request created

1. Log in as a Team Lead with user name TeamLead and password rules.
2. In the navigation pane on the left, click Change requests.
3. In the list of change requests, observe that the status of Festive offer is DETAILS NEEDED.
4. Click the Festive Offer change request.
   
5. In the To do section, confirm that there is one task.
6. Click Go to open the rank change request section.
   
7. In the Rank change request section, in the Rank field, enter 1.
   
8. Click Submit.

3 Complete the action build tasks

1. Log in as an NBA Specialist with user name NBASpecialist and password rules.
2. In the navigation pane on the left, click Change requests.
3. In the list of change requests, observe that the status of Festive offer is IN QUEUE.
4. Click the Festive Offer change request.
   
5. In the To do section, verify that there are three tasks.
6. In the Define action details task, click Go.
7. In the Define action details section, enter the following details:
   1. In the Name field, enter Cashback 15 card.
   2. In the Business issue list, select Sales.
   3. In the Group list, select CreditCards.
   4. Ensure that the Availability check box is selected.
   5. In the Start date field, select the date that the offer becomes available.
      
      Note: The selected time is in the Eastern Standard Time (EST) time zone.
   6. Click Submit.
   7. In the To do section, in the Design web treatment task, click Go.
   8. In the Design web treatment section, enter the following details:
      Note: For the Click-through URL, replace XXXX with the value that is specific to your exercise environment. You can copy this from the URL that is displayed in your browser.
      1. In the Name field enter Cashback 15 card web tile.
      2. In Content URL field, enter https://artifacts.pegaenablement.com/images/CashBack15.png
      3. In the Click-through URL field, enter https://env-xxxx.pegaenablement.com/uplus-wss/retail_bank/category.html
8. In the Placement type list, ensure that Tile is selected.
   
9. Click Submit.
10. In the To do section, in the Configure engagement policy task, click Go.
11. In the Suitability section, click the Add icon to add define the group suitability.
    1. In the first list, ensure that Customer is selected.
    2. In the second list, in the Fields section, select CreditScore.
    3. In the third list, select is greater than.
    4. In the last list, enter 250.
       
12. Click Submit.
13. Observe that the action is marked RESOLVED-COMPLETED.

     

4 Validate the next-best-action artifacts

1. In the navigation pane on the left, click Change Requests.
2. In the list of change requests, observe that the status of Festive offer is PENDING TESTING.
3. Click the Festive Offer change request.
4. In the Details section, in the Action to create area, click Festive Offer
   
5. On the right, observe the details of the generated action and its related artifacts. Validate the action attributes.
   
6. Click Treatments > Cashback 15 card web tile to validate the treatment details.
   
7. Click the Engagement policy tab to validate the details.
   
8. Close the validation pane.
9. In the To do list, for the task Validate artifacts, click Go.
10. In the Validate artifacts section, click Submit.
    

5 Promote changes to production

1. Log in as a Team Lead with user name TeamLead and password rules.
2. In the navigation pane on the left, click Change Requests.
3. In the list of change requests, observe that the status of the Festive offer is DEPLOYMENT READY.
4. Click the Festive Offer change request.
5. In the To do section, in the Complete this change request task, click Go.
6. In the Complete this change request section, click Approve.
   

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