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Challenge

Launching a new offer

7 Tasks

30 mins

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% cash back to all the customers whose credit score is higher than 250. The bank also wants to promote this offer at its best by giving a business weight of 75%.

Note: The value for this business lever is set at this stage purely for the purpose of this challenge so that the offer is shown up among the first times on the U+ website. Normally a business lever is set only if business wants to push the offer for a particular reason.

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

Role

User name

Password

Business User

BusinessUser

rules

Team Lead

TeamLead

rules

NBA Specialist

NBASpecialist

rules

Revision Manager

RevisionManager

rules

Deployment Manager

dmreleaseadmin

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 and with a business weight 75%.

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 an NBA 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, enter https://env-xxxx.pegaenablement.com/uplus-wss/retail_bank/category.html
Note: For the Click-through URL, replace XXXX with the value specific to your exercise environment. You can copy this from the URL displayed in your browser.

Task 4: Validate the next-best-action artifacts

As an NBA Specialist, verify the artifacts created to ensure they match the business requirements. Also, conduct a persona test to confirm the same.

Task 5: Promote the changes to production

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

Task 6: Deploy changes to production

As a Revision Manager and a Deployment Manager, deploy the promoted changes to the production environment.

Task 7: Confirm you work

Log in as Troy and Barbara into the U+ Bank to see who is eligible for the Cashback 15 Card

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 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
     
    create change request
  3. In the Change Request window, provide the respective details.
    1. Enter Name: Festive Offer
    2. Select Create new action.
    3. Select a Completion date.
    4. Select the Business issue Sales, and Group CreditCards.
    5. Enter Description.
       
      create change request window
  4. Click Create.
  5. In the To do list, click Go to define the attributes
    Plan phase
  6. In the Name field, enter Festive Offer
  7. Ensure the Sales Business issue and CreditCards Group are selected.
    Define attributes
  8. Click Continue.
  9. In the Define availability section, provide details on action availability. 
    1. Ensure Make this action available is checked.
    2. The Completion date entered while creating the change request gets mapped to Action start date. Make sure it is the same date.
    3. Select an Action end date.
    4. In the Business weight field, enter 75.
    5. Define availability
  10. Click Continue.
  11. In the Define engagement policy criteria section > Suitability field, enter Credit Score should be greater than 250.
    Define engagement policy
  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, select Tile.
    3. Ensure Make this treatment available is checked.
      Define channels
  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. From the list of change requests, observe the status of Festive offer is DETAILS NEEDED. Click the Festive Offer change request.
    Details required status
  4. In the To do list, observe one task. Click Go to open the rank change request section.
    plan phase team lead
  5. In the Rank change request section, in the Rank field, enter 1.
    Rank change request
  6. 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. From the list of change requests, observe the status of Festive offer is IN QUEUE. Click the Festive Offer change request.
    in queue status
  4. In the To do list, observe three tasks. For the task Define action details, click Go.
  5. In the Define action details section, enter the following details:
    1. In the Name field, enter Cashback 15 card.
    2. In Business issue and Group, make sure Sales and CreditCards are selected.
    3. Ensure the Availability check box is selected.
    4. In the Start date field, select the time from when you want this offer to be available.
      Note:  Time selected should be in EST time Zone. Also, to ensure the offer will become active as soon as it is deployed and you can see the offer on the U+ bank website in task 6 make sure the time selected is in near future (around 5 minutes later). 
    5. In Business weight (+/-) field, make sure 75 is entered .
Define action details
  1. Click Submit.
  2. In the To do list, for the task Design web treatment, click Go.
  3. In the Design web treatment section, enter the following details:
    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
      Note: For the Click-through URL, replace XXXX with the value specific to your exercise environment. You can copy this from the URL displayed in your browser.
    4. Ensure Tile is selected in the Placement type field.
    5. Select Image format.
      Design web treatment
    6. Click Submit.
    7. In the To do list, for the task Configure engagement policy, click Go.
    8. Scroll down to the Suitability section and click +.
      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.
         
        Define suitability
  4. Click Submit.
  5. Observe the action is marked RESOLVED-COMPLETED.
    Resolved completed

4 Validate the next-best-action artifacts

  1. In the navigation pane on the left, click Change Requests.
  2. From the list of change requests, observe the status of Festive offer is PENDING TESTING. Click the Festive Offer change request.
  3. In the Details section, under Action to create, click Festive Offer
    Action verification launch link
  4. On the right, observe the details of the generated action and its related artifacts. Validate the action attributes.
    Verify attributes
  5. Click on Treatments > Cashback 15 card web tile to validate the treatment details.
    Verify treatment
  6. Click on Engagement policy tab to validate the details.
    Verify engagement policy
  7. Close the validation pane.
  8. In the To do list, for the task Validate artifacts, click Go.
  9. Observe that you are prompted with a validate the artifacts on Customer decision hub message.
    Validate artifacts
  10. To go to Customer Decision Hub, in the left bottom, click NS > Switch apps > BusinessChg (BusinessChg:StrategyDesigner)
    Switch to CDH
  11. In the navigation pane on the left, click Next-Best-Action > Designer.
  12. In the Next-Best-Action Designer, click Engagement policy to access the Engagement policies.
  13.  
  14. Scroll down to see the Cashback 15 card offer under the offers section.
    Offers in CDH
  15. Scroll up and click Actions > Persona test…
    Persona test
  16. Click Create test.
  17. In the Create test window, notice that the Test passes if is set to At least one action and the condition to is equal to.
  18. In the Actions list, select Cashback15card
    Create persona test
  19. In the Persona (Data transform) field, select the persona, Troy.
  20. In the Next-Best-Action scope section, ensure Engagement policies only is selected.
    Create test for troy
  21. Click Create.
  22. Select the test you created. Click the Run selected tests icon.
    run test for troy
  23. Observe the test run badge (Status) on the right indicates that the test failed as Troy’s credit score is 200 which does not satisfy the suitability rule defined (Credit score > 250).
    Troys test failed
  24. Repeat steps 15 to 21 to create a test case for Barbara.
    Create test for barbara
  25. Select the test you created for Barbara and click the Run selected tests icon.
  26. Observe the test run badge (Status) on the right indicates that Barbara’s test Passed as her credit score is 450 which satisfies the suitability rule defined (Credit score > 250)
    Barbara passes test
  27. On the top right corner, click NS > Switch apps > BusinessChg
    Switch back to Ops manager
  28. From the left menu, click Change requests.
  29. Click Festive Offer change request.
  30. 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. From the list of change requests, observe the status of Festive offer is DEPLOYMENT READY. Click Festive Offer change request.
  4. In the To do list, for the task Complete this change request, click Go.
  5. In the Complete this change request section, click Approve.
    complete this change request

6 Deploy changes to production

  1. Log in as a Revision Manager with User name RevisionManager and Password rules.
  2. Scroll down to the My work section and click View Revision.
    View revision
  3. In the top right, click Deploy revision.
    Deploy revision button appears
  4. Enter a comment and click Deploy.
    Click Deploy
  5. Observe the Merge status.
    Sent for deployment
  6. Log off and log in as a deployment manager with User name dmreleaseadmin and Password rules.
  7. Observe that there is one pipeline BusinessChg found. Click Approve.
    approve deployment as deployment manager
  8. Make sure you wait until the approval is completed. Click the notification icon on the top right for a deployment completed message.
    Notification of deployment completion
  9. Log off and log back in as a Revision Manager with User name RevisionManager and Password rules.
  10. Scroll down to the My Work section and click Monitor Deployment.
    Monitor deplyment
  11. Observe that the revision was deployed successfully. Click on Complete revision to finish the deployment.
    complete revision

7 Confirm you work

  1. From the Exercise System landing page, click U+ Bank to open the website.
    Launch U Bank
  2. On the website main page, in the upper right, click Log in to log in as a customer.
  3. Log in as Troy, and then verify that he is not suitable for the Cashback 15 Card.
  4. Log out and login as Barbara to see that she is eligible for the Cashback 15 Card.
    Note: Make sure to refresh the page for each customer atleast a couple of times to see the Cashback 15 card.

 



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