Using a scorecard for group-level suitability

Archived

4 Tasks

15 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 (English) Pega Customer Decision Hub 8.6 (Français) Pega Customer Decision Hub 8.4

Visible to: All users

Beginner Pega Customer Decision Hub 8.5 English

Scenario

U+ Bank is currently cross-selling on the web by showing various credit cards to its customers. Due to the credit limits of each card, the business wants to create a Suitability criterion:

• Any of the credit cards are suitable for customers with a credit score greater than or equal to 300; otherwise, the bank considers them likely to default.

The credit score value is computed by the Scorecard rule Determine Credit Score, which computes customer credit scores and then segments the results into Suitable and Not Suitable.

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

Role	Username	Password
Decisioning Analyst	CDHAnalyst	rules
Decisioning Administrator	CRMDecisioningAdministrator	install

Your assignment consists of the following tasks:

Task 1: Create a decision strategy to implement the Suitability rule

Any credit card is suitable only if the customer’s credit score is greater than or equal to 300.

Task 2: Make the decision strategy accessible in Next-Best-Action Designer

Add the decision strategy as a relevant record in Dev Studio so that it is accessible in Next-Best-Action Designer.

Task 3: Define a Group-level Suitability rule

Define the Engagement Policy with the newly created strategy as a Group-level Suitability rule

Task 4: Confirm your work

Verify whether customers Troy and John are suitable for credit card offers based on their Scorecard results and credit score.

Use the information in the following table for verification.

Customer	Scorecard Results	Credit Score
Troy	Not Suitable	250
John	Suitable	350

Challenge Walkthrough

Detailed Tasks

1 Create a decision strategy to implement the Suitability rule

1. Log in to Pega Customer Decision Hub as the Decisioning Analyst with User name CDHAnalyst using Password rules.
2. In the navigation pane on the left, click Intelligence > Strategies.
3. In the upper right, click Create > Start with new canvas to open the Create Strategy landing page.
4.  On the Create Strategy landing page, enter or select the following information:
   1. Short description: Credit Score
   2. Business issue: Sales
   3. Group: CreditCards
   4. Development branch: [No branch]
   5. Apply to: PegaCRM-Data-Customer
      
5. In the upper right, click Create and open to open the strategy canvas.
6. On the canvas, right-click, and then select Enable external input to enable external inputs.
7. On the canvas, right-click, and then select Decision analytics category > Scorecard to add the Scorecard component to the canvas.
8. Right-click the Scorecard component, and then click Properties to open the Scorecard model properties dialog box.
   1. In the Scorecard model properties dialog box, in the Scorecard model field, enter or select DetermineCreditScore to choose the model.
      
   2. To the right of the Scorecard model field, click the Open icon to inspect the segment results of DetermineCreditScore.
   3. Click the Results tab to view the Map score range to segment results section information.
      
   4. On the right, click the Close icon to return to the Scorecard model properties dialog box.
   5. Click Submit to close the Scorecard model properties dialog box.
9. On the canvas, right-click, and then select Arbitration > Filter to add a Filter component to the canvas.
10. Right-click the Filter component, and then select Properties to open the Filter properties dialog box.
    1. In Filter properties dialog box in the Name field, enter Credit Score >= 300.
    2. To the right of the Filter condition field, click the Open icon to open the Expression builder to
    3. In the Expression builder, enter DetermineCreditScore.pxSegment=="Suitable" to define the condition.
    4. Click Submit to close the Expression builder.
    5. Click Submit to close the Filter properties dialog box.
       
11. On the canvas, connect the External Input to the Filter component and then the Filter component to the Results component so that the strategy resembles the following image.
    
12. Save the configuration.
13. On the canvas, click DetermineCreditScore to open the Test run pane on the right.
14. In the Test run pane, enter the following information:
    1. In the Data transform field, enter or select Troy.
    2. In the For external inputs use strategy field, enter or select AllCreditCards.
       
15. Click Run and verify the results of the Scorecard, and confirm that Troy is not suitable.
    
16. Repeat steps 14 and 15 to check the Scorecard results for the John data transform, and confirm that John is suitable.
    
17. In the upper right, click the user profile image, and then select Log off to log out as the CDH Analyst.

2 Make the decision strategy accessible in Next-Best-Action Designer

1. Log in to Dev Studio as Decisioning Administrator with User name CRMDecisioningAdministrator and Password install.
2. In the header of Dev Studio, click Configure > Application > Inventory > Relevant Records to add a relevant record.
   
3. In the Class name field, enter or select PegaCRM-Data-Customer.
4. On the right, click Add records to display the Add relevant records dialog box.
5. In the Add relevant records dialog box:
   1. In the Type list, select Strategy.
   2. In the Record name field, enter or select CreditScore.
   3. Click Submit to close the Add relevant records dialog box.
      
6. In the lower-left corner of Dev Studio, click the user profile image, and then select Log off to log out as the Decisioning Administrator.
   

 

3 Define a Group-level Suitability rule

1. Log in to Customer Decision Hub as Decisioning Analyst with User name CDHAnalyst and Password rules.
2. In the navigation pane on the left, click Next-Best-Action > Designer.
3. In the Next-Best-Action Designer, click Engagement policy to access the Engagement policies.
4. In the Business structure section, click the CreditCards group to view the group-level engagement policy.
5. Click Edit to edit the Engagement Policy for the group.
6. In the Suitability section of the engagement policy, click the Add icon to start defining the group-level suitability condition.
   
   1. To the right of the Customer list, in the empty drop-down list, select Strategy > Credit score.
   2. Ensure that has results for and Credit Score >= 300 autopopulate the two drop-down lists.
   
7. Save the suitability condition. 

4 Confirm your work

1. On the Exercise System landing page, click U+ Bank to open the website.
   
2. On the main page of the website, 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 a credit card.
4. Log out.
5. Log in as John, and then verify that he is suitable for two credit card offers.

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Available in the following mission:

• Cross-Sell on the Web Extended v2