Creating an action

3 Aufgaben

5 Min.

Sichtbar für: All users Applies to: Pega Customer Decision Hub '24.2

Anfänger

Englisch

Szenario

The System Architect just completed running the Setup Wizard for Pega Customer Decision Hub™ for Financial Services industry. The Financial Services framework data model is installed as part of the setup.

As a Decision Architect, you are to create a set of artifacts in the development environment (actions, treatments, contact policy rules, and so on) to validate the setup and ensure that everything the business needs is configured and works end-to-end.

During the challenges, a test application, U+ Bank, simulating the bank's website, is used.

As a first step, The U+ marketing team wants to use a Standard card with "0% APR" and "no annual fee" as the first promotion.

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

Role	User name	Password
Decisioning Architect	DecisioningArchitect	rules

Your assignment consists of the following tasks:

Task 1: Create an action called Standard Card

Create an Action called Standard card under the Grow issue and Credit cards group.

Task 2: Enter action details

Enter action details such as Description and Benefits to capture the characteristics of the promotion to be displayed on the website.

Task 3: Verify the newly created action

On the Content > Actions landing page, verify that the newly created Standard card action is listed.

Challenge-Schritte

Genaue Übungsschritte

1 Create an action called Standard card

On the exercise system landing page, click Pega Infinity^TM.
Log in as the Decisioning Architect:
1. In the User name field, enter DecisioningArchitect.
2. In the Password field, enter rules.
In the navigation pane of Customer Decision Hub, click Content > Actions to open the Actions landing page.
On the Actions landing page, in the upper right, click Create > Action to open the Create Action window.
In the Create Action window, enter or select the following information:
1. Short description: Standard card
2. Issue: Grow
3. Group: Credit cards
In the upper right, click Create and open to open the Edit Action form.

2 Enter action details

In the Edit Action form, on the Details tab, enter the following details:
1. Description: 0% APR and no annual fee
2. Benefits: 0% intro APR for 15 billing cycles. $0 intro balance transfer fee. No annual fee.
3. Thumbnail image: StandardCreditCard.png
4. Key code: STANDARDCARD
Click Save to save the values that you entered.