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Pega Customer Decision Hub Advanced

This course is for business users who are responsible for developing Next-Best-Action decision strategies.

Gain deeper understanding of the key features, capabilities and benefits of the Pega Customer Decision Hub™ in this course. Learn how to use a decision table, scorecard, data join and many other components for building more complex decision strategies. Expand your AI knowledge by learning how to use a third party predictive model and text analytics model in predicting better your customer needs.

Prerequisites

  • None

What you'll learn

By the end of this course, you will be able to successfully:

  • Build a scorecard to determine the customer credit score.
  • Run simulation tests and analyze results in Visual Business Director.
  • Use a third party PMML model in your decision strategy.
  • Utilize text analytics to predict the sentiment of a customer.
  • Create an event strategy to handle incoming large real-time data.

Course Outline

  1. Course introduction

    • Before you begin
  2. Using propositions in a decision strategy canvas

    • Tell me what is a strategy canvas
    • Guide me importing proposition to the strategy canvas
  3. Calculating dynamic prices

    • Tell me how to personalize propositions with dynamic pricing
    • Guide me using Property-Set component
  4. Selecting the most profitable proposition

    • Tell me how to select the most profitable proposition
    • Show me how to rank propositions using Prioritize component
    • Challenge me using the Prioritize component
  5. Predicting customer behavior

    • Introduction to data analytics
    • Tell me how to predict customer needs
    • Show me how to use adaptive decisioning
    • Challenge me adding an Adaptive Model component
    • Tell me how to retain customers using predictive analytics
    • Show me how to retain customers using predictive analytics
    • Challenge me selecting a proposition based on prediction
  6. Learning from historical interactions

    • Tell me how to learn from historical interactions
    • Show me how to configure interaction history component
    • Challenge me adding Interaction History component
  7. Using aggregated data to select the best offer

    • Tell me how to aggregate data to determine the best offer
    • Show me how to reconnect with a customer
    • Challenge me how to aggregate historical interactions
  8. Designing decision strategies for real-life scenarios

    • Tell me about U+ Bank sales strategy scenario
    • Let me create propositions for web channel banners
    • Let me add product eligibility rules
    • Let me show more relevant banners using adaptive
    • Let me disable banners often clicked
    • Let me add eligibility rules for high-risk customers
  9. Testing strategies en masse with simulations

    • Tell me about decisioning simulations
    • Show me how to execute a simulation
    • Show me how to compare results of simulations
    • Show me how to analyse results of a simulation using reports
    • Let me test a decision strategy using simulations
  10. Course Summary

    • Before you leave

Choose Your Format

Need help choosing the best format? Learn More.

  • Skill Level

    Intermediate

  • Duration

    1.5 days

  • Platform Version

    8

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