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Mission

Cross-Sell on the Web Extended

1 Mission

8 Modules

10 Challenges

15 hrs 45 mins

The Next-Best-Action strategy framework is shipped with Pega Customer Decision Hub™ and provides the best practice for implementing enterprise-level Next-Best-Action. Decision strategies are used as extension points in this framework. They comprise a unit of reasoning represented by decision components. Learn about the various types of decision components and how they are used. Gain hands-on experience augmenting Next-Best-Action Designer with engagement rules that use decision strategies.

Beginner Pega Customer Decision Hub 8.5
  • Mission

    Cross-Sell on the Web

    7 Modules

    11 Challenges

    6 hrs 45 mins

  • Learn how easy it is to author Next-Best-Action decisions for your always-on customer brain using Next-Best-Action Designer. Reduce design time while...

  • Module

    Business use case: Cross-sell on the web extended

    1 Topic

    15 mins

  • Next-Best-Action Designer guides you through the creation of a Next-Best-Action strategy for your business. Learn about several use cases where hand...

  • Module

    Creating and understanding decision strategies

    4 Topics

    1 hr 10 mins

  • Next-Best-Action Designer provides a guided and intuitive UI to bootstrap your application development with proven best practices that generate the...

  • Challenge

    Creating a decision strategy

    4 Tasks

    25 mins

  • As a Strategy designer, you are tasked to design a basic decision strategy that outputs the Label action with the lowest printing cost. A set of Label...

  • Challenge

    Testing a decision strategy

    4 Tasks

    25 mins

  • A decision strategy that produces the Next-Best-Label action has been set up. The main purpose of the decision strategy is to select the label with...

  • Module

    Creating engagement strategies using customer credit score

    4 Topics

    45 mins

  • A scorecard is a mathematical model that determines a score value based on a set of conditions and a combiner function. The conditions either use...

  • Challenge

    Building a scorecard to calculate the credit score

    3 Tasks

    10 mins

  • U+ Bank is cross-selling on the web by showing various credit cards to customers. Because of each card's credit limits, credit cards are unsuitable...

  • Challenge

    Using a scorecard for group-level suitability

    4 Tasks

    15 mins

  • 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...

  • Challenge

    Using a scorecard for action-level suitability

    3 Tasks

    20 mins

  • U+ Bank is 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...

  • Module

    Creating eligibility rules using customer risk segments

    1 Topic

    15 mins

  • Decision tables enable you to better adjust to the variables in your business processes. Learn to create decision tables that help you derive a value...

  • Challenge

    Creating customer risk segments using a decision table

    7 Tasks

    25 mins

  • U+ Bank is cross-selling on the web by showing various credit cards to its customers. The bank already uses a customer’s credit score to determine...

  • Module

    Leveraging predictive models

    2 Topics

    20 mins

  • Predictive analytics requires historical data that contains the customer behavior you want to predict. A predictive model is used to predict an...

  • Challenge

    Leveraging predictive models

    3 Tasks

    25 mins

  • U+ Bank uses AI to determine which credit card offers to show to customers on its website. The bank wants to reduce the number of clients that leave...

  • Module

    Adding more tracking time periods for contact policies

    2 Topics

    25 mins

  • Learn about contact policies and how they are used in Pega Customer Decision Hub to improve the customer experience. Also, learn how to bypass the...

  • Challenge

    Adding more tracking time periods for contact policies

    5 Tasks

    25 mins

  • U+ Bank is cross-selling on the web by showing various credit cards to customers.

    U+ Bank has a new requirement:

    Do not present any credit card...

  • Module

    Testing engagement policy conditions with simulations

    4 Topics

    45 mins

  • Running simulations helps you understand the effect of business changes on your decision management framework. Simulations enable you to derive useful...

  • Challenge

    Analyzing customer distribution using value finder

    3 Tasks

    10 mins

  • U+ Bank is currently doing cross-sell on the web by showing various credit cards to its customers.

    They want to run a value finder simulation to...

  • Challenge

    Testing engagement policy conditions using an audience simulation

    4 Tasks

    15 mins

  • U+ Bank is currently doing cross-sell on the web by showing various credit cards to its customers.

    They want to run an audience simulation to check...

  • Mission Exercise

    Cross-Sell on the Web Extended

    2 Tasks

    1 hr

  • U+ Bank, a retail bank, recently implemented a Pega Customer Decision Hub™ project in which they promote home loan offers including mortgages...

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