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Exercise setup - Orchestrator configuration

  • Challenge

    Exercise setup - Orchestrator configuration

    2 Tasks

    30 mins

    Visible to: All users
  • To ensure that the development environment can communicate with the Business Operations environment, you must update the environment URLs.

    Caution: This step...

Importing customer data from a CSV

  • Challenge

    Importing customer data from a CSV

    2 Tasks

    10 mins

    Visible to: All users
  • U+ Bank wants to improve the experience of its customers with predictive and adaptive analytical models that drive personalized decisions. Following...

Populating sample data using Monte Carlo data sets

  • Challenge

    Populating sample data using Monte Carlo data sets

    5 Tasks

    20 mins

    Visible to: All users
  • The U+ Bank project team built an implementation application of Pega Customer Decision Hub™ using the setup wizard, making use of the 1:1 Financial...

Use Case - Configuring 1:1 Always-on outbound schedule

  • Challenge

    Use Case - Configuring 1:1 Always-on outbound schedule

    2 Tasks

    15 mins

    Visible to: All users
  • In the initial phase of the project, the U+ Comms technical team wants to use the same SMS delivery infrastructure that is currently in use. The team...

Use Case - Creating a file output template

  • Challenge

    Use Case - Creating a file output template

    2 Tasks

    15 mins

    Visible to: All users
  • In the initial phase of the project, the U+ Comms technical team wants to use the same SMS delivery infrastructure that is currently in use.

    At this...

Use Case - Creating a new clickstream summary

  • Challenge

    Use Case - Creating a new clickstream summary

    2 Tasks

    30 mins

    Visible to: All users
  • The technical team has successfully developed the infrastructure for streaming web activity data, and the Pega Customer Decision Hub™ application...

Use Case - Creating a new contact policy

  • Challenge

    Use Case - Creating a new contact policy

    2 Tasks

    1 hr

    Visible to: All users
  • The migration of the applications to the Business Operations environment (BOE) is complete, and the change management process can begin. Now, all...

Use Case - Creating an external SMS treatment and action flow

  • Challenge

    Use Case - Creating an external SMS treatment and action flow

    2 Tasks

    30 mins

    Visible to: All users
  • In the initial phase of the project, the U+ Comms technical team plans to send a single SMS message to its subscriptions. The team wants to create an...

Use Case - Data mapping workshop

  • Challenge

    Use Case - Data mapping workshop

    2 Tasks

    5 mins

    Visible to: All users
  • The project is about to commence, and U+ Comms needs to confirm whether the 1:1 communications data model is compatible with its existing data model.

    ...

Use Case - Defining customer engagement policies

  • Challenge

    Use Case - Defining customer engagement policies

    2 Tasks

    1 hr

    Visible to: All users
  • The project team has imported the actions and web treatments and built their associations. Now the business is ready to build group-level and action...

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