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Leveraging GenAI to understand configuration results in Customer Profile Viewer

  • Challenge

    Leveraging GenAI to understand configuration results in Customer Profile Viewer

    2 Tasks

    15 mins

    Visible to: All users
  • U+ Bank is currently cross-selling on the web. The business operations team is looking to enhance their understanding of test configuration results in...

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...

Adding clickstream data to a customer profile

Use Case - Testing the engagement policies

  • Challenge

    Use Case - Testing the engagement policies

    2 Tasks

    45 mins

    Visible to: All users
  • The Decisioning Architect imported the subscription, account, and product holding data that is required for unit testing through data jobs and manual...

Creating persona test cases

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...

Testing engagement policies with personas in Pega Customer Decision Hub

  • Challenge

    Testing engagement policies with personas in Pega Customer Decision Hub

    3 Tasks

    15 mins

    Visible to: All users
  • U+ Bank is cross-selling on the web and has implemented some engagement policies to ensure that customers get only tailored relevant offers.

    To...

Use Case - Migrating the application

  • Challenge

    Use Case - Migrating the application

    2 Tasks

    30 mins

    Visible to: All users
  • The initial phase of the project has been completed. The application has been tested and determined to be mature enough to be migrated to the Business...

Prioritizing actions with business levers

Avoiding overexposure of actions in outbound

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