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Managing business structure

Introduction

In Pega Customer Decision Hub™, Next-Best-Action Designer is used to build the business issue/group hierarchies for your organization. Together, business issues and groups form the organizing structure for your customer interactions. Each Next-Best-Action that is presented to a customer is associated with a business issue and group.

Video

Transcript

This demo will show you how to set up your business structure in Next-Best-Action Designer.

This is the Pega Customer Decision Hub portal. To manage the business structure, navigate to Next-Best-Action Designer. Customer actions are organized using a hierarchical business structure called Issues and Groups. Under the Taxonomy tab, you define the Issues and Groups that will play a role in the Next-Best-Action decisioning process.

NBA Designer_Taxonomy

In this case, you will set up U+ bank’s business structure based on their various areas of business focus. Currently, there is only one Issue in the business structure.

You can add, remove, or create new Issues here by editing and configuring the hierarchy. Note that, this can be edited only with an additional privilege. Here is a list of Issues that were created before. You can also create new Issues.

Add business issue _sales

Now, add an existing Issue. Similarly, you can add, remove, or create business Groups. To add more groups, configure the groups.

Add group_Creditcards

To complete the configuration, save the changes.

This demo has concluded. What did it show you?

  • How to add an Issue to the hierarchy.
  • How to add Groups to an Issue.

 

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