Validating the next-best-action artifacts

A business user requests a new action to promote the usage of credit cards for making utility payments. As an NBA Specialist, you have just completed the build tasks associated with that change request.

When you completed the build tasks, the system automatically generated the corresponding artifacts such as actions and treatments in Pega Customer Decision Hub. However, these artifacts are still in the business operations environment, in an area that is accessible only to you and your business operations team. They are not in a production environment yet.

The next step is for you, as an NBA Specialist, to verify these artifacts to ensure that they match the business requirements.

When you open the change request, in the To do section, the task Validate artifacts is available for you to work on.

To validate the generated artifacts, click the link under Action to create (in this case Credit card bonus points). The details of the generated action and its related artifacts are displayed on the right.

You can validate the action attributes.

Click Treatments to access the generated treatments.

Validate the web treatment.

Validate the action-level engagement policy.

After validating the artifacts, you can complete the Validate artifacts task. Click Go to proceed.

The message advises you to log in to the Pega Customer Decision Hub portal and validate the artifacts, but you have already done that from within the Pega 1:1 Operations Manager, so you can ignore the message. Click Submit to complete the task.

Alternatively, if you would like to change any attributes of the newly created artifacts, you can click Return to build to change the values, and then regenerate the artifacts.

The change request now moves to the Deploy stage. The next task is for the team lead to promote this change request to the revision manager, who can then deploy the business changes to the production environment.