U+ Bank wants to use Pega Customer Decision Hub to display a credit card offer, the Standard Card, to every customer who logs in to the bank website.
What three of the following artifacts are mandatory to implement this requirement? (Choose Three)
Answer : B, C, D
Requirement Analysis: U+ Bank wants to display a specific credit card offer (Standard Card) to every customer who logs in to the bank website using Pega Customer Decision Hub.
Identify Mandatory Artifacts: To implement this requirement in Pega Customer Decision Hub, certain artifacts are necessary:
Business Structure: This defines the business hierarchy in Pega CDH, such as issues and groups. For this scenario, a relevant business issue and group must be defined (e.g., Credit Cards -> Standard Card).
Action and Associated Web Treatment: The specific credit card offer (Standard Card) must be created as an action, and it must have an associated web treatment to display on the bank's website.
Real-time Containers: These containers facilitate real-time interactions by displaying the appropriate offers to customers when they log in to the website.
Not Mandatory Artifacts:
Customer Contact Policies: These policies are used to limit the number of interactions with customers over a period. However, they are not mandatory for simply displaying an offer upon login.
Customer Engagement Policies: While important for determining eligibility, applicability, and suitability of offers, they are not specifically mandatory for the basic requirement of displaying an offer upon login.
Conclusion: The three mandatory artifacts to implement the requirement are a business structure, an action and the associated web treatment, and real-time containers.
Reference module: Analyzing the effect of business changes using Pega Scenario Planner.
Myco, a telco, has recently implemented a project in which data plan offers are presented to qualified customers. Myco wants to understand the impact to revenue if the business introduces a new data plan offer. As a Decisioning Consultant, which simulation do you run to meet the requirement?
Answer : B
Understanding the Requirement:
Myco wants to understand the impact on revenue if a new data plan offer is introduced.
This involves simulating the potential effects of adding a new offer to the existing strategy.
Pega Scenario Planner:
Scenario Planner is used to simulate 'what-if' scenarios to forecast results and understand the impact of changes to the Next-Best-Action Designer configuration.
It allows businesses to compare the effects of different strategies and adjust levers to align with business objectives.
Running the Simulation:
Create and run an audience simulation with the new data plan offer included.
Use Scenario Planner to compare the projected reach, accepts, and value capture with and without the new offer.
Steps to Use Scenario Planner:
Log in to the Pega Customer Decision Hub portal.
Navigate to Discovery -> Scenario Planner.
Create a new simulation, including the new data plan offer.
Run the simulation and compare the results to understand the impact on revenue.
Verification from Pega Documentation:
The Pega Customer Decision Hub User Guide explains how to use Scenario Planner to simulate business changes and understand their impact.
As a Decisioning Consultant, you are tasked with configuring the ethical bias policy. Which context do you need to select to add bias fields?
Answer : B
Configuring Ethical Bias Policy:
To configure bias fields, the context of the bias must be selected, which usually pertains to customer-related properties.
Selecting Bias Fields:
Bias fields such as age, gender, and ethnicity are typically customer properties.
These properties are analyzed to detect and measure bias in decision strategies.
Detailed Explanation:
By selecting the Customer context, you can add and configure relevant customer properties to the bias policy.
This allows for comprehensive bias testing and ensures fairness in action distribution.
Verification from Pega Documentation:
Pega documentation confirms that customer-related properties are the primary context for configuring bias fields in ethical bias policies.
U+, a retail bank, recently implemented a project in which credit card offers are presented to qualified customers when they log in to the web self-service portal. The bank does not want any bias except to satisfy the eligibility condition Age >=18. As a Decisioning Consultant, how will you configure the ethical bias policy to allow a minimum bias on age?
Answer : D
Ethical Bias Policy Configuration:
To allow minimal bias on age while ensuring eligibility (Age >= 18), an appropriate Gini coefficient threshold needs to be set.
The Gini coefficient measures statistical inequality, with 0 representing perfect equality and higher values indicating more bias.
Choosing the Gini Threshold:
A 0.1 Gini coefficient is a low threshold that allows minimal bias.
It ensures that the actions are distributed fairly among customers while still respecting the eligibility condition.
Detailed Explanation:
Setting a 0.1 Gini coefficient allows for slight variations in distribution, which is sufficient to accommodate the Age >= 18 requirement without introducing significant bias.
Verification from Pega Documentation:
The Pega Customer Decision Hub User Guide explains the use of Gini coefficients for measuring and setting thresholds to control bias in decisioning strategies.
As a Decisioning consultant, you are tasked with running an audience simulation to test the engagement policy conditions. Which statement is true when the simulation scope is: Audience simulation with engagement policy and arbitration?
Answer : C
Understanding Audience Simulation with Engagement Policy and Arbitration:
When the simulation scope includes both engagement policy and arbitration, it evaluates which actions are top actions for customers.
Arbitration involves prioritizing actions based on factors like business value, customer propensity, and other criteria.
Interpreting Simulation Results:
The results show the number of customers who receive each action as their top action after considering engagement policies and arbitration.
Detailed Explanation:
Engagement policies filter out actions that do not meet eligibility, applicability, or suitability criteria.
Arbitration ranks the remaining actions, and the simulation identifies the top-ranked action for each customer.
Verification from Pega Documentation:
Pega documentation states that audience simulations with engagement policy and arbitration scope display the top actions received by customers.
Which statement is true about email treatments?
Answer : C
Pega allows for the personalization of email subjects using customer data and expressions.
This feature enhances the relevance and engagement of the email content.
For example, using 'Dear <customer name>' in the subject line can increase open rates and customer engagement.
Reference: Pega-Customer-Decision-Hub-User-Guide-87.pdf, section on configuring email treatments and personalizing content .
Which two of these statements are true about creating segments? (Choose Two)
Answer : B, C
Triggering Segment Runs with Next-Best-Action Outbound Schedule:
Segments can be configured to run in alignment with the Next-Best-Action outbound schedule.
This setup ensures that the segment is refreshed and populated with the latest customer data before each outbound run.
Viewing Customer List in a Segment:
You can view the list of customers included in a segment directly within the segment configuration.
This feature allows marketers to verify and analyze the customers targeted by the segment.