Pegasystems PEGAPCDC87V1 Exam Practice Test Instant Access

Question 1

Reference module: Essentials of always-on outbound

A bank has been running traditional marketing campaigns for many years. One such campaign sends an offer email to qualified customers on day 1. On day 3, it sends a reminder email to customers who haven't responded to the first email. On day 7, it sends a second reminder to customers who haven't responded to the first two emails. If you were to re-implement this requirement using the always-on outbound customer engagement paradigm, how would you approach this scenario?

AConfigure a primary schedule for the original offer email and setup an ad-hoc or emergency schedule to send reminder emails

BConfigure the primary schedule to run daily and let the AI choose the best action from all the actions that a customer qualifies for based on engagement policies

CCreate an action with a flow that contains 3 Send Email shapes, one for each email. Set appropriate wait times between the shapes

DCreate three segments to identify the target audience for each of the three offer emails- day 1, day 3 and day 7. Setup three schedules per day targeting each of the three segments

Answer : B

To re-implement the bank's traditional marketing campaign using the always-on outbound customer engagement paradigm in Pega, follow these steps:

Understand the Traditional Campaign Requirements:

Day 1: Send an offer email to qualified customers.

Day 3: Send a reminder email to customers who haven't responded to the first email.

Day 7: Send a second reminder to customers who haven't responded to the first two emails.

Set Up Next-Best-Action Designer:

Use the Next-Best-Action Designer to define engagement policies, arbitration, and channels to manage customer interactions.

The always-on approach continuously evaluates customer interactions and selects the best action based on real-time data and AI-driven insights.

Configure the Primary Schedule:

Set up a daily run schedule for the Next-Best-Action strategy. This allows the AI to evaluate customer interactions daily and decide the best action to take.

Leverage AI for Decisioning:

Configure the AI models to determine the best action for each customer based on their interaction history and engagement policies. The AI will automatically handle:

Sending the initial offer email on Day 1.

Sending a reminder email on Day 3 to those who haven't responded.

Sending a second reminder on Day 7 to those who still haven't responded.

Define Engagement Policies:

Eligibility: Define which customers qualify for the offer.

Applicability: Ensure the offer is relevant to the customer.

Suitability: Verify that sending the offer is in the best interest of the customer.

Contact Policies: Set rules to manage the frequency and timing of emails to avoid over-communication.

Implement AI-Driven Actions:

Use the Next-Best-Action strategy framework to select actions (e.g., sending emails) based on the AI model's recommendations.

Configure treatments (email content) and channels (email) within the Next-Best-Action Designer.

Monitor and Adjust:

Continuously monitor the performance of the campaign using Pega's analytics and adjust the strategy as needed to optimize engagement and response rates.

Pega Customer Decision Hub User Guide 8.5: Understanding Next-Best-Action Designer basics, Configuring the Next-Best-Action Designer for Pega Customer Service, Setting constraints contact policy limits and controls.

Question 2

Reference module: Testing engagement policy conditions using audience simulation

U+ Bank, a retail bank, recently implemented a project in which credit card offers are presented to qualified customers when the customers log in to the web self-service portal. The bank now plans to amend its engagement policy conditions. As a Decisioning Consultant, which simulation do you run to check if the conditions are too broad or narrow for your requirements?

AAudience simulation

BPega Scenario Planner

CEthical Bias Check

DPersona Testing

Answer : A

Identifying the Requirement:

The bank has chosen an email service provider that prefers receiving customer batches through a cloud storage location on either Microsoft Azure or Amazon S3.

The task is to find out how Pega Customer Decision Hub can integrate with these cloud storage solutions.

Evaluating Pega CDH Capabilities:

Pega Customer Decision Hub provides robust capabilities for integrating with various external systems and cloud storage solutions.

The documentation for Pega CDH supports writing action details directly to cloud storage solutions like Microsoft Azure and Amazon S3, which is in line with modern cloud infrastructure practices.

Process Overview:

Configuration:

Configure the external storage location (Azure Blob Storage or Amazon S3) within Pega CDH.

Action Flow:

Define the action flow to include steps for writing data to the specified cloud storage.

External Integration:

Use built-in connectors or custom integration points to handle data transfer securely and efficiently.

Reference and Supporting Documentation:

According to the Pega Customer Decision Hub User Guide, you can configure Pega CDH to write action details directly to cloud storage solutions like Microsoft Azure and Amazon S3 (refer to the section on configuring the delivery of multiple treatments and external integration points).

Pega-Customer-Decision-Hub-User-Guide-85.pdf

Pega-Customer-Decision-Hub-User-Guide-86.pdf

Pega-Customer-Decision-Hub-User-Guide-87.pdf

Question 3

A bank wants to leverage Pega Customer Decision Hub's Next-Best-Action capability to promote new offers to each customer on their website. What information does Pega Customer Decision Hub send back to the website in response to the real-time container request?

AOnly the image location and its type

BOnly the image location

CThe treatment details and relevant action attributes

DOnly the action name and description

Answer : C

Identifying the Requirement:

The bank wants to leverage Pega CDH's Next-Best-Action capability to promote new offers on their website.

The task is to determine what information Pega CDH sends back to the website in response to a real-time container request.

Evaluating Pega CDH Capabilities:

Pega CDH's Next-Best-Action Designer is designed to handle real-time interactions and provides personalized recommendations.

The system returns comprehensive details to ensure the website can properly display and execute the recommended actions.

Process Overview:

Real-Time Container Request:

When the website sends a real-time container request, Pega CDH processes the request and identifies the most relevant actions based on customer data and engagement policies.

Response Details:

The response includes treatment details such as the action's visual elements (image URLs, descriptions) and relevant action attributes (e.g., offer type, benefits, eligibility criteria).

Reference and Supporting Documentation:

The Pega Customer Decision Hub User Guide clearly outlines that in response to a real-time container request, the system sends back the treatment details and relevant action attributes to ensure the offer can be presented accurately on the website.

Pega-Customer-Decision-Hub-User-Guide-85.pdf

Pega-Customer-Decision-Hub-User-Guide-86.pdf

Pega-Customer-Decision-Hub-User-Guide-87.pdf

Question 4

Reference module: Sharing action details with third-party distributors.

A bank has chosen an email service provider to deliver the offer messages selected by Pega Customer Decision Hub. The service provider prefers that the bank uploads a file per batch of customers to a cloud storage location, either on Microsoft Azure or Amazon S3. As a consultant working on the project representing the bank, what is your response?

AAction details can only be transferred via secure FTP

BAction details will be written to the local filesystem by default. But we will write an external process to transfer them to the cloud

CAction details can be directly written to either of those cloud storage solutions

DAction details can be written directly to Amazon S3 but not Microsoft Azure

Answer : C

Identifying the Requirement:

The bank has chosen an email service provider that prefers receiving customer batches through a cloud storage location on either Microsoft Azure or Amazon S3.

The task is to find out how Pega Customer Decision Hub can integrate with these cloud storage solutions.

Evaluating Pega CDH Capabilities:

Pega Customer Decision Hub provides robust capabilities for integrating with various external systems and cloud storage solutions.

The documentation for Pega CDH supports writing action details directly to cloud storage solutions like Microsoft Azure and Amazon S3, which is in line with modern cloud infrastructure practices.

Process Overview:

Configuration:

Configure the external storage location (Azure Blob Storage or Amazon S3) within Pega CDH.

Action Flow:

Define the action flow to include steps for writing data to the specified cloud storage.

External Integration:

Use built-in connectors or custom integration points to handle data transfer securely and efficiently.

Reference and Supporting Documentation:

Pega-Customer-Decision-Hub-User-Guide-85.pdf

Pega-Customer-Decision-Hub-User-Guide-86.pdf

Pega-Customer-Decision-Hub-User-Guide-87.pdf

Question 5

Reference module: Avoiding overexposure of actions in outbound.

U+ Bank's marketing department currently promotes various credit card offers by sending emails to qualified customers. Now the bank wants to limit the number of emails sent to their customers irrespective of past outcomes with a particular offer and customer. Which of the following options allows you to implement this business requirement?

AVolume constraints

BSuitability rules

CCustomer contact limits

DSuppression policies

Answer : C

To limit the number of emails sent to customers irrespective of past outcomes with a particular offer and customer, customer contact limits should be implemented. Customer contact limits help control the frequency of communications with customers across different channels, ensuring that they do not receive an excessive number of messages.

Setting constraints and customer contact policy limits (Page 34-35)

Creating and managing contact policies (Page 66-67)

Question 6

Through analysis of customer lifecycles, Next-Best-Action ________

Aprovides future sales reports

Bprovides fulfillment services

Canticipates retention issues

Didentifies global sales targets

Answer : C

Next-Best-Action leverages customer lifecycle analysis to anticipate retention issues. By analyzing patterns and trends in customer behavior, Next-Best-Action strategies can proactively address potential retention problems and enhance customer engagement to prevent churn.

Using Next-Best-Action to address retention issues (Page 82-83)

Analyzing customer lifecycle and engagement strategies (Page 85-86)

Question 7

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?

APega Value Finder

BPega Scenario Planner

CAudience Simulation

DDistribution Test

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:

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.

Pegasystems PEGAPCDC87V1 Certified Pega Decisioning Consultant (PCDC) 87V1 Exam Practice Test