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Getting started with decision management

Updated on July 5, 2022

Manage your company's customer interactions to deliver the right message, the right offer, and the right service at every level of the customer experience. With Pega Platform and the Next-Best-Action, you can tailor your decision management strategy to suit each of your customers, to deliver consistent quality across all channels.

Note: This article describes the decision management capability of Pega Platform. If you intend to use this feature specifically in Pega Customer Decision Hub, Pega’s solution for 1:1 Customer Engagement, see the Pega Customer Decision Hub documentation.

Next best action

You build next-best-action responses by combining business rules for prioritizing decisions with machine learning algorithms that can predict customer behavior. By harnessing the power of decision management, you can determine the optimal action (the next best action), to take with a customer at a given moment.

Use the following decision management components to build your next-best-action logic and ensure that customer actions are appropriate and consistent at all times:

Proposition Management
Create a decision framework for your next best actions by identifying propositions. A proposition can be anything that you offer to your customers, for example, goods, services, advertising, and so on. In Pega Platform, propositions are organized into a hierarchy that consists of three levels: business issue, group, and proposition. The combination of these levels provides a unique identifier for each proposition. You can customize this business hierarchy to reflect your existing products and services.
Decision Strategies
Determine the best propositions to offer your customers by using decision strategies. Each strategy contains a sequence of components that represent a specific type of logic that contributes to the final next-best-action decision. You can then write the strategy results to a database or a clipboard page for further use in other strategies or business processes.
A decision strategy that determines customer eligibility for a proposition
Simulate and understand the impact of actual or proposed decision strategies across all channels and products. To ensure that your simulations are accurate enough to help you make important business decisions, you can deploy a sample of your production data to a dedicated simulation environment for testing. By running simulations on sample production data, you can predict the impact of changes on your decision logic, before applying the changes to your live production environment.
Simulation of a decision strategy that shows the likely impact of introducing a new offer
Artificial intelligence and machine learning
Increase the relevance of your next-best-action decisions by using artificial intelligence and machine learning to better understand what your customers want. Building adaptive, predictive, and text analytics models that can be applied to a wide range of business use cases will provide you with greater insight into customer behavior:
Adaptive Analytics
Automatically build and deploy adaptive models that learn and gather data in real time, to predict customer behavior without any historical information.
Predictive Analytics
Develop predictive models that are using historical data to predict future customer behavior.
Text Analytics
Analyze unstructured textual data to derive useful business information that is instrumental in retaining and growing your customer base.
Event Strategies
Detect meaningful events in real-time data streams and react to them in a timely manner by using event strategies. You can use event strategies to detect interactions such as Call Detail Records, prepaid balance recharges, or credit card transactions, to identify the most critical opportunities and risks in determining next best actions for your customers.
Data Flows
Make thousands of decisions at a time by using a Data Flow rule. Data flows are a flexible, scalable solution for managing multiple decisions simultaneously, that follow a simple input-process-output pattern. You establish data flows through a set of instructions in shapes of various types, on a canvas-based rule form, using a graphical interface.
A data flow that triggers a strategy, based on customer responses
Revision Management
Provide business users with the means to implement and test modifications to their applications outside of enterprise release cycles. You use revision management to quickly respond to the internal factors and changes in the external environment that influence business. For example, by updating the decision strategies and propositions that define your next-best-action decision framework, a company can respond more quickly to changes in customer behavior.
Interaction History
Capture every customer response to each of your next best actions in the Interaction History. You can then use the interaction history to train a predictive model to predict whether a customer is likely to accept a given proposition, based on all similar customer interactions that have been recorded over time.

Decision-making as part of a business process

You can invoke a decision at any step of a business process. For example, you can call an instance of a decision rule, a decision strategy, or a data flow, as part of a case type. You use the decision management functionality in a case type, with the Decision and Run Data Flow shapes:

Call one of the following decision rules: Predictive Model, Scorecard, Decision Table, or Decision Tree.
Run Data Flow
Call a decision strategy, an event strategy, a text analyzer, or any other DSM component through a Data Flow rule type. By using a data flow to call a decision strategy, you can separate the business process from the decision strategies, and eliminate the need to update either component when the other one changes.
Integration of decision management with a business process through flow shapes
  • Exploring key decision management features with DMSample

    Gain hands-on experience of the decision management functionality through DMSample – a reference application that walks you through real-life decision use cases, by providing preconfigured artifacts and simulated input data.

  • Enabling decision management services

    Decision management services comprise the technical foundation of decision management. Learn more about decision management services and how to enable them to fully benefit from next-best-action strategies and other decision management features in Pega Platform.

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