Historical data

Pega Sales Automation for Insurance provides sample data for the initial training of the adaptive model.

Adaptive learning

An agent runs daily to execute a data flow that makes a call to a decision strategy. The decision strategy contains all of the adaptive models and runs on all of the open opportunities to capture the data that is required by the models. The decision strategy uses the standard Delayed Learning cache. When an opportunity is closed, the application triggers a response strategy from a data flow to fetch the data for relevant decisions and train the applicable models. You can use the same decision strategy at any time to evaluate an opportunity and return propensities.

The strategy runs all three model types (move to next stage, opportunity win, and win date), distinguishing them by using labels that are mapped to the issue and group hierarchy. For the opportunity win and move to next stage models, the strategy also evaluates a model without predictors (opportunity win base propensities) to establish a base propensity for benchmarking.

The following figure displays the strategy flow for an individual opportunity:

The SnapshotAllOpportunities agent runs on a daily basis to take daily predictor snapshots. When an opportunity is closed, a strategy runs a capture response for all three models (move to next stage, opportunity win, and close date).

The following figure shows the HandleNextStageResponses capture response for the move to next stage model:

The following figure shows the ClosedOpportunity capture response for the opportunity win and close date models:

D_PredictBusOpportunity

Opportunity insights for business opportunities run in the context of the D_PredictBusOpportunity data page. This data page has the SAPredictOpportunity activity as a data source, which runs the SAPredictOpportunity data flow. The data flow uses the EvaluateOpportunity strategy to predict the propensity to move to the next stage, to win an opportunity, and to predict the close date range.

D_PredictIndvOpportunity

Opportunity insights for individual opportunities run in the context of the D_PredictIndvOpportunity data page. This data page has the SAPredictOpportunityForInd activity as a data source, which runs the SAPredictOpportunity data flow. The data flow uses the EvaluateOpportunity strategy to predict the propensity to move to the next stage, to win an opportunity, and to predict the close date range.

SAPredictOpportunity for business opportunities

The SAPredictOpportunity data flow calculates the value of the adaptive model predictors by using the SetB2BPredictorsForEvaluateOpp data transform, which sets predictor values from the opportunity and its related entities such as account, organization, and owner.

The SAPredictOpportunity data flow reuses the EvaluateOpportunity strategy to get the analytic results for the business opportunity.

SAPredictOpportunity for individual opportunities

The SAPredictOpportunity data flow calculates value of the adaptive model predictors and sets predictor values for the opportunity by using the SetB2CPredictorsForEvaluateOpp data transform.

The SAPredictOpportunity data flow reuses the EvaluateOpportunity strategy to get the analytic results for the individual opportunity.

OpportunityClosed for business opportunity

The OpportunityClosed data flow calls the CloseOpportunity strategy of the business opportunity, which captures responses for decisions in the past period. It captures responses for the business opportunity win model and the business opportunity close date model.

OpportunityClosed for individual opportunity

The OpportunityClosed data flow calls the CloseOpportunity strategy of the individual opportunity, which captures responses for decisions in the past period. It captures responses for the individual opportunity win model and the individual opportunity close date model.

MovedToNextStage

The MoveToNextStage data flow calls the HandleNextStageResponses strategy, which is the core strategy for training the PredictNextStage adaptive model. The available responses depend on whether an opportunity moves up or down from the current stage.

SnapshotOneOpportunity

Pega Sales Automation for Insurance has separate SnapshotOneOpportunity data flows for business and individual opportunities. The data flow reuses the EvaluateOpportunity strategy of the opportunity. This data flow runs on a daily basis by a background processing agent and captures all predictors for the opportunity each time it runs.