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Determining the current bundle for Pega Next-Best-Action Advisor

Updated on April 20, 2022

Pega Next-Best-Action Advisor requires strategy logic to show the current holdings of a customer. Create the supporting decision and strategy logic to derive the current bundle.

Pega Customer Decision Hub
  1. Launch the Pega Customer Decision Hub portal by logging in with administrator credentials.
  2. In the Pega Customer Decision Hub portal, click Next-Best-ActionSupporting Decisions.
  3. On the Supporting Decisions landing page, click Create.
  4. In the Create a supporting decision window, in the Name and Description fields, enter Current bundle.
  5. In the Real-time containers section, click Configure.
  6. In the Configure Containers dialog box, create a new real-time container by doing the following steps:
    1. Click Create.
    2. In the Create Real-Time Container section, ensure that <your application>-Rules is selected.
    3. In the Name field, enter Current bundle.
    4. Click Create and open.
    5. In the Edit Real-Time Container window, click Save, and then click the Close icon.
    6. In the Configure Containers dialog box, click the Refresh icon.
    7. Click Add by the container that you created, and then click Apply.
  7. In the Configurations section, in the Alternate strategy section, click Configure.
  8. In the Configure Alternate Strategy dialog box, create a new strategy by doing the following steps:
    1. Click Create.
    2. In the Create Strategy section, ensure that <your application>-Rules is selected.
    3. In the Name field, enter Determine current bundle.
    4. Click Create and open.
  9. Add an embedded sub-strategy.
    1. On the strategy canvas, add the Sub strategyEmbedded shape, and then double-click the new element.
    2. In the Embedded strategy properties window, provide the element details:
      • In the Inputs tab, in the Iterate over field, enter Primary.Account.
      • In the Access data for each entity field, enter Account.
      • In the Name field, enter Accounts.
      • On the Dictionary tab, select Is possible recipient.
      • In the Subject ID field, enter .AccountID.
    3. Click Submit.
  10. Add a second sub-strategy embedded in the Accounts strategy.
    1. On the strategy canvas, inside the Accounts context area, add the Sub strategyEmbedded shape, and then double-click the new element.
    2. In the Embedded strategy properties window, provide the element details:
      • In the Inputs tab, in the Iterate over field, enter Account.Subscriptions.
      • In the Access data for each entity field, enter Subscription.
      • In the Name field, enter Subscriptions.
      • On the Dictionary tab, select Is possible recipient.
      • In the Subject ID field, enter .SubscriptionID.
    3. Click Submit.
  11. On the strategy canvas, inside the Subscriptions context area, add the ImportData import shape, and then double-click the new element.
  12. In the Data import properties dialog box, set the import source:
    1. In the Name field, enter Import holdings.
    2. On the Source tab, in the Page field, enter Subscription.Holdings.
    3. On the Properties mapping tab, click Add item.
    4. Set the target to .OfferID and the source to .ExternalID
    5. Click Add item.
    6. Set the target to .pySubjectID and the source to .SubscriptionID, as shown in the following figure:
      Data import properties window
      The data import properties window shows how to define the mapping for your holdings
    7. Click Submit.
  13. Import the retention issue:
    1. On the strategy canvas, inside the Subscriptions context area, add the ImportProposition data shape, and then double-click the new element.
    2. In the Import from section, in the Business issue list, select Retention.
    3. Click Submit.
  14. Configure a Filter component to filter out actions for any channels other than Mobile by doing the following steps:
    1. On the strategy canvas, inside the Subscriptions context area, add the ArbitrationFilter shape, and then double-click the new element.
    2. On the Properties tab, in the Name field, enter Just Mobile.
    3. Set the filter condition to Subscription.SubscriptionType == "Mobile".
    4. Click Submit.
  15. On the strategy canvas, inside the Subscriptions context area, add the EnrichmentData join shape, and connect the element to the Retention shape.
  16. Configure the data join:
    1. Double-click the Data join shape.
    2. In the Name field, enter Join Action and Holding.
    3. On the Join tab, in the Name list, select Import Holdings.
    4. In the Join when all conditions below are met section, set the following when condition by clicking Add item:
      .OfferID is equal to .OfferID.pySubjectID is equal to .pySubjectID
      Data join properties window
      The data join properties window shows how to set the join properties for your holdings
    5. Select the Exclude source component results that do not match join condition check box.
    6. Click Submit.
  17. Set context data:
    1. On the strategy canvas, inside the Subscriptions context area, add the EnrichmentSet property shape between the Data join shape and the Results shape.
    2. Double-click the Set property shape.
    3. In the Name field, enter Set Context.
    4. In the Define action, target, and source section, in the Target field, enter .SubjectName, and then, in the Source field, enter Subscription.FirstName.
    5. In the Target field, enter IsDecisionMaker, and then, in the Source field, enter Subscription.IsDecisionMaker.
    6. In the Target field, enter IsShared, and then, in the Source field, enter Subscription.SharedSubscription.
    7. In the Target field, enter .IsCategorySelected, and then, in the Source field, enter true.
    8. Click Submit.
    For example: The following figure shows a sample context configuration:
    Set context data dialog box
    The set property properties window shows how to set the context data for your holdings
  18. On the strategy canvas, arrange, and then connect the shapes in the order shown in the following figure:
    Determining the current bundle strategy
    The determine current bundle strategy window shows the order in which to add strategy shapes and how to connect them on the strategy canvas.
  19. Click Save, and then close the strategy.
  20. In the Configure Alternate Strategy dialog box, select the new strategy:
    1. Click the Refresh icon.
    2. Click Add by the strategy that you created, and then click Apply.
  21. On the Supporting Decisions landing page, click Save.
  22. Generate the data flow:
    1. Click the strategy.
    2. On the strategy page, click ActionsView references.
    3. On the Referencing rules tab, click the strategy rule, and then ensure that the rule has a data flow record.
    4. If the data flow is not visible, close the strategy window.
    5. On the supporting decision page, click Edit, and then click Save.
    6. Repeat steps 22.a through 22.c.
  23. Verify that the supporting decision works.
  • Previous topic Configuring advertised bundles
  • Next topic Enabling the search offer feature for Pega Next-Best-Action Advisor

Tags

Pega Next-Best-Action Advisor 8.7 Decision Management

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