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Enabling the search offer feature for Pega Next-Best-Action Advisor

Updated on April 20, 2022

Improve the customer experience by enabling the search offer feature in Pega Next-Best-Action Advisor. By using this feature, you can search for a particular offer by using keywords, for example, the name of your mobile phone model.

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 Retention search offers.
  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 Retention search offers.
    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 Retention offers finder.
    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 ImportProposition Data shape, and then double-click the new element.
  12. In the Proposition data properties dialog box, in the Business issue list, select Retention, and then click Submit.
  13. On the strategy canvas, inside the Subscriptions context area, add the ArbitrationFilter shape, and then double-click the new element.
  14. In the Filter properties dialog box, configure the filter:
    1. In the Name field, enter Filter offers not matching.
    2. Next to the Filter condition field, click Configure.
    3. In the Expression builder dialog box, enter @String.contains(@String.toUpperCase(pyLabel), .pySearchText) || @String.contains(@String.toUpperCase(.ShortDescription), .pySearchText), and then click Submit.
    4. In the Filter properties dialog box, click Submit.
  15. On the strategy canvas, inside the Subscriptions context area, add the EnrichmentSet Property shape, and then double-click the new element.
  16. In the Set property properties dialog box, define the attributes:
    1. In the Name field, enter Set Search Context.
    2. Click Add item.
    3. In the Target field, enter .pySearchText.
    4. In the Source field, in the expression builder, enter the following expression:
      @PegaMKTUtilities.GetContextValue("Search","SearchOfferName",Primary.ContainerPayload.Contexts)
    5. Click Add item.
    6. In the Target field, enter .pySearchKey.
    7. In the Source field, in the expression builder, enter the following expression:
      @PegaMKTUtilities.GetContextValue("Search","SearchGroupName",Primary.ContainerPayload.Contexts)
    8. Click Submit.
    For example: The following figure shows a sample configuration:
    Setting the search context dialog box
    A dialog box that shows how to define target and source attributes to set the search context in pega next-best-action-designer
  17. On the strategy canvas, arrange, and then connect the shapes in the following order:
    1. Proposition Data
    2. Set Property
    3. Filter
    4. Result
    For example: The following figure shows a sample strategy:
    The Retention offers finder strategy
    The retention offers finder strategy window shows the order in which to add strategy shapes and how to connect them on the strategy canvas.
  18. Click Save, and then close the window.
  19. 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.
  20. On the Supporting Decisions landing page, click Save.
  21. Generate the data flow:
    1. Click the Retention offers finder 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 21.a through 21.c.
  22. Verify that the supporting decision works.
  23. Verify that the search offer feature works as expected by doing the following steps:
    1. In the NBAA portal, advance your case to the Negotiation section.
    2. View a list of offers by clicking ActionsSearch offer.
    3. In the search dialog box, you can search for a particular offer by entering a keyword into the Search Services field, as shown in the following figure:
      An example of searching for an offer
      This dialog box shows a result of searching for an offer using the search offer feature of pega next-best-action advisor.
  • Previous topic Determining the current bundle for Pega Next-Best-Action Advisor
  • Next topic Verifying supporting decisions for Pega Next-Best-Action Advisor

Tags

Pega Next-Best-Action Advisor 8.7 Decision Management

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