Skip to main content

         This documentation site is for previous versions. Visit our new documentation site for current releases.      

Creating treatment eligibility criteria

Updated on August 3, 2022

To enable treatment eligibility criteria in Pega Customer Decision Hub, create an associated When rule and mark it as a relevant record.

When defining your eligibility criteria, you will need to access customer-level properties, as well as properties from your strategy result (SR) class. In order to access these properties within eligibility conditions, you must add a page for each.

Tip: Do not use treatment eligibility rules for targeting treatments to customers. Treatment targeting is better handled by the Arbitration process. Treatment eligibility is intended for eligibility rules such as Treatment is in a customer's preferred language, customer has opted into this channel, customer has a downloaded the mobile app, and so on.
  1. In Dev Studio, create a When rule in the Data-Decision-Request-Customer class.
  2. In the Parameters tab, add a parameter named StrategyResult, with Page Name as the data type.
    Parameters tab, StrategyResult parameter added.
  3. In the Pages & Classes tab, add a page named StrategyResult on the top-level SR class.
    Note: Strategy results (SR) represent the next-best-action recommended actions and treatments.
  4. In the Pages & Classes tab, add an entry for each context entity that you defined in the Context Dictionary.
    Note: For the names, use the value specified in the Singular name field in the Context Dictionary.
    Pages & Classes tab, StrategyResult page and Customer context entity added.
  5. In the Advanced tab, define the conditions for your rule.
    For example: To match the customer's language preference with the language of the treatment, enter StrategyResult.Language = Customer.LanguagePreference.
    Advanced tab, conditions for the rule configured.
  6. Mark the When rule relevant by clicking ActionsMark as relevant record.
  7. Open the Relevant Records landing page.
    Tip: After marking the When rule relevant, click the View link in the confirmation message shown in the header.
  8. In the Relevant Records landing page, enter Data-Decision-Request-Customer as the class name.
  9. Find the When rule that you marked as relevant and click the Menu icon to the right of the When rule row.
  10. Click Assign categoriesTreatment Eligibility.
Result: Your treatment eligibility When rule now appears in the Treatment eligibility dropdown list.
    • Previous topic Configuring a recurring schedule for Next-Best-Action
    • Next topic Optional: Configuring repository storage for marketing images

    Have a question? Get answers now.

    Visit the Support Center to ask questions, engage in discussions, share ideas, and help others.

    Did you find this content helpful?

    Want to help us improve this content?

    We'd prefer it if you saw us at our best. is not optimized for Internet Explorer. For the optimal experience, please use:

    Close Deprecation Notice
    Contact us