Improve the accuracy of your Next-Best-Action strategy by testing the framework. By
creating a data flow which retrieves customer data from your relational database, and then
running the data flow, you can verify that the Next-Best-Action strategy framework gives
correct results.
Pega Customer Decision Hub
Log in to App Studio as an operator with access to data flows.
Only users with an access group that includes the user role
CustomerDecisionHub:DataAdmin can access data
flows.
In the navigation panel of App Studio, click DataData Flows.
On the Data Flows landing page, click
Create.
On the Create Data Flow page, enter the data flow
description, for example, NBA strategy test.
In the Apply to field, verify that the class to which
this data flow applies is the primary customer class for your application.
On the data flow canvas, right-click the Source shape,
and then select Properties.
In the Import data from list, select Data
set.
In the Data set field, select
Segment.
Click Submit.
Add a Convert shape to the data flow canvas, and then
right-click the shape to edit its properties.
In the Into page(s) of class field, enter
Data-Decision-Request-Customer. This option converts
the source data from your customer class into a page of the
Data-Decision-Request-Customer class.
Select the Auto-copy properties with identical names
check box, as in the following example:
Convert shape configuration
Click Submit.
Add a Compose shape to the canvas. The Compose shape
pulls in all customer data, including associated data that you configured in the
Context Dictionary.
Configure the Compose shape:
Right-click the Source shape for the Compose shape, and then click
Properties.
Source properties for the Compose shape
In the Import data from list, select
Data flow.
In the Input class field, select the primary
customer class for your application.
In the Data flow field, select the
CustomerData data flow for your primary
customer class.
Note: The name of the data flow depends on the name of the primary
customer context in your application. For example, if your primary
customer context is Subscriber, the name for the
CustomerData flow is
SubscriberData. For more information, see
Complying with policies or regulations by detecting unwanted bias.
Click Submit.
Right-click the Compose shape, and then click
Properties.
In the Compose Data_Decision_Request_Customer with data
from field, select the property that corresponds to your
primary customer context. For example, if your primary customer context
is Subscriber, select the .Subscriber
property.
In the Compose when conditions below are met
section, enter the following Join condition: When<your customer class key> is equal
to.pySubjectID as in the following example:
Sample Join condition
Click Submit.
Verify that the final shape in the data flow is an Abstract shape which outputs
the results, as in the following example:
Data flow for testing the Next-Best-Action strategy framework
