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Debugging the lower strategies

Updated on August 4, 2022

To debug strategies that are lower in the strategy stack, follow a similar process as for debugging the NBAStrategyFramework component. Depending on the strategy that you are debugging, you will need to update the ExternalInputTester strategy to ensure that your strategy results include all required component logic.

Pega Customer Decision Hub
For example, to debug strategy results that are dropping out on the Treatments & Channels component of the NBAStrategyFramework strategy, do the following steps:
  1. In the Pega Customer Decision Hub portal, click IntelligenceStrategies.
  2. Open the NBAStrategyFramework strategy.
  3. From the NBAStrategyFramework strategy, open the TreatmentsChannels strategy.
    Tip: The TreatmentsChannels strategy will test joining actions with active treatments. It will also run the Prediction to determine the treatment level propensity.
  4. Open the Test Run panel by clicking the slider button on the right side of the strategy canvas.
  5. In the Settings section, select Data transform, and then select a persona transform.
  6. Click the Open icon.
  7. On the Definition tab of the data transform, specify the characteristics of the persona.
    The persona characteristics are defined as properties of the customer, their journey, and other related data.
    For example: If you have a specific test customer contact that you want to use as a test persona, enter their ID in the Set .ContactId equal to row. You can add new properties by right-clicking on a row and selecting Add child.
  8. Save the data transform and switch back to the TreatmentsChannels strategy.
  9. In the For external inputs use strategy field, enter ExternalInputTester, and then click the Open icon.
    Selecting a strategy to test the non-generated components of the strategy framework
    Tip: The ExternalInputTester strategy imports the actions that you want to test, as well as any required logic components. As you test component lower than the NBAStrategyFramework, include the high level components in this strategy.
  10. On the strategy canvas, add the ActionLevelPropensity component, as in the following figure:
    ActionLevelPropensity is the required strategy component for action scoring. This component expands the action by the number of active and enabled channels, which is required to debug the treatment strategy.
  11. Save and check in the ExternalInputTester strategy.
  12. Switch back to the TreatmentsChannels strategy.
    TreatmentsChannels strategy with the required test data transform and external input strategy
  13. Click Run, and then select the Result component to view the strategy results.
  • Previous topic Debugging the NBAStrategyFramework component
  • Next topic Configuring Next-Best-Action Designer for Pega Customer Service

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