In situations where a customer is eligible for multiple actions, you may specify whether volume constraints should be applied to the actions as a group, or whether each action should be evaluated separately. Evaluating actions as a group allows Pega Customer Decision Hub to display all eligible actions, for example to a customer service representative, who should be able to see all the actions they can make to the customer.
- Constrain each action individually - Select this option to check
each action or action bundle for the customer separately against applicable channel and
action constraints. In this way, the highest priority action or actions for a customer may
pass constraint checks, while lower priority actions may be rejected, for example due to
- Constrain as a group for the customer (output all actions) -
Select this option to use the highest priority action to apply constraints on the channels
and actions, without removing the other actions for a customer. If the highest priority
action is allowed to pass the constraint, all lower priority actions for this customer are
also allowed without applying separate constraint checks. In this way, all eligible
actions for a customer can be displayed.