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Testing the Next-Best-Action strategy framework

Updated on August 4, 2022

You can verify that your Next-Best-Action Designer configuration is giving the desired results by defining a data transform that represents a test customer persona, and running a test for this persona directly from the strategy canvas.

Pega Customer Decision Hub

Strategy framework

The strategy framework consists of the following components:

  • Import actions, to import the actions using Proposition Data shapes
  • Engagement policies, which filter out actions based on eligibility, applicability and suitability criteria using Proposition Filters
  • NBA strategy framework, which applies constraints, calculates the action and treatment propensity using AI, performs arbitration, and finally applies channel-specific rules to select the top actions based on the channel requirements.

These parts of the strategy framework are tested in slightly different ways. These approaches will be discussed in detail in the sections that follow.

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