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Understanding the Next-Best-Action strategy framework

Updated on August 4, 2022

The Next-Best-Action strategy framework is shipped with Pega Customer Decision Hub and provides the best practice for implementing enterprise-level next-best-action.

Pega Customer Decision Hub
The strategy framework is applied to the top (all issues and groups), issue or group level of the business hierarchy after you define a trigger in the Channels tab of Next-Best-Action Designer. Each trigger generates a strategy which references the correct level of the business structure, imports the actions, and applies the Eligibility, Applicability, and Suitability rules. The strategy then passes these results to the strategy framework for processing. A trigger may be a real-time container, an event, or a recurring (outbound) schedule.
Note:

Starting in version 8.6, Pega Customer Decision Hub introduces the globally optimized strategy (GOS), which greatly increases the performance of strategy execution. GOS decreases the run time and memory usage of strategy execution in batch and real-time scenarios by wrapping your top-level (trigger or entry) strategy within a globally optimized strategy.

This capability is built into Next-Best-Action Designer and does not require any additional configuration. Triggers are automatically optimized as soon as you edit and save the Channels tab. You can also use GOS with your custom strategies. For more information, see Understanding globally optimized strategies.

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