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Creating a test strategy for selecting actions

Updated on September 15, 2022

Testing the lower strategies in the NBA Strategy Framework requires that you create a strategy that includes the set of actions against which to test.

Pega Customer Decision Hub
Since the trigger strategy is the source of action data for the framework, it is best to create a modified version of the trigger to provide the actions needed for the NBA Strategy Framework tests.
  1. In the Customer Decision Hub portal, click IntelligenceStrategies.
  2. Open the Trigger_NBA_TopLevel strategy.
  3. Click Save As and change the label to be the name of the test strategy, for example, External Input Test.
  4. Ensure that [No branch] is selected in the Development branch field.
  5. Click Create and open.
  6. Since you will be using this strategy to test the NBA Strategy Framework, remove any references to the framework from the strategy.
    Delete each NBA Strategy Framework sub-strategy shape and connect the previous component (the engagement policy sub-strategy shape) to the context shape exit point. The result should resemble the following figure:
    Note: If your Context Dictionary has only one or two context levels, your strategy will look simpler than the above figure.
  7. Since the framework is executed separately for each context, for a multi-level context dictionary, create a separate exit point for each context.
    1. To the right of the outermost context shape, create a separate Filter for each context using the Filter conditions from their respective filters within the context shapes.
      Note: Name the filters appropriately, for example, Account Context, Subscriber Context, and so on.
    2. Connect the exit point of the outermost context shape to each filter, and then connect each filter to the Results shape.
  8. Remove the Final Action Limits & Bundling strategy, and then connect the exit point of the outermost context shape directly to Best Result.
    The result should resemble the following figure:
Result: This strategy can now be used provide actions for each individual context, and for all contexts if required.

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