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Defining eligibility conditions for treatments

Updated on January 25, 2023

Specify the conditions under which a particular treatment or treatment type should be made available to a customer. You can apply both global treatment eligibility and treatment eligibility conditions.

Pega Customer Decision Hub Pega Customer Decision Hub

Channel treatment eligibilities are applied to treatments of a specific channel type. You can configure each of the channel treatments and choose whether to inherit the channel treatment eligibilities.

The following figure presents the global treatment eligibility:

Global treatment eligibility
Part of the Treatments tab presenting the global treatment eligibility.

Treatment eligibility conditions are applied to a specific treatment, in addition to any global eligibility conditions that you configure, as in the following figure:

Treatment eligibility
Part of the Create other treatment tab presenting treatment eligibility.

Creating treatment eligibility criteria

To enable treatment eligibility criteria in Pega Customer Decision Hub, create an associated When rule and mark it as a relevant record.

Eligibility conditions are defined as When rules associated with specific customer contexts. When defining eligibility criteria, work with your implementation specialist.

To create eligibility conditions, you will need to access customer-level properties, as well as properties from your strategy result (SR) class. In order to access these properties within eligibility conditions, you must add a page for each property.

Tip: Do not use treatment eligibility rules for targeting treatments to customers. Treatment targeting is better handled by the Arbitration process. Treatment eligibility is intended for eligibility rules such as Treatment is in a customer's preferred language, customer has opted into this channel, customer has a downloaded the mobile app, and so on.
  1. In Dev Studio, create a When rule in the Data-Decision-Request-Customer class.
  2. In the Parameters tab, add a parameter named StrategyResult, with Page Name as the data type.
    Part of a Parameters tab presenting configured StrategyResult parameter.
  3. In the Pages & Classes tab, add a Page named StrategyResult on the top-level SR class.
    Note: Strategy results (SR) represent the next-best-action recommended actions and treatments.
  4. In the Pages & Classes tab, add an entry for each context entity that you defined in the Context Dictionary.
    Note: For the names, use the value specified in the Singular name field in the Context Dictionary.
    Part of the Pages & Classes tab, added StrategyResult Page name and Customer context entity.
  5. In the Advanced tab, define the conditions for your rule.
    For example: To match the customer's language preference with the language of the treatment, enter StrategyResult.Language = Customer.LanguagePreference.
    Part of the Advanced tab, rule conditions defined.
  6. Mark the When rule relevant by clicking ActionsMark as relevant record.
  7. Open the Relevant Records landing page.
    Tip: After marking the When rule relevant, click the View link in the confirmation message shown in the header.
  8. In the Relevant Records landing page, enter Data-Decision-Request-Customer as the class name.
  9. Find the When rule that you marked as relevant and click the Menu icon to the right of the When rule row.
  10. Click Assign categoriesTreatment Eligibility.
Result: Your treatment eligibility When rule now appears in the Treatment eligibility dropdown list.

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