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Defining the relevant action setting

Updated on September 15, 2022

If the propensity of all the actions or treatments available to a customer is below the configured relevant action setting, Value Finder counts that customer among those who receive only irrelevant actions. To provide a convenient starting point, on first analysis, the setting is configured in such a way that actions are considered irrelevant for 5% of customers with the lowest propensities. In this way, Value Finder calculates the propensity threshold for determining relevant actions.

You can change the relevant action setting (propensity threshold) according to your business definition of a relevant action, and then re-run the Value Finder analysis.

The relevant action setting is displayed in the header of the Value Finder landing page:

To understand how the relevant action setting works, consider the following example. The table below shows an audience of 20 customers. Various actions and treatments are available to them, and they have different propensities for these actions:

 Customer Action Treatment Propensity (%) C09 A2 T4 87 C18 A2 T3 87 C08 A2 T3 76 C17 A1 T2 76 C03 A2 T3 65 C12 A1 T2 65 C02 A1 T2 62 C11 A1 T1 62 C07 A1 T2 58 C16 A1 T1 58 C01 A1 T1 56 C06 A1 T1 56 C10 A3 T5 56 C15 A3 T5 56 C05 A3 T5 45 C14 A2 T4 45 C04 A2 T4 34 C13 A2 T3 34 C19 A2 T4 30 C20 A3 T5 24

When the propensity threshold is set to 5% of customers (as visualized by the position of the slider), 1 out of 20 customers in this audience receives only irrelevant actions. The customer with the lowest propensity in the table is C20. This customer's propensity is 24%, which is the propensity threshold for determining relevant actions. Customers who have actions with propensities above 24% are considered well-served, which means that they have at least one relevant action.

If the propensity threshold is set to 10% of customers, 2 out 20 customers in this audience have only irrelevant actions: C20 and C19 with propensities of 24% and 30% respectively. In this case, customers with propensities above 30% are considered well-served.

To change the relevant action setting, perform the following steps:

Pega Customer Decision Hub
2. In the navigation pane of the Pega Customer Decision Hub portal, click DiscoveryValue Finder.
3. Run a new simulation or display the results of a saved simulation.
4. In the header of the Value Finder landing page, click the Properties icon under Relevant action setting.
5. In the Configure irrelevant action threshold window, use the slider to select the maximum propensity above which Value Finder identifies an action as relevant for a customer.
Customers who only receive irrelevant actions have propensities that are lower than the configured threshold. Customers who have at least one relevant action have propensities above the threshold.
6. Click Submit.
Result: Value Finder recalculates and refreshes the results of the simulation, which might take several minutes.

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