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Configuring the investment budget

Updated on April 20, 2022

Pega Next-Best-Action Advisor requires strategy logic for the Next-Best-Action Designer template for Pega Next-Best-Action Advisor to work properly. To set that logic, you must configure the investment budget and the Calculate Budget.

Pega Customer Decision Hub Pega Customer Decision Hub Pega Customer Decision Hub Pega Customer Decision Hub

Creating a supporting decision for the investment budget

Start configuring the investment budget by creating the underlying supporting decision.

  1. Launch the Pega Customer Decision Hub portal by logging in with administrator credentials.
  2. In the Pega Customer Decision Hub portal, click Next-Best-ActionSupporting Decisions.
  3. On the Supporting Decisions landing page, click Create.
  4. In the Create a supporting decision window, in the Name and Description fields, enter Budget.
  5. In the Real-time containers section, click Configure.
  6. In the Configure Containers dialog box, create a new real-time container by doing the following steps:
    1. Click Create.
    2. In the Create Real-Time Container section, ensure that <your application>-Rules is selected.
    3. In the Name field, enter Budget.
    4. Click Create and open.
    5. In the Edit Real-Time Container window, click Save, and then click the Close icon.
    6. In the Configure Containers dialog box, click the Refresh icon.
    7. Click Add by the container that you created, and then click Apply.
  7. In the Configurations section, in the Alternate strategy section, click Configure.
  8. In the Configure Alternate Strategy dialog box, create a new strategy by doing the following steps:
    1. Click Create.
    2. In the Create Strategy section, ensure that <your application>-Rules is selected.
    3. In the Name field, enter Determine investment budget.
    4. Click Create and open.
    5. In the Edit Strategy window, click Save, and then click the Close icon.
  9. On the Supporting Decisions landing page, click Save.
  10. Generate the data flow by doing the following steps:
    1. Click the Determine investment budget strategy.
    2. On the Determine investment budget strategy page, click ActionsView references.
    3. On the Referencing rules tab, click the strategy rule, and then ensure that the rule has a data flow record.
    4. If the data flow is not visible, close the strategy window.
    5. On the supporting decision page, click Edit, and then click Save.
    6. Repeat steps 10.a through 10.c.

Determining the investment budget for Pega Next-Best-Action Advisor

After creating the supporting decision for the investment budget, create the strategy logic and then map it to the supporting decision.

  1. Launch the Pega Customer Decision Hub portal by logging in with administrator credentials.
  2. Click Next-Best-ActionSupporting Decisions.
  3. In the list of results, click Budget.
  4. In the Configurations > Alternate strategy section, click Determine investment budget.
  5. In the Edit Strategy window, click Check out.
  6. Add an embedded sub-strategy.
    1. On the strategy canvas, add the Sub strategyEmbedded shape, and then double-click the new element.
    2. In the Embedded strategy properties window, provide the element details:
      • In the Inputs tab, in the Iterate over field, enter Primary.Account.
      • In the Access data for each entity field, enter Account.
      • In the Name field, enter Accounts.
      • On the Dictionary tab, select Is possible recipient.
      • In the Subject ID field, enter .AccountID.
    3. Click Submit.
  7. Add a second sub-strategy embedded in the Accounts strategy.
    1. On the strategy canvas, inside the Accounts context area, add the Sub strategyEmbedded shape, and then double-click the new element.
    2. In the Embedded strategy properties window, provide the element details:
      • In the Inputs tab, in the Iterate over field, enter Account.Subscriptions.
      • In the Access data for each entity field, enter Subscription.
      • In the Name field, enter Subscriptions.
      • On the Dictionary tab, select Is possible recipient.
      • In the Subject ID field, enter .SubscriptionID.
    3. Click Submit.
  8. On the strategy canvas, inside the Subscriptions context area, add the EnrichmentSet Property shape, and then double-click the new element.
  9. In the Set property properties window, provide the element details:
    1. In the Name field, enter Cart Items Selected.
    2. On the Target tab, in the Target field, enter .SubscriptionID, and then, in the Source field, enter Subscription.SubscriptionID.
    3. In the Target field, enter .CartMembers.
    4. In the Source field, in the expression builder, enter @PegaMKTUtilities.GetContextValue("CartItems",.SubscriptionID, Primary.ContainerPayload.Contexts).
    5. Click Submit.
    For example: See the following figure with a sample configuration:
    Defining the property for the selected cart items
    A dialog box that shows how to set the target and source fields to define the cart items selected property in pega next-best-action advisor.
  10. On the strategy canvas, inside the Subscriptions context area, add the Decision analyticsScorecard model shape, and then double-click the new element.
  11. In the Set property properties window, provide the element details:
    1. In the Name field, enter Calculate Budget.
    2. On the Scorecard tab, select the Strategy result radio button.
    3. In the Scorecard model field, enter CalculateBudget.
    4. Click Submit.
  12. On the strategy canvas, inside the Subscriptions context area, add the EnrichmentDecision data shape, and then double-click the new element.
  13. In the Decision data properties window, provide details:
    1. In the Name field, enter Budget Params.
    2. On the decision data tab, select the Strategy Result radio button.
    3. In the Decision Data field, enter BudgetParameters.
    4. Click Submit.
  14. On the strategy canvas, inside the Subscriptions context area, add the EnrichmentSet property shape, and then double-click the new element.
  15. In the Set property properties window, provide the element details:
    1. In the Name field, enter Set Budget.
    2. On the Target tab, click Add item.
    3. In the Target field, enter .pyMaxBudget, and then, in the Source field, enter @toDecimal(.pxSegment).
    4. In the Target field, enter .pyTargetBudget, and then, in the Source field, use the Expression builder to enter the following expression:
      .pyMaxBudget*BudgetParams.TargetThreshold
    5. In the Target field, enter .pyMinBudget, and then, in the Source field, use the Expression builder to enter the following expression:
      .pyMaxBudget * BudgetParams.MinimumThreshold
    6. Click Submit.
    For example: See the following figure for a sample configuration:
    Defining the Set Budget property
    A dialog box that shows how to set the target and source fields to define the set budget property in pega next-best-action advisor.
  16. On the strategy canvas, arrange, and then connect the shapes in the following order:
    1. Set Property (Cart Items Selected)
    2. Scorecard Model
    3. Set Property (Set Budget)
    4. Results
    5. Decision Data
    For example: The following figure shows a sample strategy canvas setup:
    Determining the investment budget strategy
    A sample investment budget strategy.
  17. Click Save, and then click Check in.
  18. Close the strategy and the Supporting Decisions > Budget page.
  19. Verify whether the supporting decision works.
  20. In the NBAA portal, verify that the investment budget supporting decision works as expected by advancing your case to the Recommendations section, and then clicking Compare.
Result: In the Compare offers window, a green dot icon indicates that your supporting decision works, as shown in the following figure:
Verifying the investment budget supporting decision
A window that shows that the investment bundle supporting decision is implemented correctly.

Specializing the Calculate Budget scorecard

To configure your investment budget, set the amount that you are willing to invest by editing the Determine investment budget strategy.

  1. Launch the Pega Customer Decision Hub portal by logging in with administrator credentials.
  2. In the Pega Customer Decision Hub portal portal, click IntelligenceStrategies.
  3. In the search field, enter Determine investment budget, and then click View.
  4. In the strategy row, click ActionsOpen Canvas.
  5. On the strategy canvas, right-click the Scorecard Model shape, and then click Open Scorecard.
  6. Specialize the Calculate budget scorecard in your own ruleset by clicking Save asSpecialize by class or ruleset.
  7. In the Edit Scorecard window, on the Scorecard tab, allocate a score to your plan:
    1. Next to the Predictor expression field, click the Build an expression icon.
    2. In the Expression builder dialog box, replace <OfferNameHere> with MobileZebra, and then click Submit.
    3. In the Otherwise field, enter 50.
    4. Click Save, and then Check in.
    For example: The following figure shows a sample allocation:
    Allocating the score to your plan
    Part of the edit scorecard window that allows you to allocate a prediction score by using a condition.
    For more information, see Defining predictors for scorecards.
  8. In the header of Dev Studio, click Launch portalNBAA portal.
  9. In the Negotiation section, ensure that your budget is visible.
  • Previous topic Tutorial: Configuring supporting decisions for Pega Next-Best-Action Advisor
  • Next topic Configuring advertised bundles

Tags

Pega Next-Best-Action Advisor 8.7 Decision Management

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