Skip to main content

         This documentation site is for previous versions. Visit our new documentation site for current releases.      

Optional: Customizing budget calculation

Updated on September 12, 2020

You can customize the budget calculation in Pega Next-Best-Action Advisor. For example, you might customize if you need to calculate the budget based on a customer's credit score.

Before you begin: Use the decisions that you made during Defining budget calculation customizations.
  1. Launch the Pega Customer Decision Hub portal.
  2. Click Next-Best-ActionSupporting Decisions.
  3. In the search text field, enter RetentionFinancials, and then click the strategy in the list of results.
  4. Edit the strategy according to your business requirements.
  • Previous topic Customizing the loading of B2B account member data
  • Next topic Optional: Customizing member eligibility calculation

Have a question? Get answers now.

Visit the Support Center to ask questions, engage in discussions, share ideas, and help others.

Did you find this content helpful?

Want to help us improve this content?

We'd prefer it if you saw us at our best. is not optimized for Internet Explorer. For the optimal experience, please use:

Close Deprecation Notice
Contact us