Setting the result data required by Pega Next-Best-Action Advisor
Pega Next-Best-Action Advisor requires certain data attributes to display its user interface. Set those attributes by editing the relevant strategy rule.
- Save the Next-Best-Action Designer configuration to ensure that your
groups are visible in the Engagement policy window under
All groups:
- In Next-Best-Action Designer, click Engagement policy, and then click All groups.
- Click Edit, and then click Save.
- In the Pega Customer Decision Hub portal, click .
- In the search field, enter NBA_AllIssues_AllGroups_Ext, and then click View.
- On the strategy row, click .
- Click Check out.
- Configure the strategy by defining the attributes, as shown in the following
figure:
- Double-click the Set Property shape.
- In the Set property properties dialog box, click Add item.
- In the Target field, enter .IsDecisionMaker, and then, in the Source field, enter Subscription.IsDecisionMaker.
- Click Add item.
- In the Target field, enter .IsShared, and then, in the Source field, enter Subscription.SharedSubscription.
- Click Add item.
- In the Target field, enter .SubscriptionID, and then, in the Source field, enter Subscription.SubscriptionID.
- Click Add item.
- In the Target field, enter .SubjectName, and then, in the Source field, enter Subscription.FirstName.
- Click Submit, and then click Check in.
- Close the Edit Strategy window.
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