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Implementing the Create Pseudo Action strategy

Updated on November 16, 2021

Provide an implementation of the Create Pseudo Action strategy that follows your data model.

Pega Customer Decision Hub
Create Pseudo Action strategy
The Create Pseudo Action strategy returns a pseudo action, which is an action that is created outside of Pega Customer Decision Hub.
  1. In the navigation pane of Dev Studio,click App.,
  2. In the App Explorer, search for your customer class, for example, Data-Decision-Request-Customer.
  3. On the Classes tab, click DecisionStrategyCreatePseudoAction.
  4. Click Save as and save the Create Pseudo Action strategy into your implementation ruleset.
  5. On the strategy canvas, add a Set Property shape.
  6. In the Set properties properties window , in the Name field, enter Pseudo Action.
  7. In the Define action, target, and source section, initialize the properties required for the strategy result by using the Add item button, as shown in the following figure:
    Setting the properties
    Sample screenshot of the properties window of the Set Properties shape with a list of properties
  8. On the strategy canvas, add a Filter shape, and then set the name of the shape to Is Decision Maker.
  9. In the Filter properties window , in the Filter condition field, enter .pyIsActive.
    Result: The Filter shape filters out inactive strategy results.
  10. On the strategy canvas, add an Embedded strategy shape.
  11. In the Embedded strategy properties window, on the Inputs tab, in the Iterate over field, select the primary customer context for your application, for example, Account, as in the following figure:
    Configuring the Embedded strategy properties
    Sample screenshot of the properties window of the Embedded strategy shape
  12. On the Dictionary tab, in the Configuration section, select Is possible recipient.
  13. Select the property used for subject ID, for example, .AccountId.
  14. Repeat steps 9-12 for any other customer contexts in your application, for example, Subscription, as shown in the following figure:
    Adding the customer contexts
    Sample screenshot of the strategy canvas
  15. Add a second Set Property shape, as shown in the following figure:
    Adding the Set Property shape
    Sample screenshot of the Set Property shape embedded in the Subscriptions context box
  16. In the Set properties properties window, in the Name field, enter Set Decision Maker.
  17. In the Define action, target, and source section, enter the following information:
    • Action - Set
    • Target - .pyIsActive
    • Source - Subscription.IsDecisionMaker
  18. Connect the strategy shapes as shown in the following figure:
    Connecting the strategy shapes
    Sample screenshot of the strategy canvas and the connected strategy shapes
  19. Save, and then check in your changes.
    • Previous topic Importing the Next-Best-Action Designer template for Pega Next-Best-Action Advisor
    • Next topic Recording data to report on customers with no next best action

    Tags

    Pega Next-Best-Action Advisor 8.7 Decision Management

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