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Creating the supporting decision for the investment budget

Updated on December 8, 2020

Pega Next-Best-Action Advisor requires a certain strategy logic for the Next-Best-Action Designer template for Pega Next-Best-Action Advisor to work properly. Set that logic by creating the supporting decision for determining the investment budget.

  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, and then click Save as.
  4. In the Configurations section, next to Alternate strategy, click Configure.
  5. In the Configure Alternate Strategy dialog box:
    1. Remove the existing strategy by clicking Delete.
    2. Click the Refresh icon.
    3. Click Create.
  6. Create your strategy:
    1. In the Strategy Record Configuration section, enter Determine investment budget as the name of your strategy.
    2. In the Context section, ensure that the change applies to your ruleset.
    3. Click Create and open.
  7. Click Save, and then close the Edit Strategy window.
  8. Click Save.
  9. Generate the data flow:
    1. Open the Determine investment budget strategy by clicking it.
    2. On the Determine investment budget strategy page, click ActionsView references.
    3. On the Referencing rules tab, click the strategy rule to ensure that it 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 step 9.a to step 9.c.
  • Previous topic Tutorial: Configuring supporting decisions for Pega Next-Best-Action Advisor
  • Next topic Determining the investment budget for Pega Next-Best-Action Advisor

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