Creating the supporting decision for the investment budget
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.
- Launch the Pega Customer Decision Hub portal by logging in with administrator credentials.
- Click .
- In the list of results, click Budget, and then click Save as.
- In the Configurations section, next to Alternate strategy, click Configure.
- In the Configure Alternate Strategy dialog box:
- Remove the existing strategy by clicking Delete.
- Click the Refresh icon.
- Click Create.
- Create your strategy:
- In the Strategy Record Configuration section, enter Determine investment budget as the name of your strategy.
- In the Context section, ensure that the change applies to your ruleset.
- Click Create and open.
- Click Save, and then close the Edit Strategy window.
- Click Save.
- Generate the data
flow:
- Open the Determine investment budget strategy by clicking it.
- On the Determine investment budget strategy page, click .
- On the Referencing rules tab, click the strategy rule to ensure that it has a data flow record.
- If the data flow is not visible, close the strategy window.
- On the supporting decision page, click Edit, and then click Save.
- Repeat step 9.a to step 9.c.
- Tutorial: Configuring supporting decisions for Pega Next-Best-Action Advisor
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