Pega Next-Best-Action Advisor requires a certain strategy logic to show the current holdings of a customer. Set that logic by editing the relevant strategy rule.

1. Launch the Pega Customer Decision Hub portal by logging in with administrator credentials.
2. Click Next-Best-ActionSupporting Decisions.
3. From the list of results, open Current Bundle by clicking it.
4. In the Current Bundle window, click Save as.
5. In the Configurations section, next to Alternate strategy, click Configure.
6. In the Configure Alternate Strategy window, click Create.
7. Create your strategy:
   1. In the Strategy Record Configuration section, enter Determine current bundle as the name of your strategy.
   2. In the Context section, ensure that the change applies to your ruleset.
   3. Click Create and open.
8. In the Edit Strategy window, add the ImportData import shape, and then double-click it.
9. In the Data import properties dialog box, set the import source:
   1. In the Name field, enter Import holdings.
   2. On the Source tab, in the Page field, enter .Holdings.
   3. On the Properties mapping tab, click Add item.
   4. Set the target to .OfferID and the source to .ExternalID
   5. Click Add item.
   6. Set the target to .pySubjectID and the source to .SubscriptionID, as shown in the following figure:

      

   7. Click Submit.
10. Import the retention issue:
    1. Add the ImportProposition data shape, and then double-click it.
    2. In the Import from section, from the Business issue list, select Retention.
    3. Click Submit.
11. Add the EnrichmentData join shape, and connect it to the Retention shape.
12. Configure the data join:
    1. Double-click the Data join shape.
    2. In the Name field, enter Join Action and Holding.
    3. On the Join tab, in the Name list, select Import Holdings.
    4. In the Join when all conditions below are met section, set the following when condition by clicking Add item:
       .OfferID is equal to .OfferID.pySubjectID is equal to .pySubjectID

       

    5. Select the Exclude source component results that do not match join condition check box.
    6. Click Submit.
13. Set context data, as shown in the following figure:

    

    1. Add the EnrichmentSet property shape between the Data join shape and the Results shape.
    2. Double-click the Set property shape.
    3. In the Name field, enter Set Context.
    4. In the Define action, target, and source section, in the Target field, enter .SubjectName, and then, in the Source field, enter Primary.FirstName.
    5. In the Target field, enter IsDecisionMaker, and then, in the Source field, enter Primary.IsDecisionMaker.
    6. In the Target field, enter IsShared, and then, in the Source field, enter Primary.SharedSubscription.
    7. In the Target field, enter .IsCategorySelected, and then, in the Source field, enter true.
    8. Click Submit.
14. On the strategy canvas, arrange, and then connect the shapes in the order shown in the following figure:

    

15. Click Save and close the strategy.
16. In the Configure Alternate Strategy dialog box, select the new strategy:
    1. Remove the existing strategy by clicking Delete next to Current Bundle.
    2. Click the Refresh icon.
    3. Next to Determine current bundle, click Add, and then click Apply.
17. Click Save.
18. Generate the data flow:
    1. Reopen the strategy by clicking it.
    2. On the 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 18.a to step 18.c.
19. Verify if the supporting decision is working.
    For more information, see Verifying supporting decisions for Pega Next-Best-Action Advisor.

• Tutorial: Configuring supporting decisions for Pega Next-Best-Action Advisor