Determining the current bundle for Pega Next-Best-Action Advisor
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.
- Launch the Pega Customer Decision Hub portal by logging in with administrator credentials.
- Click .
- From the list of results, open Current Bundle by clicking it.
- In the Current Bundle window, click Save as.
- In the Configurations section, next to Alternate strategy, click Configure.
- In the Configure Alternate Strategy window, click Create.
- Create your strategy:
- In the Strategy Record Configuration section, enter Determine current bundle as the name of your strategy.
- In the Context section, ensure that the change applies to your ruleset.
- Click Create and open.
- In the Edit Strategy window, add the shape, and then double-click it.
- In the Data import properties dialog box, set the import
source:
- In the Name field, enter Import holdings.
- On the Source tab, in the Page field, enter .Holdings.
- On the Properties mapping tab, click Add item.
- Set the target to .OfferID and the source to .ExternalID
- Click Add item.
- Set the target to .pySubjectID and the source to
.SubscriptionID, as shown in the following
figure:
Data import properties window - Click Submit.
- Import the retention issue:
- Add the shape, and then double-click it.
- In the Import from section, from the Business issue list, select Retention.
- Click Submit.
- Add the shape, and connect it to the Retention shape.
- Configure the data join:
- Double-click the Data join shape.
- In the Name field, enter Join Action and Holding.
- On the Join tab, in the Name list, select Import Holdings.
- 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 Data join properties window - Select the Exclude source component results that do not match join condition check box.
- Click Submit.
- Set context data, as shown in the following figure:
Set context data dialog box - Add the shape between the Data join shape and the Results shape.
- Double-click the Set property shape.
- In the Name field, enter Set Context.
- In the Define action, target, and source section, in the Target field, enter .SubjectName, and then, in the Source field, enter Primary.FirstName.
- In the Target field, enter IsDecisionMaker, and then, in the Source field, enter Primary.IsDecisionMaker.
- In the Target field, enter IsShared, and then, in the Source field, enter Primary.SharedSubscription.
- In the Target field, enter .IsCategorySelected, and then, in the Source field, enter true.
- Click Submit.
- On the strategy canvas, arrange, and then connect the shapes in the order shown
in the following figure:
Determining the current bundle strategy - Click Save and close the strategy.
- In the Configure Alternate Strategy dialog box, select the
new strategy:
- Remove the existing strategy by clicking Delete next to Current Bundle.
- Click the Refresh icon.
- Next to Determine current bundle, click Add, and then click Apply.
- Click Save.
- Generate the data flow:
- Reopen the strategy by clicking it.
- On the 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 18.a to step 18.c.
- 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
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