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.
4. In the Configurations section, next to Alternate strategy, click Determine budget investment.
5. In the Edit Strategy window, click Check out.
6. Add the EnrichmentSet Property shape, and then double-click it.
7. In the Set property properties window, provide details, as shown in the following figure:

   

   1. In the Name field, enter Cart Items Selected.
   2. On the Target tab, in the Target field, enter .SubscriptionID, and then, in the Source field, enter Primary.SubscriptionID.
   3. In the Target field, enter .CartMembers.
   4. In the Source field, use the Expression builder to enter @PegaMKTUtilities.GetContextValue("CartItems",.SubscriptionID, Primary.ContainerPayload.Contexts).
   5. Click Submit.
8. Add the Decision analyticsScorecard model shape, and then double-click it.
9. In the Set property properties window, provide details:
   1. In the Name field, enter Calculate Budget.
   2. On the Scorecard tab, select the Strategy result radio button.
   3. In the Scorecard model field, enter CalculateBudget.
   4. Click Submit.
10. Add the EnrichmentDecision data shape, and then double-click it.
11. In the Decision data properties window, provide details:
    1. In the Name field, enter Budget Params.
    2. On the decision data tab, select the Strategy Result radio button.
    3. In the Decision Data field, enter BudgetParameters.
    4. Click Submit.
12. Add the EnrichmentSet property shape, and then double-click it.
13. In the Set property properties window, provide details, as shown in the following figure:

    

    1. In the Name field, enter Set Budget.
    2. On the Target tab, click Add item.
    3. In the Target field, enter .pyMaxBudget, and then, in the Source field, enter @toDecimal(.pxSegment).
    4. In the Target field, enter .pyTargetBudget, and then, in the Source field, use the Expression builder to enter .pyMaxBudget*BudgetParams.TargetThreshold.
    5. In the Target field, enter .pyMinBudget, and then, in the Source field, use the Expression builder to enter .pyMaxBudget * BudgetParams.MinimumThreshold.
    6. Click Submit.
14. On the strategy canvas, arrange, and then connect the shapes in the order shown in the following figure:

    

    1. Set Property (Cart Items Selected)
    2. Scorecard Model
    3. Set Property (Set Budget)
    4. Results
    5. Decision Data
15. Click Save, and then Check in.
16. In the Configure Alternate Strategy dialog box, select the new strategy:
    1. Click the Refresh icon.
    2. Next to Determine investment budget, click Add, and then click Apply.
17. On the Budget page, click Save.
18. Verify if the supporting decision is working.
    For more information, see Verifying supporting decisions for Pega Next-Best-Action Advisor.

What to do next: Verify that the investment budget supporting decision works as expected. In the NBAA portal, advance your case to the Recommendations section, and then click Compare. In the Compare offers window, a green dot icon indicates that your supporting decision works, as shown in the following figure:

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