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Determining profile preferences for Pega Next-Best-Action Advisor

Updated on December 8, 2020

Profile preference logic is a process that increases the weight of individual propositions. Customize the preference logic for Pega Next-Best-Action Advisor by creating questions, mapping them to offers, and then assigning weight to each question.

  1. In the Pega Customer Decision Hub portal, click Next-Best-ActionSupporting Decisions.
  2. In the list of results, click Profile Preferences, and then click Save as.
  3. In the Configurations section, next to Alternate strategy, click Configure.
  4. In the Configure Alternate Strategy dialog box, click Create.
  5. Create your strategy:
    1. In the Strategy Record Configuration section, enter Determine profile preferences as the name of your strategy.
    2. In the Context section, ensure that the change applies to your ruleset.
    3. Click Create and open.
  6. In the Edit Strategy window, add the EnrichmentSet Property shape, and then double-click it.
  7. In the Set property properties dialog box, define the attributes, as shown in the following figure:
    Setting the latest updated time property dialog box
    This dialog box shows how to define target and source attributes to
                                set the latest updated time in pega next-best-action-designer
    1. In the Name field, enter Set Latest Updated Time.
    2. Click Add item.
    3. In the Target field, enter .ProfileQuestionLastUpdated.
    4. In the Source field, use the Expression builder to enter D_ProfileQuestionList[ClassName: D_PMCExtension.SurveyClassName, Issue: D_PMC_Extension.ProfileQuestionsIssue, Group: D_PMC_Extension.ProfileQuestionsGroup].pxResults(1).pxUpdatedateTime.
    5. Click Submit.
  8. Connect the Set Property shape to the Results shape.
  9. Click Save, and then close the window.
  10. On the Profile Preferences page, next to Alternate strategy, click Configure.
  11. In the Configure Alternate Strategy dialog box, select the new strategy:
    1. Click the Refresh icon.
    2. Remove the existing strategy by clicking Delete.
    3. Next to Determine profile preferences, click Add, and then click Apply.
  12. On the Profile Preferences page, click Save.
  13. Generate the data flow:
    1. Open the Determine profile preferences strategy by clicking it.
    2. On the Determine profile preferences 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 13.a to step 13.c.
    Result: You have configured the supporting decision for profile preferences.
  14. Creating a profile preference question and an offer weight

  15. Create an example question and define the importance of the question (offer weight):
    1. Add the Mobile preference category.
      For more information, see Configuring question categories.
    2. Create a profile question, for example, Do you prefer the latest handset? with the following settings:
      The profile preferences question dialog box
      This dialog box shows how to create a profile preference
                                        question for pega next-best-action advisor.
      • Name: Device Age
      • Issue: Retention
      • Group: Mobile
      • Type: Mobile preference
      • Channel: All
      • Answers: Yes, No
    3. Create an offer weight in your own ruleset with the following settings:
      For more information, see Mapping offer weight.
      • Name: Device Age
      • Issue: Retention
      • Group: Mobile
      • Offer: Samsung S6
      • Question: Device Age
      • Answer: No
      • Offer Weightage: 5
  16. Verify if the supporting decision is working.
What to do next: Verify that the profile preferences work as expected. In the NBAA portal, advance your case to the Shared needs assessment section. If you answer No to the profile question, the recommended offer updates and changes from Samsung S20 to Samsung S6.
  • Previous topic Enabling the search offer feature for Pega Next-Best-Action Advisor
  • Next topic Verifying supporting decisions for Pega Next-Best-Action Advisor

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