Improve the customer experience by enabling the search offer feature in Pega Next-Best-Action Advisor. By using this feature, you can search for a particular offer by using keywords, for example, the name of your mobile phone model.

1. In the Pega Customer Decision Hub portal, click Next-Best-ActionSupporting Decisions.
2. In the list of results, click RetentionSearchOffers, and then click Save as.
3. In the Configurations section, next to Alternate strategy, click Configure.
4. In the Configure Alternate Strategy dialog box:
   1. Remove the existing strategy by clicking Delete.
   2. Click the Refresh icon.
   3. Click Create.
5. Create your strategy:
   1. In the Strategy Record Configuration section, enter Retention offers finder 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 ImportProposition Data shape, and then double-click it.
7. In the Proposition data properties dialog box, in the Business issue list, select Retention, and then click Submit.
8. Add the ArbitrationFilter shape, and then double-click it.
9. In the Filter properties dialog box, configure the filter:
   1. In the Name field, enter Filter offers not matching.
   2. Next to the Filter condition field, click Configure.
   3. In the Expression builder dialog box, enter @String.contains(@String.toUpperCase(pyLabel), .pySearchText) || @String.contains(@String.toUpperCase(.ShortDescription), .pySearchText), and then click Submit.
   4. In the Filter properties dialog box, click Submit.
10. Add the EnrichmentSet Property shape, and then double-click it.
11. In the Set property properties dialog box, define the attributes, as shown in the following figure:

    

    1. In the Name field, enter Set Search Context.
    2. Click Add item.
    3. In the Target field, enter .pySearchText.
    4. In the Source field, use the Expression builder to enter @PegaMKTUtilities.GetContextValue("Search", "SearchOfferName", Primary.ContainerPayloadContexts).
    5. Click Add item.
    6. In the Target field, enter .pySearchKey.
    7. In the Source field, use the expression builder to enter @PegaMKTUtilities.GetContextValue("Search", "SearchGroupName", Primary.ContainerPayloadContexts).
    8. Click Submit.
12. On the strategy canvas, arrange, and then connect the shapes in the order shown in the following figure:

    

    1. Proposition Data
    2. Set Property
    3. Filter
    4. Result
13. Click Save, and then close the window.
14. On the RetentionSearchOffers page, next to Alternate strategy, click Configure.
15. In the Configure Alternate Strategy dialog box, select the new strategy:
    1. Click the Refresh icon.
    2. Next to Retention offers finder, click Add, and then click Apply.
16. On the RetentionSearchOffers page, click Save.
17. Generate the data flow:
    1. Open the Retention offers finder 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 17.a to step 17.c.
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 search offer feature works as expected. In the NBAA portal, advance your case to the Negotiation section. Clicking ActionsSearch offer returns a list of offers. In the search dialog box, you can search for a particular offer by entering a keyword into the Search Services field, as shown in the following figure:

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