Free Practice Questions for Pegasystems PEGAPCDC87V1 Exam

To update the cashback offer to be presented through a new channel (SMS) and to update the suitability condition, you need to perform two main tasks: adding a new treatment and editing the engagement policy.

Add a New Treatment:

Step 1: Navigate to the "Actions" section in the Pega Customer Decision Hub.

Step 2: Locate the existing cashback offer action.

Step 3: Add a new treatment specifically for the SMS channel. This involves creating a new SMS treatment that defines the message content, format, and any other relevant details.

Step 4: Ensure the new treatment is linked to the cashback offer action.

Edit the Engagement Policy:

Step 1: In the Pega Customer Decision Hub, go to the "Engagement Policies" section.

Step 2: Locate the engagement policy associated with the cashback offer.

Step 3: Update the suitability condition by lowering the debt-to-income ratio threshold from 48 to 45. This ensures that the new condition is applied when evaluating customer eligibility for the cashback offer.

Step 4: Save and publish the updated engagement policy to ensure it takes effect.

Verify the Changes:

Step 1: Test the new SMS treatment by sending test messages to a seed list to verify the content and formatting.

Step 2: Ensure that the updated engagement policy correctly filters customers based on the new debt-to-income ratio threshold.

References:

Pega-Customer-Decision-Hub-User-Guide-85.pdf: "Defining treatments for actions" and "Configuring engagement policies" sections.

Pega documentation on "Creating and managing actions" and "Editing engagement policies".

Decision Table Processing: The decision table is configured to evaluate the customer's credit score and average balance to determine the risk segmentation.

Conditions Evaluation:

For a credit score of 240 and an average balance of 35,000:

The first condition checks if the credit score is >= 400 and < 600, and average balance is >= 30,000, which does not match.

The second condition checks if the credit score is >= 200 and < 400, and average balance is >= 20,000, which matches both the credit score (240) and the average balance (35,000).

Therefore, the correct result for these conditions is "Fair".

References: This is derived from typical Pega Decision Table configuration and logical evaluation as described in Pega documentation on using decision tables for such scenarios .

To update the underlying decision strategy of an engagement policy condition, the change request should be created in the 1:1 Operations Manager Portal. This portal is designed for business users to manage changes and revisions in a controlled environment.

Understanding the Portals:

1:1 Operations Manager Portal: This portal allows business users to manage and implement business changes, such as updating decision strategies and engagement policies.

Pega Customer Decision Hub Portal: This portal is used for overall customer decision management but not specifically for creating change requests.

Dev Studio Portal: This portal is more technical and used for developing and configuring applications.

Development Manager Portal: This is generally used for deployment and managing development pipelines.

Steps to Create a Change Request:

Step 1: Log into the 1:1 Operations Manager Portal.

Step 2: Navigate to the section where you can create a new change request.

Step 3: Specify the details of the change request, including the engagement policy and the decision strategy that needs to be updated.

Step 4: Submit the change request for approval and implementation.

Benefits:

Using the 1:1 Operations Manager Portal ensures that changes are tracked, reviewed, and approved through a formal process, maintaining governance and control over business operations.

Example:

U+ Bank wants to update the decision strategy for credit card offers. A change request is created in the 1:1 Operations Manager Portal, detailing the required updates to the engagement policy conditions.

References:

Pega-Customer-Decision-Hub-User-Guide-85.pdf: "Managing business-as-usual changes with Pega 1:1 Operations Manager" section.

Pega documentation on "Revision management and change request process".

To ensure that Silver credit cards are not offered to customers under 27 years of age and that Platinum cards are offered only to customers who had a positive balance in the last year, you need to configure "Engagement policies" in the Next-Best-Action Designer. Engagement policies allow you to set criteria such as eligibility, applicability, and suitability for actions. For this scenario, you would set the eligibility criteria to ensure the age and balance conditions are met before the offers are presented.

To target customers living in a specific geographic area for advertising the new fiber optic service, you need to configure a "Customer segment" in the Next-Best-Action Designer. This involves defining the segment of customers based on their geographic location, ensuring that only those customers in the northern region are included in this segment. By doing so, you can ensure that the banner advertisement for the fiber optic service is displayed only to those customers.