PEGAPCDC87V1 Exam Dumps : Certified Pega Decisioning Consultant (PCDC) 87V1

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".

To limit the number of emails sent to customers irrespective of past outcomes with a particular offer and customer, you can implement customer contact limits. Customer contact limits are used to control the number of interactions a customer can receive over a specific period on a particular channel, ensuring that customers are not overwhelmed with too many messages.

Correct Engagement Policy Configuration:

The customer must not be flagged as a defaulted borrower

Engagement policy: Eligibility

Customer already owns a higher-value offer

Engagement policy: Applicability

Must be a resident of New York City

Engagement policy: Eligibility

The savings product offers are relevant only if the customer has not explicitly opted out of direct marketing

Engagement policy: Applicability

Inappropriate for customers with a credit score < 300 as they are likely to default

Engagement policy: Suitability

The customer must not be flagged as a defaulted borrower

Eligibility: Eligibility conditions determine whether a customer qualifies for an offer at a basic level. Being flagged as a defaulted borrower is a fundamental criterion to disqualify a customer from receiving certain offers.