Requirement Analysis: U+ Bank wants to display a specific credit card offer (Standard Card) to every customer who logs in to the bank website using Pega Customer Decision Hub.
Identify Mandatory Artifacts: To implement this requirement in Pega Customer Decision Hub, certain artifacts are necessary:
Business Structure: This defines the business hierarchy in Pega CDH, such as issues and groups. For this scenario, a relevant business issue and group must be defined (e.g., Credit Cards -> Standard Card).
[: Pega-Customer-Decision-Hub-User-Guide-85.pdf, Chapter on "Next-Best-Action Designer taxonomy"., Action and Associated Web Treatment: The specific credit card offer (Standard Card) must be created as an action, and it must have an associated web treatment to display on the bank's website., Reference: Pega-Customer-Decision-Hub-User-Guide-85.pdf, Chapter on "Defining treatments for actions"., Real-time Containers: These containers facilitate real-time interactions by displaying the appropriate offers to customers when they log in to the website., Reference: Pega-Customer-Decision-Hub-User-Guide-85.pdf, Chapter on "Managing content in real-time channels with real-time containers"., Not Mandatory Artifacts:, Customer Contact Policies: These policies are used to limit the number of interactions with customers over a period. However, they are not mandatory for simply displaying an offer upon login., Reference: Pega-Customer-Decision-Hub-User-Guide-85.pdf, Chapter on "Controlling the number of customer contacts with contact policies"., Customer Engagement Policies: While important for determining eligibility, applicability, and suitability of offers, they are not specifically mandatory for the basic requirement of displaying an offer upon login., Reference: Pega-Customer-Decision-Hub-User-Guide-85.pdf, Chapter on "Understanding Next-Best-Action Designer engagement policies"., Conclusion: The three mandatory artifacts to implement the requirement are a business structure, an action and the associated web treatment, and real-time containers., , ]
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