To use the same action flow template with the desired flow pattern for all credit card actions, you should configure a dynamic template.

Understanding Dynamic Templates:

Dynamic Templates: These templates allow you to define a reusable flow pattern that can be applied to multiple actions. They support dynamic configuration of treatments and other flow elements.

Configuration Steps:

Step 1: Create a dynamic template in Pega Customer Decision Hub.

Step 2: Define the flow pattern within the dynamic template, including all necessary steps and treatments.

Step 3: Apply the dynamic template to each credit card action, ensuring that the flow pattern is consistent across all actions.

Benefits:

Using dynamic templates ensures consistency in the flow patterns and simplifies the maintenance process.

Any updates to the flow pattern can be made in the template and will automatically apply to all actions using that template.

Example:

U+ Bank configures a dynamic template for their promotional email flows. This template includes steps for sending the email, waiting for a response, and following up as needed. Each credit card action uses this dynamic template to ensure a consistent customer experience.

References:

Pega-Customer-Decision-Hub-User-Guide-85.pdf: "Creating and using dynamic templates" section.

Pega documentation on "Action flow templates and dynamic configuration".