Portal:Customer Decision Hub Design Patterns

Pega Customer Decision Hub™ leverages Pega’s AI and Decision Management engine to deliver a system that delivers real-time next best actions for our clients’ customers across Mobile, Web, E-Mail, SMS, and other channels. Customer Decision Hub design patterns provide best practices for making 1:1 customer engagement implementation projects run in an optimal, scalable and performant way. They include best practices on configuring customer data models, organizing business structures, defining engagement policies, extending the next-best-action strategy framework, integrating with external channels, configuring the adaptive and predictive models, Cassandra and many more.

Overview

Featured Patterns Business As Usual Process Flow in Pega 1:1 Operations Manager and Pega Customer Decision Hub Migrating from Unica campaign to Pega's Next-Best-Action paradigm Planning your Pega Customer Decision Hub environments Accessing a customer’s interaction history with the CustomerOfferHistory REST service Knowledgebase Links Product Overview Pega Customer Decision Hub knowledgebase User Guide Design Patterns Customer Decision Hub Patterns Capability/Industry Area Description Accessing a customer’s interaction history with the CustomerOfferHistory REST service Agent-assisted Channels Describes use cases and how to of the customer offer history service Action Flow Template Next Best Action Learn how to build a reusable Action Flow template Adjusting Next-Best-Action catalogue to support changed business priorities Next Best Action Adjusting Next-Best-Action catalogue to support changed business priorities Adjusting arbitration to reflect changed business priorities Next Best Action Adjusting arbitration to reflect changed business priorities Adjusting arbitration to upweight emergency messages Next Best Action Adjusting arbitration to upweight emergency messages Adobe Campaign Classic integration with Pega Customer Decision Hub Partners and Integrations Integration with Adobe Campaign Classic Best practices when troubleshooting decision strategy performance Next Best Action Best practices when troubleshooting decision strategy performance Business As Usual Process Flow in Operations Manager and CDH Version 8.5 Change and Revision Management End-to-end process flow for Business As Usual using Operations Manager and Customer Decision Hub Business As Usual Process Flow in Pega 1:1 Operations Manager and Pega Customer Decision Hub Change and Revision Management This wiki design pattern describes the end-to-end process flow for creating and deploying new actions to production, as well as requesting updates to existing actions. Business Operations Change and Revision Management An overview of Business Operations Channel Integration with Pega Customer Decision Hub Partners and Integrations Channel integration with Pega Customer Decision Hub Creating a Real-Time Container Next Best Action Creating a Real-Time Container in in Pega Customer Decision Hub Creating the test data mockup process Testing and Simulation Creating the process to populate mock-up data in a sample multi-level structure and covers a few methods for testing service and strategies using the generated mockup data. Data science tools for Pega Customer Decision Hub Artificial Intelligence Use external data science tool with Pega Platform Defining engagement policies to qualify customers for an action based on their interaction with another action Next Best Action Restrict an action to only be applicable after a customer interacted with another action by using interaction history in engagement policies. Ethical Bias check algorithms Testing and Simulation Ethical Bias check algorithms Exporting Interaction History from Pega Cloud Partners and Integrations Data export Extending real-time container request Digital Personalization Extend the real-time container payload so an external application can pass additional input. FAQ Document on Application Migration Change and Revision Management Pega Customer Decision Hup application migration FAQ Generating Next Best Actions for omni-channel execution and engagement Partners and Integrations Integration of Pega Customer Decision Hub with Adobe Real-time Profile in Experience Platform How to test next best action strategy for a single customer in multiline decisioning context Next Best Action This wiki design pattern describes how to run efficient diagnostics at the strategy layer for a single customer and answer the question “Why does customer X not get action Y?”. Importing and Exporting Data in the Pega Customer Decision Hub Data Management Learn how to import and export data to and from Pega Customer Decision Hub. Importing and exporting actions Next Best Action Learn how to create or update actions through file export and import Industry accelerators for Pega Customer Decision Hub: Rapidly deploy solutions specific to your industry Next Best Action Explore accelerator components that speed up the implementation of Pega Customer Decision Hub for the communications, financial services, healthcare, and insurance industries. Ingesting data from Kafka topics into the Decision Data Store Data Management Learn how to configure you Pega Customer Decision Hub application to ingest customer data that a client system posts to Kafka topics. Leveraging self-learning models to ensure optimization in new situation Artificial Intelligence Leveraging self-learning models to ensure optimization in new situation Load testing scenarios Testing and Simulation Load testing scenarios Manage BAU and project changes and revisions: Applications, Environments, and Processes Change and Revision Management Manage BAU and project changes and revisions: Applications, Environments, and Processes Migrating from Unica campaign to Pega's Next-Best-Action paradigm Outbound Marketing Migrating from Unica campaign to Pega's Next-Best-Action paradigm Migrating to Next-Best-Action Designer Next Best Action Considerations when migrating to Next-Best-Action Designer Pega Customer Decision Hub Channel Emulator Utility Testing and Simulation Emulate the inbound real time requests made to Pega Customer Decision Hub real-time container and capture response APIs Pega's approach for true next best action outbound Outbound Marketing This design pattern explains how clients can apply Pega's Customer Decision Hub for Outbound marketing in a practical and cost efficient way. Personalizing emergency messages to increase impact Next Best Action Personalizing emergency messages to increase impact Planning your Pega Customer Decision Hub environments Next Best Action Establish and size your environments for Pega Customer Decision Hub RACI chart for Next-Best-Action organizational teams Next Best Action RACI chart for Next-Best-Action organizational teams Rapid Response to Emergencies Next Best Action Rapid Response to Emergencies Updating columns in a table without erasing data in other columns in the same row Data Management Using the merge shape in Data flow to update table columns without affecting existing content Using multi-level decisioning to determine the next best action Artificial Intelligence How-to