Exporting historical data

5 Tasks

15 mins

Pega Customer Decision Hub 8.7

Pega Customer Decision Hub '24.1 Pega Customer Decision Hub '23 Pega Customer Decision Hub 8.8 Pega Customer Decision Hub 8.6 Pega Customer Decision Hub 8.5

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Beginner Pega Customer Decision Hub 8.7 English

Scenario

U+ Bank has implemented Pega Customer Decision Hub™ to display a personalized credit card offer to eligible customers on their website. As a data scientist, you want to export the raw data used by the Web Click Through Rate adaptive model to optimize the click through rate of the web banners that contain the credit card offers.

Use the following credentials to log in to the exercise system:

Role	User name	Password
Data scientist	DataScientist	rules
System administrator	SystemAdmin	rules

Your assignment consists of the following tasks:

Task 1: Configure the recording of historical data

Change the settings of the Web Click Through Rate adaptive model to enable the recording of historical data generated by the model. Set the sample percentage for both positive and negative responses to 100%.

Task 2: Create a data set

Create a new data set and set the Apply To field to UBank-Data-Customer to set the class. Map the data set to the file in the repository that contains the historical data.

Task 3: Trigger the creation of customer interaction records

On the U+ Bank website, log in multiple times and generate two negative responses by ignoring the banner and one positive response by clicking on the offer.

Task 4: Export the data set

In Dev Studio, export the data set. The data set is exported in the JSON format.

Task 5: Examine the JSON file

Examine the file by answering the following questions:

• In the first record, who is the customer, what is the treatment the customer received, and what is the outcome of the interaction?
• How many predictors have a captured value, and how many predictors are configured in the adaptive model of the first record? What explains the difference?

 

You must initiate your own Pega instance to complete this Challenge.

Initialization may take up to 5 minutes so please be patient.

• Log In

Challenge Walkthrough

Detailed Tasks

1 Configure the recording of historical data

1. On the exercise system landing page, click Pega CRM suite to log in to Prediction Studio system.
2. Log in as a data scientist with user name DataScientist and password rules.
3. On the Predict Web Propensity tile, click Open prediction to open the prediction.
4. On the Models tab, in the Supporting models section, click Web_Click_through_Rate to open the model.
   
5. On the Settings tab, in the Model update frequency section, confirm that the model is set to update after one response.
   Note: This frequency setting is for demonstration purposes only. A web banner typically has a very high number of customer interactions and needs an update after a significant number is reached.

6. In the Recording historical data section, select the Recording historical data checkbox to set the data as active.
7. Set the sample percentage for Clicked to 100% to record all responses.
   
   Note: A web banner typically has many negative responses, so a low sampling percentage is appropriate for these items. For demonstration purposes, the sample percentage for NoResponse is set to 100%.

8. In the upper right, click Save.

2 Create a data set

1. In the navigation pane of Prediction Studio, click Data > Data sets.
2. In the upper-right corner, click New to create a new data set.
3. Configure the data set with the following information:
   1. Name: ADMPayload
   2. Type: File
   3. Apply to: Ubank-Data-Customer
4. Click Create to create the data set.
   
5. In the Configuration section, select the defaultstore repository.
6. In the File path field, set the file path to ADM/Rule-Decision-AdaptiveModel/Data-Decision-Request-Customer/Web_Click_Through_Rate/records*.json.
7. Click Save.
8. In the lower-left corner, click the user icon, and then select Log off to log out of Prediction Studio.

3 Trigger the creation of customer interaction records

1. On the exercise system landing page, click U+ Bank to open the U+ Bank website.
2. In the upper right, log in as customer Troy.
   Tip: The first time that you log in, it might take several minutes to display the credit card offer. After the first login, the credit card offer is immediately displayed when you log in again.

3. Ignore the offer, and then log out.
4. Log in as customer Barbara.
5. Ignore the offer, and then log out.
6. Log in as customer Joanna.
7. On the banner, click Learn more to register an interaction.

4 Export the data set

1. On the exercise system landing page, click Pega CRM suite to log in to Dev Studio.
2. Log in as a system administrator with user name SystemAdmin and password rules.
3. In the upper-right corner, in the search text box, enter ADMPayload.
4. In the search results list, click ADMPayload to open the data set.
   
5. In the upper-right corner, click Actions > Export to open the Export data set dialog box.
6. In the Export data set dialog box, click Export.
   Note: It might take several minutes to populate the data set. If the number of processed records does not match the number of logins, close the Export data set dialog box, and then retry.

7. Click Download file, and then save the data.json file to your local machine.
   
8. In the lower-left corner, click the user icon, and then select Log off to log out of Dev Studio.
9. On your local machine, extract the data.json file from the downloaded ZIP file.
10. Open the data.json file in a text editor that displays the JSON format correctly.
    Tip: There are many (online) options available on the internet, such as Notepad++.

11. Question – In the first record, who is the customer, what is the treatment the customer received, and what is the outcome of the interaction?
    1. The customer ID is recorded as the Decision_SubjectID property, the treatment is recorded as the Context_Treatment, and the outcome is recorded as the Decision_Outcome property.
12. Question – How many predictors have a captured value, and how many predictors are configured in the adaptive model of the first record? What explains the difference?
    1. In the JSON file, count the predictors for which a value has been recorded.

5 Examine the JSON file

1. On the exercise system landing page, click Pega CRM suite to log in to Prediction Studio.
2. Log in as a data scientist with user name DataScientist and password rules.
3. On the Predict Web Propensity tile, click Open prediction to open the prediction.
4. On the Models tab, in the Supporting models section, click Web_Click_through_Rate to open the model.
5. On the Predictors tab, note the number of configured fields.
   Tip: The number of predictors for which a value is recorded is lower than the number of potential predictors configured in the model. The model activates only predictors that perform above the threshold configured on the Settings tab.
   

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Available in the following missions:

• AI for 1:1 Customer Engagement v1
• Pega Process AI Essentials v2