Skip to main content

Loading actions and treatments from file

4 Tasks

10 mins

 Visible to: All users
Beginner Pega Customer Decision Hub '23 English
Verify the version tags to ensure you are consuming the intended content or, complete the latest version.

Scenario

U+ Bank recently completed a pilot project to show an offer, the Standard credit card, to all customers who log in to their account page on the website.

The business team now wants to introduce three more credit card offers and corresponding treatments. The intention is to show different offers to different customers, depending on various business rules.

The business team has provided the list of actions and treatments in a CSV file.

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

Role User name Password
Decisioning Architect DecisioningArchitect rules

Your assignment consists of the following tasks:

Task 1: Download the exercise artifacts

Download the Exercise Artifacts file, and then extract Grow_CreditCards.csv and Web_Treatments.csv to a local drive on your computer.

Task 2: Import the new treatments from the Web_Treatments.csv file

Import the new treatments (that correspond to the new actions) from Web_Treatments.csv to Pega Customer Decision Hub™.

Task 3: Import the new actions

Import the new actions from Grow_CreditCards.csv to Customer Decision Hub.

Task 4: Map the treatments to the corresponding actions

Map the treatments to the corresponding actions:

Action

Treatment

Premier Rewards card

Premier Rewards card tile

Rewards Plus card

Rewards Plus card tile

Rewards card

Rewards card tile

 

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

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

Challenge Walkthrough

Detailed Tasks

1 Download the exercise artifacts

  1. Download the Exercise Artifacts file and extract the two files, Grow_CreditCards.csv and Web_Treatments.csv to a local drive on your computer.

2 Import the new treatments from the Web_Treatments.csv file

  1. On the exercise system landing page, click Pega InfinityTM to log in to Customer Decision Hub.
  2. Log in as the Decisioning Architect:
    1. In the User name field, enter DecisioningArchitect.
    2. In the Password field, enter rules.
  3. In the navigation pane on the left, click Content > Treatments.
  4. On the Treatments landing page, click the Web tab.
  5. Click Export CSV file to download the CSV template for treatments.
    8-8Treatments
    Note: Regardless of your business requirements, to ensure that you align with the required data, first export the CSV template, copy the data from the reference file, and then import the updated CSV template.
  1. Copy the treatments data from the Web_Treatments.csv file to the treatments CSV template that you downloaded in step 5.
    Note: Ensure that you map the treatment data to the correct columns when you copy and paste.
  1. In the CSV template, ensure, that the input type in SourceRuleSetVersion column is set to Text and then set the value to 01-01-01.
    Text type data input 1
    Tip: To set the data type, select the respective cells, right-click, and then select Format Cells. From there, choose the Text option and click OK.
  1. On the Treatments landing page, click Import to import the web treatments in bulk.
    8-8Import button
    Note: For Business as Usual (BAU), it is recommended to add treatment by treatment without checking out the entire treatment Decision Data Record (DDR). Checking out a treatment can negatively impact other business users who are working on individual treatments, and can lead to mistakes such as overriding previous user changes with the Import/Export functionality. Use the Check out action only when the business is okay with blocking other users' treatment work.
  1. In the Import data from file window, in the Import into field, select Web.
  2. Click Choose File, and then select the CSV template file for treatments that you updated with the treatment data in step 6.
  3. Click Next to load the web treatments from the file.
    8-8-Import data from file2
  4. Review the message and ensure that three records were added, one was modified, and none deleted, and then click Import to confirm the import of the treatments.
    8-8Import data-success2
  5. In the Import data from file window, click OK.
    import data from file00
  6. In the upper-right corner of the Treatments landing page, click the refresh icon to see the new treatments.
    8-8Refresh2
  7. On the Treatments landing page, ensure that there are now four web treatments in total.
    Treatments

3 Import the new actions

  1. In the navigation pane on the left, click Content > Actions.
  2. On the Actions landing page, click the Issue / Group field to expand the search filters.
  3. In the Issue field, select Grow, and in the Group field, select Credit cards.
    Filter search
  4. Click Apply.
  5. Click View to view the selected actions.
  6. Click Export CSV file to download the import actions CSV template.
    Export actions csv file
    Note: To ensure that you align with the required data, you must first export the CSV template, copy the data from the reference file, and then import the updated CSV template.
  1. Copy the action data from the Grow_Creditcards.csv file to the actions CSV template you just downloaded.
    Note: Ensure that you map the action data to the correct columns when you copy and paste.
  1. In the CSV template, ensure, that the input type in SourceRuleSetVersion column is set to text and then set the value to 01-01-01.
    Text type data input
    Tip: To set the data type, select the respective cells, right-click, and then select Format Cells. From there, choose the Text option and click OK.
  1. On the Actions landing page, in the upper-right corner, click Create > Actions from file.
    Add actions from file
  2. In the Create actions from file window, in the Issue / Group field, select Grow / CreditCards.
  3. Click Select File and then select the actions CSV template file that you updated with the action data in step 7.
  4. Click Import to import the actions from the actions CSV template you updated.
    Actions from file
  5. In the Summary, ensure that four actions were added or updated, and then click Finish to confirm the import of the actions.
    Summary of actions added from file
  6. On the Actions landing page, ensure that the Issue / Group field is set to Grow / Creditcards, and then click View to view the newly imported actions.
    View actions
  7. Verify that there are four actions.

4 Map the treatments to the corresponding actions

  1. On the Actions landing page, click Premier Rewards card to open the offer.
  2. On the Action: Premier Rewards card landing page, in the upper-right corner, click Check out to make changes.
  3. Click the Treatments tab to map the new treatment.
  4. On the Treatments tab, click Add channel > Inbound > Web to add a new treatment.
    inbound web selection
  5. In the Configure Web Treatment window, in the Premier Rewards card tile row, click Add.
    Add a treatment
  6. Click Apply to confirm your selection.
  7. On the Edit Action: Premier Rewards card landing page, in the upper-right corner, click Check in to save changes to the action.
  8. Provide a suitable comment when prompted, for example, Added web treatment, and then click Check in.
  9. Repeat steps 1-8 to map the corresponding treatments for the Rewards Plus card and Rewards card actions. Use the following table for mapping information:

    Action

    Treatment

    Premier Rewards card

    Premier Rewards card tile

    Rewards Plus card

    Rewards Plus card tile

    Rewards card

    Rewards card tile

This Challenge is to practice what you learned in the following Module:

Available in the following mission:

Return to mission
If you are having problems with your training, please review the Pega Academy Support FAQs.

Did you find this content helpful?

Yes
No

Want to help us improve this content?
Suggest an edit

We'd prefer it if you saw us at our best.

Pega Academy has detected you are using a browser which may prevent you from experiencing the site as intended. To improve your experience, please update your browser.

Close Deprecation Notice