Completing the action build tasks

This video shows you how to complete the action build tasks in 1:1 Operations Manager as a next-best-action specialist, or, NBA Specialist.

A business user has recently submitted a change request to create a new action to promote credit cards for utility payments. The team lead has assigned a high priority to the change request so that you can work on it as an NBA specialist.

As an NBA Specialist, you can access the change request that is in the queue on the Change requests landing page. Open the request.

As an NBA Specialist, you have various build tasks to complete that the system generated to implement the business requirements that the business user defined. In this case, you have three tasks.

You need to assign any task to yourself before beginning work so that the system prevents a second person from picking up the same task.

The Define action details task corresponds to defining the basic action attributes. Assign the define the attributes and continue.

The fields are prepopulated with values based on the information that the business user provided when creating the change request. However, you can change the prepopulated values in this Build task.

The fields correspond to the action attributes in Pega Customer Decision Hub™. For example, Name is the action name, and Business issue and Group decide the categorization of the action in the business hierarchy.

Ensure that the Availability check box is selected and the Start date field is complete. The time that you select reflects when you want this offer to become available.

Set the date and time from which the offer should be available. Note that the time date here should be in the past.

Complete the task.

The To do list now has just two tasks remaining.

The next task is to define the engagement policy of the action. Assign the task to yourself.

On the Engagement policy tab of the task pane, you can view the engagement policy and the contact policy that the business user defined per the business requirement.

In this case, the eligibility rule to define as Average spent is less than 3000, and the contact policy is Hide if offer already clicked 20 times. Open the task to define the rules.

Start by implementing the first eligibility rule.

In the first list, select Customer. In the next list, select AverageSpent is less than 3000.

To implement the second requirement, Hide if offer already clicked 20 times, configure the contact policies. 

Select a contact policy that is already created. An NBA Specialist created this policy in the Customer Decision Hub portal.

Continue the task.

The next step is to verify if the engagement policy is correct.

In this case, Barbara is supposed to receive the Cashback 5 card action, as her average spent is USD2500 which, is less than 3000, the defined eligibility value.

You can preview the Persona by clicking the Persona name.

Run the validation and continue.

Add a relevant comment and sent the task for peer review.

The last task is to design a web treatment for the action.

To find the web treatment that you must define, click the Channels tab of the task pane.

Enter in the respective details and complete the task.

The change request creation is now completed. Because the team lead assigned a peer reviewer to this change request, you now need to send it to the reviewer. In this case, the reviewer is the business user.

A business user can see the peer-review request in their worklist.

Once the business user reviews and approves the change request, you need to review all the tasks and resolve the change request as an NBA Specialist.

When all Build tasks are complete, refresh the change request page.

Finally, validate and approve all the artifacts.

Alternatively, if you want to change any attributes of the newly created artifacts, you can click Return to build to change the values and then regenerate the artifacts.

Now, as the team lead, open the change request to verify it.

Approve the change request to promote it to the Deployment stage.

You have reached the end of this video. What did it show you?

• How to complete the action build tasks in 1:1 Operations Manager as an NBA Specialist.
• How to review a task as a business user.
• How to, as a team lead, validate tasks that the NBA Specialists developed.