PEGA Decisioning - Proposition Management

The main role of a PEGA Decision Strategy is to select the best proposition for a customer.

A Proposition- is anything that can be offered to a customer: ads, products, offer bundles or service action. Anything presented in NBA is a proposition – “The proposed course of action”.

A proposition is a data model organized into a three-level Hierarchy.

• Business level - representing the ultimate purpose of the proposition, such as Sales, Retention, Service, Risk Management, etc.
• Group the proposition belongs to, which can include Phones, Discounts, Tariffs, Tablets, etc.
• Names of the actual propositions.

Every proposition in PEGA Decision Management has: 

• A unique identifier a combo of: Issue, Group and Name => this hierarchy can be mapped to existing product catalogue.
• Properties – image, description, price, cost, customer lifetime value threshold required for eligibility => not all of these properties are relevant for Decisioning.

PEGA Decisioning Proposition

Proposition Data: Phone Offers Proposition Data:

Business Issue: Sales

Group: Phones

Proposition: Import All (all propositions from that Issue and Group)

Auto Run: is a feature that captures the result of a strategy after each run and its visible here. Propositions here are listed as Pages.

PEGA Proposition Management Landing Page

It stores all of the available propositions, here we can: edit propositions, create new propositions from scratch or from an existing one using Duplicate button. Newly created propositions are immediately available to customer and monitoring systems. 

Interaction history Reports- Designer Studio > Decisioning > Monitoring > Interaction History

Accept Rate-shows accept and reject rate by a group

Volume by Channel- which channel the propositions are accepted or rejected

Volume by Proposition – how frequently the proposition is being offered to the customer

Recent Interactions- shows all recent interactions (millions of records for thousands of customers).

All of the propositions and customer responses are captured in the IH => used in Big Data for analytics.

Visual Business Director

It’s a 3D graphical environment for simulating and visualising the results of Decision Strategies, data is fetched from a database real-time- important when we want to have an overview in a situation where number of propositions and offers grows.

Visual Business Director - Designer Studio > Decisioning > Monitoring > VDB 

KPI Tab – we can create and maintain KPIs based on the previously defined Interactions e.g.: accepts, rejects or total volume of offered propositions. 

Views Tab – define different perspectives on the data, where we work with the real-time visualization of the actual data. 

We can: rotate the view to get a different perspectives, we can click on a different data items of KPI, zoom in and out, drill down to see Accepts and Rejects at the Issue or Group level, switch back to 2 dimensional view (to take a screen shots for reporting).

We can also change the dimension for the X-axis, available dimensions: Actions, Channels, Applications, Operators, Outcomes and Times (if we choose operators then we can the most successful sales person).

Happy Learning!