@Srinivas Thota

In Pega, propositions and actions are part of the decisioning framework, often used in the context of Pega Customer Decision Hub or Pega Marketing to deliver personalized and relevant customer interactions. Linking propositions with actions involves creating and configuring both elements properly within the Pega environment.

Here's a step-by-step guide to linking a proposition with an action in Pega:

Step 1: Define Propositions

Propositions are typically created as part of an offer or decision strategy in Pega. They represent the various options or offers that can be presented to a customer.

1. Navigate to the Proposition Management:

   • Go to Dev Studio > Decisioning > Propositions.

2. Create a New Proposition:

   • Select the appropriate issue (e.g., Sales, Service) and group (e.g., Retention, Acquisition).
   • Click Add Proposition to create a new proposition.
   • Define the properties of the proposition such as Name, Description, and any other relevant attributes.

Step 2: Define Actions

Actions in Pega represent the steps that should be taken when a specific proposition is selected. Actions are defined within a decision strategy or a marketing campaign.

1. Navigate to the Actions Configuration:

   • Go to Dev Studio > Records > Decision > Action.

2. Create a New Action:

   • Click Create to define a new action.
   • Provide a name, description, and other necessary details for the action.
   • Specify the action details such as the treatment, channel, and any parameters needed for the action.

Step 3: Link Propositions to Actions

To link propositions with actions, you typically use a decision strategy that orchestrates how propositions are selected and what actions are taken based on business rules and customer data.

1. Create or Edit a Decision Strategy:

   • Go to Dev Studio > Decisioning > Strategies.
   • Open an existing strategy or create a new one.

2. Configure the Decision Strategy:

   • Use the decisioning components to define how propositions are selected. Components may include:
     • Data Import: To bring in customer data.
     • Filters: To filter out propositions based on specific criteria.
     • Prioritization: To prioritize propositions.
     • Arbitration: To ensure the best proposition is selected.

3. Define the Proposition Components:

   • Use the Proposition Data component to import propositions into the strategy.
   • Define business rules or logic to select the appropriate proposition.

4. Add the Action Component:

   • Use the Set Property or Map Values component to map the selected proposition to the corresponding action.
   • Ensure that when a proposition is selected, the appropriate action is executed.

5. Save and Test the Strategy:

   • Save the decision strategy.
   • Test the strategy to ensure that propositions are correctly linked to actions and that the expected outcomes are achieved.