Question
Pegasystems Inc.
US
Last activity: 15 Jan 2021 16:11 EST
Copy Account-Level Data to Strategy Output
I am trying to implement several use cases that involve passing data that will be used for email personalization from CDH to another system that actually executes the email send. Some of the data is Account level, and I am having trouble identifying how to pull data from the relevant account.
A use case that illustrates the challenge is this:
20 days before a customer's CD maturity date, send the customer an email reminding them of ways they can renew. In the email, reference the last 4 digits of the maturing CD account number. A few customers will have multiple CDs maturing on the same day. In those cases, send a separate email for each account.
There is a ProductDescription action property that can be used to match against a customer's accounts, but a customer may have multiple CDs with different maturity dates, and the strategy needs to output only the last 4 digits of the CD account that is maturing soon.
Additionally, there are several other use cases where the last 4 digits of the account number need to be passed externally. Ideally, there would be one property that holds the value of the last 4 digits for the account that is relevant to the action, rather than, for example, Last4Digits_CD, Last4Digits_Checking, etc.
I am trying to implement several use cases that involve passing data that will be used for email personalization from CDH to another system that actually executes the email send. Some of the data is Account level, and I am having trouble identifying how to pull data from the relevant account.
A use case that illustrates the challenge is this:
20 days before a customer's CD maturity date, send the customer an email reminding them of ways they can renew. In the email, reference the last 4 digits of the maturing CD account number. A few customers will have multiple CDs maturing on the same day. In those cases, send a separate email for each account.
There is a ProductDescription action property that can be used to match against a customer's accounts, but a customer may have multiple CDs with different maturity dates, and the strategy needs to output only the last 4 digits of the CD account that is maturing soon.
Additionally, there are several other use cases where the last 4 digits of the account number need to be passed externally. Ideally, there would be one property that holds the value of the last 4 digits for the account that is relevant to the action, rather than, for example, Last4Digits_CD, Last4Digits_Checking, etc.
Is there any pattern within the NBAStrategyFramework that does something similar that I could use as a reference? Or is there any way to set SR properties based on the results of a proposition filter? For example, if the eligibility criteria result in TRUE for the above use case, it's because one or more CD accounts were identified as having a maturity date that is 20 days after the current date. Could an SR property be set at that time with the last 4 digits of the CD account that matches the eligibility criteria?
With respect to having multiple CD accounts maturing on the same day, I think this could be handled by configuring this as a transactional action, so that the action can be sent by email multiple times on the same day. (The system has a contact limit of 1 email per day.) However, I am still not clear on how to ensure that each email is associated with a different account number.
Accepted Solution
Updated: 15 Jan 2021 16:11 EST
Pegasystems Inc.
US
Assuming you are using NBA Designer 8.5 and you are setup with multi-level context, this should be as simple as creating an account level (assuming every CD is an account) action. For this action you would have use engagement policies that identify this action as appropriate if you are with 20 days of maturity of for that account. When that action gets emitted, it will be emitted in the context of that account and you can use its details in the email personalization.