Question
Capgemini
IN
Last activity: 11 Nov 2025 10:16 EST
Decision Consultant Course Place to apply engagement policy
Hi
I am going through the decision consultant course and I was following this exercise-
https://academy.pega.com/challenge/defining-customer-engagement-policie…
Here the eligiblity criteria was
|
Action |
Type |
Condition: Customer… |
|
All credit cards |
Eligibility |
is at least 18 years or older |
However in the video it is applying the Eligibility criteria in the Customer Action context. May know the reason why it is being added to Customer context and not on all action context of Eligibility criteria.
Thanks
Pegasystems Inc.
US
Hello,
Great question! The eligibility condition you mentioned belongs in the Customer context because it depends on customer attributes rather than the action itself.
Here’s why:
-
Customer context: Eligibility rules that evaluate customer-level attributes (age, location, segment, etc.) belong here because they’re independent of any specific action. When applied here, they determine whether the customer qualifies for any action.
-
Action context: This is used when eligibility depends on attributes of the action itself (product type, offer validity, channel availability, etc.). For example, “The action is only available in the mobile channel” would be an Action-level condition.
In your example, requiring the customer to be at least 18 years old is a universal requirement for all credit card actions. Since it’s based on the customer’s age, it should be defined in the Customer context. This ensures consistency and avoids redundancy—otherwise, you’d need to repeat the same condition for every action.
Hope this helps! Let me know if you’d like more details or examples.
– Nick