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 Gayatri Simhadri (GayatriS8260) Adqura
Adqura
IN
GayatriS8260 Member since 2016 13 posts
Adqura
Posted: November 19, 2019
Last activity: November 19, 2019
Posted: 19 Nov 2019 5:24 EST
Last activity: 19 Nov 2019 10:11 EST
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Relevant records in Pega 8.3

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Hi,

Could anybody please confirm if we can mark strategies as relevant records in Pega 8.3 to access those strategies in Next Best Action->Designer->Engagement Policy section->Eligibility dropdown.

Thanks.

Pega Marketing
Posted: 3 years ago
Posted: 19 Nov 2019 5:34 EST
Alex Burt (BURTA) PEGA Principal Product Manager, Decisioning Operations
Pegasystems Inc.
GB
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Strategies will be a supported relevant record rule type from 8.4.

Cheers, Alex
Posted: 3 years ago
Posted: 19 Nov 2019 6:06 EST
Gayatri Simhadri (GayatriS8260) Adqura
Adqura
IN
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Thanks for the info Alex. But could you please also confirm if we need to use a strategy rule in Engagement Policy section in 8.3, how can we achieve that. The reason asking this question is, we have some strategy rules in 8.3 Engagement Policy section->Applicability dropdown. For ex:-Offer Outcomes past 30 days, Offer Outcomes past 10 days. please let me know how these rules got appeared in applicability dropdown.

Thanks.

 
Posted: 3 years ago
Posted: 19 Nov 2019 8:37 EST
Alex Burt (BURTA) PEGA Principal Product Manager, Decisioning Operations
Pegasystems Inc.
GB
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Seth Robinson can you remind me how this works?

 

@robis

Accepted Solution

Posted: 3 years ago
Posted: 19 Nov 2019 9:01 EST
Saleem Abdelsayed (Saleem_A) PEGA Senior Director, Product Management, 1:1 Customer Engagement
Pegasystems Inc.
US
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In the history tab of the strategy add a custom field of NBACategory with a value of OFFERELIGIBILITY

Neeraj Kumar

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