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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

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
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Posted: 1 year ago
Posted: 19 Nov 2019 5:34 EST
Alex Burt (BURTA)
PEGA
Principal Product Manager - Predictive Analytics
Pegasystems Inc.
GB

Strategies will be a supported relevant record rule type from 8.4.


Cheers, Alex
Posted: 1 year ago
Posted: 19 Nov 2019 6:06 EST
Gayatri Simhadri (GayatriS8260)
Adqura

Adqura
IN

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.


 

Accepted Solution

Posted: 1 year ago
Posted: 19 Nov 2019 9:01 EST
Saleem Abdelsayed (Saleem_A)
PEGA
Sr. Director, Product Management
Pegasystems Inc.
US

In the history tab of the strategy add a custom field of NBACategory with a value of OFFERELIGIBILITY

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