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Simulation testing


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By running simulation tests in Pega Customer Decision Hub, you can derive useful intelligence that can help you make important business decisions. For example, you can examine the effect of a new product offer or assess risk in a variety of marketing or nonmarketing scenarios.

With simulation tests, you can run strategies of varying complexity on a preselected sample set of customers. By doing so, you can make millions of decisions at the same time and simulate the outcome of your decision management framework. After a simulation test has been completed, you can visualize the results in Scenario Planner, where you can check whether the new strategy produces the expected result. For example, you can check whether customers are offered a new phone or Internet plan when certain conditions that are specified in the strategy are met. You can also assess the effect of the new product on your existing product offering.

In Pega Customer Decision Hub, you can run simulation tests with minimal amount of configuration. For example, you do not have to configure any simulation data flows or data set where the simulation result will be stored.

Additionally, you can perform various operations on already completed simulation tests, such as assigning additional reports to a simulation test or comparing simulation tests in Scenario Planner. You can also schedule a simulation test to run in the future. To evaluate your new strategies on the spot, you can simulate strategies directly from the Strategy canvas.

Understanding the simulation flow

Simulations progress through the following stages in Pega Customer Decision Hub:

  1. Setup - In this stage, the simulation settings are configured.
  2. Execute - In this stage, the simulation runs.
  3. Review - In this stage, the simulation results are available for your review.
  4. Resolve - This stage signifies that the simulation is completed and the results have been reviewed.
    Simulation flows can be resolved manually or automatically. Simulation flows will be resolved automatically once the deadline (30 days, by default) is reached. For the simulation flows that are resolved automatically, the simulation data flow will be cleaned up and the case status will change to Resolved-Completed. To modify the default deadline, go to Dev Studio Records Dynamic System Settings and open the Simulation/case/maxDaysToKeepOpen ruleset. The value determines the deadline in days.
    Changing default deadline for automatically resolving simulation flows
    Editing a Dev Studio ruleset to change the default value for automatically
                  resolving simulation flows.

Simulation tests and the decision funnel

You can use simulation tests to understand the decision funnel, that is, the effect of the components that influence the outcome of a decision. Decision funnel explanation simulations break down the results of a decision funnel into granular analyses that help you understand how certain components of a decision influence the overall outcome. This type of simulation test includes predefined reports that drill down to the details of proposition counts by proposition filter, prioritization, switch and champion-challenger components.

To view the proposition count breakdown for a decision, select Decision funnel when you create a simulation.

Using simulation tests to discover unwanted bias

You can run simulation tests in order to detect unwanted bias that may be present in your strategy results. For example, you can test whether your strategies generate biased results by sending more actions to female rather than male customers.

Value Finder simulations

Run a Value Finder simulation on an audience to discover which stages of your next-best-action strategy leave customers without any actions or with only low propensity actions, and identify groups of customers that are underserved.

Simulation tests and revision management

If the environment where you want to simulate strategies is enabled for revision management, you can run simulation tests in the context of a specific revision. In revision management, simulation outputs are created as part of enterprise application rulesets, instead of revision branches or revision rulesets. Therefore, simulation outputs are not available for packaging.

Additionally, you can run simulation tests for strategies that are part of unsubmitted change requests. This option is available only when you do not simulate a strategy against a specific revision.

  • Sampling audiences for simulations

    The audience is a set of individuals, that you are targeting with your marketing message. Sampling is the process that allows you to focus on a representative subset of a large population, and therefore you do not have to analyze large groups of subjects. You can also use sampling to reduce the amount of time needed to run a simulation that delivers accurate projections when extrapolated across the entire population.

  • Creating simulation tests in Pega Customer Decision Hub

    Create a simulation test to understand the effect of business changes on your decision management framework. For example, you can create a simulation test to investigate whether the introduction of a new business logic affects the frequency with which propositions would be offered across a segment of customers. When you complete a simulation test, you can view its output in Scenario Planner or in the simulation testing UI. You can also save the results to a data set for further processing.

  • Running simulation tests

    From Pega Customer Decision Hub, you can start a simulation test that you already configured. Additionally, you can start a new simulation test or restart an already completed one.

  • Running simulation tests from the strategy form

    You can simulate a strategy directly from the rule form. This option simplifies strategy design process because it enables on the fly tests to investigate whether the strategy configuration contains any flaws or whether it produces the results that you expect.

  • Managing simulation tests in Pega Customer Decision Hub

    You can perform various maintenance tasks on the simulation tests that you created in Pega Customer Decision Hub to quickly and effectively manage simulations in your application.

  • Testing Next-Best-Action configuration with audience simulations

    You can improve the performance of your Next-Best-Action Strategy by testing the configuration of engagement policies against simulated audiences. In this way, you can check how many potential actions are filtered out by each component of the policy, and discover if a particular criterion is too broad or too narrow for your requirements.

  • Complying with policies or regulations by detecting unwanted bias

    Test your strategies for unwanted bias. For example, you can test whether your strategies generate biased results by sending more actions to female rather than male customers.

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