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Tutorial: Creating a business hierarchy of propositions

In this tutorial, create a business hierarchy of propositions. A proposition can be anything that you can offer to your customer, for example, goods, advertisements, services, and so on. In Pega Platform™, propositions are organized into a hierarchy that consists of the business issue, group, and proposition levels. The combination of these levels provides a unique identifier for each proposition. Business hierarchy is customizable, which means that you can adjust it to your existing product offering.

Use case

As a decisioning architect, create a business hierarchy of propositions that reflect the current business offer of your company. As an example, create a group of propositions for phone devices.

Creating a business hierarchy

Create a business hierarchy that contains products that your company offers. First, add a group to an existing business issue. Within the group that you created, define propositions that represent the products that your company wants to offer to your customers.

Creating hierarchy consists of the following tasks:

  1. Defining a business issue
  2. Creating a group
  3. Adding propositions within a group

Defining a business issue

Define a business issue that is the purpose of a proposition, for example, sales, retention, service, and so on.

  1. In the Customer Decision Hub portal, select Configuration > Decision Management > Proposition Management.
    Thumbnail

    Accessing the Proposition Management landing page

  2. In the Business issues and groups section, click Add > New business issue.
  3. In the Create new business issue box, specify the name of the business issue and define the application context.
  4. Confirm your settings by clicking Create.

Example:

Thumbnail

Defining a business issue in Customer Decision Hub

Creating a group

Create a group for propositions that belong to a specific category, for example, bundles, credit cards, mortgages, loans, and so on.

  1. In the Business issues and groups section, click Add > New group.
  2. In the Create new group dialog window, enter the name of the group.
  3. In the Context section, select the parent business issue for the group.
  4. Specify the application context of the group by selecting a ruleset version.
  5. Confirm your settings by clicking Create.

See the following figure for reference:

Thumbnail

Creating a proposition group

Adding propositions within a group

Add propositions that represent actual offers that you want to make to your customers.

In Customer Decision Hub, you can create versioned propositions only. For more information, see Versioned propositions.
  1. In the Decision data records for versioned propositions section, click the name of the group.
  2. In the Decision Data rule, in the Data tab, click New.
  3. Specify the proposition name and description.
  4. In the Active section, specify whether the proposition can be offered to customers by performing one of the following options:
    • Select Always to offer the proposition to customers without an expiration date.
    • Select Never to prevent the proposition from being offered to customers.
    • Select Within a defined time period to offer the proposition to customers only within a specified period, as defined by the Start Date and End Date parameters.
  5. Optional: Configure any additional parameters that the system architect defined for the proposition, for example, the phone price.
  6. Confirm your settings by clicking Create and saving the rule.

Example:

Thumbnail

Creating a proposition for a phone offer

For more information on propositions, see Proposition Management landing page.

Conclusions

Defining business issues that describe the purpose of each proposition and creating groups that logically classify propositions into categories, allows you to build a business hierarchy of products. Define actual propositions that reflect the products and services that your company offers to customers.

Next steps

Build up your knowledge of decisioning by performing any of the following actions:

Published September 12, 2018 — Updated October 25, 2018


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