Pega NBC 7.1 Exam - Next Best Action Flashcards

1
Q

When the NBAs are first suggested (sometimes just a single one is suggested) what are the two buttons below the NBA saying?

A

“Perform action” and “End Call”.

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2
Q

After clicking “Perform action” on a suggested NBA it is presented in its details. What can the user do with the NBA, what are the button labels of what he can do?

A

“Accept”, “Reject”, “Maybe later”

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3
Q

After clicking “Accept” on the presented NBA, a screen is started to kick out fulfillment (manual or automatic). WHat is the button on this screen saying? Where does it take you to?

A

It says “Continue”. It takes you to another NBA suggestion with buttons: “Perform action”, “End Call” and “Start Over”.

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4
Q
Improving \_\_\_\_\_\_\_ is the essence of Next-Best-Action. (Choose One)
Effectiveness
Customer Experience
Efficiency
Response Rates
A

Customer experience. It is all customer centric.

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5
Q

The Monitoring landing page enables you to monitor decisions through three types of reports. They are:

A

1, Visual business director;

  1. Adaptative model reports;
  2. Interaction history reports (F:\allproteges\protege39\pega_decisioning_essentials_7.1\15_video_proposition_management.avi 06:50).
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6
Q

What are the 7 rule types involved in decisioning on Pega 7.1?

A

Predictive model; Adaptative model; Decision Table; Decision Tree; Scorecard; Interaction; Strategy;

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7
Q

Which of the following is not a landing page we associate with decisioning?

  • Strategy;
  • Decisions;
  • Predictive analytics;
  • Monitoring;
  • Infrastructure.
A

Strategy is not a landing page we associate with decisioning.

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8
Q

How many new rule types are introduced by Pega Decision Management? (Choose One)

A

5: 1. Interaction; 2. Strategy; 3. Scorecard; 4. Predictive model; 5. Adaptative model. (the other decision tree and decision table are old types).

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9
Q

NBAs are a type of P _ o p _ s _ t _ o _.

A

Proposition.

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10
Q

“The proposed course of action” is the best definition for what?

A

Propositions.

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11
Q

Which component makes the propositions accessible to a strategy? (Choose One)

  • Data Import
  • Proposition Data
  • Offer Import
  • Proposition Import
A

The “Proposition Data” component makes propositions accessible to a strategy.

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12
Q

Can strategies access properties from the customer class Yes or no?

A

Yes, strategies can access properties from the customer class.

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13
Q

Can strategies access properties defined in scope ‘All Strategies’? Yes or no?

A

Yes, strategies can access properties defined in scope ‘All Strategies’.

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14
Q

List the 3 strategy components of type “decision analytics”

A

Predictive model;
Scorecard;
Adaptative model;

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15
Q

List the 3 strategy components of type “Business Rules”:

A

Decision tree;
Decision table;
Map value;

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16
Q

List the 4 strategy components of type “Import”

A

Data import;
Interaction history;
Proposition;
Sub Strategy;

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17
Q

List the 2 strategy components of type “Data Enrichment”

A

Data join;

Set property;

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18
Q

List the 4 strategy components of type “Arbitration”

A
Contact policy;
Filter;
Geofence filter;
Prioritize;
Segment filter;
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19
Q

When writing expressions inside a strategy what does .propertyName and .primary.propertyName access?

A

.propertyName accesses any property defined for the strategy.

.primary.propertyName access any property of the applied to class from the strategy, which is typically the customer class.

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20
Q

How to access interaction history from Pega prpc?

A

Go to the designer studio button then select: Decisioning > Monitoring > Interaction History.
E:\allproteges\protege39\pega_decisioning_essentials_7.1\22_interaction_history.png

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21
Q

Can Pega predictive models run PMML modles?

A

Yes.

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22
Q

What would be typically created under a class like: DMOrg-DMSample-Data-Customer?

A

The customer class; decision strategies.

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23
Q

What would be typically created under a class like: DMOrg-DMSample-Work?

A

Processes, PRPC processes.

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24
Q

Adaptative models are just:

  1. A rule type;
  2. A strategy component type;
  3. A strategy component type that calls a rule type.
  4. None of the above.
A
  1. They are a strategy component type called “Adaptative model” that calls a rule type called “Adaptative model”.
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25
Q

What are the two predictor types in adaptative models (I mean the two types that the property types map to).

A

They are: symbolic and numeric.

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26
Q

What is the name of an adaptative model default output variable?

A

.pyPropensity

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27
Q

What is the performance of an adaptive model if it CANNOT differentiate interested customers from not interested customers better than random selection? (Choose One)

  • 0
  • 0.5
  • 50
  • 1
A

Answer 0.5 or 50%.

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28
Q

The _______ field does not appear in the adaptive model landing page. (Choose One)

  • Propensity
  • Name of the model
  • Performance of the model
  • Number of Responses
  • List of predictors
A

Answer: propensity does not appear in the landing page for sure. Some predictors appear, but I think it is exaggerated to say it is the list of predictors.

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29
Q

What happens when we place: true in a filter condition? (filter component).

A

All propositions pass.

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30
Q

To enable the strategy to access the interaction history associated with a proposition, we must always add the interaction history componet

A

False. Could somebody explain to: aacesta@yahoo.com why this is false on the quizz?

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31
Q

Which interaction history property indicates the result of the interaction?

  • pyResult
  • pyOutcome
  • pyConclusion
  • pyResponse
A

-pyOutcome is the interaction history property that indicates the result of the interaction.

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32
Q

The most efficient method to retrieve the last 60 days of interaction history is to: (Choose One)

  • Update Interaction History component to fetch the last 60 days.
  • Add a date filter to the Interaction History component.
  • Declare the date property (pyStamp) in the Interaction
  • History and use it in the Filter component.
  • Use the Group By component as it cannot be done in the Interaction History component.
A

-Update Interaction History component to fetch the last 60 days.

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33
Q

In simulation, the interaction rule is used to define the:

A

Strategy Rule.

34
Q

Following the execution of simulation, the results can be written to: (Choose Four):
1 Clipboard

2 File

3 Database

4 Visual Business Director

5 Interaction History

A

All but file.

  1. Clipboard; 3 Database; 4. VBD (under a name); 5. Interaction History;
35
Q

(True or False) We can use Visual Business Director to A/B test two strategies.

A

True

36
Q

The simulation with the ‘Resolved-Completed’ status can be re-executed.

A

True

37
Q

The simulation must have ‘Resolved-Ready’ status before it can be executed.

A

False. It is ‘Resolved-Completed’.

38
Q

We must use the same interaction rule to compare simulations.

A

False

39
Q

Which of the following landing pages is used to define propositions? (Choose One)

  • Decisioning Hierarchy
  • Proposition Data
  • Proposition Hierarchy
  • Infrastructure
  • Proposition Definition
A

The “Proposition Data” landing page is used to define propositions.

40
Q

To access the customer property Age in the filter component you have used the _____ construct. (Choose One)

  • Customer.Age
  • .Age
  • Primary.Age
  • Proposition.Age
A

Primary.Age

41
Q

You use the Interaction History component to retrieve history ________. (Choose One)

  • for a specific customer
  • for a specific proposition
  • for all customers
  • for a specific group of propositions
A

For a specific customer.

The last one is true, but not always as we can define a group or not.

42
Q

In the Decisioning Analytics group we can find the Adaptive Model, Predictive Model, and _______ (Choose One)

  • Prioritization Model
  • Scorecard Model
  • Filter Model
  • Decisioning Table
A

-Scorecard Model.

43
Q
To check if a proposition previously was accepted, you use the following expression: (Choose One)
pyResult = “Accept”
pyOutcome = “Accept”
pyPropenstity > 0
pyBehaviour = “Accept”
A

pyOutcome = “Accept”

44
Q

(True/False) The data transform defined under the Auto Run tab will be invoked when a strategy is saved.

A

True

45
Q

What are the 4 business NBA factors? Growth; … … …

A

Growth; Service; Retention; Risk

46
Q

What are the 4 customer NBA factors? Or better the 4 properties of NBAs for customers: Contextual sensitivity; …; …; …

A

Contextual sensitivity;
Timeliness;
Relevancy;
Consistency.

47
Q

Which of the following marketing elements are directly referenced when configuring a Marketing Program? (Choose Three)

Volume Constraint

Treatment

Offer

Marketing Strategy

Predictive Model

Segment

A

Segment (starting population);
Marketing Strategy;
Volume Constraint (constraint optimization);

48
Q

As a marketer, if you are expected to ensure that all customers who respond to an Offer are sent an acknowledgment, which component would you use? (Choose One)

Program configuration
Marketing Strategy design
Offer flow design
Treatment

A

Offer flow design.

49
Q

(True or False) A Program cannot be created unless and until the other elements such as Segments, Marketing Strategy, Offers, etc. have been created and fully tested independently.

A

False

50
Q

In the NBA portal; what does the private explorer provides access to?

A

It provides access to all elements you have checked out.

51
Q

IN the NBA portal/designer studio; what does the favorite explorer provide access to?

A

It provides access to all elements you marked as favorite.

52
Q

The marketing explorer bar on the left of the next best action portal provides access to?

A
  1. Recent items;
  2. Decisions (strategies, segments);
  3. Offers (treatments, etc);
  4. Programs;
  5. Private (checked out items);
  6. Favorites.
53
Q

The footer area from the NBA portal provides access to?

A

Marketing Calendar; Visual business director; Reports;

54
Q

Which of the following artifact types are organized as Top-Level, Issues and Groups? (Choose Three)

  • Programs
  • Decisions
  • Segments
  • Offers
  • Strategies
A

The items inside: Programs; Segments; Strategies
are organized by Top-Level, Issues and Groups.

Decisions is a menu with submenus like strategy, etc.

Offers is a menu with submenus like: Offers; Email treatments; etc.

55
Q

In marketing what is a call to action?

A

It is a link; an form to be filled out; a site where he can configure and close a deal; a number to be dialled or any other means by which the customer can act/respond immediately and most of the time finish a purchase.

It is related to making it easy to purchase (one click purchase), usability, impulse shopping (if you call in the next hour you will receive 10% discount).

56
Q

(True or False) Two ‘Programs’ under different ‘Issues’ or ‘Groups’ can have the same name.
True
False

A

False. Two programs can never have the same name, regardless of where they are saved.

57
Q

(True or False) Programs can be defined at issue level, in which case their group field is not selected/configured.

A

True.

58
Q

(True or False) Programs do not have check-in/check-out, but instead: update; submit for approval; etc.

A

True.

59
Q

(True or False) The only mandatory field in the new program screen is the “Program Name”.

A

True.

60
Q

(True or False) Program details once entered and saved can be modified again later as long as the Program is in Pending-Details state.

A

True.

61
Q

(True or False) The Starting Population configuration of a Program can reference only one Segment.

A

True. Makes sense, It makes things simpler and all you have to do is define the segment from others with or or and if you want to combine.

62
Q

(True or False) As part of the Segment configuration, we must set the details of the database table in which the results of the Segment will be stored.

A

False

63
Q

(True or False). A Segment can be defined using a combination of both ‘Visualization’ and ‘Non-Visualization’ modes.

A

False

64
Q

Which of these statements is true about a refreshable Segment? (Choose One)
1-It automatically refreshes all Segments referenced by it.
2-A refreshable Segment allows other Segments to automatically refresh it when those other Segments are executed.
3-Refreshable Segments must not be used as the Starting Population in a Program.
4-A refreshable Segment is only populated when another Segment refreshes it.

A

2, automatically refreshes when other segments are executed.

65
Q

Segmentation screens: The segment is populated when ______________. (Choose Two)
The moment the Segment is checked in

Visualization estimates are enabled

When Show Customers button is pressed

The Run button is pressed

Is refreshed by another segment

A

The segment is populated when ______________.
The Run button is pressed.
Is refreshed by another segment.

66
Q

Segmentation screens: A criteria-set is allowed to contain fewer than three criteria.

A

True. It is also allowed to contain three. It is not only allowed to contain fewer than three.

67
Q

Segmentation screens: The size of the circles in the Venn diagram always represents the count of customers identified by the corresponding condition.

A

False, not geometrically possible

68
Q

When ‘Active Visualization Estimates’ is turned off, it is not possible to view the criteria in database query (SQL) format by hovering the mouse over the Venn diagram.

A

False, we can still see them.

69
Q

Segmentation screens: There is always an implicit logical AND condition between the results of one criteria-set and the conditions of next criteria-set.

A

True, read carefully. IN between criteria sets and not criteria.

70
Q

Segmentation. When there are multiple criteria-sets used, the funnel-shaped Segment relationship visualization can be launched only from the final criteria set.

A

False. Read carefully, it can be launched from all.

71
Q

Offers. When defining a Generic Treatment offer shape, ________________. (Choose Two)

  • We must define a unique key code
  • We must define a treatment name
  • We can wait after sending
  • The delivery options are “Write to File!, “Write to DB” and “Send Email”
  • The treatment used must be already defined
A

We must define a treatment name.

We can wait after sending.

72
Q

Offers. Which of the following Response values is valid when defining an Update Status shape (Choose One)

  • Waiting
  • Offer Sent
  • Pending
  • Neutral
A

Pending is a valid response value. So are Accepted, Rejected, NoResponse.

73
Q

(True or False) Offers. All connectors will have the same set of properties.
True
False

A

False. Depending on the connector and the connected shapes we may have different properties.

74
Q

4:Which of the following statements are true when testing a treatment? (Choose One)
Offer parameters are displayed when the email is delivered to the recipient
The links in the delivered message are enabled
We may only specify one recipient per email treatment test
The subject of the test email is automatically populated

A

The links in the delivered message are enabled.

We can be sure this one is true, and then the others are by consequence false.

75
Q

Which of the following statements are true when testing an offer? (Choose Two)
We may only specify one recipient per offer test

We must specify offer channel and direction before initiating the test.

Offer parameters are not displayed when the email is delivered to the recipient.

The subject of the test email is automatically populated.

Any offer shape can be used as a starting point for an offer test.

A
  • We must specify offer channel and direction before initiating the test.
  • The subject of the test email is automatically populated.
76
Q

(True or False) A Volume Constraint can be created at the Top Level.
True
False

A

True; and also issue and group levels.

77
Q
Which parameter is used by Constraint Optimization to determine the “best" offer for the customer? (Select One)
pyPriority
pxPriority
pxRank
OfferPriority
A

pxPriority.

78
Q

A Volume Constraint contains an Offer constraint on ‘Discount Coupon’ with a maximum volume set to 20. There are also two channel constraints defined - Email and SMS, with maximum volume set to 100 each. Currently, the ‘Remaining’ column shows 10 for the Offer constraint and 20 for each of the two channel constraints. If the Strategy Output contains 100 ‘Discount Coupon’ Offers, 50 for the Email channel and 50 for SMS, which of the following options best represents the Offers that will be selected by the Volume Constraint? (Choose One)

  • 20 Offers, all on Email channel.
  • 20 Offers, all on SMS channel.
  • 10 Offers, 5 on Email and 5 SMS channels.
  • 20 Offers, 10 each on Email and SMS channels.
  • 10 Offers. All on Email or all on SMS, or a combination of both.
A

The last option.

79
Q

Fill in the blank. The ___________ setting can be managed individually for each constraint or for all constraints together, within a Volume Constraint definition. (Choose One)

  • Maximum Volume
  • Reset Interval
  • Constraint Enable/Disable.
  • Remaining
A

Reset interval.

80
Q

(True or False) A Volume Constraint is one of the mandatory configurations for a Program.
True
False

A

False. Volume constraints are not mandatory.

81
Q

(True or False) A marketing manager can monitor all Programs ‘followed’ by her from the Case Manager portal.

A

True.

82
Q

Which of the following statements are correct about Pega Pulse? (Choose One)

A message marked as public, can be seen on the Pega Pulse panel of all users in their Case Manager portal.

A private message entered in a Program can only be seen by the user who entered that message.

A link marked as public can be seen in all other programs.

Any file uploaded in Pega Pulse also appears in the Attachments section of the Program.

A

A message marked as public, can be seen on the Pega Pulse panel of all users in their Case Manager portal.