Reference module: Adding more tracking time periods for contact policies
A bank is currently displaying a group of mortgage offers to its customers on their website. The bank wants to suppress the mortgage group for 15 days if a customer ignores three offers from the mortgage group. How do you define the suppression rule for this requirement?
To define a suppression rule in Pega for the scenario where a group of mortgage offers should be suppressed for 15 days if a customer ignores three offers from the mortgage group, follow these steps:
Define the Suppression Rule:
Create a contact policy in Pega Customer Decision Hub to suppress the group of mortgage actions.
Specify the Condition:
Set the condition to suppress the group of actions if there are 3 rejects (ignored offers) for any channel. This means the suppression applies regardless of whether the offers were displayed on the web, mobile, email, etc.
Set the Suppression Duration:
Configure the suppression period to be 15 days. This ensures that the group of actions will not be shown to the customer for 15 days after they have ignored three offers.
Apply the Contact Policy:
Ensure the contact policy is associated with the relevant group of actions (mortgage offers) and that it is enforced by the strategy framework.
Test and Validate:
Test the suppression rule to verify it works as expected and that the offers are suppressed correctly after three rejects.
Pega Customer Decision Hub User Guide 8.7: Adding more tracking time periods for contact policies, Creating a contact policy, Contact policy library.
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