Pega CPDC case studies

Pega CPDC · Put your knowledge to work in context.

The Pega Certified Decisioning Consultant (CPDC) is a professional credential for practitioners who configure and operate Pega Customer Decision Hub to deliver next-best-action decisioning. It suits decisioning architects, business architects, marketing and CX technologists, and data analysts who translate engagement strategy into governed, testable decision logic rather than one-off campaigns. The Pega CPDC case studies are 5 cases and about 2,650 words.

Real-time next-best-action versus nightly batch segmentation at Northwind Bank

Northwind Bank runs outbound email campaigns from a nightly data warehouse. Each night a batch job segments 4.2 million customers into 12 segments and sends the same mortgage offer to everyone in a segment.

497 words, about 2 min 2

Stale cancellation data, a null scorecard input, and a failing when rule at Contoso Retail

Contoso Retail's Pega CDH installation uses a daily data flow to populate the customer profile from a file data set. The strategy RetentionOffers first filters customers with a decision tree, then scores the remaining customers with a scorecard, then uses a when rule to select a proposition.

484 words, about 2 min 3

A new NBA Designer action that never appears on the web channel at Fabrikam Insurance

Fabrikam Insurance has 3 issues (Service, Retention, Growth), 8 groups, and 40 actions in Pega NBA Designer. Engagement policies are configured: eligibility when the customer is active; applicability by channel; suitability by risk score; contact policy of at most two impressions per week.

590 words, about 3 min 4

Raising a new action's arbitration weight to hit a 15% impression target at Tailspin Telecom

Tailspin Telecom has five retention actions. Arbitration uses propensity multiplied by value, with weights: save-offer 1.0, device-upgrade 0.8, plan-review 0.6, and a new flex-bundle action 0.3.

516 words, about 3 min 5

Assessing adaptive-model readiness and simulation evidence before replacing arbitration at Adventure Works

Adventure Works uses adaptive models for 12 web actions, with a separate model for each action-channel pair. The models have been live for six weeks.

563 words, about 3 min