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Creating treatment eligibility criteria

Suggest edit Updated on September 21, 2021

To enable treatment eligibility criteria in Pega Customer Decision Hub, create an associated When rule and mark it as a relevant record.

When defining your eligibility criteria, you will need to access customer-level properties, as well as properties from your strategy result (SR) class. In order to access these properties within eligibility conditions, you must add a page for each.

Tip: Do not use treatment eligibility rules for targeting treatments to customers. Treatment targeting is better handled by the Arbitration process. Treatment eligibility is intended for eligibility rules such as Treatment is in a customer's preferred language, customer has opted into this channel, customer has a downloaded the mobile app, and so on.
  1. In Dev Studio, create a When rule in the Data-Decision-Request-Customer class.
  2. In the Pages & Classes tab, add a Page named StrategyResult on the top-level SR class.
    Note: Strategy results (SR) represent the next-best-action recommended actions and treatments.
  3. In the Pages & Classes tab, add an entry for each context entity that you defined in the Context Dictionary.
    Note: For the names, use the value specified in the Singular name field in the Context Dictionary.
  4. In the Advanced tab, define the conditions for your rule.For example: To match the customer's language preference with the language of the treatment, enter StrategyResult.Language = Customer.LanguagePreference.
  5. Mark the When rule relevant by clicking ActionsMark as relevant record.
  6. Open the Relevant Records landing page.
    Tip: After marking the When rule relevant, click the View link in the confirmation message shown in the header.
  7. In the Relevant Records landing page, enter Data-Decision-Request-Customer as the class name.
  8. Find the When rule that you marked as relevant and click the Menu icon to the right of the When rule row.
  9. Click Assign categoriesTreatment Eligibility.
Result: Your treatment eligibility When rule now appears in the Treatment eligibility dropdown list.
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