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Optional: Customizing budget calculation

Suggest edit Updated on September 12, 2020

You can customize the budget calculation in Pega Next-Best-Action Advisor. For example, you might customize if you need to calculate the budget based on a customer's credit score.

Before you begin: Use the decisions that you made during Defining budget calculation customizations.
  1. Launch the Pega Customer Decision Hub portal.
  2. Click Next-Best-ActionSupporting Decisions.
  3. In the search text field, enter RetentionFinancials, and then click the strategy in the list of results.
  4. Edit the strategy according to your business requirements.
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