PEGACPDC25V1 Sample Questions & Answers
Tests your grasp of engagement policies, decision strategies and business agility, tied for the top weight, plus one-to-one customer engagement basics, defining actions and treatments, contact policy and volume limits, AI-driven arbitration, and channel integration.
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- Question 1Beginner
Next-Best-Action concepts · One-to-one customer engagement
True or False: In Pega Customer Decision Hub, the 'Customer Profile' used for decisioning is static and can only be updated via nightly batch processes.
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Correct answer: B
False. Pega CDH relies on a real-time Customer Profile (often using Customer Profile Designer) that can ingest streaming data and update aggregates instantly to ensure decisions are based on the very latest context.
- Question 2Beginner
Actions and treatments · Define and manage customer actions
A marketing manager needs to create a new 'Gold Status Upgrade' action. This action should only be valid for a specific time period during the summer campaign. Which tab in the Action rule form should the consultant use to configure the Start Date and End Date for this action?
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Correct answer: D
The 'Details' tab (sometimes referred to as the Availability or Details section depending on the version view) is where the availability timeframe (Start Date and End Date) for an action is configured.
- Question 3Intermediate
Actions and treatments · Present a single offer on the web
An organization wants to present a 'Hero Banner' offer on their website homepage. The web team requires the offer content to be delivered as a JSON object containing the headline, image URL, and click-through link. What must the consultant create to map the action properties to this specific JSON structure?
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Correct answer: B
A Web Treatment is used to define the content and structure of an offer for the web channel. It allows mapping of action properties to the specific format (like JSON) required by the web channel.
- Question 4IntermediateSelect 2
Actions and treatments · Define an action for outbound
When defining an action for outbound email, which TWO configuration steps are mandatory to ensure the email can be sent? (Select TWO)
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Correct answers: A, B
An action must have a specific Email Treatment associated with it to define the content of the email.
The channel support for the action must be enabled (Active) for the outbound channel to ensure it is considered during strategy execution for that channel.
- Question 5Beginner
Actions and treatments · Define and manage customer actions
A business user notices that a newly created action is not appearing in the 'Next-Best-Action' results, even though the engagement policies are met. The consultant checks the Action Lifecycle status. Which status would prevent the action from being eligible for customers?
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Correct answer: B
Actions in 'Draft' status are not available for production decisioning. They must be promoted to 'Active' (usually via the revision management process) to be considered for customers.
- Question 6Beginner
Actions and treatments · Define and manage customer actions
The command used to associate a specific variant of an offer with an action is to add a ______.
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Correct answer: C
A 'Treatment' is the specific variant or representation of an action (e.g., a specific email template or banner design) associated with that action.
- Question 7Intermediate
Actions and treatments · Define an action for outbound
A bank wants to send a 'Balance Transfer' email offer. The email subject line must dynamically include the customer's first name, e.g., 'John, transfer your balance today!'. How should the consultant configure this in the Email Treatment?
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Correct answer: D
In the Email Treatment editor, dynamic customer data can be inserted using the 'Insert Property' reference, which pulls the value from the Customer page (e.g., .Customer.FirstName) at runtime.
- Question 8Advanced
Engagement policies · Define customer engagement policies
Case Study: SafeInsure Policy Implementation
SafeInsure wants to implement strict engagement rules for their 'Premium Life Insurance' product. The requirements are:
- The customer must be over 18 years old.
- The product is only appropriate if the customer has dependents.
- The product should only be offered if the customer currently has a 'Basic' plan.
Match the requirements to the correct Engagement Policy type:
- Requirement 1 (Age > 18)
- Requirement 2 (Has Dependents)
- Requirement 3 (Has Basic Plan)
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Correct answer: B
Eligibility (Strict/Legal): Age > 18 is a hard legal requirement. Suitability (Is it right for them?): Having dependents makes the product suitable/appropriate. Applicability (Business fit): Having a 'Basic' plan makes them applicable for an upgrade from a business strategy perspective.
- Question 9Beginner
Engagement policies · Define customer engagement policies
A consultant needs to define a rule that prevents a specific credit card offer from being shown to customers who already hold that card. Which Engagement Policy category is best suited for this rule?
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Correct answer: B
Applicability rules determine if an action is relevant or 'applicable' to the customer at this time. Owning the product already makes the offer inapplicable.
- Question 10Intermediate
Engagement policies · Define customer engagement policies
To ensure ethical AI practices, a bank wants to ensure that a high-interest loan offer is NOT displayed to customers who are flagged as 'Financially Vulnerable', regardless of their eligibility or likelihood to accept. Which policy type should the consultant use?
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Correct answer: D
Suitability rules are designed to determine if an offer is appropriate (ethical/fair) for the customer. Excluding vulnerable customers from high-risk products is a classic Suitability use case.
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