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Vodafone30 AOM Info32 VFUK Production Refresh L3 Tasks40 Useful Links42 Optimisation How-To KT43 PM Tool: How-To44 Main Menu and Versioning45 Proposition structure53 Intent related screens54 Offer related screens58 Offer Variation61 Treatment related screens63 Treatment Variation67 T2TV Actions and T2TV Attributes70 Control Group76 Volume Constraint77 Event78 Arbitration Control Parameters80 Configuration screens81 Other screens84 Upgrade Screens -How To90 Division to Team mapping91 Tariff Groups93 Band Management95 Cohorts Management97 SegmentStrategy100 Commercial Recommendations102 Pick N Mix and Discounts Blocks104 Upsell Discount Config105 Team Price Matrix106 Segment Of 1 Discount107 S15Threshold108 AddOn Group109 HBB Screens110 Manage Work Items115 Create a work item116 Assign work item to different user117 Discard work item changes118 See Offers/Treatments in Edit119 Rollback changes to Offer/Treatments120 Reopen Offer/Treatment in Edit121 Push changes to Dev2122 Assign to Manager123 Approve work item124 Change 'Assigned to Release' work item126
VODKB-200723-160306.pdf
761eee5bde6e-0
Pull functionality127 Manage Offers129 Search Offer130 Delete Offer132 Create new Offer133 Edit existing Offer134 Edit Intent to Offer mapping135 Enable/Disable Offer to Offer Variation136 Add/Edit Offer Variation137 Clone Offer139 Clone Offer Variation & Offer To Variation140 Upload/Download Offer141 Upload/Download Offer To Variation146 Manage Treatments147 Search Treatment148 Delete Treatment151 Create new Treatment152 Edit existing Treatment153 Assign to Bundle154 Enable/Disable Treatment to Treatment Variation156 Add/Edit Treatment Variation157 Volume Constraints162 Clone Treatment163 Clone Treatment Variation & Treatment To Variation164 Clone Treatment To Variation165 Upload/Download Treatment166 Upload/Download Treatment To Variation167 Manage Releases168 Create Release169 Discard Release171 Schedule Push172 Approve Push173 Assisted Upgrade Wizard174 Create Version175 Manage Artifacts177 Summary179 Change History180 Merge To Trunk181 Approve AU Push184 Config Flow187 create a config flow work item188 Assign config flow work item to a different user189 Discard config flow work item changes190 See Artifacts in edit191 Manage Config Flow Artifacts193
VODKB-200723-160306.pdf
86f177eaaf06-0
Rollback Changes195 Push Artifact changes to Dev2197 Assign work item to Manager198 Approve config flow work item199 Change 'Assigned to Release' config flow work item202 Pull in Config Flow203 PMT - Test Cell Management205 PMT - Channel Management207 Channel Screen208 Treatment To Treatment Variations Screen210 PMT - TradeIn211 WBW Device Multiplier Matrix212 Home218 Manage Versions219 Compare Versions221 Push222 Assign223 Merge224 Pull228 ChangeHistory230 Handover Actions231 Opti and Landing process233 PM Tool Access Groups234 MBB Configuration235 PM Tool Screens237 HBB MAF Band238 HBB Pre To Post MAF Threshold239 HBB Tier Discount240 HBB Technology241 HBB Retention Discount242 HBB Plan Prioritisation243 HBB Plan Eligibility Management244 BandManagement245 SegmentOf1 Discount246 Cohorts247 Source Config249 Product Config250 S15 Same Or Higher251 S15 Threshold252 S15 Journey Threshold253 Offer254 Offer To Offer Variations256 Treatment257 ADO259 Designer Studio : How-To260
VODKB-200723-160306.pdf
99021fe0dd4c-0
Eligibility Rules: How-To261 Proposition Filters- How To263 Re-validation for Outbound Channels : How-To267 Squad Zone Strategies: How-To268 Recognize the capability change : How-To271 Unit Testing NBA FW - Reconfigure Volume Constraint Process in Batch Mode272 Output Properties:273 Output Properties: How-To274 IH Properties: How To286 Data Tokens For Templates295 Channel Specifics : How-To298 Offer Flows : How-To299 Email Offer Flows300 SMS Offer Flows And SMS Treatment Template306 App-Push Templates and App-Push Data Tokens311 OBCC Output property mapping & file format :314 DM Output property mapping & file format :316 SOAP UI Testing : How-To318 Text-to-Switch End-To-End Testing:319 Data Depletion End-to-End Testing:324 IVR End-To-End Testing:329 Assisted Upgrade - Product List End-To-End Testing:333 Assisted Upgrade - GetRecommendations End-To-End Testing:340 Email Template345 Batch Testing : How-To353 Batch NBA Case Testing : How-To354 Batch Extractor Case Testing : How-To364 IVR - How To374 IVR Subchannels and Respective Request Structure/Data375 Configuring Apptag Data377 Identify Intent for Each Subchannel378 Configuring Offers380 Identify Offer/Business Purpose for a Given Intent381 Configuring Offer Variants382 Configuring Routing Options (Treatment Variants)383 Identifying Routing Option (Treatment Variants)386 Validating Routing Recommendation387 IVR -SMS and Populating SMS Data Tokens Using Apptag Data388
VODKB-200723-160306.pdf
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IVR -SMS and Populating SMS Data Tokens Using Apptag Data388 Elaborating End to End Run Using Postman390 Assisted Upgrade: How-To391 Get Recommendation API392 Identifying Best Deal396 Customer Current Details398 Configuring And Evaluating Commercial Recommendations399 Configuring and Evaluating Logic Recommendations400
VODKB-200723-160306.pdf
16b27e8be633-0
Get Product List API403 Validate Basket API411 VF Together Offers414 Configuring Offers, Offer Variants, Treatments, Treatment Variants415 Fix or Flex418 Validate Delete API420 Conditional investigation For RT APIs422 Extractor Failure Scenario when Batch is Triggered423 OPTI KT: Second Line Digital Private Pricing424 OPTI KT Second Line Private Pricing427 OPTI KT: Test Cell Management in 2nd Line Private Pricing436 OPTI KT: GetNBA Logic438 OPTI KT: Get Product List Logic441 OPTI KT MVA- Full Screen Promo446 Scenario Based Templating458 Extras Landing Page KT460 XLP Propositions and PM Tool Screens463 XLP Logic Components473 XLP Error Scenarios480 XLP App layer482 2nd Line Private Pricing489 Propositions and PM Tool screens for 2nd Line PP492 Get Product List Logic494 GetNBA Logic497 OPTI KT Test Cell Management in 2nd Line Private Pricing500 eCare502 Propositions and PM Tool screens for eCare506 eCare Logic511 eCare Decision Mix Logic513 New BDC Pipeline - dual running516 MVA KT518 Move output properties to Squad Zones KT539 Conditional investigation For RT APIs KT542 Seed Test Functionality KT562 Channel Management Email OPTI KT571 Propositions and PM Tool screens for Channel Management Email572 Channel Management Email Logic577 Channel Management Email Seed Test Logic587 T2TV Contact Rules588 New Channel For GetNBA - TOBi590 Propositions and PM Tool screens for TOBi598 TOBi Logic604
VODKB-200723-160306.pdf
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Propositions and PM Tool screens for TOBi598 TOBi Logic604 Channel Management Email Part 2 OPTI KT608 Personalised Video611 Personalised Video Logic613
VODKB-200723-160306.pdf
00557cece4db-0
PM Tool screens for T2TVHandoverActions617 Optimisation Artefacts By Release620 Release 1.7.1621 VF-UK AWS - Access via bastion622 Extras Landing Page - Microsite625 Propositions and PM Tool Screens629 Logic Components637 Error Scenarios644 App layer - Extras Landing Page646 AOM Simulation653 How to Create a Segment654 Simulation Explaination658 Simulation Funnels (Batch)661 Manual Steps For AOM Simulation (Batch)673 Customer Level Simulation Design Pattern683 Simulation Fix Details684 Simulation Funnels (GetNBA)686 GetNBA Funnel and Distribution Simulation Query699 Running the Simulation Case700 Simulation Funnels (TIL)706 TIL Funnel and Distribution Simulation Query716 Simulation Output Tables717 Miscellaneous718 AOM Proposition Hierarchy719 AOM Decisioning Funnel720 Trade In - Phase 2; Payment Methods & When Bought With (WBW) Offers722 Assisted Upgrade - Record Deal - Options738 Prepare Data Data Flow Usage741 Adding New Channel In AOM742 Adding New Squad In AOM746 Logic Design Approach748 Release 1.7749 AppPush Design Approach750 Batch NBA Design Approach753 Release 1.8761 HBB - 2 Design Approach762 File Extractor Design Approach764 Control Group Design Approach766 Extend IH767 OBCC output for NBA Batch769 Release 1.9770 CR - AOM-1531771 Epic - Tealium772 Epic - NBA Batch FW (excluding Squad Zones)777 Epic - DM Channel779
VODKB-200723-160306.pdf
a68c5b955b70-0
Release 1.10782 Assisted Upgrade - Drop 1783 NBA FW - Squad Zones - Offers791 NBA FW - Squad Zones - OfferVariants792 NBA FW - Squad Zones - Treatments794 NBA FW - Squad Zones - TreatmentVariants797 Epic - App Push Response Feed798 Release 1.11799 Assisted Upgrade -Drop 2800 NBA FW - Offer Tagging for Execution Mode802 NBA FW - Best Treatment804 Trade In806 Create SetNBA API810 Release 1.12811 Using Best Channel Model for Best Treatment Selection812 Migrate T2S to NBA FW813 NBA FW - Best Treatment Variant819 IVR AOM Integration (GetNBA)821 Assisted Upgrade - Integrate CRE829 Assisted Upgrade - Customer Cohorts831 Assisted Upgrade - Commercial Recommendation To Cohorts838 Oldest Subscription In Account Spine840 Simulation MVP Solution843 Assisted upgrade -Division to Team mapping848 Assisted Upgrade- Add new Upsell Discount options849 Release 1.13850 Data Depletion Migration to NBA851 IVR-GetNBA854 Assisted Upgrade-Segment Strategy Identification867 Handling Email Bundles in AOM Volume Constraints Process870 Pick Best Treatment For Offer By Treatment Rank871 Device Reference Data872 Update Tealium Integration873 Release 1.14874 Intent Logic Change for IVR & Assisted Upgrade875 Assisted Upgrade -Pick&Mix880 Assisted Upgrade- Update Cohort DiscountFlag / Discount Code validation889 NBA FW - Control Groups891 IVR - SetNBA899 IVR-Get NBA- Populating Details & Actions901
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IVR - SetNBA899 IVR-Get NBA- Populating Details & Actions901 IVR-Using IVR Deflection Model In logic903 Epic - Seedlist904 Release 2.1905 IVR- Integrating Event(Apptag) Parameters to Logic906 IVR-Send SMS910
VODKB-200723-160306.pdf
e1c254f9f69a-0
IVR-Treatment Eligibility912 IVR-Treatment Template Integration to Logic914 IVR-Inent Logic Update-Using BDC model916 GetNBA - Channel Control918 Assisted Upgrade-Segment of 1 Chort922 Assisted Upgrade-Segment of 1 Discount Strategy926 Assisted Upgrade - Using Segment of 1 in the logic Recommendations928 Assisted Upgrade -Recommendation Output929 Assisted Upgrade- Changing Segment Strategy Identification Logic931 Aggregated Event Store933 NBA FW - Offer Level Contact Strategy936 NBA FW - Manage Mandatory Communications940 NBA FW - Global Contact Strategy942 Release 2.2944 Assisted Upgrade-Current S15Maf Sourcing & Using as Cohort variable945 Assisted Upgrade -Update Current Discount Amount calculation947 Assisted Upgrade -Extent the list of tariff used in Pick n Mix948 Assisted Upgrade-Update Logic Recommendation for S15950 Assisted Upgrade- New Cohort variable959 NBA FW - Manage presentation of Offer Variants960 NBA FW - Seed testing using NBA data962 NBA FW - Interaction History Write Consolidation - Batch Only964 NBA FW - Business Purpose Level Contact Strategy976 NBA FW - Audit Log979 AssistedUpgrade- Integrating Logic Recommendation with Commercial Recommendation982 Release 2.3988 NBA FW - Interaction History Write Consolidation - TIL989 NBA FW - Interaction History Write Consolidation - ProcessEvent991 NBA FW - Interaction History Write Consolidation - IVR & Deflection SMS997 NBA FW - FUT Cohort for AOM Treatments1000 Assisted Upgrade-S15 Enhancements1004 Assisted Upgrade-Include Data Usage to Segment Strategy1010 Add URL validation to Event Parameters1012
VODKB-200723-160306.pdf
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Assisted Upgrade-Include Data Usage to Segment Strategy1010 Add URL validation to Event Parameters1012 Assisted Upgrade- Offer Hierarchy Changes1013 NBA FW - Resolve Arbitration Steps in NBA Funnel1019 Assisted Upgrade-Multi CTN Cohort Variable1028 Assisted Upgrade-Consume the New Handset BDC Model1029 NBA FW - IVR Repeated Intent1031 NBA FW - Interaction History Write Consolidation - ProcessDiallerOutcome1033 Assisted Upgrade- Reporting Requirements - (IH Write for InboundCC)1036 Release 2.41039 NBA FW - MVA - Add new channel and business purpose to NBA Funnel1040 NBA FW - Offer Propensity Model Configuration1053 NBA FW - Automated Testing - Logic POC1061 Assisted Upgrade-Bingo Details1074
VODKB-200723-160306.pdf
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Assisted Upgrade-Get Handset Stock Details1079 Assisted Upgrade-Loan Principles1080 Assisted Upgrade-Bingo Logic Recommendation1081 Assisted Upgrade-Auto Added Product In Logic Recommendation1087 Assisted Upgrade -Bingo Commercial Recommendation1090 Assisted Upgrade -Auto Added Product In Commercial Recommendation1093 Assisted Upgrade-Refine By1095 Assisted Upgrade- Commercial Recommendation Validation1098 Assisted Upgrade-Pick And Mix Logic Change1100 Release 2.51103 NBA FW - Reconfigure Volume Constraint Process in Batch Mode1104 NBA FW - Segmentation By Offer1108 NBA FW - Trade In Phase D: Payment Methods & WBW Rule 61111 NBA FW - Record Model Use in IH1117 NBA FW - Multiple Offers in Intent To Offer Mapping1123 Assisted Upgrade -Calculate PreS15 for Handset Customers1124 Assisted Upgrade- Upgrade LifeCyle Conditions1126 Assisted Upgrade - Get Product List1132 Assisted Upgrade-GetRecommendation API Integration1140 Assisted Upgrade-Validate Basket1146 Release 2.61149 Assisted Upgrade -Promos1150 Assisted Upgrade-Query Eligible VF Together Offers1153 Assisted Upgrade-Display VF Together in the Tariff List in the Edit Tariff Tab1159 Assisted Upgrade -Validate Basket VF Together Details1160 Assisted Upgrade-Using GPSL for Current Product Price1161 Assisted Upgrade -Calculate Device Loan S15 Benefit1163 Assisted Upgrade-Early Upgrade Tariff Tenure Rule1165 Assisted Upgrade -Edit Deal Addons1167 Assisted Upgrade-Setting Card Title1173 Assisted Upgrade -Update Upsell Discount Calculation1174
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Assisted Upgrade-Setting Card Title1173 Assisted Upgrade -Update Upsell Discount Calculation1174 Assisted Upgrade- Remove Basket details from GetTariffList & Get HandsetList1176 Assisted Upgrade -Setting Recommendation More Info1179 NBA FW - Intent Enhancements1181 NBA FW - Introduce a Priority Cut-Off step for NBA1183 NBA FW - Adding a new channel RCS to NBA Funnel1186 NBA FW - Adding a new channel MMS to NBA Funnel1196 Assisted Upgrade - Edit Deal Discount1206 Assisted Upgrade - Edit Deal Insurance1214 NBA FW - Expose TPS data to decisioning logic1218 NBA FW - Response Management1220 NBA FW - Interaction History Write Consolidation - CaptureResponse1225 NBA FW - Interaction History Write Consolidation - Retail1230 Release 2.71231 Assisted Upgrade- Calculate Net Revenue1232
VODKB-200723-160306.pdf
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Assisted Upgrade -Display Tariff type on the Tariff tab1236 Assisted Upgrade - Calculate Prorated Discount for Basket1237 Assisted Upgrade - Early Upgrade control in discount list1238 Assisted Upgrade -Replace Atomic Rule -R1801239 Assisted Upgrade- Remove the GPSL Fall back logic.1241 Assisted Upgrade-Identifying a discount in the Subscriber Invoice Table1243 Assisted Upgrade-Validate Delete1244 Assisted Upgrade- Display Tariff Max Discount1247 NBA FW - New Business Purpose (HomeBroadband - HBB)1249 NBA FW - New Business Purpose (Loyalty)1260 NBA FW - Model migration to new pipeline for batch1271 NBA FW - Extend Target/Control Logic to GetNBA1274 NBA FW - Add TPS Flag to AoM Audit Log1278 NBA FW - Squad level Intent to Offer mapping1281 NBA FW - Inbound Seed Testing (IVR & App)1284 NBA FW - Extend contact strategy to GetNBA1287 Assisted Upgrade -Use the Enriched PC data in the logic1290 Assisted Upgrade-Device Tab Ordering1293 Assisted Upgrade-Refine By Update for Device1294 Assisted Upgrade- T4 logic to include entertainment1298 Release 2.81299 Assisted Upgrade - Record Deal Presentation1300 NBA FW - Conditional investigation function for RT APIs1305 Assisted Upgrade -Fix or Flex (Part 1)1313 Assisted Upgrade - Commercial Recommendations- Update Very Early Upgrade S15 controls1317 Assisted Upgrade - Edit Commercial Recommendation-Discount List1323 Assisted Upgrade - Edit Commercial Recommendation-Validations1325
VODKB-200723-160306.pdf
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Assisted Upgrade - Edit Commercial Recommendation-Validations1325 Assisted Upgrade-Sellable Control1327 NBA FW - Add Benefits Spine to Data1330 NBA FW - Move Intent to Offer Dedupe further down the funnel1332 NBA FW - Introduce Revalidation Steps for Batch1335 Extras Landing Page - Strategy Framework Changes1338 Assisted Upgrade -Fix or Flex (part 2)1343 Assisted Upgrade -Refine By Update1348 Release 2.91349 Trade In - Payment Methods & When Bought With (WBW) Offers1350 Assisted Upgrade -Stock Control for Device Recommendation1353 Assisted Upgrade -Exclude APD from Update Max Discount Calculation1356 Assisted Upgrade-Display Secure Net1357 Assisted Upgrade -Add Bars Tab1359 Assisted Upgrade -Add Accessories Tab1361 Assisted Upgrade- Max Discount Presentation for Fixed Tariffs1363 Assisted Upgrade - Watch Recommendation -Part11365 Assisted Upgrade - Watch Recommendation -Part21369 Assisted Upgrade - Get Device List for Watch1372
VODKB-200723-160306.pdf
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Assisted Upgrade - Get Tariff List for Watch1373 Assisted Upgrade - Get Discount List for Watch1375 Extras Landing Page: Capture Response for Microsite1376 Extras Landing Page: Offer revalidation for Microsite1382 Extras Landing Page: Multiple offers presented on the landing page1384 Extras Landing Page: Offer Expiry1388 Extras Landing Page: Send Offer SMS1390 ApplyFUTCheck Optimization1392 Extend Target/Control Logic at Treatment Level for Batch and TIL Execution Modes1393 NBA FW - Model migration to new pipeline for HBB1396 Release 2.101397 Assisted Upgrade - Record Deal Response1398 Assisted Upgrade -CRE Control Changes1416 Assisted Upgrade- Early Upgrade S15 Control Changes1418 Assisted Upgrade -Price Matrix Discount Update1420 Assisted Upgrade-Early Upgrade Fee1422 Assisted Upgrade-Customer Profile-Usage Data1425 Assisted Upgrade -Design Change for SecureNet1428 Assisted Upgrade-Second Line Pricing-Upgrade impact1429 2nd Line Private Pricing - GetProductList1430 2nd Line Private Pricing - GetNBA1436 2nd Line Private Pricing - Assign Customer To Test Cell1439 NBA FW - Test Cell Management1441 2nd Line Private Pricing - Offer Catalogue1443 NBA FW - RCS and MMS Responses1444 NBA FW - Introduce a Fallow Period for Offer Expiry Date1454 Extras Landing Page - Capture URL Click Response1457 Assisted Upgrade - Optimise Data page loads for Assisted Upgrades logic1463 Assisted Upgrade - Customer Profile- UI1465 Release 2.111467 Assisted Upgrade-Handling No Recommendation1468
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Release 2.111467 Assisted Upgrade-Handling No Recommendation1468 Assisted Upgrades -Change to Promotions1470 NBA FW - Test Cell Allocation Scenarios1472 NBA FW - Scenario Based Templating & Microsite Templating1474 Test Cell Management1481 Release 2.121484 Assisted Upgrade - Update the Fix or Flex visibility flags at Product Level1485 Assisted Upgrade – Sellable Flags for Addons 1487 Assisted Upgrade - Regulatory Offers1489 Assisted Upgrade - UI-Customer Profile -Customer Notifications1490 Assisted Upgrade- Commission Tier- Part 11493 NBA FW - Capture Call Center Responses1497 NBA FW - Batch controls - pause, hold, resume1505 Assisted Upgrade – Additional Plan Discount Display message 1511 Assisted Upgrade -Refine By Update-Fix1513
VODKB-200723-160306.pdf
c1a41b93f12d-0
Release 2.131515 Tradein CR - ADO 6441361516 NBA FW - Determine Sellable Plans by Order Type1518 NBA FW - New Sub-channels for eShop1519 NBA FW - GetNextBestContent1520 NBA FW - SetNBAResponse - Upgrades & Offers page response capture1524 NBA FW - SetNBAResponse - Options To Buy (OTB) page response capture1525 NBA FW - Check cross sell headline discount for legal compliance (2nd line PP)1526 Assisted Upgrade - Write product details to IH for Web interactions (2nd line PP)1530 NBA FW - 2nd Line Private Pricing - Offer Catalogue R2.121533 NBA FW - Get NBA - Return Product Group & Max Discount Per Product Group (Options To Buy popup)1534 NBA FW - Determine Plans & Personalised Discounts1535 NBA FW - Mismatched Interaction ID Fix - Core Changes1537 NBA FW - Mismatched Interaction ID Fix - IVR & Deflection SMS1539 NBA FW - Mismatched Interaction ID Fix - Landing Pages1541 NBA FW - Mismatched Interaction ID Fix - TIL Service1543 NBA FW - Mismatched Interaction ID Fix - Process Event1544 NBA FW - Mismatched Interaction ID Fix - Batch Email/SMS1545 NBA FW - Mismatched Interaction ID Fix - Get NBA1546 NBA FW - Mismatched Interaction ID Fix - Capture Response1547 NBA FW - Mismatched Interaction ID Fix - Get Assisted Upgrade1549 NBA FW - Mismatched Interaction ID Fix - Capture Deal Response1550 Assisted Upgrade - Loan Principles rule in VDAR1552
VODKB-200723-160306.pdf
c1a41b93f12d-1
Assisted Upgrade - Loan Principles rule in VDAR1552 Assisted Upgrade - PreS15 Calculation for Evo customers1553 Simulation - Pega OOTB Simulation Update1554 Simulation - Customer Level Simulation1556 Simulation - Update to Runtime Volume Capacity Check1573 NBA FW - Simplify Intent - Static confidence for event driven intents1574 NBA FW - Simplify Intent - Remove Low Confidence Mappings1576 Assisted Upgrade - Identification of Reward Line1577 Release 3.011578 NBA FW - Add 12/24 month dimension to discount matrix1579 NBA FW - Simplify Intent - Remove Model Based Definition1580 Simulation - GetNBA Simulation - Decisioning Funnel & Distribution1582 Simulation - GetNBA Simulation - Customer Level1585 NBA FW - Intent Redesign1592 NBA FW - SubChannel Validation In Volume Limit Calculation1594 NBA FW - Activate Global Contact Strategy1598 NBA FW - 2nd Line Discount Eligibility1600 NBA FW - Real-time Triage Tool1601 NBA FW - Run-time Capacity Check before Channel Mix1606 NBA FW - Dual Running Of Models (Old & New Pipeline)1609 NBA FW - Add New Channel eCare to GetNBA1613 NBA FW - Standard outcome - make all upcase1618 NBA FW - Capture responses from eCare1620
VODKB-200723-160306.pdf
906e61fa044e-0
NBA FW - Introduce a decision mix capability for eCare channel1622 NBA FW - Prioritize List of Plans1630 NBA FW - Activate Global Contact Strategy Changes1639 Release 3.021641 Simulation - TIL Simulation - Decisioning Funnel & Distribution1642 Simulation - TIL Simulation - Customer Level1645 Assisted Upgrade - Entertainment Flag changes1649 Digital Upgrades - Get Product List Integration (Tariff & Discount)1652 Assisted Upgrade-Variable Discount Handling1661 Assisted Upgrade-Channel Reporting1663 Assisted Upgrade- Commission Tier- Part 21664 Assisted Upgrade-VF Together Reporting1666 Plans & Discounts to JSON in IH Reporting1668 NBA FW - Conditional investigation1670 NBA FW - Inbound Seed Testing1682 Release 3.031686 Assisted Upgrade - Being able to understand that a customer has been identified as a 3G customer1687 Assisted Upgrade - Recording the Pilot 1 Interaction outside IH1688 Assisted Upgrade - Profiling1689 HBB Upgrade - Get Product List Integration (Tariffs)1691 HBB Upgrade - Get Product List Integration (Discounts and Profiling)1698 HBB Upgrade - Get Product List Integration (Prioritization and Reporting)1701 Contact Rules - Introduce New Configuration at T2TV Level1703 Validate NBA for eligible Treatment to Treatment Variant1707 Siebel Orders - Expose data to logic1708 Channel Management - SMS1709 Move output properties to Squad Zones1714 Priority Cutoff Score Changes1718 NBA FW - Redesign Outbound 2nd line PP1720 Release 3.041734 Assisted Upgrade - Renegotiation1735
VODKB-200723-160306.pdf
906e61fa044e-1
Release 3.041734 Assisted Upgrade - Renegotiation1735 Assisted Upgrade - Update IH Recommendations Table to include Pac/Stac Request1742 Assisted Upgrade - Ensure that the stock check is performed for duplicated devices when launching the device tab 1743 Assisted Upgrade - Update the wording of the tariff incompatible warning icon1744 HBB-Query Eligible VF Together Offers1745 Product visibility for different journeys and different channels1747 Create new Offer metadata items for use in logic1751 Channel Management -Email1753 Channel Management Email Seed Testing1760 pxPriority Changes1763 NBA FW - MVA - Full Screen Promo1766 NBA FW Limit Number of Recommendations1771 Release 3.051773 Upgrade - Assisted MBB - Get Recommendation API1774 Upgrade - Assisted Upgrade -Re code -Multi CTN Cohort Variable1783
VODKB-200723-160306.pdf
f4660b0fcad0-0
Upgrade - Digital Paym Upgrade - Make the Lead Plan selection conditional1784 Upgrade - Assisted Upgrade -Source the Right customers churn1785 Upgrades-HBB-Managing eligibility based on Technology1786 Upgrade - Apple Lovers1788 NBA FW - Extend Discount Management to Batch1790 NBA FW - Add New Channel TOBi to GetNBA1795 NBA FW - Capture responses from TOBi1802 NBA FW - Email Channel Management - Response Capture1804 Release 3.061807 Assisted 2nd Line Private Pricing Stories1808 Introduce Execution Mode for GPL1826 Upgrades - Basic Plans1828 Upgrades - MBB Part 21831 Upgrades - device based on loan cost1835 Upgrades - HBB Pro- Retnetion Campaign1836 Upgrades - Data usage -Roaming Data1839 Upgrades-Assisted S15 and Watch Manufacturere.doc1841 Simulation Post Processing1843 MBB Upgrade - Logic Review / Update1846 Release 3.071847 OB Enabler - App Push & Inbox into Templating1848 OB Enabler - SMS Pega Marketing decom1852 Personalised Video (Build - Email/SMS/AppPush, Dev Test - Email Only)1857 NBA FW - Revise High Intent Bypass for Offer Self Contention1869 Customer Simulation - Offer Eligibility split1871 Customer Simulation - Offer Variant Eligibility split1884 Upgrades - MBB Upgrades Part 31900 Upgrades - Retail Channel1902 Upgrades - Digital Upgrades Part1 Design1905 Upgrades - Device Edit Screen: Do not Recommend the device in the Top 5 if the device is out of stock1911
VODKB-200723-160306.pdf
f4660b0fcad0-1
Release 4.011912 Expose Loan Spine To Logic1913 Align 2nd Line Propositions with EVO 2.01920 Customer Simulation - Treatment Eligibility split1923 Customer Simulation - Treatment Variant Eligibility split1970 Bundle Event Tech Debt - Remove Outbound Calls from MVP Flow1985 OB Enabler - App Push & Inbox into CM1987 Upgrades- Digital campaign Recommendation1994 Upgrades - Exclude Discount list1998 Upgrades - 5G Ultra2000 Add the unsubscribeURL to IMI outbound API call2003 Upgrades MBB -Refine By2004 Release 4.022010 Trade-In - Buy Back Guarantee Redemption2011 Trade-In - PriceGuarantee2023
VODKB-200723-160306.pdf
f09ba0f1f18e-0
Release 4.032024 Upgrades - Extending Refine by Params2025 Upgrade - Managing HBB rules strategy2027 Upgrades - Special Addons2029 Upgrades - Calculate SecuredNetDiscountCost2031 Upgrades - Logic to recommend EVO products.2033 Upgrades - Display Name change for Watch Device2035 NBA - Bundle Event Tech Debt - Introduce Multiline Messaging2037 NBA - Introduce Dual Running For Evo and Non Evo MBB Plans2040 SOHO (1186502) - Add New Squads EBUService2048 SOHO (1186503)- Add New Squads EBUUpsell2053 NBA (1186536)- Squads split between Consumer and Soho2058 Soho - Ramp up2063 Soho -Spend Manager - NTID 541 - Suppression OPTI STORY2064 TradeIN - Redesign WBW lookup to use Data Type instead of Decision data2065 Simulation - change in Import Propositions - Estimated as part of Soho2067 Remove Intent Logic from Data Flow 12069 Redesign FUT to remove the datapages2072 Release 4.042074 Upgrade - Include Data Usage IN IH2075 Upgrade - UnPlugging the HBB old logic2077 Upgrade - ADO 11705852078 Upgrades -Introducing Retail Channel-GetReceommendations2084 Upgrades -Introducing Retail Channel-GPL/Basket Validation2092 Upgrade- EVO 2.0 OneNumber Relaunch MVP Changes2099 NBA-Exclude 'eCare' Control Customers from targeting population2105 Release 4.052106
VODKB-200723-160306.pdf
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NBA-Exclude 'eCare' Control Customers from targeting population2105 Release 4.052106 NBA-Simulation Execution Mode2107 NBA-Assisted 2nd Line - OneNumber2108 NBA-Assisted 2nd Line2114 NBA-Assisted 2nd Line - Update Interested Service2117 NBA-Digital Second Line PP (eShop) - Discount Compatibility after latest CMT changes2118 GPL-Assisted Second Line Private Pricing: Entertainment in AOM response to indicate if a product/tariff is content enabled.2120 GPL Assisted Second Line- To send relevant values for unlimited data, SMS and Voice plans in AOM response2122 GPL Assisted Second Line: To send short tariff name in AOM response call2124 GPL-To send missing qualifying criteria and rewards data attributes in the offer block in AOM response2125 Upgrades - MBB Connected Tablet2127 Upgrades - S15 NET MAF value in Cohorts Screen2129 Upgrades - Exclude Unlimited Lite Plans2130 Upgrades -HomeBroadBand Eligibility Rules2132 Upgrades -HomeBroadBand Discount Calculation2138 Upgrades -HomeBroadBand Prioritization2146 Release 4.062151 NBA - AppPush Via Process Event2152 NBA -Treatment Level Self Contention2155
VODKB-200723-160306.pdf
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NBA - Introduce SIMO Xtra plans to second line journeys2165 NBA - Introduce Best Account Contact details to the NBA Framework2167 NBA -IH Extension to Include 'Division' column in 'IH Reporting' for eCare treatments2170 Upgrades -Removing Airtime plans in MobileService Journey2171 Upgrades -Same or Higher S15 rules based on all the current plan type2177 Upgrades - Pre to post S15 Threshold: Remove the Tenure Restriction2180 Upgrades - Pre to post S15 Threshold: Remove the Product Journey Restriction2182 Upgrades - Pre to post S15 Threshold: Being Able to manage Pre to Post Threshold at journey level2184 Upgrades - MBB GigaCube2186 Release 4.072192 NBA-Create Logic to Define Business Properties for use in NBA decisioning2193 NBA-Run AOM batch during business hours, single or multiple times2200 NBA-Consolidation of Priority GetNBA Response2204 NBA-Ability to Cater for NULL Account Details2209 NBA - Seed Testing Capability of AOM Microsite2212 Upgrades - Update to Cohorts Attributes2216 Upgrades - Cohort Changes for Sim X plans2218 Upgrades - Recommendation- Positioning of Recommendation in Card 1, 2 or 32222 Upgrades -MBB- Edit - Update Display Bars2224 Upgrades - NET MAF value in Cohorts Screen2226 Upgrades - MBB Get Recommendations2227 Backlog2232 Upgrade - Managing Netflix Plans2233 New CrossSell Model2236 Bundle Event Tech Debt - Remove Outbound Call from MVP Flow2237 Purge File2241
VODKB-200723-160306.pdf
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Bundle Event Tech Debt - Remove Outbound Call from MVP Flow2237 Purge File2241 NBA FW - Interaction History Write Consolidation - Web2243 Prospect-Customer Matching Process2244 App-Push RampUp2245 NBA FW - Select winning email subject line in real time (Intra-day)2246 NBA FW - Select winning email subject line in real time (next-day)2254 NBA FW - DF2 Performance Changes2259 Batch Funnels2261 Inbound Seed Testing (GetNBA) - Enable channels Web, InboundCC & Retail2268 Hotfix - PopulateOutputPropetiesForGetNBAPrivatePricing2270 Assisted Upgrade – Sellable Flags for Discount 2271 NBA FW: Priority Score changes2273 NBA FW - Introduce Medium Confidence Intent Band2274 Upgrades -Removing Airtime plans in MobileService Journey - Duplicate page2276 Upgrades - MBB Cohorts2281 Upgrades - Updates to One number Watch Flow2283 NBA-AOS Logic changes2286 AU UAT Defects2287 Special Package 012288 Assisted Upgrade - Create a list of FIC to exclude or include add on FICs from the logic processing2289
VODKB-200723-160306.pdf
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Assisted Upgrade - Pick & Mix Update for Promo2290 Assisted Upgrade - PreS152292 Assisted Upgrade - Remove Subscription Spine End Date2294 Special Package 022295 Assisted Upgrade - Special Package 022296 Special Package 032298 Assisted Upgrade - Special Package 032299 MVP US2301 Assisted Upgrade - Stock Changes2302 Database Design2304 VADR Documentation2317 Application Setup2318 TIL Connectors2320 Get Stock Availability (GSA) Connector2321 GetStockAvailability2324 Stock check validation on Basket Summary screen2325 ADO 526182 - Stock check validation on Basket Summary screen2326 Get Invoice List2327 Get Document List2330 AOM REST Connectors2333 GetCustomer2334 GetRecommendations2336 GetProductList2338 SubmitBasket2340 SubmitBasket VADR- ADO Task 4966932342 ValidateBasket2344 ValidateDelete2346 GetNotificationMessages2348 GetCustomerUsage2350 VADR Exposed Services2352 Product Metadata REST API2353 VADR Mashup2356 Upgrade Case2361 App Artefacts2371 Mashup Encryption2372 SecretsManager2374 Rules for Edit Deal Screen2377 Pinning the Selected Products Card2381 UI Artefacts2383 Customer Account2384 Existing Deal2388 Update the Customer Address in the Customer Profile Panel2396 Recommendations2397 Edit Deal2426 Basket2475
VODKB-200723-160306.pdf
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UI Classes2488 ReNegotiation2496 MBB Recommendation Updates2502 MBB2504 Display Tariff Tab2505 Usage tab2506 Changes required on the Refine by2507 944633 - Display Device tab2510 908854 - MBB-UI changes on the Edit screen to Add a Chevron tab button on the Selected basket2512 Selected Basket Edit Screen UI2514 Display Device Tab2517 953555 - Display Data Roaming Usage2518 4.3 ADO2521 US - 1083266 - Billing - Display Spend Manager in the Billing Panel2522 1172861 - Being able to refine by Device color and storage for Mobile2523 UI Resolution2531 Renegotiate additions to Upgrade Case2533 Renegotiate case subtype changes2535 Renegotiations Updates 838175 & 8381582537 Error Handling in VADR2539 ADO 1092383 - Recommendations Refresh button2550 VADR Error Codes2552 VADRUtilities Library2555 VADR Functions2556 VADR Config2563 VADR Common Case Flows2565 VADR API Simulation2567 Handset Manufacturer Model Map2568 TariffMetadata2570 VADR Timeout2571 VADR UI solution design2575 Issue Trouble Shooting2577 914083: Provide the ability to switch the access controls/groups of agents in bulk2581 How to switch access groups of agents in bulk2583 1063194 - VADR Performance - AWS Secret Cache2589 4.4 Sprint Tasks2590 1083261 - Display the Tiers in the Summary Screen2591
VODKB-200723-160306.pdf
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1083261 - Display the Tiers in the Summary Screen2591 1083193 - Summary Screen Benefit Revamp to remove the pictures/Icons2593 1083201 - TSAR - Update the stock display in TSAR to be inline with Retail look and feel2598 1082376 - Being able to change CTN2602 Retail2606 1082203 - Retail: Remove Tiers2607 1079501 - Retail: Renegotiation2609 1079515 - Retail: Hand back a Retail deal to Halo2610 938334 - Retail: Edit Device screen- New UI to Display both In Store Stock check and Warehouse for Retail Agent 2612
VODKB-200723-160306.pdf
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Retail - Test Only Stories2615 R4.05 Retail2621 1082218 - Retail: Total Net Revenue2622 938125 - Retail- TNR figure to display on click2626 1082301 - Retail: Remove Accessory Stock Display2628 1082338 - Retail: Remove the automatic Stock Check in the Basket Summary2629 1082343 - Retail: being able to deliver to another store2630 R4.05 Task2631 1242780 - TSAR - Update the stock display in TSAR to be inline with accessories Tab Look and Feel2632 1206211 : Last Used Device for SIMO Existing Products2635 1216428: Existing Existing Products Title Banner Products Title Banner2637 1263821: Edit Update Tariff Tab look and feel to display full name of tariffs2639 556365: Display Unknown on Customer profile if name is not known2641 868359: Display a message " No results found" when there are no recommendations2642 4.06 Task2643 OLD: 751704 - Edit package- Updating OOTB functionalities for the filter funnel to close of the defect raised2644 1329871: Filter Modal Options.2646 904758: Refine by- Display new message when an Agent clicks on 'More' following a Refine by update2649 1329867: Being able to Clear Filters2651 734010: Enhancement to 'Apply' and 'Cancel' button on the Filters2653 4.07 Task2655 1470628 - Being able to change CTN (4.7)2656 1381628: VADR API error code on Timeout2658
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1381628: VADR API error code on Timeout2658 Pega Certification Readiness2661 Apps Documentation2668 Design2675 Loader Case Design2677 Temp2689 Configure new spine entity to the spine loader2693 Loader Process - Process Usage Charges2695 Event Loader Development2698 MEF - Digital Enriched Data2705 Batch NBA Case Design2740 Oldest one2748 Treatment Buckets Design2750 DataFlow Audit History2753 1393706: Run AOM batch during business hours, single or multiple times2755 Extractor Case Design2760 Extractor Case Design _backup2784 Create RCS Channel Extract2789 Create MMS Channel Extract2790 Create RecommendationItems Extract2791 Batch Controls - pause, hold, resume at treatment level2793 Running the Extractor Case2806 Housekeeping Case2808
VODKB-200723-160306.pdf
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Housekeeping for PurgeEOC (Purge Expired Outbound Comms)2810 Common Case Flows2812 Checkpoint Check2817 Generate Extract Agent Activity Updates2818 Include recommitted in OBC purge file2819 Apply Volume Constraints Redesign2821 Scheduler Design2828 Throttling Design2831 Hazelcast Bucket4j2834 Subscription Case Design2836 Channel Execution Approval & Switch Control Implementation2837 Product & Offer Catalog Design2841 Loader Case Design For PC/OC2842 DiscountNotSellable Datatype2851 Product Catalogue Data Pages - OLD2852 User Story 336089 - Siebel Tariff to Service Compatibility2883 User Story 336092 - Siebel Tariff to Discount Compatibility Data2887 Flush Data Pages for Loader Case Sub Types2890 Product Catalogue Data Pages2892 Offer Catalogue Design - Cassandra Design2917 Truncate Cassandra Data Sets for Loader Case Sub Types2922 Modify the HBB Discount to include the VFT(Vodafone Together) discount2924 Vodafone reference architecture2926 BDC Models2927 Recommendation UniversalTariff BDC Model2930 Ingest Predictive IVR BDC Model2932 BDC to AOM Multipart Files Design2934 Device Recommendation BDC Model2936 Convergence BDC Model2938 Store All Outbound Communications Sent2939 Unsubscribe Case Design2945 Extract the new IH Report table to EDW2947 Store IH Reporting fields in IH Reporting table2949 Case Dependencies2951 GetNBA Response Mapping For IVR2953 Apply Volume Constraints for Customers in Control Group2955
VODKB-200723-160306.pdf
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GetNBA Response Mapping For IVR2953 Apply Volume Constraints for Customers in Control Group2955 Extend BundleEventAPI for Additional Parameters2963 AOM RT Aggregated Event Store2968 Track Trigger Event Processes Into New Event Store Process2969 Track BundleEvent Processes into New Event Store Process2971 Extend Trigger Event for Sales Order Events2972 Event Analysis Store2974 Extend parallel spine loads to all spines2975 Recommendations Portal2976 651840 & 651806 - Enable Device & Watch Recommendations2983
VODKB-200723-160306.pdf
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Provide the ability to define and manage an effective FUT Cohort within AOM for Treatments2984 Provide Better Alignment of AOM Logging Processes (AOM-1797)2985 Simulation Orchestration2989 Case Details3003 Base Line Simulation3025 Customer Simulation3028 Inbound Simulation3031 TIL Simulation3044 ProcessSimulationDropOff Update3068 Pega 8.8 Upgrade - Simulation changes3073 Stop Simulation3076 AOM RT Aggregated Event Store - Account Event3077 Data Load Threshold Assurance3080 App Changes for LIVE UAT Seed Test3088 CSO Transform - Modify Order3091 CSO Transform - Modify Order Transform - ADO Task/Design3094 Save Offers Metadata3098 Offers Case Management and Setup3099 Landing Page3114 Landing pages & Exception Message Handling3122 Personalized Video3127 Generate Video From Storyboard API (Idomoo)3128 Offer Case Changes3130 Store Idomoo Video Outcome3133 Seed Testing3135 Decision Metadata for GR and GPL APIs3140 Submit Basket Request Body Additional Attributes3141 Tasker Case3143 896436 - AggregateIH - New case subtype in Tasker case3149 921213: How we identify Top selling MBB products3153 Handle Business Logic Error In GetNBA API - 5261573156 Calling Capture Response in Offers Setup Stage3157 Get Product List V2 Enhancements3158 Product Cataogue Data Page & Catalogue Sync Changes3161 Store Dataflow Response3163 Async Capture Response3165 Branching3168 Working with PRPC Branching3169
VODKB-200723-160306.pdf
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Async Capture Response3165 Branching3168 Working with PRPC Branching3169 How to setup new Branch3175 Guidelines for Merging Branches3181 Guidelines for Testing using Branch Application3182 Branching Approach3183 Channel Management3184 Design Overview3185 Treatment Send Config3190
VODKB-200723-160306.pdf
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User Interface3193 Email3210 Email Data Model3211 Rules & Activities for Email3219 Case Changes for Email3221 SMS3223 SMS Data Model3224 Rules & Activities for SMS3232 Case Changes for SMS3236 App Push3237 AppPush Data Model3238 Rules & Activities for App Push3245 Case Changes for App Push3248 Send SMS Message3249 Simulation Portal3255 Create Simulation Screen3256 Back out IH3266 Back out IH Design3267 Back out IH Data Model3268 Back out User Interface3271 Back out IH Rules & Activities3272 Back out IH Case Changes3276 Tasker3277 Extractor3279 Backout Data Design3281 Making a Delete IH request3282 Assisted 2nd Line Acquisition3284 933266: Refresh GetCustomer info every time VADR is launched3290 991853: Recommendation Reasons3292 991858: Include Digital in Commercial UI3294 Upgrades - Get Customer performance improvement (1035177, 959910)3295 1187062 - Newly added column mappings for device_v3297 SOHO3299 Redesign WBW lookup to use Data Type instead of Decision data (ADO 1163201)3301 1190526 - Consume Strategic Roaming feed3304 Automated Order Submission (AOS)3306 AOS - Overview3307 AOS - Data Model and Config3308 AOS - Portal/UI3318 1338982 - Ability to view total errors across all products and errors3319 AOS - AOS Management3323
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AOS - AOS Management3323 AOS - Activities and Rules3335 AOS - Selection Process3336 AOS - Order Processing3339 AOS - Database Tables3344
VODKB-200723-160306.pdf
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AOS - Event Loader Changes3346 Configurations3351 AOM Config3352 BundleEventNTIDMap3415 EventTypeConfig3418 AOM Business Config3421 Microsite Configuration3425 AOM Utilities3427 Functions3430 TemplateConfig3480 Scheduler Config3491 Old AOM Config3494 Seed User NBA Whitelist3524 Flush Caches/Truncate Datasets3525 AOM Access Groups3528 Clearing AOM Config Cache3531 WBWDeviceMultiplierMatrix3533 External System Integration Services3534 Tealium-AOM Integration3535 Create Sales Order Connector3538 Check Retention Eligibility Connector (CRE)3544 Get Out of Bundle Charges Service - OOBCharges3546 Get Stock Availability (GSA)3549 Get Customer Party List (GCPL)3554 Get Live Account Information Data Page (AOM-2734)3558 Catalogue Sync3559 Get Processed Service List (GPSL)3564 IMI -Inbound Webhook Events3566 POC - JWT Authentication3568 Check Product Eligibility3571 AOM Exposed Services3573 GetRecommendedProductList (GRPL)3574 Get Next Best Actions REST API3575 GetNextBestActionsV23582 CRE Call3584 Set NBA Response REST API3585 Customer REST API3587 CRE Call for Multiple Customers Simultaneously3606 1347204 - Handling of Prepay subscriptions in GPSL within an Post pay upgrade3608 Get Product List REST API3610 Get Recommendations REST API3612 Submit Basket REST API3616
VODKB-200723-160306.pdf
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Get Recommendations REST API3612 Submit Basket REST API3616 CSO Mapping Design-- 4282093619 Create Sales Order Mapping Changes - ADO Task 4963583627 Validate Basket REST API3636
VODKB-200723-160306.pdf
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Validate Delete REST API3638 GetProductList V2 REST API3640 Get Customer Usage Rest API3643 Get Notification Messages REST API3645 RealTime Triage Tool3647 Watchdog Design, Config And Reports3649 Alert Management3650 WatchDog to Provide better supporting Information with Alerts3651 Alert Subscription Management3653 WatchDog Unsubscribe3664 WatchDog Case Design3666 WatchDog Exception/Error Reports and Jobs Scheduled3667 WatchDogConfig3671 WatchDog Modifications3686 Reusable Report Definations3694 Event Handlers & Framework3697 Customer Permissions3698 Sales Order Events3699 Retention Eligibility Events3700 Customer Interaction3701 Connect Queue Parameters3702 Event Framework - Invalid Parameter Mapping3703 Trigger Event Framework3704 Call Event3709 Sales Order3712 Siebel Orders Data3716 Provisioning3749 Microsite3752 Dialler Outcomes3754 Webhook3759 Disconnections3761 AppPushResponse3763 Process App Push Responses3765 LeaveRequest3767 Roaming3769 Loading the Roaming Payload3775 IMI - Outbound Events3778 Email Bounced3783 Call Event Handler3785 Support of Multiple Identifiers for CallEvent3788 Troubleshooting The Processes3789 AOM Audit Tables3790 AOM Error Tables3792 AuditMetadata3793 AOM Error Codes3794
VODKB-200723-160306.pdf
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AOM Errors & Troubleshooting3821 Frequently Occurring Problems (FOP)3822 Environment Check List3824 Troubleshooting Guide3825 Defect Triage for 2.093846 Data Page Errors Debugging3849 Toolbox3852 PAT Support3857 VADR Versions3860 Testing Functionality3862 Test Action from offer flow3863 Seed Test Functionality3866 SMS & Email Seed Test Functionality HLD3879 Seed Test Design3881 652041 - Add Division to Seed User3884 Get NBA Seed Test3886 Adding Seed Test to Channel Management3888 Assisted Upgrades Test Harness3889 Email Seed Test POC3892 API Simulation3894 Knowledge Base3895 Creating New Class Mapping for External Table3896 Frequently Used / Useful Pega Functions3899 How to use Simulations in Service Connector Rules3900 Service REST Features PoC3903 Is Case Runnable3910 Common Utilities3911 Documentation Template3912 Dynamic System Settings - Server Restart3913 Pega Unit Test Case Design & Limitations3914 How to Induct new resources into App Team3917 AES 256-bit Encryption3918 Working with SSH3922 Mashup3923 Articles3929 Extend IH Table3930 Database ER-Diagram3931 Tables - Description3932 Entity Relationship Diagrams3933 Reference Material3937 KT Sessions3938 AOM Issue Triage Questionnaire3940 Pega Support Request Guide3942 Coding Best Practices3947 Rule Types and Rulesets3953
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Creating Data Type3955 Versioned and Un-Versioned Rules3967 Triage activities3968 STF Flow3970 PRPC Features3972 8.5.3 - New Features3973 Case Management3976 Obtain approvals from email and push notifications from App Studio3977 Determine a relevant case approver by using business logic3978 Capture initial data faster with the default Create stage3979 Save time and effort with automatic draft off mode for processes in case types3981 Low-code Application Development3982 Nested Declare Trigger rules3983 Define fields in data objects intuitively3985 Create conditions in an enhanced condition builder (8.5)3986 Estimate projects automatically in App Studio (8.5)3987 System Administration3988 Identify performance issues with queue processor and job scheduler activities3989 Automatically update dependent applications to be built on the latest application versions in an archive3991 Enhance your data sets with Apache HBase 2.1 and Hadoop 3.0 (8.5)3992 Access and curate your data by using enhanced data APIs (8.5) 3994 Decision Management3998 Limit the number of active data flow runs (8.5)3999 Call authenticated APIs from any application (8.5)4001 Data Integration4003 Control empty behavior in your JSON data transform4004 User Guide4005 How to Run the Loader Case4006 How to run BDC loader and add new BDC model files4009 Offers Landing Pages4012 Simulation4019 How to Run a Loader Case - Loading files4023 How to create a Renegotiation case with mock data4030 Run Simulation4031
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How to create a Renegotiation case with mock data4030 Run Simulation4031 Application Versions4035 Overview4036 Releases4042 Releases & App Version Mapping4043 R3.54046 R3.64048 R3.74050 R4.1 And R4.24051 R4.34053 R4.44054 R4.54057
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R4.64059 AOMFW4060 Creating a new AOMFW Application Version4062 AOM4069 Create a new AOM Application Version4071 Artefacts to deploy to switch any application version to Live4074 914098: Designing the process to support feature-based releases4076 Deployment to make an Application Version Live4083 VF Confluence Links4084 R 4.044085 R4.054086 R4.064087 ST Team - Home Page4088 Defect Management & Triage4089 Triage Guidance4090 Defect Management Guidelines for Azure DevOps (Vodafone)4092 STF4097 STF - Introduction4098 STF Demo Link4101 STF Graph Generation Process & Usage Guidelines4102 STF - API testing guidelines4103 STF - Truncate Data Sets & Flush Data Pages4104 R2.134105 R3.14106 R3.1 ST Epics Walkthrough Status4107 R3.1 - PC SIT Environment Downtime Log4112 R3.1 Data Configuration Concerns4113 AppPush Valid JSON4116 R3.24117 R3.2 ST Epics Walkthrough Status4118 R3.34120 R3.3 High Level Test Approach (MIRO)4121 R3.3 ST Epics Walkthrough Status4122 R3.3 - Environment Downtime Log4124 R3.3 Data Configuration Concerns4125 MVA-My Vodafone App4127 R3.44142 R3.4 Design Walkthrough Sessions Recordings4143
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R3.44142 R3.4 Design Walkthrough Sessions Recordings4143 R3.4 High Level Test Approach (MIRO)4144 R3.4 ST Epics Walkthrough Status4145 R3.4 - Environment Downtime Log4146 R3.4 Data Configuration Concerns4147 R4.044149 R4.04 ST Execution Person Days Lost4150 4.5 Release4151
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4.5 HBB Upgrades4152 ST Internal KT Sessions4153 AOM Config - QA4156 Roaming 2.13 & 3.14161 Batch Framework - BATCH AND EXTRACTOR4164 Case Management - Loader4165 Assisted Upgrades - QA4166 Case Management - Extractor4184 Text2Switch - Business purpose - Retain4186 T2S - SMS RealtimeEvent Record not stored in IH4189 Extras Landing Page4191 Tealium4210 ST Release Testing Downtime Tracker4216 Changes / Challenges in Execution4218 Simulations4219 Digital Upgrades4221 Rel. 3.3 Channel Management - SMS4232 Existing Graphs modification is required due to Retention Eligibility Data Set modified:4235 AU - Private Pricing4236 Extractor Data Flow Dictionary (VF Sharepoint)4237 Soho 4.24238 Cobra 4.14242 MBB_4251 829782 - MBB - 30 Day SIMO Upgrade Eligibility4252 833210 - MBB - Eligibility for MBB Customers Except Gigacube and 30 day SIMO4253 833247 - MBB - Star Rating4254 834204 - MBB - Additional Plan Discount4255 834607 - MBB - Max Discount4256 835012 - MBB - Post S15 Legacy Calculations4257 847320 - MBB - Promo Discount4258 850243 - MBB - Display Device Upfront Cost in the Device tab on the Edit screen for bundled Device and Tariff 4259
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4259 852647 - MBB - Basket validation for Bundled Device And Tariff4260 857558 - MBB - Enrichment icon4261 863267 - MBB - Fix and Flex4262 865988 - MBB - Usage Tab4263 899476 - MBB - Display Discount Tab4264 899479 - MBB - Very early Upgrade S15 rules apply4265 899481 - MBB - Display Tariff Tab4266 908972 - MBB - Commissioning Tier Indicator4267 921213 - Logic - How we identify Top selling MBB products4268 845094 - MBB - Create a Commercial Recommendation For a Cohort4269 831612 - MBB - Create A Commercial Recommendation Cohort4270 Renegotiation Functionality4271 Shadow Plans4274 Renegotiate a SIMO or SIMO Xtra Deal including SIMO Shadow Plans.4276
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Private Pricing For Batch(OBCC)4280 Prerequisite for Running Batch & Extractor4282 VADR - Mashup file creation process4283 Team Skills Matrix4286 ST Checklist4287 Release 3.64288 Release 3.74289 Release 4.14290 Release 4.24291 FullScreenTakeOver (FSP)4292 3.5 Extras Landing Page4296 Release 4.54306 4.5 HBB4307 PM Tool Test4308 Treatment Screen4309 WBW Device Multiplier Matrix screen4310
VODKB-200723-160306.pdf
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30 Vodafone Next, you might want to: Create your first knowledge base article - Click "Create" and select a "How-to" or "Troubleshooting" article. Customise the home page - Click "Edit" to get started. Include useful information like what users can expect to find in this knowledge base, frequently asked questions and links to other resources. Knowledge Base for Vodafone Related Items Frequently asked questions Add links to popular how-to and troubleshooting articles. Highlight important documentation.Need more help? Link to resources such as your service desk, questions & answers or a forum. List contacts for getting additional help.Other resources Include links to relevant external sites and services. Add other helpful information. Browse by topic Recently updated articles Upgrades - MBB Get Recommendations 38 minutes ago • contributed by raviteja lingutla NBA -IH Extension to Include 'Division' column in 'IH Reporting' for eCare treatments about 2 hours ago • contributed by Rosemary White NBA-Create Logic to Define Business Properties for use in NBA decisioning about 2 hours ago • contributed by Rosemary White 1470628 - Being able to change CTN (4.7) about 4 hours ago • contributed by Simon Ellison-Burns Upgrades -Removing Airtime plans in MobileService Journey yesterday at 2:35 PM • contributed by Sunand Kanakala 1393706: Run AOM batch during business hours, single or multiple times yesterday at 2:07 PM • contributed by Neslihan Türközü Troubleshooting Guide yesterday at 1:11 PM • contributed by Dennis Andrusiak
VODKB-200723-160306.pdf
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Troubleshooting Guide yesterday at 1:11 PM • contributed by Dennis Andrusiak 1381628: VADR API error code on Timeout yesterday at 12:07 PM • contributed by Neslihan Türközü Upgrades - Cohort Changes for Sim X plans Jul 18, 2023 • contributed by Sunand Kanakala Treatment Jul 18, 2023 • contributed by Divya Aenugu Cohorts Jul 18, 2023 • contributed by Divya Aenugu S15 Same Or Higher Jul 18, 2023 • contributed by Divya Aenugu S15 Threshold Jul 18, 2023 • contributed by Divya Aenugu S15 Journey Threshold Jul 18, 2023 • contributed by Divya Aenugu ADO Jul 18, 2023 • contributed by Divya AenuguWelcome! This is the home page for your knowledge base space within Confluence. You can use your knowledge base to capture best practices and address common problems. Search for a solution
VODKB-200723-160306.pdf
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31 A-Q aom aom-config apps bastion config fabric-editor landing logic nba offers pagesR r2_10 r2_11 r2_12 r2_13 r2-7 r2_9 r3_1 r3_2 r3_3 r4_4 r4_4--1079501 r4_4--1079515 r4_4--1082203 r4_4--938334 r4_4--957454 r4_4--962007 r4_5S-Z throttle trade-in0-9 342991 496350 496367 496368 525794 525807 525810 526127 526135 526139 526141 526152 526179 526181 557794 557796 557797 557798 557799 557800 557801 559017 583598 583602 584114 610772 611209 611211 611215 611217 611218 611219 627643 651840 651908 651910 660867 711545 711555 711569 711591 712453 712827 908854 908957 919596 944629 953488 953555
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32 AOM Info JVM Config Application Server Config prlog4j2.xml Environment Config Dynamic System Settings AOM Config JVM Config ms should be minimum 4GB mx should be minimum 8GB applicableNodeTypes=Search,WebUser,BIX,BackgroundProcessing,Custom1,Custom2,Custom3,Custom4,Custom5,DDS,ADM,Batch, RealTime,RTDG,Stream,ExtractorNode,LoaderNode NodeType=Search,WebUser,BIX,BackgroundProcessing,Custom1,Custom2,Custom3,Custom4,Custom5,DDS,ADM,Batch,RealTime,R TDG,Stream,ExtractorNode,LoaderNode user.timezone=Europe/London Other settings that we have used in the past but you need to check and tune these as per Pega's recommendations: verbose:gc -Xloggc:/opt/tomcat/logs/gc.log -XX:+UseGCLogFileRotation -XX:NumberOfGCLogFiles=10 -XX:GCLogFileSize=5M - XX:+PrintGCDetails -XX:+PrintGCDateStamps -XX:+PrintTenuringDistribution -XX:+UseConcMarkSweepGC - XX:+HeapDumpOnOutOfMemoryError -XX:HeapDumpPath=/opt/tomcat/logs/ -XX:ErrorFile=/opt/tomcat/logs/ - XX:+UseCodeCacheFlushing -XX:ReservedCodeCacheSize=512m Application Server Config server.xml The connectionTimeout need to be increased context.xml Add a new AOM DB DatasourceThis is a WIP article 1<Connector port="8080" protocol ="HTTP/1.1 " connectionTimeout ="900000" redirectPort ="8443" /> 1 2 3 4 5 6<!-- Setting for AOM DB Datasource -->
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1 2 3 4 5 6<!-- Setting for AOM DB Datasource --> <Resource name="jdbc/AOMDB " auth="Container " type="javax.sql.DataSource " factory="org.apache.tomcat.jdbc.pool.DataSourceFactory " driverClassName ="org.postgresql.Driver "
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33 prlog4j2.xml The following additional log4j config needs to be added to the prlog4j2.xml file located in <tomcat_home>/webapps/prweb/WEB- INF/classes folder: The following additional appender can be added in dev environment only to aid development: 7 8 9 10 11 12 13 14 15 16 17 18url="jdbc:postgresql://<url>:<port>/pega " username ="<aom_user> " password ="<aom_pass> " maxTotal ="200" maxIdle="30" maxWaitMillis ="900000" removeAbandonedOnBorrow ="true" removeAbandonedOnMaintenance ="true" removeAbandonedTimeout ="900" logAbandoned ="true" accessToUnderlyingConnectionAllowed ="true" /> 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34<?xml version="1.0" encoding="UTF-8"?> <Configuration status="debug"> <Appenders > ... ... <JDBC name="AOMLOG" tableName ="AOM_LOG" ignoreExceptions ="false" bufferSize ="10"> <DataSource jndiName ="java:/comp/env/jdbc/AOMDB " /> <Column name="LOG_ID" pattern="%u" isUnicode ="false" /> <Column name="LOG_TIMESTAMP " isEventTimestamp ="true" /> <Column name="LOG_LEVEL " pattern="%level" isUnicode ="false" />
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<Column name="LOG_LEVEL " pattern="%level" isUnicode ="false" /> <Column name="APPLICATION " pattern="%X{app}" isUnicode ="false" /> <Column name="LOGGER_NAME " pattern="%c" isUnicode ="false" /> <Column name="OPERATOR " pattern="%X{userid} " isUnicode ="false" /> <Column name="STACK" pattern="%X{stack} " isUnicode ="false" /> <Column name="NODE_ID" pattern="%X{nodeId} " isUnicode ="false" /> <Column name="MESSAGE" pattern="%message " isUnicode ="false" /> <Column name="MDC" pattern="%X" isUnicode ="false" /> <Filters> <!--Deny message logged under ALERT log level--> <ThresholdFilter level="ALERT" onMatch="DENY" onMismatch ="NEUTRAL"/> </Filters> </JDBC> </Appenders > <Loggers> <asyncRoot > ... ... <AppenderRef ref="AOMLOG"/> </asyncRoot > ... ... </Loggers> </Configuration >
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34 Environment Config Dynamic System Settings AOM Config 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30<RollingRandomAccessFile name="AOMDEV" fileName="/opt/pega/logs/AOMDEV.log" filePattern="/opt/pega/logs/AOMDEV- <PatternLayout> <Pattern>%d|(%c)|%p|%X{userid}|%m%n</Pattern> </PatternLayout> <Filters> <!--Deny message logged under ALERT log level--> <ThresholdFilter level="ALERT" onMatch="DENY" onMismatch="NEUTRAL"/> </Filters> <Policies> <TimeBasedTriggeringPolicy /> <SizeBasedTriggeringPolicy size="500 MB"/> </Policies> <DefaultRolloverStrategy max="20"/> </RollingRandomAccessFile> <Loggers> <asyncRoot> ... ... <AppenderRef ref="AOMDEV"/> </asyncRoot> ... ... <Logger name="com.pega.dsm.dnode.impl.dataflow.service.DataFlowDiagnosticLogger" additivity="false" level="err <AppenderRef ref="PEGA"/> </Logger> <Logger name="com.pega.dsm.dnode.impl.dataflow.service.DataFlowDiagnosticsFileLogger" additivity="false" <AppenderRef ref="PEGA"/> </Logger> </Loggers> Compiler
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<AppenderRef ref="PEGA"/> </Logger> </Loggers> Compiler SettingPega-RULES compiler/defaultPaths/opt/tomcat/latest/lib/postgresql-42.2.5.jarThis should have the full path of the PostgreSQL JDBC Driver path. The nodes will need to be restarted for the changes to take effect. Description Owning RulesetSetting Purpose Value Notes ConfigType ConfigName ConfigValue Notes
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35 CaseId CCDExtractor E-72 The Identifier of the current running case CaseId IHExtractor E-69 The Identifier of the current running case CaseId PurgeDataHousekeepi ngH-6 The Identifier of the current running case CaseId PurgeFilesHousekeepi ngH-9 The Identifier of the current running case CaseId RefreshSpinesHouseke epingH-12 The Identifier of the current running case CaseId SpineLoader L-54 The Identifier of the current running case CaseStatus CCDExtractor Completed The Status of the case identified in the Config Name CaseStatus CCRLoader Completed The Status of the case identified in the Config Name CaseStatus IHExtractor Completed The Status of the case identified in the Config Name CaseStatus MSLoader Completed The Status of the case identified in the Config Name CaseStatus PurgeDataHousekeepi ngCompleted The Status of the case identified in the Config Name CaseStatus PurgeFilesHousekeepi ngCompleted The Status of the case identified in the Config Name CaseStatus RefreshSpinesHouseke epingCompleted The Status of the case identified in the Config Name CaseStatus SpineLoader Running The Status of the case identified in the Config Name DataFlowWorkIt emIdApplyControlGroups DF-19 The Work Item Id of the Data Flow identified in the Config Name DataFlowWorkIt emIdBackoutOBProcess1 DF-20 The Work Item Id of the Data Flow identified in the Config Name DataFlowWorkIt emIdBackoutOBProcess2 DF-21 The Work Item Id of the Data Flow identified in the Config Name DataFlowWorkIt emIdCCR DF-14 The Work Item Id of the Data Flow identified in the Config Name DataFlowWorkIt emIdDedupeByContactDetai
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Config Name DataFlowWorkIt emIdDedupeByContactDetai lDF-18 The Work Item Id of the Data Flow identified in the Config Name DataFlowWorkIt emIdPopulateMasterDataSe tsDF-17 The Work Item Id of the Data Flow identified in the Config Name DataFlowWorkIt emIdPopulateSubscriptonsF orControlGroupsDF-24 The Work Item Id of the Data Flow identified in the Config Name DataFlowWorkIt emIdPrepareForOBProcess 1DF-15 The Work Item Id of the Data Flow identified in the Config Name DataFlowWorkIt emIdPrepareForOBProcess 2DF-16 The Work Item Id of the Data Flow identified in the Config Name
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36 DataFlowWorkIt emIdRevalidateOBTreatmen tsDF-23 The Work Item Id of the Data Flow identified in the Config Name ExtractorCheckP ointsCCD 06:30-07:30,10:00-14:30, 14:45- 15:20, 15:30-23:59Comma separated list of check point time ranges in which the Case will be allowed to run. ExtractorCheckP ointsIH 06:30-07:30,09:00-13:00,13:15- 23:59 ExtractorDelimit erCCDLondon , Example optional config: The Extractor Delimeter for the Fictional London OBC Dialler file. This config can be used to overide the default | (pipe) delimiter. ExtractorDestina tionPathCCDStoke /mnt/share/aom/extractor_output_ar ea/ccd-stoke/The Destination Path for Stoke's OBC Dialler file ExtractorDestina tionPathIH /mnt/share/aom/extractor_output_ar ea/ih/The Destination Path for Interaction History Extract ExtractorStartTi mestampIH 2019-07-05T00:00:00.000 This shows the Interaction History Extract's Start Timestamp of the previous sucessful run which defaults to the previous run's End Timestamp. ExtractorEndTim estampIH 2019-07-05T00:00:00.000 This shows the Interaction History Extract End Timestamp of the previous run which defaults to the current day minus the time so its 00:00hrs. This is used as the Start Timestamp for the next run. ExtractorGPGRe
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as the Start Timestamp for the next run. ExtractorGPGRe cipientCCDStoke [email protected] The GPG Recipient for the Stoke's OBC file(s) ExtractorGPGRe cipientIH [email protected] The GPG Recipient for Interaction History Extract file ExtractorHeader InclusionCCDStoke false Flag to determine if the header needs to be included for OBC Stoke. This config is optional and defaults to true if it isn’t specified. ExtractorLoopLi mitCCD 5 The CheckExtractorStatus Activity in the Check Extractor Status flow is run in a loop to check if the extract job has finished and this limit is used to control how many times it should loop and also to prevent an infinite loop condition.ExtractorLoopLi mitIH 10 ExtractorNodes CCD ExtractorNode This specifies the NodeType allocated for the extraction job for the specified extract type. ExtractorNodes IH ExtractorNode ExtractorSegme ntsCCD 10 This specifies the number of segments/partitions allocated for the extraction data for the specified extract type. ExtractorSegme ntsIH 10 LoaderFilePatter ndialler_outcomes aom_dialler_outcomes_*_*_*_delta. dsvDeprecated / Not in use
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37 LoaderFilePatter nmodel_score bdc_model_*_*_delta.dsv GenericRuntime ParametersFileEncoding UTF-8 File encoding format that will be used by HTSL (for now). GenericRuntime ParametersAOMDBJNDIName java:/comp/env/jdbc/AOMDB HTSL uses this JDBC DataSource Pool to borrow a connection to do the streaming load. GenericRuntime ParametersArchivePath /mnt/share/aom/archive/ This specifies the directory path where the files need to be moved for archival. Currently used by the Loader case to moved the incoming files after processing them. GenericRuntime ParametersBRBModeActivated FALSE Big Red Button switch - this controls if the logic is bypassed and a error (521) message is returned in the GetBundleEventDecisionDetails API GenericRuntime ParametersCurrentExtractorCaseIdE-27 Deprecated / Not in use GenericRuntime ParametersDefaultSnoozeTime 30 The default time in seconds that is used by flows throughout the application to pause/sleep the flow. GenericRuntime ParametersExtractorWorkAreaPath/mnt/share/aom/extractor_work_area /The directory used by the Extractor case to temporarily store files whilst processing. GenericRuntime ParametersGNUPGHome /mnt/share/aom/.gnupg The GPG Home directory that will be used for all GPG operations. See https://www.gnupg.org/gph/en/manual/r1616.html for more details. GenericRuntime ParametersLoaderWorkAreaPath /mnt/share/aom/loader_work_area/ The directory used by the Loader case to temporarily store files whilst processing. GenericRuntime ParametersRealTimeDSPointer 1 This keeps track of the current Real Time DataSet Pointer: BestOBTreatments1 or BestOBTreatments2
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Pointer: BestOBTreatments1 or BestOBTreatments2 GenericRuntime ParametersSecretsManagerId AOM-DEV-GPG-PASS These parameters are used in the AWS cli to retrieve the GPG Passphrase from the AWS Secrets Manager. GenericRuntime ParametersSecretsManagerRegioneu-west-1 GenericRuntime ParametersDevMode false This flag is used to enable some specific features to aid development. Please ensure this is set to false for all non-dev environments. PauseCase CCRLoader false This causes the case (for the specified Case Type) to pause and sent to the Notify Support flow when the Commit Case State flow is invoked. PauseCase MSLoader false PauseCase SpineLoader false HousekeepingAr chiveAreasExtractorArchiveArea /mnt/share/aom/extractor_work_area /Individual File Purge Directories with relevant Configuration Name for Reference HousekeepingArLoaderWorkArea /mnt/share/aom/loader_work_area/
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38 chiveAreas HousekeepingAr chiveAreasArchiveArea /mnt/share/aom/archive/ HousekeepingE ntityListRefreshSpines subs_invoice_charge,unica_campai gn_history,model_scoreComma Separated Spine Entity list which require to be run through refresh spines HousekeepingR etentionPeriodPurgeFiles 7 Default Retention Period in days of Purge File Process HousekeepingR etentionPeriodPurgeFilesArchiveArea3 Override of Individual Entities defined in HousekeepingArchiveArea Configuration retention Period HousekeepingR etentionPeriodAOMAudit 90 Retention Period for Individual Entities defined in HousekeepingSQL Configuration HousekeepingR etentionPeriodAOMError 90 HousekeepingR etentionPeriodAOMLog 90 HousekeepingR etentionPeriodAdminAuditLog 90 HousekeepingR etentionPeriodBundleEvent 90 HousekeepingR etentionPeriodInteractionHistory 90 HousekeepingR etentionPeriodSMSOrder 90 HousekeepingR etentionPeriodWatchDogReportData 90 HousekeepingS QLAdminAuditLog VFUK-FW-AOMFW-Data- AdminAuditLogThe Applies-To Class of PurgeData Connect SQL Rule for Purge Data Case to be run against HousekeepingS QLAOMAudit VFUK-FW-AOMFW-Data-AOMAudit HousekeepingS QLAOMError VFUK-FW-AOMFW-Data-AOMError HousekeepingS QLAOMLog VFUK-FW-AOMFW-Data-AOMLog HousekeepingS QLBundleEvent VFUK-FW-AOMFW-Data- BundleEvent HousekeepingS QLInteractionHistory VFUK-FW-AOMFW-Data- InteractionHistory HousekeepingS
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QLInteractionHistory VFUK-FW-AOMFW-Data- InteractionHistory HousekeepingS QLSMSOrder VFUK-FW-AOMFW-Data-SMSOrder
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39 HousekeepingS QLWatchDogReportData VFUK-FW-AOMFW-Data- WatchDog-ReportData LoaderCheckPoi ntsCCR 00:00-08:00,18:00-19:00 Comma separated list of check point time ranges in which the Case will be allowed to run. LoaderCheckPoi ntsSpine 06:30-14:30, 14:45-23:59 LoaderCheckPoi ntsMS 00:00-03:59,11:00-11:30,12:00- 23:59 LoaderEntityListCCR dialler_outcomes Comma separated list of entities for the specified type LoaderEntityListMS model_score LoaderEntityListSpine subscription,account,contact,product _holding,product_reference,unica_c ampaign_history,subs_flex_attribute, subs_invoice_charge LoaderIncoming PathCCR /mnt/share/aom/inbound/response_f eeds/The path of the incoming directory where the Loader will look for the input files for the specified type LoaderIncoming PathSpine /mnt/share/aom/inbound/core/ LoaderIncoming PathMS /mnt/share/aom/inbound/models/ LoaderLoopLimitSpine 10 The PostProcessHTSL, InspectDigestStatus & InspectIndexStatus Activity in the Loader Case is run in a loop to check if the background task that was initiated has finished and this limit is used to control how many times it should loop and also to prevent an infinite loop condition.LoaderLoopLimitCCR 10 LoaderLoopLimitMS 10 LoaderNodes CCR LoaderNode Deprecated / Not in use LoaderNodes Spine LoaderNode Deprecated / Not in use LoaderNodes MS LoaderNode Deprecated / Not in use
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LoaderNodes Spine LoaderNode Deprecated / Not in use LoaderNodes MS LoaderNode Deprecated / Not in use SupportEmail Default [email protected], [email protected] Default Support Email to which most support related notifications will be sent.
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40 VFUK Production Refresh L3 Tasks Switch on TIL BRB TIL Ops N/A AOM Deployment window (Downtime)Sahil & Adqura Switch off AOM Auto loader & extract jobsL3 Adqura Team 1. We didn’t find AOM Spine Loader in the Admin Studio → Resources → Jobs, please let us know the navigation to Switch off the AOM Auto Loader. 2. We will switch off the IH and CCD extractor Scheduler Jobs. please let us know if there are any other extracts jobs to be Switched Off. Switch off File transfer job from SFTP to AOMSahil N/A Sanity Test L2/L3 Team, Russ, Debarshi 1. Adqura L3 team will perform all the scenarios listed in the PAT Sanity Testing. 2. We need inputs from 10th point onwards in PAT Sanity Testing.doc Switch on AOM BRB Adqura Team/Russ Navigate to AOM Management Page → Enable BRB Sanity Test (API) L3 Adqura Team 1. In order to test all the possible combinations as part of Sanity Test Production API, Test Data is required for Continue, Override, Suppress and error responses. 2. We will check the responses at API level and in AOM Management Portal. Switch off TIL BRB TIL Ops N/A Switch off AOM BRB with rampup 0 L3 Adqura Team 1. Steps to Switch off the AOM BRB: a. Naviugate to AOM Management Poratal → Disable the AOM BRB b. Now Navigate to Dev Studio → Data
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Poratal → Disable the AOM BRB b. Now Navigate to Dev Studio → Data Types → BundleEventNTIDMap → Task Owner Adqura Responsibility / Task PAT Sanity Testi 28 Nov 2019, 10:47 AMng.docx
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41 Change to 0 → Save Run SFTP to AOM transfer and switch on cronjobSahil N/A Extract IH for previous day Adqura Team Adqura team will run IH Extractor through case ignitor and monitor untill its completed Load ETL Data (Manual) Adqura Team Please provide more details on this activity. Extract CCD Adqura Team Adqura team will run CCD Extractor through Case ignitor and monitor untill is completed. Sanity (NTID response and logs) L2/L3 Team, Russ, Debarshi NTID Response: We will check AOM Management Page. Logs: (Application Server Logs / Real time servers): We will monitor the server logs for all the NTID responses and check if there are any errors. Note: If we need to check the logs at the specific node level then we need to have access in order to monitor. Change rampup value to 90 L3 Adqura Team 1. Now Navigate to Dev Studio → Data Types → BundleEventNTIDMap → Change to 90 → Save Switch On AOM Auto loader & extract jobsAdqura Team 1. We didn’t find AOM Spine Loader in the Admin Studio → Resources → Jobs, please let us know thew navigation to Switch on the AOM Auto Loader. 2 . We have IH and CCD extractor, we will Swtich on them, do we have any other extract jobs to Switch ON Monitor System health check L2 Team N/A
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42 Useful Links Authentication Web single sign-on (SSO) with SAML 2.0 - https://community.pega.com/knowledgebase/articles/web-single-sign-sso-saml-20 Authentication in Pega Platform - https://community.pega.com/knowledgebase/articles/authentication-pega-platform Authorization models in Pega Platform - https://community.pega.com/knowledgebase/articles/authorization-models-pega-platform REST Service Links: How to Create a REST Service in Pega 7.3x http://myknowpega.com/2017/06/07/connect-rest-configuration-tutorial/ https://www.pegaxchange.com/2017/10/09/create-pega-7-rest-service/ Misc Extending Interaction History - https://community.pega.com/knowledgebase/articles/extending-interaction-history System limits and maximums - https://community.pega.com/sites/default/files/help_v73/concepts/concepts2/conceptslimitsmaximumshtm.htm Repository APIs (JFrog Artifactory, Amazon S3, Microsoft Azure, local file system) - https://community.pega.com/knowledgebase/articles/repository-apis Connect to remote repositories through File data sets - https://community.pega.com/knowledgebase/articles/connect-remote-repositories-through-file-data-sets Node classification - https://community.pega.com/knowledgebase/articles/node-classification-81 Data Pages http://myknowpega.com/2017/05/13/data-pages/ https://community.pega.com/knowledgebase/articles/load-data-page-property https://community.pega.com/knowledgebase/articles/instantly-access-embedded-pages-list-structure-data-page-using-keyed-page https://community.pega.com/knowledgebase/articles/load-data-page-list-property Project Docs
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https://community.pega.com/knowledgebase/articles/load-data-page-list-property Project Docs UK AOM EndtoEndProcess - https://docs.google.com/spreadsheets/d/1bKmM93mrZnM8OpH6YusKfFaxZRQApm8cpJtS7QbmdRI/edit#gid=200177599 VFUK Env Access - https://docs.google.com/spreadsheets/d/1bKmM93mrZnM8OpH6YusKfFaxZRQApm8cpJtS7QbmdRI/edit#gid=200177599 AOM Interface Spec - https://docs.google.com/spreadsheets/d/1ODmIR6ulrd6f319gBkaiDngz-uVsArho9hLIbOVGI9s/edit#gid=1316682054 Common Issues and Resolutions/Workarounds Oracle 4k character column value max / ORA-22835: Buffer too small for CLOB to CHAR or BLOB to RAW / retrieveFullClobContent DSS / - https://community1.pega.com/node/1456191
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43 Optimisation How-To KT Home for all of the handover documentation that accompanies the walkthroughs with the Optimisation Team Add how-to article
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44 PM Tool: How-To Proposition Management (PM) Tool is an application developed in PEGA, accessed via a URL on a web browser, where all the metadata for a project functionality are configured, saved and then pushed to respective environments to be used by the Pega Decisioning/logic. ‘Catalogue’ is the term used for all such data properly arranged and in co-relation. PM Tool has the concept of versioning to maintain different versions of a catalogue. A catalogue has a set of artefacts and each artefact e.g. Offer, Treatment etc. have their own screen with user input fields for relevant attributes e.g. Offer screen has user input field for offer name, offer rank etc. More details of each screen is provided in pages reached by below links. Page links: Main Menu and Versioning Intent related screens Offer Offer Variation Treatment related screens Treatment Variation Control Group Volume Constraint Arbitration Control Parameters Configuration Screens Event Type Config Bundle Event NTID Map Split Variant Percentage Split Config ModelPropensityToRangeMapping Other screens Business Config Business Purpose Business Segment Customer Segment Channel Channel Contention Channel Purpose Eligibility Channel Control By Execution Mode Sub Channel Control By Execution Mode Seed Test Recipient The ‘All Rules’ screen and assignment of the rules in other screens e.g. assigning a rule to an offer in Offer screen is only for information. The actual implementation done in Pega designer studio is NOT affected if a rule is added to or removed from an artifact in PM tool.
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45 Main Menu and Versioning PM TOOL ‘HOME’ SCREEN This is the PM Tool landing page and lists all the catalogue versions present in Trunk and Branch along with other details in the ‘Catalogue Versions’ section. ‘ReleaseNameNumber’ depicts trunk version e.g. Release35.2. 'ReleaseNameNumber_B' depicts branch version e.g. Release35.1_B. The landing page looks like this: Trunk and Branch (like a tree) Trunk is the main route. The very first catalogue version is a trunk version. Branches are carved out of trunk as needed. There can be more than one branch at a given time.
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46 Basic Workflow 1) Trunk: From above diagram, ‘Release01’ is a catalogue version in trunk that has all the project release 01 metadata and the version is approved. 2) Branch: To proceed with work for project realease 02 a branch is created from Release01 and named as Release02. _B is automatically appended on branch creation. Branch is always created from an approved/checked-in trunk version. 3) Project release 02 work goes on in the branch version. 4) Pull: Suppose, while 02 branch is open/work in progress, some urgent changes came in and another branch (01.01) was created, work done and approved i.e. merged to trunk. But 02 branch will not have that data. So the data for the work that was done in 01.01 (which is currently merged to trunk) can be pulled into the 02 branch, so that it is in sync with trunk. (More details of the Pull process is in the later part of this documentation.) 5) Merge: After work on 02 branch is complete, it needs to be merged to the approved trunk version Release01.01 for this example. After merge, the branch ceases to exist and the only one current version is trunk version Release02. (More details of merging process is in the later part of this documentation.) 6) Release02 version should be approved before pushing to production. At any point during above steps, a catalogue versioin can be pushed to any environment as required. Also it can be assigned to another user but only one person can work on a version at a given time. ‘MANAGE VERSIONS’ SCREEN
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‘MANAGE VERSIONS’ SCREEN This screen lists all the draft (not approved, work in progress) versions with an additional link ‘Open’, enabled, if the version is assigned to a user. And a ‘Create Branch’ button. Creating a version (branch) A branch is always created from an approved trunk version. Pull brings in changes from a trunk version that is approved/checked-in.
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47 ‘Create Branch’ button opens up above screen. Name the version, add comments. Clicking ‘Submit’ will create a branch version from the latest approved trunk version. As mentioned earlier, the ‘Open’ link for a user will be enabled if a version is assigned to the user. Clicking it selects the version. Open a version After a version is created, in Main Menu > Manage Versions, user will see an ‘Open’ link. Clicking the link selects the version. A small pop up on the upper right hand side of the screen. A version that is not assigned can be selected from ‘Home’ screen. ‘COMPARE VERSIONS’ SCREEN Comparing any two versions Open link will be disabled if the catalogue is not assigned to the user making the changes.
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48 OR
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49 Select two versions and click ‘Compare’ button. This will list all the artefacts that are different in the two versions + details of the changes in each version. This is only a read-only screen. Click on the Artifact name and then click each entry for the artifact to see the differences. ‘PUSH’ SCREEN Push a catalogue version to a Pega environment Push updates the decision data and data types in the target environment with what is in the catalogue. Select a version, target environment and click ‘Deploy Version’ button. 'Push Audit Details' section shows the push history. Latest push will show ‘In Progress’ at the start and clicking ‘Refresh’ button will refresh the push status.
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50 If a push has failed, as shown in the screenshot above, clicking on the row will show the artifacts that were pushed successfully and the ones that failed. ‘CHANGE HISTORY’ SCREEN Lists each change done. This is a read only screen. For a version that is open and assigned to, user can see below additional menu items and screens. ‘ASSIGN’ SCREEN (MAIN MENU) ‘Assign’ button: To assign a catalogue version to another user. ‘Assign To Basket’ button: Work in progress for a future implementation, but the idea is to assign the version to a common area/basket so that any user can pick it up. E.g. think of squad zones. Let the catalogue be assigned to ‘CrossSell’ squad so that any user working on that squad can pick it up. ‘MERGE’ SCREEN If the data in a branch is intended to go to Production, the branch must be merged to trunk for approval before pushing to Production. Steps: 1) Select the branch version to be merged. 2) Click ‘Merge’ link on Main menu. 3) Before merging, best practice is to review the ‘Artifact Changes’ section that lists all the changed artifacts and relevant attributes, with the branch and trunk value. 4) ‘Discard’ check box for an artifact will discard the branch changes i.e. will not be merged. E.g. if there are 10 new offers in branch but now 3 not needed anymore, check ‘Discard’ for those 3 offers.Double check the target environment before pushing to avoid accidental push to Production. A push will overwrite all local decision data changes that is done via PEGA designer studio as part of seed testing/local testing.
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Best Practice: Although it can be done, a branch should NEVER be pushed to production directly. To maintain uniformity, it should be merged to trunk first, before pushing to Prod. That way there is always a single version (trunk) that goes to production.
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51 5) Also, for a specific attribute of an artifact, ‘Prefer Trunk’ checkbox gives the option of keeping branch or trunk value. E.g. in above screenshot, for artifact Offer i.e. Tariff Migration, the attribute ‘Enabled’ has different branch and trunk values and if ‘Prefer Trunk’ is checked, branch value will not be merged. ‘PULL’ SCREEN To pull the data from an approved trunk version to a branch. This is useful when a trunk version has new data as the branch could have been created earlier. So, pull the new data to branch for it to be up to date. Steps: 1. Select the branch version 2. Click ‘Pull’ link on Main menu 3. Screen lists all the changed artifacts and relevant attributes with the branch and trunk value 4. For the next two steps, please understand that there is an artifact and then there are attributes for the artifact e.g. artifact = SmartWatchOffer and artifact attributes e.g OfferValue, Enabled, StartDate etc. 5. ‘Discard’ check box is at artifact level and if checked pull will not bring in the changes from trunk for the whole artifact and keep branch value. 6. ‘Prefer Branch’ check box is at artifact attribute level and if checked pull will not bring in the changes for that attribute only from trunk and keep branch value. WORKING ON A VERSION (ARTIFACTS MENU) Once a version is opened/selected, click ‘Artifacts’ on the left hand side of the screen. This will present all the artifacts of the catalogue with their screens. Save, Clone button For the first time, when there is no record for an artifact, screen will have empty fields. After entering data and comment, ‘Save’ button will
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save the record. Some important fields will become disabled and cannot be changed. Now for the next/new record, select an existing record and click ‘Clone’. All the fields are enabled, new data can be entered and ‘Save’ will create this new record. Some screens are for a specific functionality e.g. ‘Assisted Upgrade' and some are common e.g. 'Offer’. Upload, Download button All screens have the option of uploading all data at once from a csv using ‘Upload’ button. And ‘Download’ button, to download all data as csv.
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52
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53 Proposition structure PROPOSITIONS Vodafone propositions are presented in a four-level structure. Let’s consider the NBA Batch functionality as an example to demonstrate this, as below: Offer e.g. SmartWatch Offer Variation e.g. Android, Apple Offer To Offer Variations e.g. SmartWatch-Android, SmartWatch-Apple Treatment e.g. SmartWatch_Email, SmartWatch_SMS (Treatment is a combination of offer and channel) Treatment Variation e.g. AndroidWatch, AppleWatch Treatment To Treatment Variations: This is the combination of Treatment-TreatmentVar-OfferVar e.g. SmartWatch_Email-AndroidWatch- Android, SmartWatch_Email-AppleWatch-Apple. More information on how to create and add data to this heirarchy, along with details of other screens in PM Tool is detailed in following part of the article. Continued…
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54 Intent related screens Intent is the objective/purpose/wish of a customer. It is a combination of Level 1 and Level 2 intents. Example of an intent is Buy-Mobile, Manage-Plan etc. Level1 Intent Select/Open a version > Artifacts > Screen: Level1 Intents Step 1: Enter Level 1 intent name. This will be combined with Level 2 intent to give meaning to the actual intent. Step 2: Enter comments, it’s mandatory. Step 3: Click 'Save' button to save the record. Click 'Clear' button to clear and re-do before saving. Level2 Intent Select/Open a version > Artifacts > Screen: Level2 Intents Step 1: Enter Level 2 intent name. This will be combined with Level 1 intent to give meaning to the actual intent. Step 2: Enter comments. Step 3: Click 'Save' button to save the record.
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55 It is a good practice to keep an eye on the ‘Change History’ section at the bottom of each screen, just to keep track of the changes. Intent Intent is combination of Level 1 and Level 2 intents. Select/Open a version > Artifacts > Screen: Intents Data gets pushed to Pega Environment to Proposition Decision data: Pega Decision Data: Configure > Decisioning > Decisions > Proposition Management > Heirarchy > NonPropositions > Intents Also to decision data: IntentToBusinessPurpose. Step 1: Select Level 1 intent (options presented are created in Level1 Intents screen) Step 2: Enter numeric Intent Weight. Value is used in priority score calculation. Step 3: Check box to enable/disable the intent. Step 4: Enter BDC Model id. Required for model based intents. Based on the model id there are calculations for Intent confidence score and Intent BDC Model propensity. Step 5: Select Level 2 intent (options presented are created in Level2 Intents screen) Step 6: Enter description of the Intent. Usually the actual intent name i.e. Level1Intent-Level2Intent e.g. Buy-Mobile. Step 7: Enter BDC Model Multiplier. Required for model based intents. Value used in calculation of Intent BDC model propensity. Step 8: Click on a business purpose in the ‘Available Business Purpose’ section to add to the intent. To remove it click the intent in ‘Existing Business Purpose’ section. This step is pushed to a separate decision data: IntentToBusinessPurpose. Business purpose is applied to intents with a ‘low’ confidence score. Steps for ‘Comments’ and ‘Save’ are same for all screens. Thus not including these steps for the rest of the article.
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56 Intent To Offer This is one-to-Many mapping. An Intent can be assigned to Multiple Offers . Select/Open a version > Artifacts > Screen: Intent To Offer Data gets pushed to Decision Data: IntentToOffer. Step 1: Select Intent (options presented are created in Intents screen). Step 2: Select Offer to which intent needs to be linked. This is one-to-one mapping. Intent Confidence Level Score Confidence score for a confidence level is defined here. E.g. from below screenshot if an Intent passes the confidence level 1 rules, it is assigned a score of 1. Similarly, other entries in the decision data could be ConfidenceLevel2 with score 20. So if an Intent passes confidence level 2 rules, it gets a score of 20. Select/Open a version > Artifacts > Screen: Intent Confidence Level Score Data gets pushed to Decision Data: IntentConfidenceLevelScore. Step 1: Enter Confidence Level name e.g. ConfidenceLevel1, ConfidenceLevel2 etc. Each confidence level has a set of rules that an Intent needs to pass to get the score. Step 2: Enter Confidence Score in whole number e.g 1, 21 etc. Step 3: Make it Enabled by clicking the check box. pyName(UniqueID) = Intent & Offer Name combination. This will allow to configure multiple offer for the same Intent in this decision data.
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57
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58 Offer related screens Offer is the proposition presented to customer after business eligibility rules are met. Offer Data gets pushed to Pega Environment to Proposition Decision data. Location: Configure > Decisioning > Decisions > Proposition Management > Heirarchy > (relevant Business Purpose e.g. CrossSell) > Offers. Navigate to PM Tool screen: Select/Open a version > Artifacts > Screen: Offer Step 1: Offer Name: Enter meaningful name of the offer e.g. TariffMigration. Step 2: Offer ID: Unique offer id. Step 3: Description: Enter description of the offer. Step 4: Start Date: Pick start date of the offer using the date picker component. Step 5: End Date: Pick end date of the offer using the date picker component. Step 6: Business Purpose: Select relevant business purpose. All business purpose entries created via ‘Business Purpose’ screen are available in the drop down. Step 7: Business Segment: Select relevant business segment. All business segment entries created via 'Business Segment; screen are available in the drop down. Step 8: Customer Segment: Select relevant customer segment. All customer segment entries created via ‘Customer Segment’ screen are available in the drop down. Step 9: Enabled: Check box to enable/disable offer. Step 10: Starting Propensity: Enter a number, can be decimal e.g. 0.5, that is used in the priority score calculation. Also if no propensity is returned by BDC model, value of starting propensity is used. Step 11: Offer weight: Numeric value is used in priority calculation. Step 12: Offer Value: Enter a number, usually a whole number, for offer value that is used in priority score calculation.
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Step 13: Control Group Percentage: Numeric value without the percentage sign. For a value greater than zero, control group logic is applied and in control group flag is set to Yes. Step 14: Pick Best Treatments Method: Options presented are: ChannelHeirarchy, BestChannelModel, TreatmentRank. Pick best treatment logic is appled based on this. Step 15: Max Best Treatments: A numeric value determines the max best treatments (for email) for a parent offer that is used in parent child bundling concept used in Batch NBA emails that displays more than one offer. Step 16: Mandatory: Options: Yes, No. If an offer is madatory it should always be presented and must have a representation rate, step 20. All mandatory offers are arbitrated separately from the non-mandatory ones. Step 17: Apply Gloabl Contact Strategy: Options presented are: Yes, No. Based on the value contact strategy logic is applied. Step 18: Apply Offer Self Contention Strategy: Options presented are: Yes, No. Based on the value offer self contention logic is applied. Step 19: Apply Business Purpose Contact Strategy: Options presented are: Yes, No. Business Contact startegy should be applied only for batch executions and it should be applied when ApplyBusinessPurposeContactStrategy is set to Yes. Step 20: Representation Rate: How many days must elapse before an offer can be repeated. Valid values: Any value from -1, 0 or positive integer). This value is used in offer self contention logic and compared to the number of days returned for a Selected or Pending response from Pega Interaction History and Unica Campaign History. Step 21: Fallow Period For Negative Response: How many days must elapse before an offer can be presented after it has been rejected
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or is successful. Valid values: Any value from -1, 0 or positive integer). This value is used in offer self contention logic and compared to the number of days returned for a negative response from Pega Interaction History. Step 22: Fallow Period For Positive Response: Valid values: Any value from -1, 0 or positive integer). This value is used in offer self contention logic and compared to the number of days returned for a positive response from Pega Interaction History.
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contention logic and compared to the number of days returned for a positive response from Pega Interaction History. Step 23: Propensity Attribute: This field is not mandatory and can be NULL. If populated, it should be the “key” name of ModelAttributes JSON and the respective propensity value from ModelAttributes will be used for Propensity. Multiple “key” values are allowed on this field which should be provided as comma (,) separated list. When multiple “key” is used, the respective Max propensity value will be used for Propensity. If left blank, Propensity column from Model Score table will be used for Propensity.
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59 Step 24: Propensity Source: Possible Values: BDC: Indicates that the propensity will be sourced from a BDC model. Default: StartingPropensity should be used as Offer Propensity. Default will work same as leaving it blank (i.e. not populated). Step 25: Model Id: This field is displayed if PropensitySource is BDC. Step 26:Priority Cutoff score: Enter any values for Priority Cutoff score,so that to select offer only when priority is more than cutoff score. Step 27: To add a channel to the offer, click on it in the Available Channels section. To remove, click on it in the Existing Channels section. Step 28: To add an execution mode to the offer, click on it in the Available Offer Execution Mode section. To remove, click on it in the Existing Offer Execution Mode section. Step 29: To add a rule to the offer, click on it in the Available Rules section. To remove, click on it in the Existing Rules section. Step 30: Offer Expiry Interval : To add expiry interval to offer, select values from drop down Days, Months, Years, Set. To remove, select ‘Select’ from dropdown. Step 31: Offer Expiry : To add offer expiry period to offer, put integer value for Days, Months, Years and select date from calendar for Set options. Step 32: FallowPeriodForOfferExpiryInterval : To add Fallow period for offer expiry interval to offer, select values from drop down Days, Months, Years, Set. To remove, select ‘Select’ from dropdown. This will be enabled only after selecting value for Offer Expiry and Offer Expiry Interval tabs.
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Expiry Interval tabs. Step 33: FallowPeriodForOfferExpiry : To add fallow period for offer expiry period to offer, put integer value for Days, Months, Years and select date from calendar for Set options. This will be enabled only after selecting value for Offer Expiry and Offer Expiry Interval tabs. Please note rules added/removed in step 24 does not affect the actual rule implementations as this is for information only in the PM Tool.
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60 Offer Decision Mix This is used in the logic that limits the the maximum offer(s) for an execution mode. Data gets pushed to Pega Environment to Decision data. OfferDecisionMix Navigate to PM Tool screen: Select/Open a version > Artifacts > Screen: Offer Decision Mix Step 1: Select execution mode from drop down. Step 2: Enter Decision Mix Context. GetNBA Execution Mode for IVR channel has 2 separate contexts - TradeIn and Standard IVR which requires different MaxOffers configuration and hence DecisionModeContext has been added as new dimension for this configuration. This can further to use such separation for all execution modes. Step 3: Enter a number for Max Offers. Can have values: -1, 0 or any positive integer. Value of -1 means that offer decision mix logic for max offers is not applied. Value 0 means no offers can pass through and a greater than zero value implies the number of offers that can pass through for a particular execution mode.
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61 Offer Variation Represents the variation of an offer e.g. an offer is ExtraData, variations can be 1GB, 2GB etc. Offer Variation Data gets pushed to Pega Environment to Proposition Decision data. Location: Configure > Decisioning > Decisions > Proposition Management > Heirarchy > (relevant Business Purpose e.g. CrossSell) > OffersVariations. Navigate to PM Tool screen: Select/Open a version > Artifacts > Screen: Offer Variations. Step 1: Enter offer variation name. Step 2: Enter meaningful description. Step 3: Pick start date using date picker component. Step 4: Pick end date using date picker component. Step 5: Check box to enable/disable. Step 6: If Customer Interaction is checked rest of the fields in the section appear. If checked create customer interaction api is called to send data to Siebel. Data in below steps 7 to 12 are as per requirements from Siebel. Step 7: Priority options are: 1-ASAP, 2-High, 3-Medium, 4-Low. Step 8: Catergy options are: Services, Buy, Recommendation, Account, Products, Billing, Leave, WebChat, Device Returned. Step 9: Sub Category values are provided based on the category selected. Step 10: Enter comments. Step 11: Options are: Order raised, Quote Given, Information given, Call Dropped, Add/Remove Item, Fault Resolved. Step 12: Enter customer interaction description. Step 13: To add a rule, click on it in the Available Rules section to be added to Existing Rules and vice-versa to remove. Offer To Offer Variations
VODKB-200723-160306.pdf

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