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427 OPTI KT Second Line Private Pricing Configuration of Second Line Private Pricing Offer: Offers - created via PM Tool Offer screen. AddTablet Offer “AddTablet” is Configured. Map applicable channels. Map applicable execution mode. OfferVariation Screen Configure OfferVariations
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428 OfferToOfferVariation Screen Map OfferVariations to Second Line Offers Treatment Screen Configure WEB Treatments for Second Line Offers
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429 In Strategy: PopulateOutputPropertiesForApp and PopulateOutputPropertiesForGetNBA the content to be displayed in My Vodafone App is populated from two Decision Data - T2TVAttributes and T2TVActions. Decision data: T2TVAttributes - provides content of the page. Decision data: T2TVActions - defines actions for buttons on the page. Data for above decision data is configured in PM Tool (explained in the next section ‘PM Tool Screens’). T2TVAttributes (Treatment To Treatment Variations Attributes) This decisio data holds Content of page T2TVActions (Treatment To Treatment Variations Actions) This decision data holds information of the Button actions i.e. what needs to be done for a button click PM Tool Screens
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430 There are no separate screens for the two main decision data: T2TVAttributes and T2TVActions. Instead data from a combination of screens in PM Tool is sent to the above mentioned decision data. Screen: Channel Below is a screenshot of Channel screen. 1. New channel “WEB” is created. 2. Possible outcomes are added e.g. “Clicked” 3. Tick, if templates are required for the channel. 4. Tick, if Actions are needed on the template e.g. buttons. Screen: Template Attributes 1. Used to create new template attribute, example - “ImageURL” attribute Short Text (Single-Line Datatype) 256 Long Text (Multi-Line Datatype) 4000Attribute Max Length
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431 Screen: Template 1. New templates “WebUpgradesAndOffers” and “WebPurchase“ are created. 2. Add Attributes to new template Later data is added to the template from Treatment To Treatment Variations screen. Screen: Action Attributes Allows to create action attributes, new attribute is created “URL”
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432 Screen: Actions A new action is created from ‘Actions’ screen. 1. New Action “WebClickedAction” is created. a. Add Attributes to new template 2. Data is added to the action from Treatment To Treatment Variations screen. Screen: TreatmentToTreatmentVariations For a specific Treatment Variant, Configure Templates and Outcomes created in other screens
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433 Templates section: Outcomes section:
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434 Request Body: { "Identifier": { "Account": { "AccountNumber": "78101117", "Status": "Existing", "Type": "Consumer" }, "ServiceNumber": "447077101123" }, "RequestorDetail": { "Channel": "WEB", "SubChannel": "UpgradesAndOffers" }, "Context": { "PrimaryContext": "Upgrades_And_Offers", "NoOfActions": 0, "Detail": [] } } Response: { "InteractionId": 2110594958894618725, "ActionList": [ { "Propensity": 0.25, "Priority": 2, "OfferVariant": "OfferVariantDefault", "Channel": "WEB", "SubChannel": "UpgradesAndOffers", "OfferId": "XSL021", "OfferName": "AddMifi",
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435 "TreatmentId": "XSL025-01", "OfferDescription": "", "TreatmentVariant": "TreatmentVariantDefault", "Detail": [ { "Value": "SIMO", "Name": "journey" }, { "Value": "15.0 discount just for you", "Name": "sash" }, { "Value": "Up to 15.0 on an additional selected SIM only plan with Vodafone. Just a little thank you from us.", "Name": "body" }, { "Value": "Keep your phone and get Extra Discounts on a SIMO plan just for you", "Name": "title" } ], "TreatmentName": "AddMifi_WEB" }], "CustomerId": "PP2L-SUB-101123-STF" }
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436 OPTI KT: Test Cell Management in 2nd Line Private Pricing TestGroups can be mapped to Second Line Offers in Offer Screen. Note: Only one TestGroup can be mapped to Offer. In Test Cell Management Screen , TestGroups, TestGroupExpiry, TestGroup enable / disable is configured. Cell Code is generated in sequential order with test group name. Initial value of a test cell should be equal to Final value of previous test cell plus(+) one. TestGroup Split is dependent on business need. Once Test Group value is entered, two default test cells are populated as below and test cells range should be from 1-100. Initial value for the first test cell and Final value for the last test cell are disabled Note: This Screen pushes data into two seperate decision datas TestGroups and TestCells
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437 TestGroups Decision Data: TestCells Decision Data: AdditionalLineDiscount Matrix: There is no seperate screen in PM tool for conffiguring discount codes. Note: This should be manually uploaded in system. Decision Data Example:
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438 OPTI KT: GetNBA Logic Strategy: IdentifyEligibleOffers As part of re-design, TestCellManagement is invoked at Offer Level Note: This change ensures that Test Cell Management is available for all offers for all execution modes with the caveat that ineligible offers may be allocated a test cell but not used. TestGroups and TestCells Decision data is used in TestCellManagement Strategy Strategy: IdentifyTestCell As part of re-design IdentifyTestCell Strategy is modified. Note: Same Cell Code must be allocated for offers belonging to same test group irrespective of their business purpose In the existing GetNBA logic, 2nd line private pricing functionality is called in the below strategy when @String.contains(.OfferCategory,"Additional Line")&&@String.contains(.ProductGroup,"Mobile") Strategy: PopulateOutputPropertiesForWeb The strategy is called from PopulateOutputPropertiesForWeb when Execution Mode is GetNBA Strategy: AssignDiscountToAdditionalLineOffers Strategy
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439 ManageAdditionalLineDiscount Strategy: Strategy input is Discount Treatments with tariff details. In this strategy, Discount Identifiers are set from DiscountMatrix if TariffType,TariffTier,CellCode and Duration Conditions are met otherwise default discount identifier is set from OffertoOfferVariation. Note: AdditionalLineDiscountMatrix decision data is invoked in this strategy DiscountCompatibilityCheck Strategy: Compatible of tariffs to discount is calculated in this strategy and return both compatible and non compatible tariffs. Non Compatible tariffs discount codes are overridden to null. GetDiscountProductDetails Strategy: Both Compatible and Non Compatible tariffs are an input to this strategy. Discount Amount is calculated only for compatible tariffs. This strategy returns both compatible and non compatible discount tariffs. GetHeadlineDiscount Strategy: Finding max discount only for Legally Compliance records Note: LegalRequirement is configured in AOMBusiness Config. Only Decimals should be configured Strategy: PopulateOutputPropetiesForGetNBA GetNBA outputs are inf the form of offers/propositions e.g. parent could be the Tariff offer and discount offer is child. In the logic flow, screenshot below, Parent Offer for Tariff flows throught the top path. Below that is the Child offer route for Discount. In API response discounts are present in the Detail section.
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440 Finally Disounts are joined with Tariffs.
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441 OPTI KT: Get Product List Logic Strategy: GetProductList is the main strategy. It calls sub-strategy GetProductListForUpgrade and GetProductListForAdditionalLine that contains the existing GetProductList logic for Upgrades and the 2nd Line Pricing logic respectively. Switch component chooses the relevant route based on the .OrderType from API request context. Call Strategy: GetProductListForUpgrade if .OrderType is "Upgrade" or “Flexi Upgrade" Call Strategy: GetProductListForAdditionalLine of .OrderType is "In Life Sales" Set .ErrorMessage = “Invalid Order Type” otherwise Strategy: GetProductListForAdditionalLine Note: As part of re-design TestCellManagement is invoked at Offer level. GetAllTariffs Strategy:
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442 Notes: With new logic changes: AddMobileWithHandset - Include tariffs where tariff type is Handset AddSIMO - Include all tariffs where tariff type is either Handset or SIMO GPL Second Line PP Request Body: { "SubscriptionId": "PP2L-SUB-100766-STF", "ServiceNumber": "447077100766", "OwnerAccountNumber": "78100766", "AgentId": "SuperSave", "RecommendationId":"RecommendationId", "Division": "*", "ParentDivision":"False", "Channel": "Web", "SubChannel": "UpgradesAndOffers", "OrderType": "In Life Sales", "CaseId" : "123456", "ProductType": "Tariff", "SubscriptionType": "Mobile Broadband Service", "LoanEligibilityStatus": "Eligible", "Detail": [ { "Name":"SIMO", "Value":"False" }, { "Name":"UPGRADE_TYPE", "Value":"FLEXUPGRADE" }, { "Name":"NO_RECOMMENDATIONS", "Value":"5" } ], "LineItems": [ { "ProductId": "211010", "ProductType": "Handset" }
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443 ] } Response Body: {"LineItems": [ { "ProductName": "36mth Band 0A Tablet Unlimited Business Plan", "ProductId": "114190", "Tenure": 36, "IncludesCombiBundleOffer": false, "DisplayName": "36mth Band 0A Tablet Unlimited Business Plan", "Propensity": 0, "Position": 1, "Priority": 0, "ProductType": "Tariff", "Data": "9437184", "ChildLineItems": [ { "ProductName": "37 mth discount: 10% off line rental", "ProductId": "114436", "DisplayName": "37 mth discount: 10% off line rental", "Propensity": 0, "Position": 6, "Priority": 0, "ProductType": "Discount", "DiscountAmount": 10, "DiscountType": "Percentage", "PriceType": "DISCOUNT" }], "DiscountType": "Percentage" }, { "ProductName": "36mth Band 0A Tablet Business Plan 12GB", "ProductId": "114187", "Tenure": 36, "IncludesCombiBundleOffer": false, "DisplayName": "36mth Band 0A Tablet Business Plan 12GB", "Propensity": 0, "Position": 5, "Priority": 0, "ProductType": "Tariff", "Data": "12288", "ChildLineItems": [ { "ProductName": "37 mth discount: 10% off line rental", "ProductId": "114436", "DisplayName": "37 mth discount: 10% off line rental",
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"DisplayName": "37 mth discount: 10% off line rental", "Propensity": 0, "Position": 3, "Priority": 0, "ProductType": "Discount", "DiscountAmount": 10,
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444 "DiscountType": "Percentage", "PriceType": "DISCOUNT" }], "DiscountType": "Percentage" }, { "ProductName": "36mth Band 0A Tablet Business Plan 6GB", "ProductId": "114186", "Tenure": 36, "IncludesCombiBundleOffer": false, "DisplayName": "36mth Band 0A Tablet Business Plan 6GB", "Propensity": 0, "Position": 4, "Priority": 0, "ProductType": "Tariff", "Data": "6144", "ChildLineItems": [ { "ProductName": "37 mth discount: 10% off line rental", "ProductId": "114436", "DisplayName": "37 mth discount: 10% off line rental", "Propensity": 0, "Position": 2, "Priority": 0, "ProductType": "Discount", "DiscountAmount": 10, "DiscountType": "Percentage", "PriceType": "DISCOUNT" }], "DiscountType": "Percentage" }, { "ProductName": "36mth Band 0A Tablet Business Plan 2GB", "ProductId": "114185", "Tenure": 36, "IncludesCombiBundleOffer": false, "DisplayName": "36mth Band 0A Tablet Business Plan 2GB", "Propensity": 0, "Position": 3, "Priority": 0, "ProductType": "Tariff", "Data": "2048", "ChildLineItems": [ { "ProductName": "37 mth discount: 10% off line rental", "ProductId": "114436",
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"ProductId": "114436", "DisplayName": "37 mth discount: 10% off line rental", "Propensity": 0, "Position": 1, "Priority": 0, "ProductType": "Discount", "DiscountAmount": 10, "DiscountType": "Percentage",
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445 "PriceType": "DISCOUNT" }], "DiscountType": "Percentage" }, { "ProductName": "36mth Band 0A Tablet Unlimited Max Business Plan", "ProductId": "114191", "Tenure": 36, "IncludesCombiBundleOffer": false, "DisplayName": "36mth Band 0A Tablet Unlimited Max Business Plan", "Propensity": 0, "Position": 2, "Priority": 0, "ProductType": "Tariff", "Data": "9437184", "ChildLineItems": [ { "ProductName": "37 mth discount: 10% off line rental", "ProductId": "114436", "DisplayName": "37 mth discount: 10% off line rental", "Propensity": 0, "Position": 7, "Priority": 0, "ProductType": "Discount", "DiscountAmount": 10, "DiscountType": "Percentage", "PriceType": "DISCOUNT" }], "DiscountType": "Percentage" } ]}
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446 OPTI KT MVA- Full Screen Promo Objective When app is launched, My Vodafone App shoud support a full screen pop-up window, containing a single-offer promotion. This window will appear once. To support this new sub channel called FullScreenTakeover is introduced This functionality is a part of existing API: GetNBA Notes: AOM will control which offers have full-screen promotions and whether they are returned to the App. Full screen offers will be provided in addition to the Discover offers. Only 1 full screen promotion will be returned per call. If multiple offers have full screen promotions then AOM will pick the best, based on standard arbitration logic. Whenever a full screen promotions is returned the call must also contain a corresponding Discover offer, which should have position #1 in the Discover carousel. We will pick the full screen promotion from the top N discover offers. If none have an FSP then no FSP will be returned. Configuration of MVA FullScreen Offer: Offers - created via PM Tool Offer screen. AddBroadbandProExtra New Offer “AddBroadbandProExtra” is created. Map applicable channels. Map applicable execution mode.
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447 OfferVariation Screen Configure OfferVariations OfferToOfferVariation Screen Map OfferVariations to MVA FullScreenPromo Offers
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448 Screen: SubChannel Configure new subchannel 'FullScreenTakeover' to an existing App channel Treatment Screen Configure App Treatments for App Offers Enable Subchannels for treatments
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449 TreatmentToSubchannels: T2TVAttributes (Treatment To Treatment Variations Attributes) This decision data holds Content of page T2TVActions (Treatment To Treatment Variations Actions) This decision data holds information of the Button actions i.e. what needs to be done for a button click PM Tool Screens There are no separate screens for the two main decision data: T2TVAttributes and T2TVActions. Instead data from a combination of screens in PM Tool is sent to the above mentioned decision data. Screen: Channel Below is a screenshot of Channel screen. 1. New channel “App” is created. 2. Possible outcomes are added e.g. “Clicked” 3. Tick, if templates are required for the channel. 4. Tick, if Actions are needed on the template e.g. buttons. TreatmentToSubChannel sNonPropositions TrackYourOrder_App App FullScreenTakeover TreatmentToSubChannel sNonPropositions AddBroadbandProExtra_ AppApp FullScreenTakeover TreatmentToSubChannel sNonPropositions AddSmartwatch_App App FullScreenTakeoverpyGroup pyIssue TreatmentName Channel TargetSubChannel
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450 Screen: Template Attributes 1. Used to create new template attribute, example - “ImageURL” attribute Screen: Template 1. New template “AppFSPDefault” is created. 2. Add Attributes to new template Later data is added to the template from Treatment To Treatment Variations screen.
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451 Screen: Action Attributes 1. Allows to create action attributes, new attribute is created “URL” Screen: Actions 1. A new action is created from ‘Actions’ screen. 2. New templates “AppFSPClickAction” and “AppFSPDismissAction“ are created. a. Add Attributes to new template 3. Data is added to the action from Treatment To Treatment Variations screen.
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452 Screen: TreatmentToTreatmentVariations For a specific Treatment Variant, Configure Templates and Outcomes created in other screens Templates section:
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453 Outcomes section: Request Body: "{ "Identifier": { "Account": { "AccountNumber": "89289", "Status": "Existing", "Type": "Consumer" }, "ServiceNumber": "447920770018" }, "RequestorDetail": { "Channel": "App", "SubChannel": "Discover" },
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454 "Context": { "PrimaryContext": "", "NoOfActions":10, "Detail": [ ] }}" Response Body: "{ "InteractionId": -7492870612923041121, "ActionList": [ { "Propensity": 0.25, "Actions": [ { "Type": "Button", "Outcome": "Dismissed", "Id": "AppFSPDismissAction", "Detail": [ { "Value": "Vodafone logo "Name": "url" }, { "Value": "Shop now", "Name": "label" }, { "Value": "Dismissed", "Name": "action" }, { "Value": "1", "Name": "index" } ] }, { "Type": "Button", "Outcome": "Clicked", "Id": "AppFSPClickAction", "Detail": [ { "Value": "Vodafone logo "Name": "url" }, { "Value": "Shop now", "Name": "label" }, {
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455 "Value": "ReDirect", "Name": "action" }, { "Value": "1", "Name": "index" } ] } ], "OfferVariant": "Apple", "Priority": 1, "Channel": "App", "SubChannel": "FullScreenTakeover", "OfferId": "XSL011", "OfferName": "AddSmartwatch", "TreatmentId": "XSL011-T0004", "OfferDescription": "", "TreatmentVariant": "AppleSmartWatch", "Detail": [ { "Value": "Vodafone – Our Best Ever Network | Now With 5G "Name": "imageURL" }, { "Value": "Treat yourself to a new watch ", "Name": "title" }, { "Value": "Get the Apple Watch Series 6 ", "Name": "body" } ], "TreatmentName": "AddSmartwatch_App" }, { "Propensity": 0.25, "Actions": [ { "Type": "Button", "Outcome": "Clicked", "Id": "AppDirectToURLAction", "Detail": [ { "Value": "Vodafone logo "Name": "url" }, { "Value": "Shop now", "Name": "label" },
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456 { "Value": "ReDirect", "Name": "action" }, { "Value": "1", "Name": "index" } ] }, { "Type": "Button", "Outcome": "Clicked", "Id": "AppDirectToDismissed", "Detail": [ { "Value": "Vodafone logo "Name": "url" }, { "Value": "DiscoverDismissed", "Name": "label" }, { "Value": "ReDirect", "Name": "action" }, { "Value": "1", "Name": "index" } ] } ], "OfferVariant": "Apple", "Priority": 1, "Channel": "App", "SubChannel": "Discover", "OfferId": "XSL011", "OfferName": "AddSmartwatch", "TreatmentId": "XSL011-T0004", "OfferDescription": "", "TreatmentVariant": "AppleSmartWatch", "Detail": [ { "Value": "Vodafone – Our Best Ever Network | Now With 5G "Name": "imageURL" }, { "Value": "Get the Apple Watch Series 6 ", "Name": "body"
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457 }, { "Value": "Treat yourself to a new watch Discover ", "Name": "title" } ], "TreatmentName": "AddSmartwatch_App" } ], "CustomerId": "2-FSP_Crosssell" }" FSP Request a … 26 Sep 2022, 08:19 AMrs.json FSP Request a … 26 Sep 2022, 08:16 AMer.json
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458 Scenario Based Templating Templates will include a new dimension called “Scenario” in addition to “TreatmentVariation” and “SubChannel” Use of Templates will remain optional If a TreatmentVariation does not use SubChannel functionality, “Default” SubChannel will be used The main template returned by decisioning funnel will be configured as “Default” scenario Additional “alternate” scenarios will be configured to manage different templates by scenarios - such as Inactive, Expired, Ineligible, OrderConfirmed, OrderFailed etc. Use of “alternate” scenarios will be bespoke to channel and as per use cases “Scenario” used will be written to IH “Actions” will be updated to be based on Templates The above changes will be applied for existing IVR template management (GetNBA), 2nd Line Pricing (GetNBA), Assisted Upgrade and new Landing Pages functionality but will be available to any modes that use Template functionality Note: From now T2TVAttributes DD under All Squads contain Scenario column From now T2TVActions DD under All Squads contain Scenario and TargetSubChannel column I. Changes for IVR Channel (GetNBA) Updated below Strategies to add extra join Conditions to include new Scenario SR property while joining Actions and Attributes Data 1)PopulateOutputPropertiesForGetNBA 2)IdentifyT2TVariationActions II. Changes for 2nd Line Pricing (GetNBA) Updated below Strategies to add extra join Conditions to include new Scenario SR property while joining Actions and Attributes Data 1)PopulateOutputPropetiesForGetNBAPrivatePricing III. Changes for InboundCC Channel (VADR) Updated below Strategies to add extra join Conditions to include new Scenario SR property while joining Actions and Attributes Data 1) PopulateOutputPropertiesForNBAA
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1) PopulateOutputPropertiesForNBAA IV. Changes for LandingPages (Microsite) Updated below Strategies to add extra join Conditions to include new Scenario SR property while joining Actions and Attributes Data 1)GetInactiveMicrositeTreatment 2)GetExpiredMicrositeTreatment 3)GetIneligibleMicrositeTreatment
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459
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460 Extras Landing Page KT Introduction Objective of Extras Landing Page is to display a web page (developed in Microsite), when customer clicks a link inside a SMS. The web page presents the customer with some offers e.g. 1GB or 2GB of extra data. Pre-requisite: NBA Batch or T2S has sent SMS to customers. The SMS body contains a link for Microsite, which customer needs to click. When customer clicks on the link, below Microsite pages are displayed. Below screenshot shows a Parent offer with 2 child offers, for 1GB and 2GB. The concept of Parent-Child offers or ‘Bundling’ in Pega terms is explained in later part of this document. The microsite page displayed for a scenario e.g. success, failure etc. is customizable via template and contents configured in PM Tool. Parent-Child relationship is configured in a decision data via PM Tool, explained in the ‘Propositions’ section, later in this document. “Buy Now” button click displays below page i.e. the offer acceptance is being processed.
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461 Now, if the customer clicks on the same link, Microsite will not display the accepted offer. Only the remaining eligible offer(s) will be displayed. An example of a Parent offer without any child offer is: This functionality is dev-tested/ST-tested and can be used in all squads.
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462 One of the squad example is: BusinessPurpose = Retain OfferExecutionMode / ExecutionMode = LandingPages Channel = Microsite Sequence of Events 1. NBA Batch Process or T2S sends SMS to customer that has the Microsite link. 2. Customer clicks on the link. 3. App layer will land the customer on Microsite landing page. Microsite is just a Pega Case. 4. Logic layer does re-validation to check if the offer is still available and the customer is eligible for the offer. 5. For re-validation sucess scenario, eligible offer (single Parent OR Parent + Child offers) are displayed. 6. Along with success scenario, that writes Shown outcome in IH, Revalidation process also writes to IH for Inactive, Expired and Ineligible scenarios. Relevant templates are sent to App layer to display the appropriate Microsite page. 7. If interested in the offer, customer clicks “Buy now” button. 8. CSO (Create Sales Order) logic gets invoked by the App layer. 9. The CSO process, if successful, writes Accepted response in Interaction History. Logic notifies the app layer to display a success Microsite page. 10. CSO process, if not successful, writes a Failure response in Interaction History. Logic notifies the app layer to display a failure Microsite page.
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463 XLP Propositions and PM Tool Screens Offers - created via PM Tool Offer screen. TestOffer3 = Parent Offer TestOffer4 = Child offer for the Parent offer - representing 1GB TestOffer5 = Child offer for the Parent offer - representing 2GB 1. New Offer “TestOffer3” is created. 2. Map applicable channels. 3. Map applicable execution mode.
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464 ParentChildTreatments decision data This decision data contains the parent child offer mappings. E.g. BundleParentTreatment BundleChildTreatment TestOffer3_Microsite TestOffer4_Microsite TestOffer3_Microsite TestOffer5_Microsite Offer Bundling set up for Landing pages Bundling logic for landing pages is done in Strategy: ApplyBundlingForMicrositeTreatments. Offer bundling logic and set up for Landing pages is same as done for other functionalities. Bundling is needed when there is a requirement of having Parent and Child offer(s) e.g. Parent offer is Extra Data and child offers could be, 1GB data, 2GB data etc. Step1: Below two fields (1,2) in Treatment screen needs to be configured for a Parent treatment.
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465 In Strategy: PopulateOutputPropertiesForMicrosite (described in ‘XLP Logic Components’ section of this document), the content to be displayed in Offers Landing Page is populated from two Decision Data - T2TVAttributes and T2TVActions. Decision data: T2TVAttributes - provides content of the page. Decision data: T2TVActions - defines actions for buttons on the page. Data for above decision data is configured in PM Tool (explained in the next section ‘PM Tool Screens’). T2TVAttributes (Treatment To Treatment Variations Attributes) Each Microsite screen displayed is based on a scenario e.g. Default, Success, Failure etc. For an offer/treatment, this decision data holds information of the template details that needs to be used for a relevant scenario. The value set in SectionName determines which of the Offers screens to display. It also holds info of the template to be displayed when there is a single offer or offers with parent child relationship. E.g. if there is a single parent offer, SectionName = "SingleActionInformationPage". Possible scenarios are: Default, SuccessScenario, FailureScenario, Ineligible, Expired, Inactive. T2TVActions (Treatment To Treatment Variations Actions) This decision data holds information of the Button actions i.e. what needs to be done for a button click based on a scenario. Possible scenarios are: Default, SuccessScenario, FailureScenario, Ineligible, Expired, Inactive. PM Tool Screens There are no separate screens for the two main decision data: T2TVAttributes and T2TVActions. Instead data from a combination of screens in PM Tool is sent to the above mentioned decision data. Screen: Channel
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466 Below is a screenshot of Channel screen. 1. New channel “Microsite” is created. 2. Possible outcomes are added e.g. “Accepted”. 3. If no subchannel, “Default” value is assigned to the sub channel. 4. Tick, if templates are required for the channel. 5. Tick, if Actions are needed on the template e.g. buttons. 6. Tick, if scenario based templating is needed e.g. change screen templates and content based on scenarios. 7. If Step 6 is checked, scenarios are added e.g. “SuccessScenario”. Screen: Template Attributes 1. Used to create new template attribute, example - “ExtraLargeImageURL” attribute Screen: Template 1. New template “Clickid” is created.
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467 2. Add Attributes to new template Later data is added to the template from Treatment To Treatment Variations screen. Screen: Action Attributes 1. Allows to create action attributes, new attribute is created “RedirectURL” Screen: Actions A new action is created from ‘Actions’ screen. 1. New template “ButtonToURLSameWindow” is created. 2. Add Attributes to new template Data is added to the action from Treatment To Treatment Variations screen.
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468 Screen: TreatmentToTreatmentVariations For a specific scenario e.g. “Default”, attributes and actions for the template can be configured in PM Tool. DefaultScenario > Templates section:
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469 DefaultScenario > Outcomes section: Default Scenarios page >
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470 Default Scenario > Attributes and Actions definition
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471 ExtraLargeImageURL (Banner) 343 KB LargeImageURL (1GB/2GB) 418 KBImageURL Attribute Size FooterSectionRule App Header Business/Opti MediumImageURL Business/Opti HeaderSectionRule App BodyHeader Business/Opti Body Business/Opti SectionName App LargeImageURL Business/Opti ExtraLargeImageURL Business/OptiTemplateAttribute Editable Button Text Business/OptiTemplateAction Editable
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472 Success Scenario > Attributes definition Failure Scenario > Attribute definition RedirectURL Business/Opti Short Text (Single-Line Datatype) 256 Long Text (Multi-Line Datatype) 4000Attribute Max Length
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473 XLP Logic Components How the Microsite url, that is sent in the SMS, is formed? A sample Microsite URL is shown below. It has two parts. Strategy: SetLandingPageCTA forms the URL and it can be included as a sub-strategy in the main logic while populating the ouput. This can be done for any functionality, e.g. for Batch, Strategy: PopulateOutputPropertiesForSMSByBatch calls this strategy. In ‘Treatment to Treatment Variation’ decision data for SMS, configured in PM Tool; property ‘TreatmentDynamicVariable1’ contains the SMS body text along with a tag [LandingPageCTA], that is replaced in the above strategy with the Mircrosite URL. Strategy: SetLandingPageCTA: (How the URL is formed and replaces the tag). 1: The first part of the URL configured in AOMConfig is retrieved and saved to attribute MicrositeURL. .MicrositeURL = D_VFUKFWAOMFWDataAOMConfig[ConfigType:Microsite,ConfigName:OffersURL].ConfigValue Below screenshot shows where the URL is configured in AOMConfig.
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474 2: Below function is called and property .Metadatacode is set. It forms the second part of the url. Function SaveOffersMetadata takes Subscription Id, comma-separated list of clipboard page SR properties, and Page (ClipboardPage) as input. It then invokes the activity SaveOffersMetadata to store the properties in data set OffersMetadata and returns MetadataId as String type. E.g. .Metadatacode = SaveOffersMetadata(.CustomerID, "pxInteractionID,Channel,OfferName,OfferVariant,TreatmentName,TreatmentVariant,AOMInteractionId", ClipboardPage) Above underlined, is a comma-separated list of properties that is stored by the function in the data set: OffersMetadata (see next topic). Then the function returns a code that is set to .Metadatacode. E.g. "71b8ce9403724458bd3ffd03d75e7cd". Above code is the second part of the URL. When customer clicks on the URL in SMS, this code comes back to Pega and is used to look up information for the customer + offers from the data set. 3: First and second part of the URL is set to property .LandingPageCTA. .LandingPageCTA = .MicrositeURL + .Metadatacode 4: Tag [LandingPageCTA] in .TreatmentDynamicVariable1 is replaced with the above property .LandingPageCTA Now the SMS will have the body text along with the formed URL. Data set: OffersMetadata SaveOffersMetadata function/activity saves to this Data set (Decision Data Store) in below format. Pega Case (for information only for Optimisation team) Microsite is just a Pega Case. This document mainly concentrates on Fetch Offers and Next Best Content which are the new logic components for this functionality. Fetch Offers flow calls:
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components for this functionality. Fetch Offers flow calls: Data Flow: IdentifyBestMicrositeTreatments and Strategy: IdentifyBestMicrositeTreatments Next Best Content flow calls: Data Flow: GetNextBestContent and Strategy: GetNextBestContent
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475 Fetch Offers step in Pega case calls Data flow: IdentifyBestMicrositeTreatments that in turn calls Strategy: IdentifyBestMicrositeTreatments. The strategy struncture is as below. Strategies mainly for this functionality are highlighted and described in the list below: 1. IdentifyEligibleTreatmentsforMicrosite: This strategy is common for all execution modes. For Microsite functionality, it gets treatments specifically for Microsite. During this logic, while getting the offers, offer expiry is checked. How offer expiry works is explained in a section below. 2. IdentifyBestTreatmentforSubscription: This strategy is common for all execution modes. For Microsite functionality, it does the logic of parent child offer bundling. 3. IdentifyTreatmentVariations: This strategy is common for all execution modes. For Microsite functionality, it gets only the treatment variations for microsite treatments. 4. PopulateOutputPropertiesForMicrosite - Explained below: 5. SetIHPropertiesForAllChannels: This strategy is common for all execution modes. For Microsite functionality, it set the common + microsite specific Interaction History properties. 6. GetInactiveMicrositeTreatment - Call decision data: T2TVAttributes and T2TVActions and get records for Scenario = Inactive. Set property .ErrorMessage with the value from AOMBusinessConfig (screenshot below)
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476 7. GetExpiredMicrositeTreatment - Call decision data: T2TVAttributes and T2TVActions and get records for Scenario = Expired. Also check offer expiry. Set property .ErrorMessage with the value from AOMBusinessConfig. How offer expiry works is explained in a section below. 8. GetIneligibleMicrositeTreatment - Call decision data: T2TVAttributes and T2TVActions and get records for Scenario = Ineligible. Set property .ErrorMessage with the value from AOMBusinessConfig. Strategy: PopulateOutputPropertiesForMicrosite 1. Route for Offers with Parent Child combination. 2. 2a and 2b: Route for Offers as Parent only without any children. 3. Set .ResponseType = Action for this route and get data from T2TVAttributes decision data. ResponseType property is used by the App layer to recognize the relevant data. 4. Set .ResponseType = Action for this route and get data from T2TVActions decision data. 5. Import data from decision data: T2TVAttributes. 6. Import data from decision data: T2TVActions. 7. Join with the primary route and get “TemplateDetails”. 8. Join with the primary route and get “ActionTemplateId”, “ActionType”, “ActionDetail”, “Outcome”.
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477 Next Best Content Data flow and Strategy: Next Best Content From Microsite landing page, where offers are dispalyed, if customer clicks on ‘Buy Now’, CSO (Create Sales Order) call is made. Depending on the success of failure of CSO call, the next best content/screen is displayed to customer. For the Offer in context, strategy gets all the relevant offer variations, treatment and treatment variations assigns attributes and actions from decision data: T2TVAttributes and T2TVActions. Similar kind of logic, described above in Strategy: PopulateOutputPropertiesForMicrosite. How offer expiry works? Offer expiry logic is present in below two strategy. Strategy 1: SetExpiryPeriod This check is done for all execution modes and all channels. While getting eligible offers from proposition data, this strategy is called as a sub-strategy inside IdentifyEligibleOffers. Fallow Period It introduces the concept of Fallow period for offer expiry date. Fallow period for expired offers can be configured against offers in the PM tool. If the number of days since an expiry date is less than the fallow period then an offer should be unavailable. Expired error status for microsite should be based on the fallow period status. Two attributes present in PM Tool Offers screen for this functionality are: FallowPeriodForOfferExpiry - values e.g. 0, 3, 4 etc.
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478 FallowPeriodForOfferExpiryInterval - values e.g. Years, Months, Days. Fallow period logic is applied against the latest expiry date for the offer from Interaction History. In PM Tool it is configured in Offers screen, as in the screenshot below. 1. Offer Expiry Interval in Days, Months or Years or a specific date. 2. If the offer has expired, make the offer unavailable for specified number of days. 3. Fallow period interval in Days, Months or Years or a specific date or Indefinite. 4. Number of days for the fallow period. Strategy 2: OfferExpiry This check is done for Microsite channel and is called as a sub-strategy inside strategy: IdentifyBestMicrositeTreatments. For the offer in the request context, get latest expiry date from Interaction History and check against current date. If offer expiry date is in future, let the logic flow to the next step. If offer expiry date is in past, set error message configured in AOMBusinessConfig. Capture Response in Interaction History At various points during the user journey, customer interactions are captured in Interaction History. Some scenarios are mentioned below:
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479 SMS sent to customer after Batch process Pending - if sent via Pega Marketing Selected - if sent via TIL service Customer clicks on the Microsite link in the SMS Clicked Microsite is displayed with Offers Shown - for each offer Customer clicks “Buy Now” button for an offer Accepted CSO - Create Sales Order failure FailureScenario Outcome in IH
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480 XLP Error Scenarios Currently, all error scenarios display the page as below. Content in the page is served by AOMConfig and not from PM Tool at the moment. Error is written to aom_error database table. Content shown in the above error page is configured in AOMConfig and is managed at the App layer. ConfigType: ExceptionTemplateAttributes ConfigName: OffersMicrosite The ConfigValue in the above screenshot is like below. (Original image links are removed for the purpose of documentation). { "PageTitle": "Oops", "Header": "Sorry, that didn't work", "Body": "We're sorry, we weren't able to process your request. Please click below to check out your options.",There is a scope in future releases to have customized templates/screens for each error scenario.
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481 "ExtraLargeImageURL": "ImageUrl1Path/image1.jpg" "LargeImageURL": "ImageUrl2Path/image2.jpg" "MediumImageURL": "ImageUrl3Path/image3.jpg" "ButtonText": "Explore My Options", "ButtonURL": "Url to which button click should take the user" } Error Scenario 1 Once customer clicks on the URL in SMS, AOM tries to look up customer and offer information by using the Metadatacode present in the URL. If found, pass to the next stage. However, if customer details cannot be found against the URL details, error screen is displayed. Error Scenario 2 If Metadatacode look up is successful, there are additional validations for GPSL. If call to GPSL fails, error screen is displayed. GPSL = Get Processed Service List, is a SOAP service exposed by Vodafone TIL (Tibco Interface Layer) which returns the Offers and Product details for a given Service Number/MSISDN. Error Scenario 3 On the URL click and other customer activities on the Microsite, Pega needs to write reponses to Interaction History as part of Capture Response process. If the process fails, error screen is displayed. One possible scenario could be Interaction id mismatch for a sms sent response and sms clicked response. Error Scenario 4 Customer clicks on the URL, but the customer data is not present in Subscription table, it corresponds to a failure and error screen is displayed. Error Scenario 5 On ‘Buy Now’ button click on Microsite, if CSO = Create Sales Order process fails, error screen is displayed. Error Scenario 6 Display error screen if the offer has expired.
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482 XLP App layer This page describes the Landing Pages displayed in the Offers Case and how the pages are populated with content. The attributes used to display the pages are detailed. In the event of Landing Pages not displaying as expected, please check the relevant attribute(s) on the page and the value(s) returned in Decision Data. A. Exception Handling Error Page This page displays for all flow exceptions and errors in the Offers Case. This page is not offer specific but the content of this page can be configured as described below. This page is displayed in case of landing page offer is either Inactive, Expired or Ineligible. All attributes are set from the following record in AOMConfig (shown here with example ConfigValue): ConfigType: ExceptionTemplateAttributes ConfigName: OffersMicrosite ConfigValue: { "PageTitle": "Oops", "Header": "Sorry, that didn't work", "Body": "We're sorry, we weren't able to process your request. Please click below to check out your options", "ExtraLargeImageURL": "url", "LargeImageURL": "url", "MediumImageURL": "url", "ButtonText": "Explore My Options", "ButtonURL": "url" } Troubleshooting Text content not displaying as expected (Header or Body)Check AOMConfig entry for individual attributes - Header & Body Button text not displaying as expected Check AOMConfig entry - ButtonText attribute Button does not redirect to expected url Check AOMConfig entry - ButtonURL attribute Problem Check Notes
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483 B. Offers pages The Offers Landing Pages content is populated from attributes that are set in Decision Data - T2TVAttributes and T2TVActions. These are returned from logic data flows in the Offers Case. The attributes used to display each screen are detailed below. If any screens do not display as expected, the attribute values should be checked first. The value set in T2TVAttributes - TreatmentAttributes.SectionName determines which of the Offers screens to display. The pages below are used to display the offers on Landing page - as Default scenario (when the offer is loaded on Landing Page) as well as CSO Success/Failure Scenarios. B1. Parent Single Action page TreatmentAttributes.SectionName = "SingleActionInformationPage" (set in T2TVAttributes) Page content is populated from the following name/value properties in TreatmentAttributes set in T2TVAttributes.Background image not displaying as expectedCheck AOMConfig entries - ExtraLargeImageURL, LargeImageURL, MediumImageURLThe different size images are used depending on the screen size. HeaderSectionRule Header shown with Vodafone logo. This should be a valid Section rule name. Existing Section name with VF logo should be H e a d e r A l i g n R i g h t Header Hello Emma. Here’s a data offer just for you. Text Body It’s great to see you’ve been making the most of your data allowance…………..Text ExtraLargeImageURL Background image shown URL of image. LargeImageURL Background image when screen size is reduced to large URL of image. MediumImageURL Background image when screen size is reduced to medium URL of image. FooterSectionRule Footer shown with ‘Terms & Conditions’ | ‘Privacy policy’ links
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FooterSectionRule Footer shown with ‘Terms & Conditions’ | ‘Privacy policy’ links and @ 2022 Vodafone text.This should be a valid Section rule name. Existing Section name should be TreatmentAttributes attributeExample in screen above Notes
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484 Action buttons are populated from T2TVActions Decision Data attributes - ActionTemplateType & ActionTemplateDetail. There are currently 2 types of Action button - Product Add On button and Redirect button. The above pattern of template is used for Default scenario (single offer) as well as CSO Failure scenario. B2. Parent with Child page TreatmentAttributes.SectionName = "ParentWithCardChildren" (set in T2TVAttributes) Page content is populated from the following name/value properties in TreatmentAttributes set in T2TVAttributes.F o o t e r D e f a u l t . Product Add OnProductAddOn "[{"Name": "ButtonText", "Value": "<<Set to button label>>"}]"eg. "[{"Name": "ButtonText", "Value": "Buy Now"}]" Redirect RedirectURL "[{"Name": "ButtonText", "Value": "<<Set to button label>>"}, {"Name": "RedirectURL", "Value": "<<Set to url to redirect to>>"}]"eg. "[{"Name": "ButtonText", "Value": "Explore My Options"}, {"Name": "RedirectURL", "Value": "url"}]"Button type ActionTemplate TypeActionTemplateDetail attributes Notes HeaderSectionRule Header shown with Vodafone logo. This should be a valid Section rule name. Existing Section name with VF logo should be H e a d e r A l i g n R i g h t Header Hello Emma. Here’s a data offer just for you. Text Body It’s great to see you’ve been making the most of your data allowance…………..TextTreatmentAttributes attributeExample in screen above Notes
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485 For each Child, the card sections on the page are populated from the following name/value properties in the Child’s TreatmentAttributes : For this page, there are no Action buttons for the Parent section. Action buttons can be defined for the Child card sections. Action buttons are populated from T2TVActions Decision Data attributes - ActionTemplateType & ActionTemplateDetail. There are currently 2 types of Action button - Product Add On button and Redirect button. The above pattern of template is used for Default scenario (Multiple offers - Parent & Child).ExtraLargeImageURL Background image shown URL of image. LargeImageURL Background image when screen size is reduced to large URL of image. MediumImageURL Background image when screen size is reduced to medium URL of image. BodyHeader Get your extra Text FooterSectionRule Footer shown with ‘Terms & Conditions’ | ‘Privacy policy’ links and @ 2022 Vodafone text.This should be a valid Section rule name. Existing Section name should be F o o t e r D e f a u l t . ImageSashText 50% discount Text Header 1GB of data for only £XX a month Text Body Your Data Extra will automatically renew each month…… Text LargeImageURL Child card image - For 1GB and For 2GB URL of image. MediumImageURL Child card image for medium screen size - For 1GB and For 2GBURL of image. Footer This Data Extra will be added to mobile number…………… TextTreatmentAttributes attributeExample in screen above Notes Product Add OnProductAddOn "[{"Name": "ButtonText", "Value": "<<Set to button label>>"}]"eg. "[{"Name": "ButtonText", "Value": "Buy Now"}]" Redirect RedirectURL "[{"Name": "ButtonText", "Value": "<<Set to
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Redirect RedirectURL "[{"Name": "ButtonText", "Value": "<<Set to button label>>"}, {"Name": "RedirectURL", "Value": "<<Set to url to redirect to>>"}]"eg. "[{"Name": "ButtonText", "Value": "Explore My Options"}, {"Name": "RedirectURL", "Value": "url"}]"Button type ActionTemplate TypeActionTemplateDetail attributes Notes
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486
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487 B3. No Action Information Page
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488 TreatmentAttributes.SectionName = "NoActionInformationPage" (set in T2TVAttributes) Page content is populated from the following name/value properties in TreatmentAttributes set in T2TVAttributes. There are no Action buttons for this page. The above pattern of template is used for Default scenario (Single offer with no CTA) as well as CSO Success scenario. HeaderSectionRule Header shown with Vodafone logo. This should be a valid Section rule name. Existing Section name with VF logo should be H e a d e r A l i g n R i g h t Header Hello Emma. Here’s a data offer just for you. Text Body It’s great to see you’ve been making the most of your data allowance…………..Text ExtraLargeImageURL Background image shown URL of image. LargeImageURL Background image when screen size is reduced to large URL of image. MediumImageURL Background image when screen size is reduced to medium URL of image. FooterSectionRule Footer shown with ‘Terms & Conditions’ | ‘Privacy policy’ links and @ 2022 Vodafone text.This should be a valid Section rule name. Existing Section name should be F o o t e r D e f a u l t .TreatmentAttributes attributeExample in screen above Notes
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489 2nd Line Private Pricing Objective Digital platform calls AOM’s 2nd line private pricing functionality via API calls, to get a list of prioritised tariff plans, associated percentage discounts along with associated offers for a customer with an existing primary line product. This functionality is a part of existing APIs: GetNBA and GetProductList. Business Purpose = CrossSell Currently implemented only for CrossSell but has the scope to be extended to other business purposes. Channel in the API request = Web OrderType in the API request = In Life Sales This is passed in Get Product List API request to identify that the request is related to a 2nd line journey. For GetNBA, it is hard coded as ‘In Life Sales’ in the logic. Test Cell Management is new in 2nd Line PP, that is described in a separate section in the later part of this documentation. GetNBA API: 2nd Line PP is called in the GetNBA logic flow when the customer's intent is: Buy-Second-Line. GetNBA request can either come from the 'Upgrades & Offers' page or the 'Options to Buy (OTB)' popup on the Digital platform. Logic distinguishes between these two sub-channels and determines which offers, treatment and templates to use. So SubChannel under the Web channel are: 'Purchase' - for 'Options to Buy (OTB)' popup 'UpgradesAndOffers' - for 'Upgrades & Offers' page As per current business requirement, only the Discounts (for tariff) need to be assigned template attributes and actions. Sample GetNBA API request with SubChannel = Purchase and PrimaryContext = Options_to_Buy { Identifier: { Account: { AccountNumber: "31521130702", Status: "Existing", Type: "Consumer"
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AccountNumber: "31521130702", Status: "Existing", Type: "Consumer" }, ServiceNumber: "447920130702" }, RequestorDetail: { Channel: "Web", SubChannel: "Purchase" }, Context: { PrimaryContext: "Options_to_Buy", NoOfActions: 5,
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490 Detail: [] } } Sample GetNBA API request with SubChannel = UpgradesAndOffers and PrimaryContext = Upgrades_and_Offers { Identifier: { Account: { AccountNumber: "31521130702", Status: "Existing", Type: "Consumer" }, ServiceNumber: "447920130702" }, RequestorDetail: { Channel: "Web", SubChannel: "UpgradesAndOffers" }, Context: { PrimaryContext: "Upgrades_and_Offers", NoOfActions: 5, Detail: [] } } GetProductList API: Get Product List gets a list of available tariffs and discounts. There is no Business requirement for templates here. Sample GetProductList API request with Tariff in Line item (basket) { "OwnerAccountNumber": "169806809", "SubscriptionId": "-127975494", "AgentId": "53243463", "Division": "Webchat Saves", "Channel": "Web", "SubChannel": "UpgradesAndOffers", "OrderType": "In Life Sales", "CaseId": "CaseId", "RecommendationId": "RecommendationId", "ProductType": "Tariff", "LoanEligibilityStatus": "Eligible", "LineItems": [ { "ProductId": "112168", "ProductType": "Tariff" } ] } Sample GetProductList API request with Handset in Line item (basket)
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491 { "OwnerAccountNumber": "169806809", "SubscriptionId": "-127975494", "AgentId": "53243463", "Division": "Webchat Saves", "Channel": "Web", "SubChannel": "UpgradesAndOffers", "OrderType": "In Life Sales", "CaseId": "CaseId", "RecommendationId": "RecommendationId", "ProductType": "Tariff", "LoanEligibilityStatus": "Eligible", "LineItems": [ { "ProductId": "204523", "ProductType": "Handset" } For both the APIs, response is sent to Digital, and Pega writes records to Interaction History and Interaction History reporting. Error Scenarios When the APIs are called, if the MSISDN is not recognised by AOM then an error should be returned. Likewise, if the supplied SKU is not recognised against any non-SIMO plan, then an error should be returned.
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492 Propositions and PM Tool screens for 2nd Line PP At the time of preparing this document, below offers were given by Business as part of 2nd Line private pricing functionality. PM Tool Offer screen to configure offers All offers have CustomerSegment = ConsumerPostpay and BusinessSegment = Consumer. Two new fields are added to the offer screen: TariffType and TestGroup (described later in Test Cell Management section of this document). PM tool O f f e r screen screenshot.AddMobileWithHand setCrossSell Batch,GetNBA Loan Handset Tariff AddSIMO CrossSell Batch,GetNBA CBU SIMOnly Tariff AddTablet CrossSell Batch,GetNBA Loan Tablet Tariff AddDataSIMO CrossSell GetNBA CBU DataSIMOnly Tariff AddDiscount CrossSell GetNBA DiscountOffer Name Business Purpose OfferExecutionMod eTariff Segment TariffType ProductRecommen dation Type
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493 All offers have offer Variant = OfferVariantDefault. PM Tool Treatment screen to configure treatments All treatments have treatment variant = TreatmentVariantDefault. PM Tool Parent Child Treatments screen to configure Parent Child offer relationship. PM Tool SubChannel screen to configure two new sub channels There are two subchannels ‘Upgrades and Offers' and ‘Purchase’ These are from the 'Upgrades & Offers' page or the 'Options to Buy (OTB)' popup. There is a screen for Test Cell Management described in the Test Cell Management section in later part of this document.AddMobileWithHandset_Web AddMobileWithHandset Web AddSIMO_Web AddSIMO Web AddTablet_Web AddTablet Web AddDataSIMO_Web AddDataSIMO Web AddDiscount_Web AddDiscount WebTreatment Name Associated Offer Name Applicable Channel AddMobileWithHandset_Web AddDiscount_Web AddSIMO_Web AddDiscount_Web AddTablet_Web AddDiscount_Web AddDataSIMO_Web AddDiscount_Web AddMifi_Web AddDiscount_WebBundleParentTreatment BundleChildTreatment
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494 Get Product List Logic Strategy: GetProductList is the main strategy. It calls Sub Strategy GetProductListForUpgrade and GetProductListForAdditionalLine that contains the existing GetProductList logic for Upgrades and the 2nd Line Pricing logic respectively. The switch component chooses the relevant route based on the .OrderType from API request context. Call Strategy: GetProductListForUpgrade if .OrderType is "Upgrade" or "Flexi Upgrade" Call Strategy: GetProductListForAdditionalLine of .OrderType is "In Life Sales" or "New Acquisition" Set .ErrorMessage = "Invalid Order Type" otherwise Logic relevant to 2nd line private pricing functionality Strategy: GetProductListForAdditionalLine Brief description of the logic 1] GetAllTariffs : All the available tariffs are called here.
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495 2] ManageHaloServiceType & EvaluateInterestedServiceType: To find the service type suitable for a customer. 3] GetEligibleTariffsForSKU : Gets tariffs which are compatible with the product the customer holds. 4] Check Additional Line Context: Switch based on the context data from EvaluateInterestedServiceType as shown below: 5] Invalid Additional Line Context: "Invalid Additional Line Context" error message set. 6] Ineligible plans are filtered out and the TestCellManagement properties are joined with the eligible plans. 7] TestCellManagement : Unique propositions are input and TestGroup eligibility is checked so the correct TestGroup and TestCells is assigned to each positions for a customer. 8] IdentifyDiscountPerTariff: Identify discount per tariffs by Map Test Group Details. 9] SecondLineDiscountCompatibility: To check if the discount is compatible with the tariff by using data page: D_DiscountsForTariff. 10] PrioritizePlans: To decide which plan should be given priority. 11] ApplyBundlingForAdditionalLine: It Matches the Parent & child Treatments and sets the Parent. 12] PrioritiseDiscounts: To decide which Discount should be given priority. 13] PopulateOutputPropertiesForAdditionalLine: To create relevant properties to be sent in the API response. 14] SetIHPropertiesForAllChannels: To populate required IH fields for all channels while writing them to Interaction History - maps properties for Interaction History and for any properties with no value are set to default.
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properties for Interaction History and for any properties with no value are set to default. 15] Make Decision: Confirms if error message is chosen before providing results based on CheckAdditionalLineContext as shown below. GetEligibleTariffsForSKU EvaluateInterestedServiceType.HasSKU ManageHaloServiceType !EvaluateInterestedServiceType.HasSKU Invalid Additional Line Context Otherwise Select Component Condition
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496 Invalid Additional Line Context CheckAdditionalLineContext.ErrorMessage!="" SetIHPropertiesForAllChannels OtherwiswStrategy Component Condition
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497 GetNBA Logic In the existing GetNBA logic, 2nd line private pricing functionality is called in the below strategy for Intent = "Buy-Second-Line". Strategy: PopulateOutputPropertiesForGetNBA The strategy is called from PopulateOutputPropertiesForWeb when Execution Mode is GetNBA There are two paths, Additional Line and Not Additional Line 2nd Line Pricing follows the Additional Line path: Additional Line Filter Get Max Discount - calls IdentifyMaxDiscountForTariffType PopulateOutputPropetiesForGetNBAPrivatePricing Results Strategy - IdentifyMaxDiscountForTariffType From external input, Discounts and Tariffs come into the strategy. Strategy splits into Tariff and Discount For tariff path, call Strategy: GetAllTariffs, to get the duration of the tariff. Discount path Discounts are mapped to relevant tariffs to get the duration and then are split into 12 or 24 months plans. Other duration tariff + discount plans flow directly to the results component. From here, logic is similar to Get Product List logic, described in the previous part of this document. Refer to section: Get Product List Logic, then point [7] Strategy: IdentifyDiscountPerTariff.
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498 Test cell management is used here as well. The only part that is different in GetNBA 2nd line private pricing logic is Legal Compliance, described below. Strategy: GetLegalComplianceTariffs There is a legal requirement by Business to ensure that when it is communicated "up to X% off", at least 15% of the eligible tariffs compatible with an offer will receive the advertised X% discount level. The discount matrix will be configured so the high/medium/low bandings will always be set so that the "high" discount level will always be compliant. GetLegalComplianceTariffs ensures this and mitigates the risk of human error. Tariffs Compliance with Legal Requirement: .Count of Tariffs >= LegalRequirement.LegalCompliance LegalCompliance value is configured via PM Tool screen: Business Config and is stored in the data type: AOMBusinessConfig as follows: To populate output properties and template attributes and actions, below strategy is called. Strategy: PopulateOutputPropetiesForGetNBAPrivatePricing GetNBA outputs are inf the form of offers/propositions e.g. parent could be the Tariff offer and discount offer is child. In the logic flow, screenshot below, Parent Offer for Tariff flows throught the top path. Below that is the Child offer route for Discount. In API response discounts are present in the Detail section. Finally Disounts are joined with Tariffs.
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499
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500 OPTI KT Test Cell Management in 2nd Line Private Pricing Test Cell Management Screen Configure TestGroups , Enable / Disable, TestGroup Expiry and Test Cell Splits in Test Cell Management Screen Data configured in this screen is pushed into two decision datas :TestGroups and Test Cells Decision Data: TestCells: Data configured in PM Tool. Sample values below. PM Tool Offer screen: There is a drop down to assign a Test Group, as shown below. AdditionalLineDiscount Matrix: Note: There is no PM screen for this decision data. It should be manually uploaded in system. Example: Random 4 Split A Random 4 Split A1 1 33 Random 4 Split A Random 4 Split A2 34 66 Random 4 Split A Random 4 Split A3 67 100CellGroup CellCode InitialValue FinalValue
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501
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502 eCare Introduction eCare is a new channel in NBA functionality. AOM returns offers via eCare channel in multiple containers within the Account Dashboard. A GetNBA request will come from the account dashboard, so ‘Dashboard’ is the sub-channel in the request. Containers are the Divisions. The new channel, sub-channel and divisions is configured via PM Tool, explained in the later part of this document. Business Purpose = any business purpose can be used as per business requirement Execution mode = GetNBA SubChannel = Dashboard Sample GetNBA API request with SubChannel = Dashboard { "Identifier": { "Account": { "AccountNumber": "7001179200", "Status": "Existing", "Type": "Consumer" }, "ServiceNumber": "447879100510" }, "RequestorDetail": { "Channel": "eCare", "SubChannel": "Dashboard", "Agent":{ "Department":"High-Value Retention" } }, "Context": { "PrimaryContext": "Offers", "NoOfActions": 10, "Detail": [{ "Name":"CONTACT_ROLE" ,"Value":"L0-Owner" }] } } For Channel = eCare in GetNBA API request, the main strategy for eCare functionality is: IdentifyBesteCareTreatmentsForSubscription. The API request returns: A List of eCare eligible NBA offers (treatments) and their priority order. A sample GetNBA API response for eCare request is below:
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503 { "InteractionId": -1552726564088101344, "ActionList": [{ "Propensity": 0.0, "OfferVariant": "FlexUpgrade", "Priority": 8, "Channel": "eCare", "SubChannel": "Dashboard", "OfferId": "VFO0035", "OfferName": "UpgradeMobileToHandset", "TreatmentId": "VFO0035-TC001", "OfferDescription": "", "TreatmentVariant": "OutboundCampaignFollowUp_NonOwner", "Detail": [{ "Value": "ECareUpgrades", "Name": "container" }, { "Value": "Here is an eCare upgrades offer", "Name": "offer" }, { "Value": "CTA text", "Name": "CTA" }, { "Value": "eCare", "Name": "journey" }, { "Value": "Copy text", "Name": "Copy" }, { "Value": "eCare upgrades offer", "Name": "sash" }, { "Value": "https://assets.vodafone.co.uk/cs/groups/public/documents/images/mv10_red_entertainment_image.png", "Name": "imageURL" }, { "Value": "Get that new phone feeling with an upgrade today. Speak to your main Account Holder if you would like to upgrade your plan", "Name": "body" }, { "Value": "https://tcc8-www.vodafone.co.uk/upgrade-and-offers", "Name": "CTAURL" },
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504 { "Value": "It's upgrade time!", "Name": "title" } ], "TreatmentName": "UpgradeMobileToHandset_eCare" }, { "Propensity": 0.25, "Priority": 5, "OfferVariant": "OfferVariantDefault", "Channel": "eCare", "SubChannel": "Dashboard", "OfferId": "XSL010", "OfferName": "AddTablet", "Item": [{ "AdditionalNotes": "", "ProductType": "Additional Service", "ProductId": "107414", "ProductDescription": "Other" }], "TreatmentId": "XSL010-TC001", "OfferDescription": "", "TreatmentVariant": "TreatmentVariantDefault_NonOwner", "Detail": [{ "Value": "Here is an eCare extras tablet offer just for you", "Name": "offer" }, { "Value": "ECareOffersForYou", "Name": "container" }, { "Value": "CTA text", "Name": "CTA" }, { "Value": "eCare", "Name": "journey" }, { "Value": "Copy text", "Name": "Copy" }, { "Value": "eCare extras tablet offer just for you", "Name": "sash" }, { "Value": "Vodafone – Our Best Ever Network | Now With 5G "Name": "imageURL"
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505 }, { "Value": "https://www.vodafone.co.uk/", "Name": "CTAURL" }, { "Value": "Save £311 on a Samsung Tab A8", "Name": "body" }, { "Value": "Extra 15% discount for you", "Name": "title" } ], "TreatmentName": "AddTablet_eCare" }, eCare provide responses to AOM to indicate whether the offer presented on the account dashboard was 'shown' and how the customer responded to the offer. Shown: when an offer was 'shown' to a customer Clicked: a customer click on the relevant 'accept' CTA Dismissed: A customer has clicked on the relevant 'decline' CTA button Error Scenarios If Max Offers check is failed as the MaxOffers for all the Divisions are set to 0, then ““Error in GetNextBestActions: Business Logic Error: MaxOffers Check Failed” error is returned. Similarly if Min Offers check is failed: “Error in GetNextBestActions: Business Logic Error: MinOffers Check Failed”Selected Offer is returned to Channel by AOM GetNBA Shown Offer is presented on eCare channel SetNBAResponse Clicked Customer has clicked on Accept button on eCareSetNBAResponse Dismissed Customer has rejected the offer on eCare SetNBAResponseResponse/Outcome Description API
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506 Propositions and PM Tool screens for eCare Offers and Treatments are configured by PM Tool: “Offer” and “Treatment” screen respectively. offer and treatment names look like below. More details present in Offer Catalogue. All offers have, OfferVariant,TreatmentVariant Channel Screen: New channel ‘eCare’ is configured. SubChannel Screen: New sub channel ‘Dashboard’ is configured along with Divisions.AddInternationalMinutes eCare AddInternationalMinutes_eCare GetNBA AddMobileSIMO eCare AddMobileSIMO_eCare GetNBA AddMobilewithhandset eCare AddMobileWithHandset_eCare GetNBA AddSmartwatch eCare AddSmartwatch_eCare GetNBAOffer Name Channel Treatment OfferExecutionMode eCare Dashboard OffersForYouChannel SubChannel Division
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507 Treatment Screen: The new channel, sub-channel, and division is associated with a treatment from the PM Tool ‘Treatment’ screen as below: Offer Decision Mix Screen Max and Min value for offers required for the decision mix is configured in this screen. The decision mix logic in eCare is described in the later part of this document. Template Screen eCare template is created and template attributes are assigned.Extra NudgeBar4 NudgeBar5
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508 Actions Screen Two button actions are created. One for Click/Accept, one for Dismiss/Reject namely: eCareAcceptAction eCareDismissAction Treatment To Treatment Variations Screen
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509 The above creates a template and actions are assigned to each treatment to treatment variation. Template assignment Action assignment
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510
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511 eCare Logic The primary strategy structure and flow for eCare is on the same lines as the GetNBA logic. Main Strategy: IdentifyBesteCareTreatmentsForSubscription, called from GetNBA when Context(Channel) = "eCare" Brief description of the strategy components 1] Strategy: IdentifyEligibleeCareTreatments Get offers, offer variation with treatment for eCare. 2] Strategy: IdentifyTreatmentSubChannel eCare offers pass through IdentifyTreatmentSubChannelForGetNBA where TreatmentToSubChannels Decision Data is imported. See PM tool screens. The division is one level below the sub-channel. The division is the area of the dashboard where the offer is displayed. This strategy checks if.SubChannel from Context =.TargetSubChannel from the decision data and passes those records. 3] Strategy: IdentifyBestTreatmentforSubscription eCare treatments pass through strategy: IdentifyBestTreatmentForeCareOnGetNBA (see next page). The decision mix logic is present in this strategy. 4] Strategy: IdentifyTreatmentVariations The common strategy which finds eligible Treatment Variations. 5] Strategy: PopulateControlGroupPercentage Populates Offer and Treatment level control group percentages. 6] Strategy: SelectBetweenOfferORTreatmentPotentialControlSplit Passes through ApplyPotentialControlSplit or ApplyPotentialControlSplitAtTreatmentLevel depending on if.ControlGroupLevel="Offer" or "Treatment" 7] Strategy PopulateOutputPropertiesForeCare When .PotentialControlFlag="Target", strategy: PopulateOutputPropertiesForGetNBA is called to create relevant properties to be sent in the API response.
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512 Strategy: SeteCareTokens and strategy: PopulateCareOutputProperties currently have empty set properties available if the scope is extended. 8] Strategy: SetIHPropertiesForAllChannels Populate required IH fields for all channels while writing them to Interaction History. Maps properties for Interaction History and properties with no value are set to default. eCare-specific values are set for: .pyDirection = "Inbound" .pyOutcome = "Selected" .InControlGroup = @if(.PotentialControlFlag="Target","N","Y") 9] Switch and Error messages ErrorMessage - MinOffers Check Failed Sets ErrorMessage = "MinOffers Check Failed"IdentifyBestTreatmentforSubscription.pyName="" ErrorMessage - No Decision Sets .ErrorMessage = "No Decision"SetIHPropertiesForAllChannels.pyName="" SetIHPropertiesForAllChannels OtherwiseSelect Component Condition
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513 eCare Decision Mix Logic Offer Decision Mix logic is used to limit the maximum and minimum offers that can pass through a sub-channel and a Division. The logic is present in Strategy: IdentifyBestTreatmentForeCareOnGetNBA and ApplyDecisionMixAtDivisionLevel. Business requirements for Decision Mix Logic Data required for the logic is present in Decision Data: OfferDecisionMix. A sample data is in the table below. From the above decision data entries, if there is no value for Division (e.g. first row), it means the decision mix is applied at the SubChannel level. If there are entries for Division, it means the decision mix is applied at the division level. While setting up MaxOffers at the relevant Division level, only one of the Division MaxOffers can be set up as Unlimited (value = -1). MaxOffers value for such Division is derived as: Value of MaxOffers at SubChannel level (minus) Sum of MaxOffers value of all Divisions (non Unlimited) selected treatments. If Division level MaxOffers is configured, the relevant SubChannel level MaxOffers cannot be marked as Unlimited. Validation of Max Offers: In the above example, MaxOffers = 1 is set for Division NudgeBar2. That means not more than 1 offer can be presented for this Division. Validation of Min Offers: The sum of min offers at the division level should be greater than or equal to the min offer at the sub-channel level. The main implementation points are annotated in the strategy screenshot and described below. Strategy: IdentifyBestTreatmentForeCareOnGetNBA 1] Filters check Channel is eCare and Division is not null. eCare Dashboard 5 1 eCare Dashboard NudgeBar2 1 0 eCare Dashboard Extra 1 0
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eCare Dashboard NudgeBar2 1 0 eCare Dashboard Extra 1 0 eCare Dashboard NudgeBar4 1 0 eCare Dashboard OffersForYou -1 1Channel SubChannel Division MaxOffers MinOffers
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514 2] Decision Data: OfferDecisionMix for eCare data is imported (see more about this new Decision Data on the PM tool screen page). 3] OfferDecisionMix for eCare is split into subchannel and division levels. From the above decision data entries, if there is no value for Division (e.g. first row), it means the decision mix is applied at the SubChannel level. And if there are entries for Division, it means decision mix is applied at division level. 4] At the Division level eCare offers are matched with division Decision Data. 5] eCare offers are split by divisions with unlimited MaxOffers and not unlimited MaxOffers. Only one division can have unlimited offers. 6] For not unlimited MaxOffers, a list of unique divisions is created. 7] Strategy: ApplyDecisionMixAtDivisionLevel Uses an embedded strategy to iterate over EachDivision, Prioritize Treatments by .pxPriority and return the maximum number of offers in priority order by Division. 8] MaxOffers for divisions with unlimited MaxOffers are set, based on MaxOffers for the subchannel. 9] Treatments are prioritized by .pxPriority and filtered to return the MaxOffers in priority order. eCare Dashboard 5 1 eCare Dashboard NudgeBar2 1 0 eCare Dashboard NudgeBar3 1 0 eCare Dashboard NudgeBar4 1 0 eCare Dashboard NudgeBar5 -1 1Channel SubChannel Division MaxOffers MinOffers ApplyDecisionMixAtDivisionLevel
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515 10] MinOffers Check, checks the treatment count for all divisions is greater than the required MinOffers by subchannel.
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516 New BDC Pipeline - dual running Strategies are to be updated with a new pattern to support dual running of the same models from old and new pipelines. Where a model is present in both feeds, the logic should always read from the new pipeline as priority. Previously strategies have been picking between the old and new pipeline models at random. Below strategies are updated as part of this Change. A. GetBDCPropensity Set property component “Model 967 from New Pipeline” populates this models data “Model 967 from Old Pipeline” comes form Primary.ModelScoreListPage The switch component “Model 967” selects between the Model 967 from the old and new pipeline If the model id from new pipeline is not null “Model 967 from New Pipeline” Otherwise “Model 967 from Old Pipeline” is selected The chosen Model 967 and all “Other Models from Old Pipeline” are passed to “Join ModelID” B. IdentifyModelBasedIntents
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517 Changes are very similar to those for GetBDCPropensity. Set property component “Model 967 from New Pipeline” populates this models data “Model 967 from Old Pipeline” comes form Primary.ModelScoreListPage The switch component “Model 967” selects between the Model 967 from the old and new pipeline If the model id from new pipeline is not null “Model 967 from New Pipeline” Otherwise “Model 967 from Old Pipeline” is selected The chosen Model 967 and all “Other Models from Old Pipeline” are passed to “Valid Model Scores”
VODKB-200723-160306.pdf