MyCo, a telecom company, developed a new data plan group to suit the needs of...

Correct Engagement Policy Level Configuration:

Criterion 1: Owns a smart mobile

Engagement policy level: Group level

Criterion 2: Under graduation student / Post graduation student

Engagement policy level: Issue level

Criterion 3: New customer / Existing customer

Engagement policy level: Action level

To configure engagement policies correctly in Pega, it is important to choose the appropriate level of engagement policy based on the criteria. The levels are:

Issue level: Applies to all actions within a business issue.

Group level: Applies to all actions within a specific group.

Action level: Applies to individual actions.

1. Criterion 1: Owns a smart mobile

This criterion is relevant for all data plans under a specific group of data plans.

Therefore, it is best suited at the Group level, ensuring that all plans within the group check for this criterion.

2. Criterion 2: Under graduation student / Post graduation student

These educational statuses may be relevant across various groups and actions under a broader business issue like "Education" or "Student Plans".

Therefore, this should be configured at the Issue level to apply across all relevant actions within the issue.

3. Criterion 3: New customer / Existing customer

This criterion is specific to individual actions and can vary greatly between different offers.

Hence, it should be configured at the Action level to ensure precise control over which actions are offered to new versus existing customers.