In a Pega Customer Relationship Management for Insurance configuration, a cross-reference table is required to match the keys of a contact or organization entity from multiple systems of record to a master contact or organization entity key.

Within the context of the sample application, Pega Customer Service for Insurance is the system of record for customer data. Pega Sales Automation for Insurance is the system of record for prospect data. It is assumed that Pega Sales Automation for Insurance contains the master list of customers, which represents the system of record for customer and prospect data. To match the Pega internal entity keys to systems external to Pega Sales Automation for Insurance, two cross-reference tables are available in the product – one for contacts and one for business units.

The Contact relationship table, crm_data_contact_xref, has CRMEntityId, ExternalID, and ExternalSystem as columns. CRMEntityId is the master record key based on the assumption that Pega Sales Automation for Insurance is the master system of record.

Contact relationship table

The following table shows the contact relationship table structure and sample record pattern. The contact relationship table is crm_entity_contact-xref.

Organization relationship table

The following table shows the organization relationship table definition and a sample record pattern. The organization relationship table is pegadata.crm_data_org_xref.

Relationship management table mappings

The relationship management tables are mapped to the following data classes:

• The PegaCRM-Data-EntityxRef-Contact data class is mapped to the crm_entity_contact-xref table.
• The PegaCRM-Data-EntityxRef-Org data class is mapped to the pegadata.crm_data_org_xref table.

All of the above rules, classes, properties, and data pages are available in the PegaCRMBase application.