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Installing and configuring the Customer Profile Designer component

Updated on December 30, 2022

Before you can use the Customer Profile Designer component, you must download and install it.

Pega Customer Decision Hub Pega Customer Decision Hub
  1. Download the component from Pega Marketplace.
  2. Import the .zip file into your instance in Dev Studio by doing the following steps:
    1. In Dev Studio, click ConfigureApplicationDistributionImport.
    2. Upload the .zip file.
    3. Follow the import wizard to complete the process.
  3. Enable the component.
    Manage components window
    Manage components window
  4. Save your implementation application.
  5. Open the PegaNBAMS:Agents access group and update the application to be your implementation application.
  6. In the Pega Customer Decision Hub portal, click DataProfile Data SourcesSummaries.
  7. Open the summary that you intend to use and click Save.
  8. Optional: If you do not plan to use a particular summary, and you do not want it to appear on the Profile Data Summaries landing page, save the summary rule into yourPega Customer Decision Hub implementation Rules ruleset, and then change the availability of the rule to Blocked.
  9. In the Pega Customer Decision Hub portal, click DataProfile Designer.
  10. Associate the summaries that you want to use with specific customer contexts.

Update information for the Customer Profile Designer component

The Customer Profile Designer component does not currently require updating. The component is meant to be used as an accelerator, to be extend as needed for individual implementations.

  • Previous topic Customer Profile Designer accelerator component
  • Next topic Extending the Customer Profile Designer component

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