Updating from Pega Customer Decision Hub for Financial Services
This content applies only to On-premises and Client-managed cloud environments
Since version 8.6, the Pega Customer Decision Hub for Financial Services application (earlier Pega Marketing for Financial Services) is merged with Pega Customer Decision Hub.
When Pega Customer Decision Hub is delivered as a service through Pega Cloud services, the update from Pega Customer Decision Hub for Financial Services 8.5 or earlier to Pega Customer Decision Hub 8.7 is performed by Pega. For on-premises and Client-managed cloud installations, you must install the Pega Customer Decision Hub for Financial Services legacy component in order to add the retired rules to the Pega Customer Decision Hub application. The legacy component ensures that the updated system can resolve these rules correctly.
- Download the Pega Customer Decision Hub for Financial Services Upgrade Component from Pega Marketplace.
- Log in to your implementation application with administrator credentials.
- In Dev Studio, install the Pega Customer Decision Hub for Financial Services Upgrade Component:
- Click .
- Select the Pega Customer Decision Hub for Financial Services Upgrade Component from your local system by clicking Choose file.
- Select the option to update data instances in the package to the new ruleset version.
- When the import is complete, click Done.
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