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Configuring properties for use in engagement policies and proposition filters

Updated on September 15, 2022

To make a property or When rule available for use in an engagement policy or proposition filter, define it as a Relevant Record for your primary context class, which by default is your Customer class.

Pega Customer Decision Hub
  1. Log in to your application as a user with the your application:CDHAdmins access group.
  2. Click ConfigureApplicationInventoryRelevant Records.
  3. Specify your customer class and click Add records.
  4. Add all properties or When rules which should be available for use as eligibility criteria.
  • Previous topic Configuring engagement policies for actions
  • Next topic Frequently asked questions about eligibility, applicability, and suitability policies

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