Integration between Pega Collections Customer Decision Hub and Pega Collections Customer Service is achieved through the standard application programming interface (API) which is Simple Object Access Protocol (SOAP), as shown in the following figure:
The SOAP service package for NBAFSServices provides one or more service methods for an external application to use. Each method in the service package corresponds to a SOAP service rule that identifies an activity to run and maps the incoming and outgoing data. NBAFSServices defines the following SOAP service rules:
- ProcessWSRequest - initiates different customer interactions. See Collections ProcessWSRequest SOAP service.
- ProcessNegotiateOfferRequest - presents offers to a customer for negotiation. See Collections ProcessNegotiateOfferRequest SOAP service.
Authentication and Security
The Collections SOAP service uses the PegaCDHFS:CDHAdmins access group for security access. If you are referencing the Pega Customer Decision Hub for Financial Services sample application, then you will see the access group CRMFS:MarketAdmins instead. If you opt to use your own access groups for the security of this services, you will need to update the security access group on the NBAFSServices service package rule.
Define security for the SOAP service by using the following Authentication Profile rules:
- NBAFSAuthProfile rule in the Pega Collections application
- CPMFSAuthProfile rule in the Pega Customer Decision Hub application
Both authentication profiles reference operators. Two operators must be present and have access groups that are pointed to your Pega Customer Decision Hub and Pega Collections implementation applications: one for Customer Service for Financial Services, one for Pega Customer Decision Hub for Financial Services.
To create the operators, Save as these two authentication profile rules into your implementation application.
To access the marketing services from a non-Pega external application, create an operator with the PegaCDHFS:ExternalServices access group and use that operator for authentication.
The CPMFSSysAdmin operator is provided in the Collections application but it is disabled. Enable this operator and update its associated access group to your implementation Pega Collections application.