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Optional: Importing the Pega Customer Relationship Management for Insurance Marketing sample data

Updated on September 27, 2021

If using Pega Sales Automation for Insurance and Pega Customer Decision Hub, install the Marketing sample data that is included with the current release of Pega Customer Relationship Management for Insurance. The sample data includes components that are required for integration with Pega Customer Decision Hub, for both Pega Customer Service for Insurance and Pega Sales Automation for Insurance.

Before you begin:

Ensure that you have already installed Pega Customer Decision Hub 8.6. For more information, see the Pega Customer Decision Hub Installation Guide on the Pega Customer Decision Hub product page.

  1. In the header of Dev Studio, click ConfigureApplicationDistributionImport.
  2. Browse for and select ResourceKit\ from your distribution media.
  3. To upload the zip file, click Next.
  4. To import the zip file that contains rules and other objects, click Next.
  5. If your database is PostgreSQL, click Automatic, and then click Next.
  6. To generate indexes, perform the following steps:
    1. Create an operator with the CDHIns:Administrators default access group.
    2. Log off and log in as an operator in the CDHIns:Administrators access group.
    3. In the Pega Customer Decision Hub portal, click Next-Best-ActionDesignerChannels.
    4. Click Edit and then click Save.

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