Optional: Importing the Pega Customer Relationship Management for Insurance Marketing sample data
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.
- In the header of Dev Studio, click .
- Browse for and select
ResourceKit\PegaMarketingIns_Sample.zipfrom your distribution media. - To upload the zip file, click Next.
- To import the zip file that contains rules and other objects, click Next.
- If your database is PostgreSQL, click Automatic, and then click Next.
- To generate indexes, perform the following steps:
- Create an operator with the CDHIns:Administrators default access group.
- Log off and log in as an operator in the CDHIns:Administrators access group.
- In the Pega Customer Decision Hub portal, click .
- Click Edit and then click Save.
Previous topic Optional: Enabling sample operator accounts