To make a property available for use in an engagement policy, define it as a Relevant Record for your primary context class, which by default is your Customer class.
You can define relevant records for your engagement policies at any point after you update to Pega Customer Decision Hub 8.7. Engagement policies specify the conditions under which an action or group of actions is eligible for a customer. For more information, see Understanding Next-Best-Action Designer engagement policies.
- Log in to your application as a user with the administrator privileges.
- Click .
- Specify your customer class and click Add records.
- Add all properties which should be available for use as eligibility criteria.