Obtain a customer's interaction history data directly in Pega Platform without accessing external databases or tools by creating
your own categories and adding them to the Interaction History landing page of Pega Next-Best-Action Advisor in the custom order to meet your business needs.
Before you begin: In the Pega Customer Decision Hub portal, on the
Interaction History landing page, analyze the existing interaction history categories,
as shown in the following figure, and prepare the list of the categories that you want
to add, for example, Account ID or Subscription
ID.
Pega Next-Best-Action Advisor Interaction History
categories
Note: Each category that you create is a property and must be the same as the
context class keys that are defined in the Context Dictionary, for example,
AccountID or
SubscriptionID. For more information about the
Context Dictionary, see Setting the context for your customer class.
In the navigation pane of Dev Studio, click RecordsReportsReport definition.
In the Report Name column, search for
AdvisorInteractionsHistory, and then open the result
that belongs to the latest version of the
Data-Decision-IH-Fact class by clicking it.
Save the Advisor interactions history report definition
to your ruleset:
Click Save as.
On the report definition's New tab, click
Create and open.
In your Advisor interactions history report definition
table, add your properties, for example, to add the
AccountID property:
Click Add column.
In the Column source field, enter the property
ID, for example, .AccountID.
In the Column name field, enter the column name
that you want to display on the Interaction History landing page, for
example, Account ID.
Arrange the properties in the order that you want to list them on the
Interaction History landing page in the Pega Customer Decision Hub portal.
