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About implementing customer data

Updated on October 19, 2020

Pega Customer Decision Hub for Financial Services manages customer data through classes.

The base Pega Customer Decision Hub for Financial Services class is PegaMarketingFS-Data-Customer.

If the base class is not sufficient, for example, if the default configuration does not capture all the potential accounts data that you require, then you must extend the class by creating and configuring a custom accounts class by adjusting the data table that contains account information.

The application wizard creates an extended customer, prospect, and accounts class for you, to support the loading of customer data. The following classes are created:

  • <your organization name>-Data-Customer: This is the primary customer context. The properties for this class are copied from PegaData-Contact. For more information, see Implementing the customer class.
  • <your organization name>-Data-Customer-Prospect: This is the prospect context. The properties for this class are copied from PegaData-Contact. For more information, see Implementing the prospect class.
  • <your organization name>-Data-Customer-Accounts: This is an additional customer context. The properties for this class are copied from PegaData-Organization. For more information, see Implementing the accounts class.

An extended accounts class is created for you only if the application is created automatically, in Pega Cloud.

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