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Adding associated customer entities

Updated on October 19, 2020

Pega Customer Decision Hub for Financial Services supports associating the customer class with other entities. For example, each customer record can have associated purchase data information. After creating the customer class, create and configure any associated entities.

To add a new association for an entity (for example, Accounts) to the customer class, complete the following steps.
Caution: The relationship with associated entities can be one-to-one or one-to-many. Pega Customer Decision Hub for Financial Services does not support many-to-many relationships.
  1. Create a property rule for the associated entity directly under the customer class.
    1. Ensure that the mode of the property is Page, Page List, or Page Group.
    2. Ensure that the page class of the property is the class of the entity.
  2. Create an association rule for the entity under the customer class.
    1. In the Class association section, enter the class of the entity as the Class name.
    2. In the Class join list, add an entry to specify the join between the entity and the customer class. The Type value is ignored (leave it as Include all rows…). Specify the join criteria by clicking Edit conditions.
What to do next:
Note: When using an extended customer class, copy the History association rule and the History property rule from the base customer class (PegaMarketingFS-Data-Customer) into the extended customer class. If the customer class has a class key different from the default CustomerID property, then also update the class join in the History association rule to reference the correct class key.
  • Previous topic Optional: Creating a class key property for an extended customer class
  • Next topic Setting the context for your customer class

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