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Adopting multilevel decisioning in Pega Customer Decision Hub for Financial Services

Updated on October 19, 2020

Define the following artifacts, and then update the Context Dictionary to use the Pega Customer Decision Hub multilevel decisioning feature in Pega Customer Decision Hub for Financial Services.

For more information, see Understanding multi-level decisioning and the Context Dictionary.

  1. Create the AccountID property.
    For more information, see Properties.
  2. Create a new MyCo-Data-Accounts class that inherits from the PegaMarketingFS-Data-Customer-Accounts class, in which MyCo is the name of your organization.
    For more information, see Creating classes.
  3. On the Database tab of the MyCo-Data-Accounts class, edit the MyCo-Data-Accounts database table rule:
    1. In the Database field, enter ExternalMKTData
    2. In the Table name field, enter pmfs_acct
    For more information, see Database tables.
  4. Create the Customer accounts property in the MyCo-Data-Customer class.
    For more information, see Properties.
  5. On the General tab of the Customer accounts property, in the Page definition field, enter MyCo-Data-Accounts.
  6. Create a Customer Accounts association rule between the customer class and the accounts class.
  7. On the Data Access tab of the Customer Accounts association rule, define the association, as shown in the following figure:
    The definition of the Customer accounts association rule
    How to fill in the class association and class join fields for the customer accounts association.
    1. In the Class name field, enter MyCo-Data-Accounts.
    2. In the Prefix field, enter CustomerAccounts.
    3. In the Class name field, enter MyCo-Data-Accounts.
    4. Click Edit conditions.
  8. In the Enter filter conditions dialog box, define the filter conditions for the Customer Accounts association rule:
    1. In the Column list, select .CustomerID.
    2. In the Value list, select CustomerAccounts.CustomerID.
    3. Click Submit.
  9. In the Class join section, in the Type drop-down list, select Include all rows in Customer.
  10. Click Save as.
What to do next: Update the customer and account classes in the Context Dictionary, and then save your changes. For more information, see Setting the context for your multilevel decisioning accounts and context class.
  • Previous topic Setting the context for your custom accounts class
  • Next topic Setting the context for your multilevel decisioning accounts and context class

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