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Configuring the prospect template

Updated on October 19, 2020

Pega Customer Decision Hub for Financial Services contains a spreadsheet that business users can use to import data from an external database. The ProspectTemplate binary file contains such columns as name and age. You must configure the Pega-provided template to meet your business needs. Make the customized binary file available to the business users to allow them to import prospect data.

  1. In the Dev Studio search box, type ProspectTemplate, and then select it from the search results.
  2. Click Save as.
  3. In the Label field, enter ProspectTemplate as label for the file.
  4. In the Identifier field, enter ProspectTemplate as identifier for the file.
  5. From the Add to ruleset drop-down list, select your Rules ruleset.
  6. Click Create and open.
  7. On the File tab of the binary file, click Download file.
  8. Edit the file to ensure that the columns in the binary file match the properties on the External Mapping tab of your prospect class.
  9. To upload the edited file, on the File tab of the binary file, click Upload file.
  10. In the Upload file window, click Choose file, locate the edited file, and then click Upload file.

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