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Creating your Pega Customer Decision Hub for Financial Services (CDHFS) application

Updated on October 19, 2020

Create your application and extend it to meet your organization's needs by using the New Application wizard.

Before you begin: Access the Organization landing page and create a customer organizational structure. For more information, see Adding an operator by using the organizational chart.

When you run the New Application wizard for Pega Customer Decision Hub for Financial Services, it creates a set of Pega-provided access groups. You must then create your own operators and add them to the access groups that you create.

Caution: If a Pega Customer Decision Hub for Financial Services application already exists in your system, running the New Application wizard overwrites some of the existing application settings. This will cause issues with your existing application. Having more than one active Pega Customer Decision Hub for Financial Services application on the same Pega Platform instance is not supported. This includes custom applications built by you, and sample applications provided by Pega.

  1. Log in to Dev Studio using the operator ID, for example, [email protected], and the password that you specified for that operator.
  2. In the header of Dev Studio, click ApplicationNew Application.
  3. On the New application tab, hover over Pega Customer Decision Hub for Financial Services 8.5, and then click Learn more.
  4. Click Use this application type.
  5. On the Customer Decision Hub for Financial Services application stack page, click Continue.
  6. On the Define application and organization name page, provide the following details:
    1. In the Application Name field, enter a unique name for your application.
    2. In the Organization name field, enter the name of your organization.
    3. Click Continue.
  7. If you want Pega Customer Decision Hub to use a Cassandra decision data store instead of a relational database for retrieving customer profile data, on the Configure implementation settings page, select the Use Cassandra decision data store check box.
    This option does not support the use of segments.
  8. Click Continue.
  9. Optional: On the Name your application page, to configure a custom class structure or organization, click Advanced configuration.
    For more information about the settings that you can change, see Configuring advanced settings for new applications.
  10. On the Name your application page, click Create application.
  11. Click Done.

The New Application wizard creates the application class structure for you. You can reuse the classes and rule sets that the wizard creates in your applications. When you implement your applications, you can then apply class hierarchy and inheritance principles to help you improve the maintainability and overall efficiency of your application.

For more information, see Class layers and Class hierarchy and inheritance.

What to do next: To fully set up your application, in the top-right corner of App Studio, click HelpApplication Guides, and then follow the setup steps.
  • Previous topic Application stack of Pega Customer Decision Hub for Financial Services
  • Next topic Creating operator accounts

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