You can define your business structure by using the Next-Best-Action Designer. Next-Best-Action Designer provides an easy to use, guided way to define, manage and monitor your next-best-actions across your inbound and outbound channels.
For more information, see "Understanding Next-Best-Action Designer basics" in the Pega Customer Decision Hub User Guide on the Pega Customer Decision Hub product page.
Perform the following tasks to configure the business hierarchy:
- Adding business issues and groups
Implement the structure of business issues and groups in your organization.
- Optional: Configuring Pega Customer Decision Hub for Financial Services to support the Pega Customer Relationship Management features
If you want to use Pega Customer Decision Hub for Financial Services with the Pega Customer Relationship Management suite, review the configuration of decisioning services, verify the top level SR class, and configure Pega Customer Decision Hub for Financial Services to use Pega Sales Automation for Financial Services cases.