Implementation approaches for Pega Customer Decision Hub for Financial Services
Learn about differences between the following implementation approaches of Pega Customer Decision Hub for Financial Services.
Choose the best solution for your business needs by comparing the following examples:
- Recommended solution for software version 8.5 and later:Implementing your solution with Pega Customer Decision Hub and the Financial Services components.
- Only when you want to integrate with other existing offerings, for example, Pega Collections, see Implementing your solution with Pega Customer Decision Hub for Financial Services application, and then continue with the tasks from this implementation guide.
Implementing your solution with Pega Customer Decision Hub and the Financial Services components
Build your industry-specific application on top of Pega Customer Decision Hub to reduce complexity by maintaining and upgrading a smaller application stack.
The following figure shows an example of an implementation for the financial services industry that is built on Pega Customer Decision Hub and based on a flexible data deployment model. In this scenario:
- Your implementation application inherits features directly from the Pega Customer Decision Hub application.
Regardless of your application version, you can download the latest data model, for example the Financial Services Customer Analytical Data Model, from Pega Marketplace.
For more information, go to Pega Marketplace.
You can either create your own Next-Best-Action Designer business structure or download a template from Pega Marketplace, for example, the Next-Best-Action Designer Template for Retail Banking.
The Next-Best-Action Designer Template is a preconfigured model of a business structure that you can import to start implementing quickly.
For more information, go to Pega Next-Best-Action Designer Template for Retail Banking.
For more information on the Pega Customer Decision Hub for Financial Services data model, see the Pega Financial Services for 1:1 Customer Engagement Data Model Guide on the Pega Customer Decision Hub for Financial Services product page.
Implementing your solution with Pega Customer Decision Hub for Financial Services application
Build your application on top of Pega Customer Decision Hub for Financial Services only when you want to integrate with other existing offerings and to use their features, for example:
- Pega Collections for Financial Services. For more information, go to the Pega Collections product page.
- Pega Customer Service for Financial Services. For more information, go to the Pega Customer Service for Financial Services product page.
- Pega Sales Automation for Financial Services. For more information, go to thePega Sales Automation for Financial Services product page.
- Pega Client Lifecycle Management for Financial Services. For more information, go to the Pega Client Lifecycle Management for Financial Services product page.
The following figure shows an example of a Pega Customer Decision Hub for Financial Services implementation, in which:
- Your implementation application inherits features directly from the Pega Customer Decision Hub for Financial Services application.
- You can either create your own Next-Best-Action Designer business structure or download the Next-Best-Action Designer Template for Retail Banking from Pega Marketplace.
For more information, see Application stack of Pega Customer Decision Hub for Financial Services.
To continue, see Creating your Pega Customer Decision Hub for Financial Services (CDHFS) application.
Summary
Both implementation approaches adhere to the release cycle of Pega Customer Decision Hub for Financial Services. However, only the first approach is recommended. By implementing your solution with Pega Customer Decision Hub for Financial Services components, you can benefit from their latest versions whenever you need. You can also access any changes to the data model that you might require through Pega Marketplace.
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