Linking products to offers
Pega Customer Decision Hub for Financial Services integrates to the product catalog that Product Designer for Financial Services provides. Products are imported to the Pega Customer Decision Hub for Financial Services application as offer rules. To ensure that a traceable link is present between products and the offers, configure your decision data rules.
The integration with Product Designer for Financial Service serves to expedite the marketing process between the time a product is created or changed in a product catalog and when it becomes marketable. For more information about Product Designer for Financial Services, see the Pega Foundation for Financial Services product page.
For more information about importing products from Product Designer for Financial Services, see the Importing Products and Bundles from Product Designer for Financial Services tech note on the key Pega Customer Decision Hub for Financial Services product page.
- Launch the Pega Customer Decision Hub portal.
- Click the Configuration icon and then .
- From the Versioned proposition data column, open any decision data rule.
- Click Check out.
- On the Form tab, click Add field.
- Add the ProductID field.This property is already present in your top level SR class.
- Click Save and then Check in.
- Repeat steps 3 through 7 for the remaining decision data rules.Make sure these steps are performed for all decision data records, including any records that you create in the future, if you add a new business issue or a group.
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