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Optional: Implementing your Pega Customer Decision Hub for Financial Services application in a CRM configuration

Updated on March 29, 2021

Pega Customer Decision Hub for Financial Services is ready to be used with the Pega Customer Relationship Management suite of applications to share data and service cases across the Pega Customer Service for Financial Services, Pega Sales Automation for Financial Services, and Pega Customer Decision Hub for Financial Services applications.

Important: The Pega Customer Decision Hub for Financial Services application should be created on a separate database cluster and a separate node from the Pega Customer Service for Financial Services and Pega Sales Automation for Financial Services applications. The Pega Customer Decision Hub for Financial Services application is a back-end analytical application with a typically smaller number of active users compared to the operational Pega Customer Service for Financial Services and Pega Sales Automation for Financial Services applications. Keeping the operational and analytical clusters separate helps ensure easier maintenance and decreases upgrade complexity.What to do next:

Pega Customer Decision Hub for Financial Services ships with a number of reusable CRM-specific rules in the PegaMarketingFS-CRM ruleset. If you want to implement a unified solution with Pega Customer Relationship Management, add this ruleset into your implementation application to leverage these rules.

For more information, see Configuring the CRM solution and Marketing Artifacts on the Pega Customer Decision Hub for Financial Services product page.

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