Pega Customer Decision Hub for Financial Services Implementation Guide
Dynamically manage cross-channel conversations (from action design to fulfillment), drive revenue, and expand customer lifetime value by implementing Pega Customer Decision Hub for Financial Services.
Pega Customer Decision Hub for Financial Services is a comprehensive customer engagement automation solution that delivers inbound action management and outbound marketing campaigns on a single platform. Pega Customer Decision Hub for Financial Services uses a unique combination of predictive and adaptive analytics, real-time decisioning, and business process management to meet your business needs.
- Purpose of this guide
A project team that implements a Pega application can use this implementation guide to enable and extend application features to meet client business requirements. You must complete the product installation before starting the implementation procedures.
- Prerequisites
Before you start your Pega Customer Decision Hub for Financial Services implementation, ensure that you understand the following information.
- 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.
- Application stack of Pega Customer Decision Hub for Financial Services
An application stack is a set of applications based on Pega Platform that together create a software solution for your business.
- Creating your Pega Customer Decision Hub for Financial Services (CDHFS) application
Create your application and extend it to meet your organization's needs by using the New Application wizard.
- Creating operator accounts
Create operator accounts for users of your implementation application, and then assign them to the predefined user groups.
- Updating the Manager field for your organization units
The New Application wizard creates the organization structure for your application. For each organization unit the wizard creates, specify the manager operator.
- Configuring Microsite settings
If you have installed the MS.war file on a different machine than the one on which you have deployed Pega Customer Decision Hub for Financial Services, you need to modify the index.html file.
- Optional: Implementing your Pega Customer Decision Hub for Financial Services application in a CRM configuration
Pega Customer Decision Hub for Financial Services is ready to be used with the 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.
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