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Setting the context for your custom accounts class

Updated on October 19, 2020

Use the Context Dictionary to review or update the default contexts, configure accounts as an additional context.

The Context Dictionary identifies the customer entities, the relationships between these entities, and any associated data to be used by Pega Customer Decision Hub for Financial Services. The accounts context should be added as a secondary context and be mapped to the <your organization name>-Data-Customer-Accounts class.
  1. In the navigation pane of App Studio, click SettingsContext Dictionary.
  2. In the Generated artifacts in field, set the ruleset to the artifacts ruleset of your application:
    1. Click the Edit icon.
    2. Type in the artifacts ruleset of your application: ApplicationName-Artifacts
    3. Fill in the version number field.
    4. Click Apply.
  3. To add an accounts context, click Add context.
  4. In the configuration panel, specify the name (singular and plural), accounts class, and, optionally, the exclusion list with your accounts class details.
    If you defined additional associated data for your new accounts class, to enable Add associated data, click it.
  5. To associate the customer context with the accounts context, in the Customer context section:
    1. Click the Configure icon next to the name of the customer context.
    2. In the Associated data section of the configuration panel, click Add associated data.
  6. In the new Associated data section:
    1. Select Customer as the parent.
    2. Select a page list property created in the custom-customer class and defined in the custom-accounts class.
    3. Select your account association.
  7. Click Save.
Result: The accounts context is visible under the customer context.
What to do next: Load and sync your accounts data into the table mapped to the accounts class through a batch ETL job or by creating data flows. For more information, see the Application Data Model Guide on the Pega Customer Decision Hub for Financial Services product page.
  • Previous topic Creating the custom accounts class
  • Next topic Adopting multilevel decisioning in Pega Customer Decision Hub for Financial Services

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