Follow these steps to update either the Pega-provided implementation application Pega Customer Decision Hub for Financial Services, or your implementation application built on the Pega Customer Decision Hub for Financial Services foundation.

1. Ensure the implementation application is built on the application PegaMarketing_FS:8.
2. On the Cases & data tab, add a reference to the new subscription microsite if it does not already exist.
   
   
3. Delete or withdraw any versions of the following data flows that are in your implementation ruleset:
   • DF_ProcessResponse
   • DF_VolumeConstraint
   • DF_Prospect_VolumeConstraint
   • DF_DirectDB
4. Update the referenced application for the access group PegaNBAM:Agents.
   1. In Dev Studio, click ConfigureApplicationStructureAccess Groups and Users.
   2. Find and open the access group PegaNBAM:Agents.
   3. In the Application section of the Definition tab, verify that the application in the Name field is your implementation application.
   4. If needed, update the application version in the Version field.
   5. On the Advanced tab, in the Design time configuration section, verify that the default destination ruleset references the Artifact ruleset and version that contains your artifacts.
5. Review the other access groups for your application. For each access group:
   1. In the Application section of the Definition tab, verify that the application in the Name field is your implementation application.
   2. If needed, update the application version in the Version field.
   3. On the Advanced tab, in the Design time configuration section, verify that the default destination ruleset references the Artifact ruleset and version that contains your artifacts.
      The standard access groups for Pega Customer Decision Hub for Financial Services are:

      • PegaCDHFS:CDHAdmins
      • PegaCDHFS:CDHAnalysts
      • PegaCDHFS:CDHManagers
      • PegaCDHFS:CollectionsManagers
      • PegaCDHFS:ExternalServices
      • PegaCDHFS:HealthCheck
      • PegaCDHFS:Microsites
      • PegaCDHFS:ProductMarketers
      • PegaCDHFS:Unauthenticated
6. Review the rules in your application, including withdrawn rules.
   See "Upgrading from prior versions" in the Pega Customer Decision Hub for Financial Services 8.5 Release Notes on the Pega Customer Decision Hub for Financial Services product page.