Setting the context for your customer class
Use the Context Dictionary to review or update the default contexts, configure a different primary context, or add an additional customer context.
Pega Customer Decision Hub Implementation Guide
The Context Dictionary identifies the customer entities, the relationships between
these entities, and any associated data to be used by Pega Customer Decision Hub. By
default, the primary context is Customer, mapped to the <your
organization name>-Data-Customer class, and the prospect
context is Prospect, mapped to the <your
organization name>-Data-Customer-Prospect class. Additionally, the Account context is mapped to <your organization
name>-Data-Customer.
- In the App Studio navigation panel, click .
- Review the primary context.
- Click the Configure icon by the name of a context.
- Review the available properties.
- If you defined a new extended customer class, select it in the Class field.
- Review the associated data. If you defined additional associated data for your base customer class, click + Add associated data to enable it.
- Optional: To add a new customer context, click Add context and specify the
name, customer class, and optional exclusion list. If you defined additional associated
data for your new customer class, click + Add associated data to
enable it.You can use additional customer context to build segments and launch campaigns. Using multiple data contexts allows you to better target your customer engagement efforts at multiple levels.
- Optional: To set your new customer context as the primary Context, click Change
primary and select the context in the Select Primary
Context dialog box.
- Optional: Click the Configure icon by the name of the prospect context. If
you defined a new extended prospect class, select it in the Class
field.For more information about the prospect class, see Configuring the prospect class.
- Optional: Change the context storage in the Context storage section.By default, the data resides in a relational database supported by Pega Platform in the form of a database table. If you plan to use segmentation, all data must be synchronized between the decision datastore and relational tables.
- Click Save.
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