Adding associated static data in the Customer Profile Designer
Associate static data, such as database tables, with profile contexts. For example, you can associate an investment portfolio table with the Account context. You can then use the data source to build engagement policies and as predictors in adaptive models.
- Add the data set that you created to profile data sources:
- In the navigation pane of the Pega Customer Decision Hub interaction portal, click .
- Click .
- In the Add data set window, select the data set, and then click Add.
- In the navigation pane of the Pega Customer Decision Hub portal, click .
- In the upper-right corner of the Profile Designer landing page, click Edit.
- Identify the context with which you want to associate the data set, for example, Account.
- In the lower-left corner of the context section, click Add associated
data, hover on Data set, and then select the data set
from the list.
Tip: A single data source can only be associated with a single profile context. You cannot associate the same data source with multiple contexts. The Add associated data option in Customer Profile Designer - If the data source has multiple keys, in the Data source key
list, select the data source key that maps to the context key.
Caution: The context key is the parent class key of the context entity, for example, CustomerID. For the mapping, select the same key from the associated data source keys. For example: If the context key is CustomerID, select CustomerID from the data source keys, as in the following figure: Data source and context key mapping The mapping creates the association rule and corresponding page or page-list property in the context entity.
- Click Add.
- Click Save.
Result: The data set is now associated with the context: Context and the associated data You can review the updated context in the Context Dictionary. To view the Context Dictionary, go to App Studio, and then in the navigation pane, click
. The data set that you associated with the context is now listed in that context's section:Newly associated data in the Context Dictionary
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