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Configuring the data ingestion process

Updated on May 30, 2022

This content applies only to Pega Cloud environments

Ensure that the customer data in your Pega Customer Decision Hub application is always current. Propagate the changes in your customer data from an external system to Pega Customer Decision Hub through a process known as data ingestion, or import.

The following process shows the configuration of the manifest file and the rules for loading customer data from CSV files onto a Pega Cloud SFTP server into the Account, Subscriber, and Product Holding classes. Use this example to understand which types of rules you need in order to configure your system for data ingestion and plan your own configuration.

Rule typeRule nameRuleset
Data setUPlusImportAccountUPlusCDH-Rules:01-01-01
Data setUPlusImportSubscriptionUPlusCDH-Rules:01-01-01
Data setUPlusImportHoldingUPlusCDH-Rules:01-01-01
Data flowUPlusImportAccountUPlusCDH-Rules:01-01-01
Data flowUPlusImportSubscriptionUPlusCDH-Rules:01-01-01
Data flowUPlusImportHoldingUPlusCDH-Rules:01-01-01
Case typeIngestionUPlusCDH-Rules:01-01-01
Decision tableUPlusIngestionProcessTypeUPlusCDH-Rules:01-01-01
Parse XMLUPlusManifestParserUPlusCDH-Rules:01-01-01
Service packageUPlusIngestionFileProcessingUPlusCDH-Rules
Service fileUPlusProcessManifestFileUPlusCDH-Rules:01-01-01
File listenerUPlusAccountFileListenerUPlusCDH-Rules
File listenerUPlusSubscriptionFileListenerUPlusCDH-Rules
File listenerUPlusHoldingFileListenerUPlusCDH-Rules
What to do next: Configure the data ingestion process in your system by performing the following tasks:
  1. Creating a manifest file to ingest customer data
  2. Configuring a repository to ingest customer data
  3. Creating data sets to ingest customer data
  4. Creating data flows to ingest customer data
  5. Creating a case type to ingest customer data
  6. Creating properties to ingest customer data
  7. Creating a decision table to ingest customer data
  8. Creating an activity to ingest customer data
  9. Creating a Parse XML rule to ingest customer data
  10. Creating a service package to ingest customer data
  11. Creating a service file to ingest customer data
  12. Creating file listeners to ingest customer data
  13. Starting file listeners to ingest customer data

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