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Pega Customer Service data model - 8.2 and 8.3
This article provides a data dictionary for the Pega Customer Service application, describing the structure of the database as well as the relationships between its elements. The following tables are described in this article:
- Account
- Account Owner
- Account Role
- Account Statement
- Account Transaction
- Address Relations
- Contact
- Customer Address
- Organization
Account
Provides application access to customer account data, such as the account number, owner name, relationship value, account creation date, and other key data.
Pega Internal Name: PegaCA-Interface-Account
AccountBalance |
Label: Account balance |
AccountCloseDate |
Label: Account close date |
AccountNumber |
Label: Account Number |
AccountOpenDate |
Label: Account Open Date |
AccountOwner |
Label: Account Owner |
AccountTenure |
Label: Account tenure |
AccountType |
Label: Account Type |
Active |
Label: Active |
Address |
Label: Address |
AddressLine1 |
Label: Address line one |
AvailableBalance |
Label: Available Balance |
City |
Label: City |
Country |
Label: Country |
CountryCode |
Label: CountryCode |
CustomerValue |
Label: Customer Value |
|
Label: Email |
FirstName |
Label: First Name |
Language |
Label: Language |
LastName |
Label: Last Name |
MinimumDue |
Label: Minimum Due |
Phone |
Label: Phone |
PhoneNumber |
Label: Phone Number |
RoleDescription |
Label: Role Description |
RoleName |
Label: Role name |
SocialSecurityNumber |
Label: Social security number |
State |
Label: State |
StateCode |
Label: State Code |
ZipCode |
Label: Zip code |
Account Owner
Provides application access to account owner data, such as the primary contact ID used by the Customer Service application.
Pega Internal Name: PegaCA-Interface-AccountOwner
AccountCloseDate |
Label: Account close date |
AccountOpenDate |
Label: Account open date |
AccountOwner |
Label: AccountOwner |
AccountTenure |
Label: Account tenure |
AccountType |
Label: Account Type |
Active |
Label: Active |
AddressLine1 |
Label: Address line one |
AvailableBalance |
Label: Available balance |
BusinessPhone |
Label: Business Phone |
City |
Label: City |
Country |
Label: Country |
CountryCode |
Label: CountryCode |
CustomerValue |
Label: Customer Value |
|
Label: Email |
Fax |
Label: Fax Number |
FirstName |
Label: First name |
FullName |
Label: Full name |
Language |
Label: Language |
LastName |
Label: Last Name |
LastStatementDate |
Label: LastStatementDate |
Phone |
Label: Phone |
PhoneNumber |
Label: Phone Number |
RoleDescription |
Label: Role Description |
RoleName |
Label: Role name |
SocialSecurityNumber |
Label: Social security number |
State |
Label: State |
StateCode |
Label: State Code |
Status |
Label: Status |
ZipCode |
Label: Zip code |
Account Role
Provides application access to account role data that is used by the Customer Service application, such as role type, role name, and roleId.
Pega Internal Name: PegaCA-Interface-Roles
Active |
Label: Active |
AddressLine1 |
Label: Address line one |
City |
Label: City |
Country |
Label: Country |
CountryCode |
Label: CountryCode |
CustomerValue |
Label: Customer Value |
Description |
Label: Description |
|
Label: Email |
Language |
Label: Language |
PhoneNumber |
Label: Phone Number |
RoleDescription |
Label: Role Description |
RoleId |
Label: RoleId |
RoleName |
Label: Role name |
RoleType |
Label: RoleType |
SocialSecurityNumber |
Label: Social security number |
StateCode |
Label: State Code |
ZipCode |
Label: Zip code |
Account Statement
Provides application access to account statement data, such as account type, account open and close dates, statement ID, status, and other statement-related data.
Pega Internal Name: PegaCA-Interface-Statements
AccountCloseDate |
Label: Account close date |
AccountOpenDate |
Label: Account Open Date |
AccountTenure |
Label: Account tenure |
AccountType |
Label: Account Type |
AddressLine1 |
Label: Address line one |
BusinessPhone |
Label: Business Phone |
City |
Label: City |
Country |
Label: Country |
CountryCode |
Label: CountryCode |
CustomerValue |
Label: Customer Value |
|
Label: Email |
Fax |
Label: Fax Number |
FullName |
Label: Full name |
Language |
Label: Language |
Phone |
Label: Phone |
PhoneNumber |
Label: Phone Number |
RoleDescription |
Label: Role Description |
RoleName |
Label: Role name |
SocialSecurityNumber |
Label: Social security number |
State |
Label: State |
StateCode |
Label: State Code |
StatementId |
Label: Statement ID |
Status |
Label: Status |
ZipCode |
Label: Zip code |
Account Transaction
Provides application access to account transaction data, such as transaction description, transaction ID, transaction code, transaction post date, and other transaction-related data.
Pega Internal Name: PegaCA-Interface-Transactions
AccountCloseDate |
Label: Account close date |
AccountOpenDate |
Label: Account Open Date |
AccountTenure |
Label: Account tenure |
AddressLine1 |
Label: Address line one |
BusinessPhone |
Label: Business Phone |
City |
Label: City |
Country |
Label: Country |
CountryCode |
Label: CountryCode |
CustomerValue |
Label: Customer Value |
TransactionTypeDescription |
Label: Description for transaction type |
|
Label: Email |
Fax |
Label: Fax Number |
FullName |
Label: Full name |
Language |
Label: Language |
Phone |
Label: Phone |
PhoneNumber |
Label: Phone Number |
RoleDescription |
Label: Role Description |
RoleName |
Label: Role name |
SocialSecurityNumber |
Label: Social security number |
State |
Label: State |
StateCode |
Label: State Code |
Status |
Label: Status |
TransactionAmount |
Label: Transaction Amount |
TransactionDate |
Label: Transaction date |
TransactionDescription |
Label: Transaction description |
TransactionId |
Label: Transaction ID |
TransactionPostDate |
Label: Transaction post date |
TransactionType |
Label: Transaction type |
ZipCode |
Label: Zip code |
Address Relations
Provides application access to address relation data, such as address type, address details (city, state, province, country, postal code), and other address-related data.
Pega Internal Name: PegaCA-Interface-PartyAddress
AddressLine2 |
Label: Address line 2 |
AddressLine1 |
Label: Address line one |
AddressType |
Label: Address Type |
pyCity |
Label: City |
City |
Label: City |
Country |
Label: Country |
CountryCode |
Label: Country Code |
CustomerValue |
Label: Customer Value |
|
Label: Email |
IsPrimary |
Label: Is primary |
Language |
Label: Language |
PhoneNumber |
Label: Phone Number |
pyPostalCode |
Label: Postal Code |
Province |
Label: Province |
Region |
Label: Region |
RoleDescription |
Label: Role Description |
RoleName |
Label: Role name |
SocialSecurityNumber |
Label: Social security number |
pyState |
Label: State |
State |
Label: State |
StateCode |
Label: State Code |
pyStreet |
Label: Street |
ZipCode |
Label: Zip code |
Contact
Provides application access to contact data, such as name, phone numbers, email address, account roles, social ID’s, and other key data.
Pega Internal Name: PegaCA-Interface-Contact
Active |
Label: Active |
Addresses |
Label: Addresses |
AddressLine1 |
Label: Address line one |
AssistantEmail |
Label: Assistant email |
AssistantName |
Label: Assistant name |
AssistantPhone |
Label: Assistant phone |
BestTimeToCall |
Label: Best time to call |
ChildContacts |
Label: Child Contacts |
City |
Label: City |
CommPreferenceByEmail |
Label: Communication preference by Email |
CommPreferenceByFax |
Label: Communication preference by Fax |
CommPreferenceByMail |
Label: Communication preference by Mail |
CommPreferenceByPhone |
Label: Communication preference by Phone |
CompanyName |
Label: Company name |
ContactFullName |
Label: ContactFullName |
ContactId |
Label: Contact identifier |
ContactType |
Label: Contact type |
Country |
Label: Country |
CountryCode |
Label: CountryCode |
CustomerValue |
Label: Customer Value |
DateOfBirth |
Label: Date of birth |
DepartmentName |
Label: Department name |
|
Label: Email |
FacebookID |
Label: Facebook ID |
FacebookURL |
Label: Facebook URL |
Fax |
Label: Fax |
FirstName |
Label: First Name |
Gender |
Label: Gender |
HomeContactNumber |
Label: Home Contact Number |
JobTitle |
Label: Job title |
Language |
Label: Language |
LanguagePreference |
Label: Language preference |
LastName |
Label: Last Name |
LinkedinId |
Label: Linkedin identifier |
LinkedinURL |
Label: Linkedin URL |
MaritalStatus |
Label: Marital status |
MarketingByEmail |
Label: Marketing by email |
MarketingByMail |
Label: Marketing by mail |
MarketingByPhone |
Label: Marketing by phone |
MiddleName |
Label: Middle name |
MobilePhone |
Label: Mobile Phone |
NationalId |
Label: National identifier |
ParentContactId |
Label: Parent contact identifier |
PhoneNumber |
Label: Phone Number |
PrimaryEmail |
Label: PrimaryEmail |
PrimaryEmailType |
Label: Primary Email Type |
PrimaryPhoneNumber |
Label: Primary phone number |
PrimaryPhoneType |
Label: Primary Phone Type |
PriorityNote |
Label: Priority note |
RoleDescription |
Label: Role Description |
RoleName |
Label: Role name |
SecondaryEmail |
Label: SecondaryEmail |
SecondaryEmailType |
Label: Secondary Email Type |
SecondaryPhoneNumber |
Label: Secondary phone number |
SecondaryPhoneType |
Label: Secondary Phone Type |
SocialSecurityNumber |
Label: Social security number |
StateCode |
Label: State Code |
Suffix |
Label: Suffix |
TerritoryId |
Label: Territory ID |
TertiaryPhoneNumber |
Label: Tertiary Phone Number |
TertiaryPhoneType |
Label: Tertiary Phone Type |
TimeZone |
Label: TimeZone |
TwitterID |
Label: Twitter ID |
TwitterURL |
Label: Twitter URL |
ZipCode |
Label: Zip code |
Customer Address
Provides application access to customer address data, such as address details (address lines 1-5, city, state, province, country, postal code), and related contact info, such as contact ID, first and last name, and other customer address data.
Pega Internal Name: PegaCA-Interface-Address
Active |
Label: Active |
AddressId |
Label: Address Identifier |
Address1 |
Label: Address line 1 |
Address2 |
Label: Address line 2 |
Address3 |
Label: Address line 3 |
Address4 |
Label: Address line 4 |
Address5 |
Label: Address line 5 |
AddressType |
Label: Address Type |
pyCity |
Label: City |
City |
Label: City |
DomainId |
Label: Contact Id |
Country |
Label: Country |
CustomerValue |
Label: Customer Value |
DomainType |
Label: Domain type |
|
Label: Email |
FromDate |
Label: From date |
IsPrimary |
Label: Is primary |
Language |
Label: Language |
PostalCode |
Label: Postal code |
pyPostalCode |
Label: Postal Code |
Comments |
Label: Property for Comments |
RoleDescription |
Label: Role Description |
RoleName |
Label: Role name |
RoleType |
Label: RoleType |
SocialSecurityNumber |
Label: Social security number |
pyState |
Label: State |
State |
Label: State |
pyStreet |
Label: Street |
SubRegion |
Label: Sub region |
ToDate |
Label: To date |
ZipCode |
Label: Zip code |
Organization
Provides application access to business unit data, such as the related account owner, address, business unit ID, and other key data used by the Customer Service application.
Pega Internal Name: PegaCA-Interface-BusinessUnit
Active |
Label: Active |
Addresses |
Label: Addresses |
AddressLine1 |
Label: Address line one |
BusinessUnitId |
Label: Business Unit ID |
ChildOrganizations |
Label: Child Organizations |
City |
Label: City |
Contacts |
Label: Contacts |
Country |
Label: Country |
CountryCode |
Label: CountryCode |
CustomerLogo |
Label: Customer logo |
CustomerType |
Label: Customer Type |
CustomerValue |
Label: Customer Value |
Description |
Label: Description |
|
Label: Email |
EmployeeCount |
Label: EmployeeCount |
EndDate |
Label: End Date |
FacebookId |
Label: FacebookId |
FacebookURL |
Label: FacebookURL |
Fax |
Label: Fax number |
Industry |
Label: Industry |
IsParent |
Label: IsParent |
Language |
Label: Language |
LegalEntityType |
Label: Legal Entity Type |
LinkedinId |
Label: LinkedinId |
LinkedinURL |
Label: LinkedinURL |
OrganizationId |
Label: Organization ID |
OrganizationName |
Label: Organization name |
OrganizationType |
Label: Organization type |
BusinessUnitName |
Label: Organization unit name |
PhoneNumber |
Label: Phone Number |
PrimaryEmailId |
Label: Primary Email Id |
PrimaryPhoneNumber |
Label: Primary phone number |
Revenue |
Label: Revenue |
RoleDescription |
Label: Role Description |
RoleName |
Label: Role name |
SecondaryEmailId |
Label: Secondary Email Id |
SecondaryPhoneNumber |
Label: Secondary phone number |
SocialSecurityNumber |
Label: Social security number |
StartDate |
Label: Start Date |
StateCode |
Label: State Code |
TaxId |
Label: Tax Id |
TerritoryId |
Label: Territory ID |
TwitterId |
Label: TwitterId |
TwitterURL |
Label: TwitterURL |
Website |
Label: Website |
ZipCode |
Label: Zip code |