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Integrating data after running the Integration wizard

Updated on July 7, 2021

The data integration scenario presents how to integrate contact details with the .FirstName property. To integrate more contact details, you must insert these properties in a few places to make the integration run successfully. You can run the Data integration wizard once, so to add any properties after that, you must perform some manual steps. To have a better understanding of what can be mapped, review the application areas that are populated with data from D_Contact_Details, as well as what is available by default in the D_Contact_Details data page.

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Application areas populated by the D_Contact_Details data page

The example integration scenario describes how to populate contact details with just the .FirstName property from an external SOR. The D_Contact_Details data page populates data into many Pega Customer Service application areas. Review the list below to see what other properties you can map by using the D_Contact_Details data page.

Note: Depending on the scenario, the data page returns different properties, for example, a consumer application returns different properties than a business application.

Customer verification page
Start a new phone call to see contact-related information on the Customer Verification page.
A sample customer verification page with contact-related properties
Customer Verification page with marked contact-related properties
360 composite page
After verifying the contact, see contact-related information on the 360 composite page.
Note: On this page, you can also see accounts-related properties.
A sample 360 composite page with contact-related properties
360 composite page with marked contact-related properties
Service cases related to contacts
To see a comprehensive list of, for example, contact-related information on the service case page, click Add task and then select Update contact profile service case.
A sample Update contact profile service case page with contact-related properties
An Update contact profile service case page with marked contact-related properties

Reviewing the D_Contact_Details properties to decide what to map

As part of the example integration scenario, you mapped the .FirstName property. Review the D_Contact_Details to see what other properties you can map.

Note: Depending on the scenario, the data page returns different properties, for example, a consumer application returns different properties than a business application . Run the data page, look at the properties in the sample application, and then look at the data on the Clipboard to get a comprehensive view of the properties. The Clipboard view is the preferred way to see the list of properties, but if you want to understand where data is used, review each app area, for example, customer verification, or the360 composite page.
  1. To see a comprehensive view of the D_Contact_Details data page so that you can decide what to map, perform any of the following steps:
    ChoicesActions
    Use the class view in Dev Studio
    1. In the navigation pane of Dev Studio, search for the PegaCA-Interface-Contact class.
      The D_Contact_Details class uses the PegaCA-Interface-Contact as the object type. By reviewing this class, you can see the super set of available properties.
    2. Expand Data ModelProperty.
    3. Review the list of properties.
    Use the Clipboard view in the Interaction Portal of the demo app
    1. Switch to a demo app by clicking in the Dev Studio header, Application: Your application nameSwitch application.
    2. In the header of Dev Studio, click Launch portalInteraction Portal.
    3. In the application header, run a new interaction by clicking NewPhone call.
    4. Search for and open a contact, for example Rebecca Biggs.
    5. Verify the customer, and then run the Update contact profile service case.
    6. In the Interaction Portal, in the upper-right corner, click Your operator nameClipboard.
    7. Search for and open the D_Contact_Details data page.
    8. Review the list of properties.
    Use the Live UI in the Interaction Portal
    1. In the header of Dev Studio, click Launch portalInteraction Portal.
    2. Click NewPhone Call.
    3. In the footer of the Interaction Portal, click Toggle runtime toolbarToggle Live UI.
    4. Select any item in the UI to see where each property comes from.
    Properties in the default contacts class in Dev Studio
    A PegaCA class with properties view
    An example data integration result on the Clipboard screen
    A clipboard view of the D_Contact_Details data page with marked contact details
    An example verification using Live UI
    A service case page with Live UI turned on

Mapping additional properties

Use the mapping structure you created for the .FirstName property as a basis for mapping additional properties.

  1. Open your data page and add more properties to it.
    1. Open your data page.
    2. On the Parameters tab, enter names and descriptions for your new properties.
    3. Click Save.
  2. Optional: To test your service in the browser, add the property and its value to the URL after the version, for example "/contacts?/ContactId=your ContactId value, and then check whether the response reflects the property.
  3. Optional: To determine what you want to map from the service response, update the connector XML parse rule.
    Note: In most scenarios, this step is done for you by the Integration wizard, but if you made updates, for example, by updating your interface, you must also update the XML parse rule.
    1. Open your connector.
    2. On the Methods tab, open the Response tab.
    3. In the Message data section, open the Map to key XML parse rule by clicking Open the selected XML parse rule.
    4. Click Allow tree editing?, and then Add Element.
    5. Add all new properties the same way that you added the .FirstName property.
    6. Click Save.
  4. Update the GetContact_Up response data transform to determine what you want to map back to the data page mapping rule.
    1. Open your data page.
    2. In the Data Sources section, open the Response Data Transform data transform.
      In your scenario, the name of the response data transform might be different. This example scenario uses the GetContact_Up data transform.
    3. Add all new properties the same way that you added the .FirstName property.
    4. Click Save.

Verifying integration with multiple properties

After you have set all the properties, verify your integration. It is recommended to verify that the data page returns correct values, and then verify that the application UI uses the integrated data.

    Verify that your data page returns correct values

  1. Log into your application.
  2. In the header of Dev Studio, search for and open your integration data page.
  3. On the data page, click ActionsRun.
    1. In the Value field, enter the values for your parameters.
    2. Click Run.
    3. Review the results.
      Result: If the data integration succeeded, the system displays all your attributes. If there is no data displayed, switch to the Tracer tool to investigate the issue. For more information, see Verifying a scenario-based integration.

    4. Verify that your application UI uses the integrated properties

  4. In the header of Dev Studio, click Launch portalInteraction Portal.
  5. In the application header, run a new interaction by clicking NewPhone call.
  6. Verify the contact and run the Update contact profile case.
  7. Review the application pages to see if the fields are populated with your integrated data.
  8. In the Interaction Portal, in the upper-right corner, click Your operator nameClipboard.
  9. Search for and open your data page.
  10. Verify that all the properties you integrated return set values.
    An example Clipboard view with integrated data
    An example Clipboard page with populated properties

Tags

Pega Customer Service 8.7 Pega Customer Service for Communications 8.7 Pega Customer Service for Financial Services 8.7 Pega Customer Service for Healthcare 8.7 Pega Customer Service for Insurance 8.7

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