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Customizing the loading of B2B account member data

Updated on September 12, 2020

Pega Retail Advisor uses B2B account member information that is stored in the Pega Customer Service for Financial Services Contact class. The base Contact class is PegaData-Contact, and you can use it to create a custom Contact class, if your implementation requires customization, for example, if you need the class to use additional properties.

  1. In the Dev Studio header search text field, enter PegaData-Contact, and then select the class from the results.
  2. Save the class under the base Contact class in your implementation ruleset with the required name.
    For example: PegaData-Contact-MyCo
  3. Save the following rules in your Contact class, and update them to reference this class.
    This is a data page. For more information, see Data Page rules - Completing the Create, Save As, or Specialization form.
    This is a data page.
    This is a property.
    This is an activity. For more information, see Activities - Completing the New or Save As form.
    This is a report definition. For more information, see Report Definitions - Creating the Create, Save As, or Specialization form.

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