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
   For more information, see Class rules - Completing the New or Save As form.
3. Save the following rules in your Contact class, and update them to reference this class.

   D_B2BMembersForSelection

   This is a data page. For more information, see Data Page rules - Completing the Create, Save As, or Specialization form.

   D_BusinessUnitMembers

   This is a data page.

   BusinessUnitRoles

   This is a property.

   LoadMemberList

   This is an activity. For more information, see Activities - Completing the New or Save As form.

   MemberDetails

   This is a report definition. For more information, see Report Definitions - Creating the Create, Save As, or Specialization form.

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