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Preparing for the implementation

Updated on September 12, 2020

To prepare the implementation environment and to create your application, complete the following preparation tasks:

  • Creating your Pega Retail Advisor () application

    Create your application and extend it to meet your organization's needs by using the New Application wizard.

  • Creating operator accounts

    Create operator accounts for users of your implementation application, and then assign them to the predefined user groups.

  • Configuring the Pega Customer Decision Hub endpoint

    Because Pega Retail Advisor depends on a Pega Customer Decision Hub instance that runs next-best-action and decision strategies, you need to configure the connection between Pega Retail Advisor and Pega Customer Decision Hub.

  • Customer sample data

    Pega Retail Advisor includes sample data to support the Pega-provided demonstration application. Pega recommends that you load Pega-provided sample data so that implementation efforts are more meaningful.

  • Previous topic Pega Retail Advisor implementation prerequisites
  • Next topic Creating your Pega Retail Advisor () application

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