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Manage customer records in Customer Profile Designer (8.6)

Updated on May 11, 2021

The new Customer Profile Designer module of Pega Customer Decision Hub™ makes it possible for marketing analysts and strategy designers to define the associated data for each customer context directly in the Pega Customer Decision Hub portal. It is also possible to define more complex associated data structures that use a custom data flow, or define associated data of different types, such as RDBMS and Cassandra, for the same customer context.

Pega Customer Decision Hub supports associating the customer class with other entities. For example, each customer record can have associated purchase data information. After creating the customer contexts in the Context Dictionary, you can create and configure any associated entities.

To define the data records, first select the data sources for the record. The intuitive Profile Designer interface guides you through the process of selecting the data set or data flow that you want to use as a data source. If the data source contains event data, you can create an aggregated summary of the data directly in the Summaries tab of Customer Profile Designer.

"Customer Profile Designer prompts the user to create a summary for event data"
Customer Profile Designer prompts the user to create a summary for event data

After you define a data source, you can associate it with any customer context that you defined in the Context Dictionary. The associated data extends your customer record for that context and can be used to load your customer data for use in Pega Customer Decision Hub.

"Associating a data source with a customer context"
Associating a data source with a customer context
If you upgrade from an earlier version of Pega Customer Decision Hub, Customer Profile Designer automatically recognizes any associated data that you already defined for your customer entities.

Customer Profile Designer is available in Pega Customer Decision Hub version 8.6 as an early preview version. The functionality will be further expanded in future releases.

For more information, see Adding stream data aggregates in the Customer Profile Designer.

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