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Customer Profile Designer accelerator component

Suggest edit Updated on May 6, 2021

The Customer Profile Designer accelerator component is publicly available for download on Pega Marketplace. This component is meant to be used for industry-specific Pega Customer Decision Hub customers in the financial services, healthcare, or insurance industries. It serves as an accelerator to speed up MLP implementation, and as an example for building additional Customer Profile Designer summaries.

Pega Customer Decision Hub

The component is designed to capture web clickstreams from various sources. Use the clickstream data set as the source for generic clickstream data. You can create a custom data flow or data set if that does not work for you. If you are intaking Celebrus data, see Celebrus integration component.

Summaries included in the component

The Customer Profile Designer component ships with the following Summaries:

  • FSClicksteam – for aggregating clickstreams on financial services-based web pages
  • HealthcareClickstream - for aggregating clickstreams on healthcare-based web pages
  • InsuranceClickstream - for aggregating clickstreams on insurance-based web pages

The summaries use the following values:

Event-type values

Value nameUsed in financial services?Used in healthcare?Used in insurance?
PageView
Access

PageType-type values

Value nameUsed in financial services?Used in healthcare?Used in insurance?
CardNot availableNot available
Churn
DepositNot availableNot available
Help
Home
InvestmentNot availableNot available
LoanNot availableNot available
MortgageNot availableNot available
BranchLocatorNot availableNot available
BenefitsNot availableNot available
AutoInsuranceNot availableNot available
LifeInsuranceNot availableNot available
HomeownersInsuranceNot availableNot available

DeviceType-type values

Value nameUsed in financial services?Used in healthcare?Used in insurance?
Mobile
PC
ConsoleNot availableNot availableNot available

JSON values

Note: To see an example JSON for the service, open the ClickStream data set and click View example.

The service takes accepts a JSON value for the following fields:

CookieID
Cookie identification of the visitor on the webpage.
VisitorCookieID
Same as CookieID. Specific to certain third-party integrations, otherwise leave this field blank.
VisitorIdentification
Unique ID that identifies the visitor. Specific to certain third-party integrations, otherwise leave this field blank.
Event
Type of event that occurred.
EventType
Type of event that occurred. Specific to certain third-party integrations, otherwise leave this field blank.
EventTimestamp
The timestamp when the event occurred. By default, the shipped summaries aggregate on system time rather than on EventTimestamp. This is to avoid values of EventTimestamp that are not accepted by Pega, and because minor differences between when the system gets the event and the EventTimestamp do not affect how these values are used for decisioning.
PageType
The type of the page that the visitor visited.
PageViewActiveTime
The time in seconds the visitor spent on the page.
PageLocation
The actual URL of the page. This value is not used for aggregation.
DeviceType
The type of device the visitor used to access the page.
  • Next topic Installing and configuring the Customer Profile Designer component
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