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Integration to Pega Customer Decision Hub for Pega Collections

Suggest edit Updated on September 10, 2021
Note: Starting in version 8.5, Pega Customer Decision Hub™ is Pega's main solution for one-to-one customer engagement, combining the features available in previous versions of Pega Marketing™ and Pega Customer Decision Hub with many new features. Pega Marketing is no longer available as a separate product.

Pega Customer Decision Hub is implemented through the Pega Customer Decision Hub™ for Financial Services application. This ensures that only one customer engagement authority exists for multiple use cases, as shown in the following diagram:

Pega Customer Decision Hub implementation overview

Connecting Pega Customer Decision Hub with Pega Collections

Connect the Pega Customer Decision Hub application with the Pega Collections application:

  1. Update the ConnectCRMURL dynamic system setting within Pega Customer Decision Hub for Financial Services to the endpoint URL of the Pega Customer Service for Financial Services, or the Collections instance that you are connecting to.
  2. Update the ConnectMKTURL dynamic system setting to define the endpoint URL for the services to connect from the Pega Customer Service for Financial Services or the Collections application to the Pega Customer Decision Hub for Financial Services application.
  3. In Pega Customer Service for Financial Services, configure the endpoint URL of the Pega Customer Decision Hub for Financial Services instance by updating the Customer Decision Hub configuration landing page:
    1. To access the landing page, click Designer Studio > Customer Service > Customer Experience > Customer Decision Hub configuration.
    2. On the Customer Decision Hub configuration landing page, ensure that the NBA Enabled field is set to true and that the Advisor Server is set to the Pega Customer Decision Hub for Financial Services endpoint URL.
      To change these fields, click the blue label for each field. 

If you still have connection issues, see Troubleshooting integration between Pega Customer Decision Hub for Financial Services and Collections.

Tags

Pega Collections 7.1 - 8.4 Pega Marketing for Financial Services 7.1 - 8.4 Pega Customer Service for Financial Services 7.1 - 8.6 Pega Customer Decision Hub for Financial Services 8.5
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