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Updating from Pega Customer Decision Hub for Financial Services

Suggest edit Updated on June 20, 2022

This content applies only to On-premises and Client-managed cloud environments

Since version 8.6, the Pega Customer Decision Hub for Financial Services application (earlier Pega Marketing for Financial Services) is merged with Pega Customer Decision Hub.

When Pega Customer Decision Hub is delivered as a service through Pega Cloud services, the update from Pega Customer Decision Hub for Financial Services 8.5 or earlier to Pega Customer Decision Hub 8.7 is performed by Pega. For on-premises and Client-managed cloud installations, you must install the Pega Customer Decision Hub for Financial Services legacy component in order to add the retired rules to the Pega Customer Decision Hub application. The legacy component ensures that the updated system can resolve these rules correctly.

Pega Customer Decision Hub Update Guide
Before you begin:
  1. Download the Pega Customer Decision Hub for Financial Services from Pega Marketplace.
  2. Log in to your implementation application with administrator credentials.
  3. In Dev Studio, install the Pega Customer Decision Hub for Financial Services legacy component:
    1. Click ConfigureApplicationDistributionImport.
    2. Select the Pega Customer Decision Hub for Financial Services legacy component from your local system by clicking Choose file.
    3. Select the option to update data instances in the package to the new ruleset version.
    4. When the import is complete, click Done.
  • Previous topic Updating from Pega Customer Decision Hub for Communications
  • Next topic Completing recommended post-update steps
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