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Pega Customer Decision Hub for Financial Services roles

Suggest edit Updated on January 22, 2021

Pega Customer Decision Hub for Financial Services supports roles needed for corporate and field marketing operations. These roles include Analyst, Manager, Administrator, Field Marketer, Field Marketing Manager, and Collections Manager.

This matrix describes each of the roles provided with Pega Customer Decision Hub for Financial Services, their default portal, and key dashboard capabilities:

RoleDescriptionDefault portal
AnalystAnalysts create and manage marketing artifacts. They also configure, run, and monitor campaigns.Pega Customer Decision Hub
ManagerManagers manage teams of analysts. They can also review and approve campaigns. Case Manager
AdministratorAdministrators have access to system configuration features.Dev Studio
Collections ManagerManager for collections can design and update logic for promoting payment plans and treatments and correspondence for customers in arrears.Customer Decision Hub
NBAAFS DeveloperNBAAFS developer can implement and extend the Advisor desktop application to meet specific customer requirements. They can also integrate the Advisor panels into the customer service desktop.Dev Studio
NBAAFS AgentNBAAFS agent is typically a customer service, sales, or retention agent that interacts with customers over all assisted channels.NBAA
NBAAFS Application ManagerNBAAFS Application Managers can configure and manage the application from a business perspective. This includes defining the customer intents and categories, and actions available for agents.Dev Studio
1:1 Operations Manager Administrator1:1 Operations Manager Administrator extends and defines the 1:1 Operations Manager application.Dev Studio
1:1 Operations Manager Business User1:1 Operations Manager Business User creates and details out business-as-usual change requests1:1 Operations Manager
1:1 Operations Manager NBA Specialist1:1 Operations Manager NBA Specialist works to fulfill the business-as-usual change request based on the details provided1:1 Operations Manager
1:1 Operations Manager Team Lead1:1 Operations Team Lead approves, sizes, prioritizes, and resolves business-as-usual change requests.1:1 Operations Manager
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