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Using accelerators to configure the customer class

Suggest edit Updated on September 21, 2021

Pega Customer Decision Hub requires a customer class to support the loading of customer data. For organizations in the telecommunications, financial services, healthcare, or insurance industries, the recommended way to implement a customer class is through the use of Pega-provided data model (xCAR) accelerators.

Accelerators help organizations go live with their applications in a shorter time and provide guidance on best-in-class Pega practices.

The following data model accelerators are available for Pega Customer Decision Hub implementations:

Communications Customer Analytical Data Model
The communications customer analytical data model in the form of an extended Customer Analytics Record (xCAR) is a multilevel, structured record of the customer data in a format that is optimized for performance, real-time analytics, and one-to-one marketing. The xCAR provides a basis for faster, more accurate business decisions and for more attractive offers that are better tailored to the customers' needs.
Financial Services Customer Analytical Data Model
This component holds the data model for financial services in the form of an extended Customer Analytics Record (xCAR) that includes data entities and attributes to support banking use cases.
Healthcare Customer Analytical Data Model
This component holds the healthcare customer analytical data model (xCAR) that includes data entities and attributes to support healthcare use cases.
Insurance Customer Analytical Data Model
This component holds the insurance customer analytical data model (xCAR) that includes data entities and attributes to support insurance use cases.
  1. Go to Pega Marketplace and download the data model for your industry.
  2. Install the component by doing the following steps:
    1. In the header of Dev Studio, click ConfigureApplicationDistributionImport.
    2. On the Import Wizard tab, click Choose File, and then select the file that contains your xCAR data model.
      For example, the healthcare xCAR data model file is PegaCDHxCARforHC.zip.
    3. After the file has been successfully imported, in the header of Dev Studio, click the name of your implementation application, and then click Definition.
    4. Click Manage Components.
    5. In the pop-up window, select the xCAR data model component that you imported.
    6. Select Enable, and then click OK.
    7. On the application form for your implementation application, click Save.
    8. In the header of Dev Studio, click ConfigureApplicationStructureRuleset Stack.
    9. Verify that the ruleset corresponding to the imported file is above PegaMarketing_FW:8 in your application stack.
  3. Save the shipped customer class into your implementation ruleset by using the Save as option.
  4. Open the customer class that you saved into your implementation ruleset.
  5. In the Class inheritance section, select the Find by name first (Pattern) check box, and then as the parent class, enter the shipped customer class.
  6. Create the database table rule that maps the class to the customer table.
    Note: To help ensure future compatibility, save the shipped database table into your own implementation ruleset, and then map the class to the new database table.
  7. For any associated data or additional contexts, save the page list properties that are used to link your data together into your implementation ruleset, and then update the page definition of your implementation class.
  8. Define a new association rule to associate your classes.
    Note: If you are adding associated data, you do not need to manually create the association rule. It will be done automatically for you when you add your associated data in Customer Profile Designer, as long as the property that you are associating on is the key of the class.
  9. Update the context dictionary based on your new classes, page list properties, and static or stream data associations.
  10. If you want to add additional properties, do the following steps:
    1. Add the property to the new implementation class.
    2. Expose the relevant column in the customer table.
    3. Update the External mappings tab of your class definition.
    4. Add the property to relevant records and categories as needed.
For example:

The following video demonstrates how to use the xCAR data model component to configure the customer class while implementing your Pega Customer Decision Hub application:

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