Skip to main content

Configuring properties for use in engagement policies

Suggest edit
Updated on January 19, 2022

To make a property available for use in an engagement policy, define it as a Relevant Record for your primary context class, which by default is your Customer class. Engagement policies specify the conditions under which an action or group of actions is eligible for a customer.

Pega Customer Decision Hub
  1. Log in to your application as a user with the your application:CDHAdmins access group.
  2. Click ConfigureApplication> InventoryRelevant Records.
  3. Specify your customer class and click Add records.
  4. Add all properties which should be available for use as eligibility criteria.
  • Previous topic Configuring engagement policies for actions
  • Next topic Frequently asked questions about eligibility, applicability, and suitability policies
Did you find this content helpful? YesNo

Have a question? Get answers now.

Visit the Collaboration Center to ask questions, engage in discussions, share ideas, and help others.

We'd prefer it if you saw us at our best.

Pega.com is not optimized for Internet Explorer. For the optimal experience, please use:

Close Deprecation Notice
Contact us