Adding clickstream data to a customer profile

1. Download the Customer Profile Designer Accelerator component here.

1. On the exercise system landing page, click Launch Pega Infinity^TM to log in to Dev Studio.
2. Log in as the system architect:
   1. In the User name field, enter SystemArchitect.
   2. In the Password field, enter rules.
3. In the header of Dev Studio, click Application > Definition to open the application rule.
   
4. In the Enabled components section of the application rule, click Manage components to open the Available components window.
   
5. In the Available components window, click Install new and select the downloaded .zip file from File Explorer to install the component.
   
6. Once the installation finishes and the Enabled check box is selected, click OK to dismiss the Available components window.
   
7. In the upper-right corner, Save the application rule.
8. In the navigation pane of Dev Studio, click App to open the Application Explorer.
9. In the Application Explorer, search for the Rule-Decision-CPD-DataSource class.
10. Click the Rule-Decision-CPD-DataSource class to list the summary instances.
    
11. Click the Clickstream instance and click Save as on the top right corner. In the Add to ruleset list, select CDH-Rules.
    
12. In the upper-right corner, click Create and open.
13. In the upper-right corner, select Check in, enter check-in comments, and click Check in.
14. In the Application Explorer, search for the Rule-Decision-CPD-Summary class.
    
15. Click the Rule-Decision-CPD-Summary class to list the summary instances.
    
16. Click the FSClickstream summary instance and click Save as on the top right corner.
    1. In the Add to ruleset list, select CDH-Rules.
    2. In the upper-right corner, click Create and open.
       Note: As a best practice, save the summary rules in this "*-Rules" ruleset.
       
    3. In the upper-right corner, select Check in, enter check-in comments, and click Check in.
    4. Close the newly created FSClickstream summary and return to summary instances shown in step 10.

17. Repeat step 16 to create the InsuranceClickstream and HealthcareClickstream summary rules in the CDH-Rules ruleset.

1. In the header of Dev Studio, click Launch portal > Customer Decision Hub.
   
2. In the navigation pane of Customer Decision Hub, click Data > Profile Data Sources.
   
3. On Summaries tab of Profile Data Sources, click the Financial services clickstream profile data source.
   
4. On the Summary: Financial services clickstream rule form, click Save so that Customer Decision Hub automatically generates underlying artifacts in the background (summary attributes, output class structures, dataflows).
   
   Caution: This process can take up to one minute.

5. On the Summary: Financial services clickstream page, click the Records tab to confirm that there are no records.
   
6. In the navigation pane of Customer Decision Hub, click Data > Profile Designer.
   
7. In the upper-right corner, click Edit.
8. Click Add associated data > Summary > Financial services clickstream to display the Add associated data dialog box.
   
9. In the Add associated data dialog box, click Add to add the data to the customer profile.
   
10. In the upper-right corner, click Save.
11. In the upper-right corner, click user icon, and then Log off.

1. Log in as the system architect:
   1. In the User name field, enter SystemArchitect.
   2. In the Password field, enter rules.
2. In the header of Dev Studio, search for Clickstream and then find the Service REST rule.
3. Click the Clickstream Service REST to open the rule properties.
   
4. In the upper-right corner, click Actions > Run.
   
5. In the Run window, configure the following settings:
   1. In the HTTP Method section, click POST.
   2. In the Message Buffer section, enter the following JSON payload:
      {
      "CustomerID":"14",
      "InterestedIn":"",
      "InterestLevel":"",
      "Event":"PageView",
      "PageType":"Card",
      "DeviceType":"Web",
      "PageViewActiveTime":"",
      "CookieID":""

}

• 1. Click Execute.

1. Confirm that you received a success response from the service with HTTP Status code 200.
   
2. In your browser, close the response tab.
3. In the header of Dev Studio, click Launch portal > Customer Decision Hub to open Customer Decision Hub.
4. In the navigation pane of Customer Decision Hub, click Data > Profile Designer.
5. On the Profile Designer page, click the Financial services clickstream profile data source.
6. At the top of the summary rule, click the Records tab to review the generated records.
   
7. Scroll to the right to confirm that the CardPageVisit attributes have values.
   

1. On the exercise landing page, in the upper-left corner, click App-Switcher > U+ Bank to open U+Bank website.
   
2. In the upper-right corner, click Log in > Sign in to log in as Troy.
   
3. Navigate to the Credit Cards page once or a few times to generate clickstream data.
   
4. In your browser, return to Customer Decision Hub.
5. In the header of Customer Decision Hub, click the clipboard icon and open Customer Profile Viewer.
   
6. In the Customer ID field enter 14 and click View.
   1. On the Customer Profile Viewer page, click the Behavioral data tab.
   2. In the Summaries and aggregates list, select Financial services clickstream.
      
7. Scroll down to confirm that Card Page visit counts have increased and that additional attributes now have values.
   Note: The attribute values are calculated in real-time from your actions on the U+ Bank website, so the values vary.
   

8. In the upper-right corner, click user icon, and then Log off from Customer Decision Hub.
9. In the lower-left corner, click user icon and then Log off from Dev Studio.