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Creating a new entity

5 Tasks

15 mins

Visible to all users
Intermediate Pega Customer Decision Hub 8.8 Data Management Data Model Next Best Action Decision Management English

Scenario

U+ Bank wants to improve the experience of its customers with personalized decisions that are driven by customer-centric engagement policies and predictive models. After an initial data mapping exercise, U+ Bank confirms that the Pega financial data model is a great match.

The project team sets up the implementation application of Pega Customer Decision Hub™ by using the setup wizard.

As a decisioning architect, your role is to review the data model that the wizard sets up and perform a gap analysis by leading a data mapping workshop with the stakeholders.

As the output of the gap analysis, the project team identified the need to make the following extension to the customer entity:

  • A new Offline Scores entity and properties to hold U+ Banks offline model scores. This new entity has a one-to-one relationship with the customer class that the U+ Bank data science team maintains.

As the decisioning architect, first, capture the requirements into the Pega Financial Services xCAR data model and work with the system architects to extend the data model in Customer Decision Hub. Then, extend the customer profile with the newly defined entity.

Use the following credentials to log in to the exercise system:

Role User name Password
System architect SystemArchitect rules
Decisioning architect DecisioningArchitect rules

Your assignment consists of the following tasks:

Task 1: Download the data model documentation

As a decisioning architect, download the Financial Services Customer Analytical Data Model documentation from Pega Marketplace.

Task 2: Review and extend the data model documentation

As a decisioning architect, review the downloaded data model and capture the following requirements to the Pega Financial Services xCAR data model XLSX file. Update the documentation and add a new OfflineScores entity and the following properties:

Attribute Description Update frequency Type Notes

CustomerID

Unique Customer identifier that is mapped to the CustomerID in the customer class.

Updated monthly

Text

The column name is CustID

ChurnScore

A churn score model that the U+ Bank data science team prepared. Indicates the churn score of the customer, a number between 0-100.

Updated monthly

Integer

 

CardScore

An offline score that represents the interest of the customer to credit card products (0 to 1).

Updated monthly

Decimal

 

MortgageScore

An offline score that represents the interest of the customer to mortgage products (0 to 1).

Updated monthly

Decimal

 

InsuranceScore

An offline score that represents the interest of the customer to insurance products (0 to 1).

Updated monthly

Decimal

 
Caution: For the purposes of the exercise, this task is added to raise awareness. There is no integration between the XLSX file and the Pega data model. The changes made in the XLSX file are for documentation purposes and help you understand the existing data model.

Task 3: Add and map a new data class

As a system architect, create a new data class: UBank-CDH-Data-OfflineScores. Associate the new class with the OfflineScores database table and create the documented properties.

Note: In a real-life scenario, the database team typically creates the database. For the purposes of this exercise, the OfflineScores table already exists in the database for you.

Task 4: Create a new data set

As a decisioning architect, create a new OfflineScores data set to access the OfflineScores table.

Task 5: Add OfflineScores data source to allow list

As a decisioning architect, extend the customer data model with the newly defined offline model scores by using Customer Profile Designer.

 

You must initiate your own Pega instance to complete this Challenge.

Initialization may take up to 5 minutes so please be patient.

Challenge Walkthrough

Detailed Tasks

1 Download the data model documentation

  1. In your browser, go to Pega Marketplace.
  2. In the search field, enter Financial Services Customer Analytical Data Model, then click the search icon.
  3. On the results page, click Financial Services Customer Analytical Data Model.
    PegaMarketplace
  4. On the Financial Services Customer Analytical Data Model page, in the Resources section, click Data model documentation to download the latest Pega Financial Services xCAR data model documentation file.
    CustomerAnalyticalDataModel
  5. Open the downloaded XLSX file to review the contents.

2 Review and extend the data model documentation

Caution: For the purposes of the exercise, this task is added to raise awareness. There is no integration between the XLSX file and the Pega data model. The changes made in the XLSX file are for documentation purposes and help you understand the existing data model.
  1. In the XLSX file, on the Data Objects tab, add the new entity and class definition.
    D
  2. In the XLSX file, on the Data Model tab, add the new properties and their details.
    The data model tab of the excel file
  3. In the XLSX file, on the Technical Details tab, add the new properties and their technical details.
    The technical details tab of the excel file

3 Add and map a new data class

  1. On the exercise system landing page, click Pega CRM suite to log in to Customer Decision Hub.
  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 Configure > Data Model > Classes & Properties > Database Class Mappings to create a new database table class mapping.
    N
  4. On the Database Class Mappings tab, click New External Database Table Class Mapping to begin configuring the new mapping.
    Click the New External Database Table Class Mapping
  5. In the Database Table Class Mapping configuration window, in the Step 1 : Specify database table section, configure the following settings:
    1. In the Database name field, enter or select ExternalMKTData.
      DBName
      Note: A database rule defines the connection settings of Pega to a specific database. The ExternalMKTData database rule is configured as a precondition to the Customer Decision Hub installation. In this exercise environment, all customer tables reside in the externalmktdata database schema and are accessed through the ExternalMKTData database rule.
    2. In the Table name field, enter or select offlinescores.
      TableName
  1. In the Database Table Class Mapping configuration window, in the Step 2 : Specify ruleset class section, configure the following settings:
    1. In the Ruleset Name field, enter or select CDH-Rules.
    2. In the Class Name field, enter UBank-CDH-Data-OfflineScores.
      S
  2. In the Database Table Class Mapping configuration window, in the Step 3: Map database table columns to properties in the ruleset class section, configure the following settings:
    1. In the Property name column, enter the following property names:
      • CustomerID
      • ChurnScore
      • CardScore
      • MortgageScore
      • InsuranceScore
        P
    2. Click Submit to create the UBank-CDH-Data-OfflineScores class.
      Tip: This configuration creates a new class, UBank-CDH-Data-OfflineScores, new properties with the given names and types,
      and maps the database columns to the new properties.
  1. In the navigation pane of Dev Studio, click App to open the App Explorer.
    1. In the search field, enter UBank-CDH-Data-OfflineScores.
      S
    2. Right-click the UBank-CDH-Data-OfflineScores class, and then select Definition to open the class definition.
      L
    3. Click the External Mapping tab to confirm the property mapping.
      C
  2. Click the General tab to test your connection and mappings:
    1. In the Test connection section, click Test connection to confirm that there are no issues regarding the GoPaperless mapping.
      T
    2. Close the confirmation window.
    3. In the upper-right corner, click Save.

4 Create a new data set

  1. In the header of Dev Studio, click Create > Data Model > Data Set to create a new data set.
    Creating a new data set from create menu
  2. On the Create Data Set tab, create a new data set:
    1. In the Label field, enter Offline Scores.
    2. In the Type list, confirm that Database Table is selected.
    3. In the Apply to field, enter or select UBank-CDH-Data-OfflineScores.
    4. In the Add to ruleset list, select CDH-Rules.
    5. In the upper-right corner, click Create and open to open the data set.
      Data set configuration for the OfflineScores data set
    6. In the upper-right corner, click Save.
  3. In the lower-left corner, click the SA icon, and then select Log off to log out of Dev Studio.

5 Add OfflineScores data source to allow list

  1. Log in as the decisioning architect:
    1. In the User name field, enter DecisioningArchitect.
    2. In the Password field, enter rules.
  2. In the navigation pane of Customer Decision Hub, click Data > Profile Data Sources.
  3. On the Profile Data Sources landing page, click Add > Data set to display the Add data set dialog box.
    Adding a new Data set in Profile Data Sources
  4. Configure the data set:
    1. In the Data set list, select Offline Scores.
    2. Click Add to include the data set in the allow list.
      SelectOfflineScoresDataset
  5. In the navigation pane of Customer Decision Hub, click Data > Profile Designer to access the customer profile.
    Select the Profile Designer in the navigation
  6. In the upper-right corner, click Edit to modify the customer profile.
  7. In the Customer (Primary) section, click Add associated data > Data set > Offline Score to associate the data set with the customer.
    Add association for the offline scores data set
  8. Click Add to define the mapping of Offline Scores to the primary context (Customer).
    The mapping automatically creates a single page property (Offline Scores) in the customer class and an association rule for the join condition between the customer and offline score entities.
    ConfirmMapping
  9. In the upper-right corner, click Save to complete the data association.
    Tip: Saving regenerates the data flows that populate the customer data in the clipboard.
  1. In the navigation pane of Customer Decision Hub, click Data > Data Flows.
  2. On the Data Flows landing page, double-click the CustomerData data flow.
    Launcing the Customer Data data flow
  3. Confirm that the CustomerData data flow now contains the Offline Scores data set.
    Verify updated CustomerData data flow


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