Importing customer data from a CSV

2 Tasks

10 mins

Pega Customer Decision Hub 8.8

Pega Customer Decision Hub '24.1 Pega Customer Decision Hub '23

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Beginner Pega Customer Decision Hub 8.8 Next Best Action Decision Management Data Management Data Model English Show more

Scenario

U+ Bank wants to improve the experience of its customers with predictive and adaptive analytical models that drive personalized decisions. Following the Pega-recommended approach, the project team performed the data mapping workshop and mapped their existing data model to the financial services customer analytical data model. The data integration between the U+ Bank data warehouse and Pega Customer Decision Hub™ is not yet in place.

The business stakeholders used the Financial Services data model to prepare a sample CSV file that has customer data that is similar to what you see in a production environment.

As the decisioning architect, your role is to import the customer data into Customer Decision Hub.

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

Role	User name	Password
Decisioning Architect	DecisioningArchitect	rules

Your assignment consists of the following tasks:

Task 1: Download the CSV file

Download the Customer Data file, and then extract CustomerData.csv to a local drive on your computer.

Task 2: Import the CSV file

As the decisioning architect, import the CustomerData.csv to the Customer Profile Designer in the Customer Decision Hub.

 

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

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

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Challenge Walkthrough

Detailed Tasks

1 Download the CSV file

1. Download the Customer Data file, and then extract CustomerData.csv to a local drive on your computer.

2 Import the CSV file

1. On the exercise system landing page, click Pega CRM suite to log in to Customer Decision Hub.
2. Log in as the decisioning architect:
   1. In the User name field, enter DecisioningArchitect.
   2. In the Password field, enter rules.
3. In the navigation pane of Customer Decision Hub, click Data > Profile Designer.
4. On the Profile Designer landing page, in the Customer(Primary) section, click Customer to open the data source.
   
5. On the Data Set: Customer landing page, click the Records tab.
6. On the Records tab, in the upper-right corner, click the Import button to import the CustomerData.csv file.
   
7. In the Upload file (1 of 4) window, configure the file:
   1. Click Choose File, and then select the CustomerData.csv file.
   2. In the Purpose list, ensure that the default selection is Add or update, and then click Next.
      
8. In the Map fields (2 of 4) window, confirm the following settings:
   1. In the Template list, confirm that the default selection is None.
   2. In the Match existing records by field, confirm that the default selection is CustomerID.
   3. In the Update type list, confirm that the default selection is Always update, and then click Next.
      
9. In the Import options (3 of 4) window, click Start validation to validate the customer data records.
   
10. In the Validate and review (4 of 4) window, click Continue Import to begin the import process.
    
11. In the Import Progress window, click Finish to finalize the import process.
    
12. On the Data Set: Customer page, confirm that the six customer records 14,15,16,17,18,19 from the CSV file imported successfully to the data set.
    

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Available in the following mission:

• Preparation for 1:1 Customer Engagement Implementation v2