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Customer Profile Designer accelerator component

The Customer Profile Designer accelerator component is publicly available for download on Pega Marketplace. This component is meant to be used for industry-specific Pega Customer Decision Hub customers in the financial services, healthcare, or insurance industries. It serves as an accelerator to speed up MLP implementation, and as an example for building additional Customer Profile Designer summaries.

The component is designed to capture web clickstreams from various sources. Use the data set as the source for generic clickstream data. Change the summary rules source to the Celebrus data flow if integrating with Celebrus.

Summaries included in the component

The Customer Profile Designer component ships with the following Summaries:

  • FSClicksteam – for aggregating clickstreams on financial services-based web pages
  • HealthcareClickstream - for aggregating clickstreams on healthcare-based web pages
  • InsuranceClickstream - for aggregating clickstreams on insurance-based web pages

The summaries use the following values:

Event-type values

Value name Used in financial services? Used in healthcare? Used in insurance?
PageView
Access
Intent

PageType-type values

Value name Used in financial services? Used in healthcare? Used in insurance?
Card
Churn
Deposit
Help
Home
Investment
Loan
Mortgage
BranchLocator
Benefits
AutoInsurance
LifeInsurance
HomeownersInsurance

DeviceType-type values

Value name Used in financial services? Used in healthcare? Used in insurance?
Mobile
PC
Console

InterestedIn/SignalName-type values

Value name Used in financial services? Used in healthcare? Used in insurance?
BranchBanking
CreditCard
Deposit
Investment
Loan
MobileBanking
Mortgage
AdultHealth
ChildHealth
COVID19
DoctorAppointment
HealthInsurance
HealthyLiving
InfantHealth
PatientServices
Pregnancy
SeniorHealth
SignsAndSymptoms

JSON values

To see an example JSON for the service, open the ClickStream data set and click View example.

The service takes accepts a JSON value for the following fields:

CookieID
Cookie identification of the visitor on the webpage.
VisitorCookieID
Same as CookieID. Specific to Celebrus.
VisitorIdentification
Unique ID that identifies the visitor. Specific to Celebrus.
Event
Type of event that occurred.
EventTimestamp
The timestamp when the event occurred. By default, the shipped summaries aggregate on system time rather than on EventTimestamp. This is to avoid values of EventTimestamp that are not accepted by Pega, and because minor differences between when the system gets the event and the EventTimestamp do not affect how these values are used for decisioning.
PageType
The type of the page that the visitor visited.
PageViewActiveTime
The time in seconds the visitor spent on the page.
PageLocation
The actual URL of the page. This value is not used for aggregation.
DeviceType
The type of device the visitor used to access the page.
InterestedIn
Indicates what the visitor is interested in. This is based on the page type that is visited or the interaction the visitor has on the page.
InterestLevel
Numerical value that indicates how much interest the visitor has in this area of InterestedIn. This is not calculated by Pega Customer Decision Hub, so it is expected to be calculated outside of Pega Customer Decision Hub.
SignalName
Same as InterestedIn. Specific to Celebrus.
SignalStrength
Same as InterestedLevel. Specific to Celebrus.
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