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Adding an association with a customer ID

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Use the Call instruction with the Data-Decision-IH-Association.pySaveAssociation activity to associate IDs that are generated by external interactions through different channels and devices with a known customer ID.

  1. Create an instance of the Activity rule in the Dev Studio navigation panel by clicking Records Technical Activity .

  2. In the activity steps, enter the Call Data-Decision-IH-Association.pySaveAssociation method.

  3. Click the arrow to the left of the Method field to expand the method and specify its parameters:

    • Subject ID that represents the customer ID.

    • Association ID that represents the ID that was captured in anonymous interactions.

      Anonymous interactions can be customers' visits to a website without logging into it. Such interactions are tracked by cookie files that help to identify each customer when they log in with their known IDs (Subject IDs).

    • Association strength - A numeric value that can be used to establish the weight, match confidence, or relevance of the association for filtering purposes. In strategies, you can implement association strength-based filtering by adding Filter components to define logic that applies to the input data passed by Interaction history or Proposition components.

  4. Click Save.

This method creates two records: one record where the subject ID is determined by the SubjectID parameter and the associated ID determined by the AssociatedID parameter, and a second record where the subject ID is determined by the AssociatedID parameter and the associated ID determined by the SubjectID parameter. The same association strength value is applied to both records.

  • Deleting an association between interactions and customer IDs

    Interactions generate IDs that need to be associated through different channels and devices with a known customer ID. When you no longer need such associations, use the Call instruction with the Data-Decision-IH-Association.pyDeleteAssociation activity to remove the two association records.

  • Calling another activity
  • Keystores

    A keystore is a file that contains keys and certificates that you use for encryption, authentication, and serving content over HTTPS. In Pega Platform, you create a keystore data instance that points to a keystore file.

  • Decision Management methods

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