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Upgrading from Pega Customer Decision Hub for Financial Services

In version 8.6, the Pega Customer Decision Hub for Financial Services application (earlier Pega Marketing for Financial Services) is merged with Pega Customer Decision Hub. To upgrade from an earlier version of Pega Customer Decision Hub for Financial Services to Pega Customer Decision Hub, in your application definition, you need to replace the financial services application with the Pega Customer Decision Hub application.

Your system might contain rules that are built on rules that are specific to the retired financial services application. During the upgrade, you must add the Pega Customer Decision Hub for Financial Services legacy component in order to add the retired rules to the Pega Customer Decision Hub application. The legacy component ensures that the upgraded system can resolve these rules correctly.

  1. Log in to your implementation application with administrator credentials.

  2. On the application tab, in the Built on applications section, remove PegaMarketingFS, and then add PegaMarketing_FW with version 8.

  3. If your implementation application is deployed on premises or on third-party cloud, import the Rules\PegaCDH_FS_Upgrade_0806.zip file from the distribution media.

  4. In the Enabled components section, add the Pega Customer Decision Hub for Financial Services legacy component:

    1. Click Manage components, and then click Install new.

    2. Select the Pega Customer Decision Hub for Financial Services legacy component from your local system.

    3. Select Enabled for the new component, and then click OK.

  5. On the application tab, click Save.

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