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Pega Customer Decision Hub for Financial Services hotfixes

Starting in release 8.5, Pega Customer Decision Hub™ combines the features that are available in previous versions of Pega Marketing™ and Pega Customer Decision Hub with new functionalities, as the main solution for one-to-one customer engagement.

Pega Customer Decision Hub for Communications and Pega Customer Decision Hub for Financial Services are the industry-specific versions of the application.

The following tables list hotfixes required for the application. To request a hotfix:

  1. Go to your account on My Support Portal.
  2. Click New Request > For something I need, and then select Service request > Existing hotfix.
  3. Fill out the case creation form, and then click Finish.

Import each type of hotfix in the listed order during the application installation or upgrade:

  • Apply Pega Customer Decision Hub or Pega Marketing hotfixes immediately after the Pega Customer Decision Hub or Pega Marketing installation or upgrade. For more information, see Required Pega Customer Decision Hub and Pega Marketing hotfixes.

  • Apply Pega Customer Decision Hub for Financial Services or Pega Marketing for Financial Services hotfixes just after you complete the application bundle import.

To see the required hotfixes for your version of the application, click the appropriate link:

To see hotfix installation details, see the readme that is included in the hotfix.

Pega Customer Decision Hub for Financial Services 8.5

There are currently no required hotfixes for the application.

Pega Marketing for Financial Services 8.4

Hotfix details Description
HFix-66515

Disabled the Allow direct invocation from the client or a service checkbox to avoid security vulnerability issues.

Install this hotfix if you have installed the PMFS Sample application, otherwise install only the HFix-67902 hotfix.
HFix-67902

Disabled the Allow direct invocation from the client or a service checkbox to avoid security vulnerability issues.

This hotfix applies to the base Pega Marketing for Financial Services application. For the PMFS Sample application, see HFix-66515.
HFix-61980 Fixes a rule resolution issue where the PegaMarketingFS-HealthCheck ruleset version 08-04 is missing after upgrading the Pega Marketing for Financial Services application.
HFix-63598 Enables creating a paid media strategy by using the strategy builder template.

Pega Marketing for Financial Services 8.3

Hotfix details Description
HFix- 59144 Fixes localization issues identified in the Spanish language pack.
HFix- 58066 Enables editing the ProductID in the Action rule.
HFix-58764 Fixes an issue with fetching the Contact ID by the CIF number (CIFNBR) in the CRM layer of the Pega Marketing for Financial Services application.

Pega Marketing for Financial Services 8.2

Hotfix details Description
HFix-68065

Disabled the Allow direct invocation from the client or a service checkbox to avoid security vulnerability issues.

Install this hotfix if you have installed the PMFS Sample application, otherwise install only the HFix-68036 hotfix.
HFix-68036

Disabled the Allow direct invocation from the client or a service checkbox to avoid security vulnerability issues.

This hotfix applies to the base Pega Marketing for Financial Services application. For the PMFS Sample application, see HFix-68065.
HFix-56036

Enables launching your marketing implementation application after creating it through the new application wizard or the silent application process.

This hotfix is critical for your implementation application to launch correctly. For more details, see "Known Issues" in the Pega Marketing for Financial Services 8.2 Release Notes.
HFix-52534

Removes an incorrect filter in Pega Marketing for Financial Services that prevents eligibility criteria from being visible in Next-Best-Action Designer and Offers. This is a critical hotfix if you are using Next-Best-Action Designer.

HFix-54645 Fixes a language localization issue by adding a Retail Banking description field value in the strategy builder template in Pega Marketing for Financial Services.
HFix-59317 Fixes an issue with fetching the Contact ID by the CIF number (CIFNBR) in the CRM layer of the Pega Marketing for Financial Services application.

Pega Marketing for Financial Services 8.1

Hotfix details Description
HFix-68064

Disabled the Allow direct invocation from the client or a service checkbox to avoid security vulnerability issues.

Install this hotfix if you have installed the PMFS Sample application, otherwise install only the HFix-68063 hotfix.
HFix-68063

Disabled the Allow direct invocation from the client or a service checkbox to avoid security vulnerability issues.

This hotfix applies to the base Pega Marketing for Financial Services application. For the PMFS Sample application, see HFix-68064.
HFix-57902

Fixes an issue with fetching the Contact ID by the CIF number (CIFNBR) in the CRM layer of the Pega Marketing for Financial Services application.

In 8.1, you need to always import and install this hotfix before any other hotfix.

Pega Marketing for Financial Services 7.4

Required Pega Marketing for Financial Services 7.4 hotfixes

Pega Platform Version Hotfix details Description
7.4 HFix-68078

Disabled the Allow direct invocation from the client or a service checkbox to avoid security vulnerability issues.

Install this hotfix if you have installed the PMFS Sample application, otherwise install only the HFix-68077 hotfix.
HFix-68077

Disabled the Allow direct invocation from the client or a service checkbox to avoid security vulnerability issues.

This hotfix applies to the base Pega Marketing for Financial Services application. For the PMFS Sample application, see HFix-68078.
HFix-44050 Fixes an issue with external class mapping.
HFix-46313

Resolves an error on accessing marketing services.

Pega Marketing for Financial Services 7.31

Required Pega Marketing for Financial Services 7.31 hotfixes

Pega Platform Version Hotfix details Description
7.3.1 HFix-45104 Fixes an issue where marketing offers are not to be stopped.
HFix-41788 Fixes an incorrect mapping in the loan accounts class.
HFix-40072 Import prospect list feature not working. This is for the Sample application only.
HFix-39975 Import prospect list feature not working.

Customer Relationship Management for Financial Services 7.22.1

Pega Platform Version Hotfix details Description
7.2.2

https://pdn.pega.com/customer-relationship-management-financial-services-hotfixes.

Use this link to see all the required hotfixes for Customer Relationship Management for Financial Services 7.22.1.

https://pdn.pega.com/pega-marketing-hotfixes Use this link to see all the required hotfixes for Pega Marketing 7.22.
HFix-34511

Changes are required to address the following issues:

  • Duplicate Offer and Real-time container rule names must be removed from Pega Marketing portal.
  • Field Marketing offers cannot be accepted from a microsite.
  • Interaction History is not captured when accepting an offer from a microsite.
  • The Product Catalog feature cannot access properties at the business group level.

Pega Marketing for Financial Services 7.22.1

Required Pega Marketing for Financial Services 7.22.1 hotfixes

Pega Platform Version Hotfix Number Observed Behavior
7.3

HFix-32769

Only required for upgrades from 7.21 to 7.22.
Pega Marketing for Financial Services requires a legacy rule withdrawn for the 7.22 release.
HFix-35381 Extending data flows that use the field CustomerAddress results in an error.
HFix-35575 Changes are required to address the following issues:
  • Configure offer screen, Issue and Group are not populating correctly in Import Products.
  • Select is displaying only Text type property.
  • Searching customer functionality is not working as expected.
7.2.2

HFix-34513

Changes are required to address the following issues:

  • Interaction History is not captured when accepting an offer from a microsite.
  • The Product Catalog feature cannot access properties at the business group level.
HFix-35380

Extending data flows that use the field CustomerAddress results in an error.

HFix-35934 Users are unable to test a newly-created Marketing offer with a seedlist.

 

Pega Marketing for Financial Services 7.22

Required Pega Marketing for Financial Services 7.22 hotfixes

Pega Platform Version Hotfix Number Observed Behavior
7.3

HFix-32769

Only required for upgrades from 7.21 to 7.22.
Pega Marketing for Financial Services requires a legacy rule withdrawn for the 7.22 release.
HFix-35381 Extending data flows that use the field CustomerAddress results in an error.
HFix-35575 Changes are required to address the following issues:
  • Configure offer screen, Issue and Group are not populating correctly in Import Products.
  • Select is displaying only Text type property.
  • Searching customer functionality is not working as expected.
7.2.2

HFix-32769

Only required for upgrades from 7.21 to 7.22.


Pega Marketing for Financial Services requires a legacy rule withdrawn for the 7.22 release.

HFix-35381 Extending data flows that use the field CustomerAddress results in an error.
HFix-35933 Users are unable to test a newly-created Marketing offer with a seedlist.

Pega Marketing for Financial Services 7.21

Required Pega Marketing for Financial Services 7.21 hotfixes

Pega Platform Version Hotfix Number Observed Behavior
7.2.2 HFix-35935 Users are unable to test a newly-created Marketing offer with a seedlist.
HFix-28466 Add support for 7.2.1 encrypted datasource password + JNDI.
HFix-28512 Non-CustomerID column issue with Segments on 7.2.1 (Postgres Database).
HFix-28520 Microsites do not function without prGateway.
7.2.1 HFix-28466 Add support for 7.2.1 encrypted datasource password + JNDI.
HFix-28512 Non-CustomerID column issue with Segments on 7.2.1 (Postgres Database).
HFix-28520 Microsites do not function without prGateway.

 

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