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Configuring properties for use in engagement policies and proposition filters


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o make a property or When rule available for use in an engagement policy or proposition filter, define it as a Relevant Record for your primary context class, which by default is your Customer class.

  1. Log in to your application as a user with the your application:CDHAdmins access group.

  2. Click Configure Application Inventory Relevant Records .

  3. Specify your customer class and click Add records.

  4. Add all properties which should be available for use as eligibility criteria.

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