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Rita Narciso (RitaN733)

RitaN733 Member since 2017 3 posts
Posted: June 21, 2018
Last activity: August 2, 2018

Pega Marketing - Data Mart Model

Hi there,

I am now using a data model to support my marketing campaigns (using other tool) and I’m trying to understand if I can reproduce my model in Pega.

I have 6 entities through which I can make contacts: Client, Account, Service, E-mail, Lead and Prospect. The first three include different information but they have a connection between them and we can consider that they represent 3 levels. The Client table only have the customer basic information, the Account table only have the account information, but is connected to the first one through the CustomerID, and the Service table only have service related information, and is connected to the Account table through the AccountID. The other 3 entities (E-mail, Lead and Prospect) are completely independent.

In the Pega context, I understand that I can extend the customer class (which I assume that could be my Client) and associate other entities to it, so I assume that those entities could be my Account and Service. My problem here is that I need to know which one of these entities was the contact target (I mean, for example, if my intent was to contact the service or the client directly, regardless of the contact channel). Is there a simple way to extract this information for reporting purposes?

I also understand that Pega includes the Prospect context, so this wouldn’t be a problem. Although I wasn’t able to understand how could I include my E-mail and Lead entities in the Pega context. Is it possible to add more data mart entities to the Pega Marketing context rather than Customer and Prospect?

Thank you in advance,

***Edited by Moderator Marissa to update platform capability tags***

Decision Management
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