Question
Tech Mahindra
AU
Last activity: 22 Mar 2018 11:53 EDT
Significance of Linked Products and Import Offers in Pega Marketing for Financial Services
Dear Team,
We intend to create an application built on Pega Marketing FS 7.31 but we see two work object classes called Linked Products and Import offers inside which form part of the Case class structure when we kick off the application using new application wizard.
I was not able to find much information in documentation as well as pdn for the functions of the two covered work object classes.
Can anyone please share any documentation or explain the functionality for those two entities so that it is easy for us to understand.
Thanks and Regards,
Subhajit
Pegasystems Inc.
US
Hello Subhajit,
You will find the information about the Product Catalog functionality in Pega Marketing for Financial Services on this PDN document. https://pdn.pega.com/documents/importing-products-and-bundles-product-designer-financial-services
Unless you are planning to use the Product Designer for Financial Services module in your system then you do not need to worry about these classes. Product Designer is a shared catalog used by the Financial Services application to share product data. It is primarily used by our onboarding application, but also reused by Sales Automation FS and Customer Service FS.
Please let me know if you have additional questions.
Tech Mahindra
AU
Thanks Mario.
Does that mean that the "Linked Products" and "Import Offers" work object classes are required for the product designer of the product designer for FSIF and reused by Pega MArketing FS?
Please correct me if I am wrong.
Regards,
Subhajit
Pegasystems Inc.
US
LinkedProducts and ImportOffers are classes owned by Pega Marketing for Financial Services to pull data from Product Designer for Financial Services. These classes are not required to use Product Designer for Financial Services and will not affect its standalone usage. Also, they do not need to be extended in your application and this option in the New Application wizard will be removed in the 7.4 release.