Mismatch in context dictionary when trying to import Retail Banking template in NBA Advisor

General
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1

Hi team

I have installed CDH (as part of Pega Marketing) and trying to import the Retail Banking template in the NBA Designer. I am getting the following error:

" Incompatible template.

This template’s primary context class (PegaCDH-Data-FS-Customer) doesn’t match the primary context class (PegaMKT-Data-Customer) specified in the Context Dictionary."

Can you please help with a solution t resolve this. I tried changing the primary context in the Context Dictionary but that is not working.

Thanks

2

@SwekshaT Please refer to the “Note” mentioned on the Retail Banking template page that you must use the Financial Services Customer Analytical data model and configure the Context Dictionary with it to apply Engagement Policies in the retail banking template.

If you do not want to apply the engagement policies then you cab uncheck the check box on Engagement Policy during the template import.