Using the Pega Product Catalog for Communications for sales journeys

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Using the Pega Product Catalog for Communications for sales journeys

Description How to create the required product data in the Pega Product Catalog for Communications
Version as of 8.5
Application Pega Customer Service
Capability/Industry Area Communications and Media

Most Communications Service Providers (CSP) have an enterprise product catalog that stores sales, provisioning, and billing view of product data. Customer Relationship Management (CRM) systems require only the sales view of this product data for sales journeys. Pega CRM for Communications adds a Pega local product catalog layer that stores the sales related product data to efficiently handle load and improve performance. This topic describes how to load data from your enterprise product catalog to the Pega local product catalog.

Use case examples[edit]

When a CSP is ready to launch an offer or service, the product manager creates product data in enterprise product catalog. This data is used by different systems to sell, configure, provision, and bill products and services to the customer. It is important to replicate corresponding data in CRM, Provisioning, and Billing systems. Often, data is configured in CRM, Provisioning, and Billing Systems first, and then created in the enterprise product catalog.

Tele Management Forum (TMForum) shows how the Enterprise Product Catalog works with the Operations Support System and Business Support System (OSS/BSS) and local product catalogs of these OSS/BSS systems. The CRM local product catalog has sales related production entities, such as product offer, product hierarchy, offer eligibility, compatibility, pricing, discounts, images, terms and conditions, add-ons, and so on. The Enterprise product catalog and the local product catalog may store this data differently, therefore, a mapping is required.

Before you begin[edit]

Typically a product manager creates entities in the catalog using one of the following methods:

  • Manual entry
  • Bulk upload
  • Interfaces that call catalog APIs

Currently, the Pega local product catalog does not provide APIs to create or update the catalog data. You can either manually create or use the bulk upload tool to create entities in the Pega catalog. Pega will provide a TMForum Product Catalog Open API (TMF 620) in future to directly integrate with external catalogs.

Creating the required product data in the Pega local product catalog[edit]

Step 1: Identify the sales view[edit]

The Enterprise product catalog has a complete hierarchy that includes Product, Customer Facing Service, Resource Facing Service, and Resource, while the sales view requires product offer and product specification. It is important to identify the required information for the sales journey, and not bring the complete structure in the CRM local product catalog.

Step 2: Map entities between the Pega product catalog and the Enterprise product catalog[edit]

The Pega product catalog is based on the TMForum Information Framework standard. Any catalog that uses this industry standard should be easy to map. First, map the entities in the two catalogs, and then map the fields within those entities.

Step 3: Create entities[edit]

After you identify the data and corresponding mapping, the product manager can create the entities in Pega product catalog. Create entities from the bottom up, for example, first create the configuration properties that will be used, and then create product specifications using the configurations. Next, create pricing entities and catalogs to launch offers, and finally, create offers using the specifications and pricing that you created. For detailed instructions, see the Product Catalog User Guide, available on the Pega Foundation for Commmunications product page.

Note: You can also create entities by using the bulk upload tool. Create an input CSV file as defined in the bulk upload tool in the Pega product catalog. You can create this file manually, or by using scripts/tools from the enterprise product catalog. You can find the template and the instructions for creating this file by clicking bulk upload in the left pane, and then selecting the entity you want to upload.