Case searches

Onboarding activities can result in the creation of large volumes of work that are commonly carried out by multiple groups within the organization. It is important to quickly and easily find this work.

In addition to the following default search parameters, you can implement Onboarding for Financial Services to use additional search parameters:

  • Name
  • Short name
  • Phone number
  • Email address
  • LEI
  • Case ID
  • Address Line 1

In addition to the available filter fields, the results list has been enhanced to include the customer name for easier identification. Cases can involve a high number of sub-cases. You can exclude sub-cases from the search results.

for more details about how to extend search properties, see the Implementation Guide on the Pega Client Lifecycle Management for Financial Services page.

Implementation details

The following rules are used to implement the case search:

Rule type

Rule name

Rule set

Description

Report Definition

work- pyWorkSearch

PegaCLMFS

Retrieves the properties for a case search.

Section

work- pyShowResultsInNewWindow

PegaCLMFS

Shows all of the case search results in a new window.

Section

work- pyWorkSearchResults

PegaCLMFS

Takes the parameters from the D_pyWorkSearchPreferences data page and loads the search results.

Section

work- pyWorkSearchFilters

PegaCLMFS

Contains the search filter UI that is used in pyFindWorkGadget.

Section

Data-Portal pyShowMyCases7

PegaCLMFS

Shows My Cases and work creation.

Flow Action

@baseclass pyWorkSearch

Pega-EndUserUI

Contains the sections that show all of the case search results.

Data Page

D_pyWorkSearch

Pega-EndUserUI

Reusable search data page that is used in the new search gadget pyFindWorkGadget.

Data page

D_pyWorkSearchPreferences

Pega-EndUserUI

Contains the search defaults that are used in the new search gadget pyFindWorkGadget.

Section

@baseclass pyFindWorkGadget

Pega-EndUserUI

Provides a search gadget that can search for work and cases across the different work pools of your application.

Data transform

work- pySetSearchDefaults

Pega-EndUserUI

The data transform loads the search defaults for the new search gadget pyFindWorkGadget. Change the search defaults by modifying them here.

Activity

work- pySearchWrapper

PegaCLMFS

This activity is the load activity of the data page D_pyWorkSearch. It gets search results for work, pulse, and tags for a given string based on the parameters that are passed to the data page.

Custom Search Properties

work- pySearch

Pega-ProcessCommander

Use this custom search property rule to configure custom properties in the search results.

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