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Adding support for Federated Case Management case types

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If your Pega Customer Service for Insurance application uses out-of-the-box Federated Case Management case types, configure your application to pass the web mashup channel ID. The channel ID is required to avoid URL tampering and to load web mashup in a secure way.

These procedures describe how to set up web mashup channel in Pega Customer Service for Insurance and pass this channel ID in requests from Pega Underwriting for Insurance to Pega Customer Service for Insurance.

Configuring the channel for create a new case

Configure the channel ID for the Create a new case action.

  1. Open the Pega Underwriting for Insurance application (for example, PegaInsurePACLVerify) in Dev Studio.

  2. Click Application menu Channel and interfaces Web mashup .

  3. In the New Web mashup interface, enter the following fields:

    • Name - Enter the case name, for example, Create Commercial GL Submission.

    • Action - Select Create a new case.

    • Case type -Select the case type that you want to create, for example, Start Commercial GL submission.

    • Allow passing dynamic parameters - Switch the toggle button to true.

  4. Click Generate mashup code.

  5. In the pop up window that opens, copy the data-pega-channelID value from the Mashup code and paste it to a location where you can access it later.

  6. Click Save.

Configuring the channel for open a case

Configure the channel ID for the Open a case by handle action.

  1. Open the Pega Underwriting for Insurance application (for example, PegaInsurePACLVerify) in Dev Studio.

  2. Click Application menuChannel and interfacesWeb mashup.

  3. In the New Web mashup interface, enter the following fields:

    • Name - Enter the case name, for example, Create Commercial GL Submission.

    • Action - Select Open a case by handle.

    • Param key – Enter the unique key property for the case, for example, pzInsKey.
    • Case type -Select the case type that you want to create, for example, Start Commercial GL submission.

    • Allow passing dynamic parameters - Switch the toggle button to true.

  4. Click Generate mashup code.

  5. In the pop up window that opens, copy the data-pega-channelID value from the Mashup code and paste it to a location where you can access it later.

  6. Click Save.

Configuring Pega Underwriting for Insurance to pass the channel ID

Configure Pega Underwriting for Insurance to pass the channel ID in requests to Pega Customer Service for Insurance.

  1. Search for and open the pySetFCMMashupChannelMeta data transform present in Work-class.

  2. Click Save as, and then select Apply to and select the client class, for example, PegaInsCRM-Work-Submission-Commercial.

  3. Click Create and open.

  4. Set the pyChannelIDCreateNewWork property value to the data-pega-channelID value that you copied for the Create a case action.

  5. Set the pyChannelIDOpenWorkByHandle property value to the data-pega-channelID value that you copied for the Open a case by handle action.

  6. Complete the Web mashup channel setup for all products that you want to integrate with Pega Underwriting for Insurance.

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