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Generating a flattened structure for plan and product data

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You can generate a standard flattened structure for plans and products in Pega Product Composer for Healthcare. You use this flattened structure in downstream data, such as claims adjudication or as input to a System for Electronic Rate and Form Filing (SERFF) file. This means that there are instances of each benefit for every plan or product and a dedicated benefit for each variation.

Typically, developers use these tasks to generate a flattened structure for an individual plan, multiple plans, or all the plans in the system. You can also generate a flattened structure for either one product or all products in the system. For example, a system administrator might use this process if auto-flattening is not configured.

Pega Product Composer for Healthcare provides activity rules to generate the flattened structure of the Pega Product Composer for Healthcare objects.

Based on whether you are generating a flattened plan or product structure, you need to find the plan ID or the product name before you can generate a flattened structure. Complete the steps in the following task.
  1. Log in to Pega Product Composer for Healthcare by entering your product developer credentials.

  2. Based on whether you are flattening a plan or a product, perform the appropriate steps in the following table to obtain information that you need to generate the flattened structure:

    To flatten a plan
    1. In the left navigation panel of your workspace, click the Plans tab.
    2. On the Plans page, search for a plan by entering data in the search fields and then clicking Search.
    3. Select a plan and click the arrow to expand it.
    4. In the Work ID column, note the plan number that is associated with the plan for which you are generating a flattened object structure, for example, PLAN-2001. You need this information in a later step.
    5. Log out.
    6. Follow the steps Generate the flattened structure for a plan in this section.
    To flatten a product
    1. In the left navigation panel of your workspace, click the Products tab.
    2. On the Products page, search for a product by entering data in the search fields and then clicking Search.
    3. Select a product and click the arrow to expand it.
    4. In the Name column, note the name of the product, for example, PRD1.You need this information in a later step.
    5. Log out.
    6. Follow the steps in Generate the flattened structure for a product in this section.

Generate the flattened structure for a plan

You can generate a flattened structure for one or multiple plans, or for all the plans in the system.

Ensure that you follow the steps in "Before you begin in" Generating a flattened structure for plan and product data in this section.
  1. Log in to Dev Studio by entering your Pega Product Composer for Healthcare administrator credentials.

  2. Based on the plan results that you want, perform the steps in the following table:

    To flatten one plan
    1. In the header of Dev Studio, enter and search for CreateFlattenedStructure.
    2. Click the activity rule.
    3. Click Actions Run .
    4. In the ContractID field, enter a plan work ID, for example, PLAN-1.
    5. Click Run.
    6. Follow the remaining steps in the task.
    To flatten multiple plans
    1. In the header of Dev Studio, enter and search for PCSFlattenedPlanWrapper.
    2. Click the activity rule.
    3. Click Actions Run .
    4. In the ContractID field, enter plan work IDs, separated by commas, but with no spaces, for example, PLAN-3001,PLAN-3002,PLAN0-3003.
    5. Click Run.
    6. Follow the remaining steps in the task.
    To flatten all plans in the system
    1. In the header of Dev Studio, enter and search for PCSFlattenAllPlansAfterDeleting.
    2. Click the activity rule.
    3. Click Actions Run .

      There are no parameters to set.

    4. Click Run.
    5. Follow the remaining steps in the task.
    The plan is flattened into instances (records) of the following classes:
    • PegaHC-Data-Plan (Benefit plan)
    • PegaHC-Data-Benefit-Definition (Benefit definition)
    • PegaHC-Data-Benefit-Coverage (Benefit coverage)
    • PegaHC-Data-BenefitSummary(Benefit summary)
    • PegaHC-Data-BenefitCategory (Benefit category)
    • PegaHC-Data-PlanBenefitCategoryAssociation (Association between plan and benefit category)
    • PegaHC-Data-Grouper-Definition(Grouper definition)
    • PegaHC-Data-Grouper-Coverage (Grouper coverage)
  3. Log out.

  4. Validate the results by completing the following steps:

    1. Log in to Pega Foundation for Healthcare by entering your administrator credentials.

    2. Click Launch portal Sample Data Admin .

    3. In the header of your workspace, click Plan & Contract.

    4. On the Plan & Contract page, click Benefit Plans.

    5. In the list of flattened plans, click a plan to display the details.

      List of flattened plans
    6. Click the appropriate sections and review the details of the flattened plan.

    7. Log out.

  5. Package and export the flattened structure by using the Rule-Admin-Product (RAP) rule. For additional information, see Packaging your application in a product rule.

Generate the flattened structure for a product

You can generate a flattened structure for one product or all the products in the system.

Ensure that you follow the steps in "Before you begin in" Generating a flattened structure for plan and product data in this section.
  1. Log in to Dev Studio by entering your Pega Product Composer for Healthcare administrator credentials.

  2. Based on the product results that you want, perform the steps in the following table:

    To flatten one product
    1. In the header of Dev Studio, enter and search for CreateFlattenedStructureProductWrapper.
    2. Click the activity rule.
    3. Click Actions Run .
    4. in the ProductName field, enter a product name, for example, PRD-1.
    5. Click Run.
    6. Follow the remaining steps in the task.
    To flatten all the products in the system
    1. In the header of Dev Studio, enter and search for FlattenAllProducts.
    2. Click the activity rule.
    3. Click Actions Run .
    4. Select the Value check box next to the DeleteBeforeFlatten field to delete all the existing flattened product records before generating the flattened structure.
    5. Click Run.
    6. Follow the remaining steps in the task.

    The plan is flattened into instances (records) of the following classes:

    • PegaHC-Data-ProductDetails (Product)
    • PegaHC-Data-Benefit-Definition (Benefit definition)
    • PegaHC-Data-Benefit-Coverage (Benefit coverage)
    • PegaHC-Data-BenefitCategory (Benefit category)
    • PegaHC-Data-BenefitSummary (Benefit summary)
    • PegaHC-Data-PlanBenefitCategoryAssociation (Association between plan and benefit category)
    • PegaHC-Data-Grouper-Definition (Grouper definition)
    • PegaHC-Data-Grouper-Coverage (Grouper coverage)
  3. Log out.

  4. Package and export the flattened structure by using the Rule-Admin-Product (RAP) rule. For additional information, see Packaging your application in a product rule.

Delete instances of flattened plans or products

You can delete instances of flattened plans or products.

  1. Log in to Designer Studio by entering your Pega Product Composer for Healthcare administrator credentials.

  2. Based on whether you are deleting instances of products or plans, perform the steps in the following table:

    To delete a plan
    1. In the header of Dev Studio, enter and search for DeleteFlatteningDataOfPlan.
    2. Click the activity rule.
    3. Click Actions Run .
    4. To delete one instance of the plan, in the ContractID field, enter the plan Work ID, for example, Plan1. Otherwise leave this field blank.
    5. Click Run.
    6. Follow the remaining step in the task.
    To delete a product
    1. In the header of Dev Studio, enter and search for DeleteFlatteningDataOfPlan.
    2. Click the activity rule.
    3. Click Actions Run .
    4. To delete one instance of the product, in the ProductID field, enter the name of the product, for example, PRD-1. Otherwise leave this field blank.
    5. Click Run.
    6. Follow the remaining step in the task.
  3. Open the class to verify that the coverage, benefit definition, and plan instances are removed.

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