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Configuring renewals for Pega Sales Automation for Healthcare

Pega Sales Automation for Healthcare includes a system agent that automatically renews expiring accounts, but you can also manually renew accounts at any time. A third-party enrollment system generates the renewal start and end dates. Configure the renewals job scheduler, renewals dynamic system settings, and the URL that connects to the third-party enrollment system.

For more information about renewals, see Renewals for Pega Sales Automation for Healthcare account.

  1. Enable the job scheduler that resolves the Renewal Batch cases, and then configure when the job scheduler runs. The job scheduler resolves the Batch Renewal case if all child Quote Request cases have been resolved.

    By default, the job scheduler runs daily at 12:00 A.M.

    1. In the navigation pane of Dev Studio, click Records.

    2. Expand the SysAdmin category, and then click Job Scheduler.

    3. In the Name column, click CreateRenewalBatch.

    4. Click Enable job scheduler.

    5. Review the schedule information, and make adjustments if needed.

    6. Click Save.

  2. Configure the number of months for the RenewalMonthThreshold dynamic system setting.

    By default, automatic renewals include accounts that expire in the next 3 months.
    1. In the navigation pane of Dev Studio, click Records.

    2. Expand the SysAdmin category, and then click Dynamic System Settings.

    3. At the far right of the Setting Purpose column heading, click the Click to filter icon.

    4. In the Search text field, enter Renewal and then click Apply.

    1. In the Setting Purpose column, click RenewalMonthThreshold.

    2. Enter the number of months.

    3. Click Save.

  3. Configure the territory for the RenewalTerritoryName dynamic system setting.

    By default, automatic renewals include accounts in the Global territory.
    1. In the navigation pane of Dev Studio, click Records.

    2. Expand the SysAdmin category, and then click Dynamic System Settings.

    3. At the far right of the Setting Purpose column heading, click the Click to filter icon.

    4. In the Search text field, enter Renewal and then click Apply.

    5. In the Setting Purpose column, click RenewalTerritoryName.

    6. Enter the territory name.

    7. Click Save.

  4. Configure the connection to the third-party enrollment system that generates your renewal start and end dates.

    1. In the navigation pane of Dev Studio, click Data types.

    2. Click Server URL Configurations.

    3. Click the Records tab.

    4. For the AccountEnrollment record, in the URL field, enter the URL of the third-party enrollment system.

    5. Click Save.

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