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Opportunity case type rules

To modify an opportunity case type, determine which rule to modify.

Large and small group opportunity (B2B)

To add a stage to a large or small group opportunity (B2B) case type, modify one of the following case type rules.

  • Large group opportunity – PegaHCSPM-Work-Opportunity-LG.pyDefault
  • Small group opportunity – PegaHCSPM-Work-Opportunity-SM.pyDefault

Individual and Medicare opportunity (B2C)

To add a stage to an Individual or Medicare opportunity (B2C) case type, modify one of the following case type rules.

  • Individual opportunity – PegaHCSPM-Work-Opportunity-Ind.pyDefault
  • Medicare opportunity – PegaHCSPM-Work-Opportunity-Ind-Medicare.pyDefault
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