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Reviewing archived case data

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Search for archived cases to review data that is no longer in primary storage to confirm a successful archive process, perform a regulatory task for statutes such as HIPAA, or search for previous business history.

  1. In the Case Manager portal, search for an exposed property of the archived case that you want to review, for example, the case ID.

    To improve your search results, enter search terms that correspond to the values of exposed properties.
  2. In the list of results, on the Include menu, select Archived work items only.

    Cases with the Archived status are stored in Pega Cloud File Storage.
  3. Narrow the list of results by selecting filtering options on the Case menu, the Show menu, and the Last Updated menu.

  4. Open the case data in a read-only format by clicking a case name.

  5. Optional:

    Run a report on resolved cases before and after the archive process.

    The difference between reports displays the cases that Pega Platform both purged from the primary database and copied to Pega Cloud File Storage. For more information, see Running a report.

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