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Use of Data Pages to access data in Pega Customer Service

This article describes the use of data pages in Pega Customer Service (formerly Customer Process Manager, or CPM) 7.1 Release 2 and later versions. If you are upgrading from an older version of CPM, you might need to update your application, as described in this article.

Pega Customer Service 7.1 and later versions expanded the use of Data Pages to declaratively access data without the need to call procedural activities to ensure data is populated prior to usage. Most top-level pages in the application have been converted to Data Pages.

The following customer data sources now utilize Data Pages to populate data on the clipboard:

  • Contact
    • Roles
    • Communication Options
  • Customer
    • Links
  • Account
    • Statements
    • Transactions
    • Owner (Roles and Links)
  • Business Unit

Sections, when rules, flows, flow actions, and other rule types have been updated to reference the updated Data Pages on their Pages and Classes tab, and in any other references. Activities that procedurally populate top-level pages have been updated to support the creation of data pages. In some cases, the calling activity has had steps commented out to eliminate the procedural call to create a top-level page.

The following table provides a list of top-level clipboard pages and equivalent data pages. If your application references any of these pages, you should verify that the pages are still populated correctly after an upgrade. In some cases, you might not have overridden a calling activity and need to do so in order for the procedural activity to continue to execute. If desired, you can convert your top-level pages to data pages and remove any procedural configuration in your application.

Data Page Name

Clipboard Page Name

Class

Embedded Page

Embedded Class

D_Contact_MostRecentInteraction

CAMostRecentInteractionForContact

PegaCA-Work-Interaction-Call

N/A

 

D_Account_Details

pyWorkPage.Account

PegaCA-Interface-Account

 

 

D_Account_Contacts

AppContactListForAccount

Code-Pega-List

pxResults

PegaCA-Interface-Contact

D_Account_Statements

CAAccountStatements

Code-Pega-List

pxResults

PegaCA-Interface-Statements

D_Account_Transactions

CAAccountRecentTransactions

Code-Pega-List

pxResults

PegaCA-Interface-Account

D_Contact_Accounts

AppAccountListForContact

Code-Pega-List

pxResults

PegaApp-Interface-Account

D_AccountOwner_Accounts

AppAccountListForOwner

Code-Pega-List

pxResults

PegaApp-Interface-Account

D_AccountOwner_Party

pyWorkPage.pyWorkParty(AccountOwner)

PegaCA-Party-AccountOwner

 

 

D_Contact_Addresses

AppAddressListForContact

Code-Pega-List

pxResults

PegaCA-Interface-Contact

D_AccountOwner_Addresses

AppAddressListForOwner

Code-Pega-List

pxResults

PegaCA-Interface-BusinessUnit

D_AccountOwner_Addresses

AppAddressListForOwner_Grid

Code-Pega-List

pxResults

PegaCA-Interface-BusinessUnit

D_Contact_BusinessUnits

AppBUListForContact

Code-Pega-List

 

 

D_AccountOwner_BusinessUnits

AppBUListForOwner

Code-Pega-List

 

 

D_Contact_CommOptions

AppCommOptionsForContact

(classless)

 

 

D_Contact_CommOptions

AppCommOptionsForContactEmail

Code-Pega-List

pxResults

PegaApp-Interface-Contact-CommunicationOptions

D_Contact_CommOptions

AppCommOptionsForContactPhone

Code-Pega-List

pxResults

PegaApp-Interface-Contact-CommunicationOptions

D_Contact_CommOptions

AppCommOptionsForContactVideo

Code-Pega-List

 

 

D_AccountOwner_CommOptions

AppCommOptionsForOwner

Code-Pega-List

pxResults

PegaApp-Interface-Contact

 

AppQueryParams

PegaApp-Interface-Contact

 

 

D_Contact_Party Not Yet Started : Gears

pyWorkPage.pyWorkParty(Contact)

PegaCA-Party-Contact

 

 

D_Account_Contacts

AppContactList

Code-Pega-List

pxResults

PegaCA-Interface-Contact

D_BusinessUnit_Contacts

AppContactListForBU

(classless)

 

 

D_InteractionHistory (Default)

CAInteractionsByAccountOwner

Code-Pega-List

pxResults

PegaCA-Work-Interaction

D_InteractionHistory[Type:ACCOUNT]

CAInteractionsByAccountNumber

Code-Pega-List

pxResults

Index-PegaCA-AccountInteractions

D_InteractionHistory[Type:CONTACT]

CAInteractionsByContactID

Code-Pega-List

pxResults

PegaCA-Work-Interaction

D_Account_Notes

AppAccountNotes

Code-Pega-List

pxResults

PegaCA-Interface-Account

D_Contact_Notes

AppContactNotes

Code-Pega-List

pxResults

PegaApp-Interface-Contact

D_OfferHistory (Default)

CAOfferHistoryAccountOwner

Code-Pega-List

pxResults

PegaCA-Work-Opportunity

D_OfferHistory[Type:ACCOUNT]

CAOfferHistoryAccount

Code-Pega-List

pxResults

PegaCA-Work-Opportunity

D_OfferHistory[Type:CONTACT]

CAOfferHistoryContact

Code-Pega-List

pxResults

PegaCA-Work-Opportunity

D_OpportunityHistory (Default)

CAOpportunityHistoryAccountOwner

Code-Pega-List

pxResults

--

D_OpportunityHistory[Type:ACCOUNT]

CAOpportunityHistoryAccount

Code-Pega-List

pxResults

--

 

CAPortal

PegaCA-Portal

 

 

 

CAPortalInteraction

PegaCA-Work-Interaction-Call

 

 

D_OpportunityHistory[Type:CONTACT]

CAOpportunityHistoryContact

Code-Pega-List

pxResults

--

D_ServiceItemsHistory (Default)

CAServiceItemsByAccountOwner

Code-Pega-List

pxResults

PegaCA-Work-CloseAccount, etc

D_ServiceItemsHistory[Type:ACCOUNT]

CAServiceItemsByAccount

Code-Pega-List

pxResults

PegaCA-Work-CloseAccount, etc

D_ServiceItemsHistory[Type:CONTACT]

CAServiceItemsByContact

Code-Pega-List

pxResults

PegaCA-Work-CloseAccount, etc

 

AppBU

PegaApp-Interface-BusinessUnit

 

 

 

CAItemHistory

Code-Pega-List

pxResults

Case Seek - CAReviewServiceItems

 

CASLAOverride

PegaCA-SLAOverride

 

 

 

VideoIDPage

PegaApp-Interface-Contact

 

 

D_Contact_Details

pyWorkPage.Contact

 

 

 

 

AppContact

 

 

 

D_BusinessUnit_Accounts

AppAccountList

Code-Pega-List

pxResults

 

D_BusinessUnit_Contacts

AppContactList

Code-Pega-List

pxResults

 

D_BusinessUnit_Details

AppBusinessUnit

PegaCA-Interface-BusinessUnit

 

 

D_BusinessUnit_Details

AppBusinessDetails

PegaCA-Interface-BusinessUnit

 

 

D_CustomerTypes

AppListCustomerType

Code-Pega-List

pxResults

PegaApp-Interface-CustomerType

D_IndustryTypes

AppListIndustryType

Code-Pega-List

pxResults

PegaApp-Interface-Industry

D_ProductTypes

AppProductTypes

Code-Pega-List

pxResults

PegaApp-ProductType

D_Products

ProductList

Code-Pega-List

pxResults

PegaApp-Product

D_ComplaintReasons

ComplaintReasons

Rule-Obj-FieldValue

 

 

D_CommOptionsByChannel

AppCommOptionsByType

Code-Pega-List

pxResults

PegaApp-Interface-Contact

D_AddressTypes

 

 

 

 

D_BusinessUnit_CommOptions

AppCommOptionsForOwner

Code-Pega-List

pxResults

PegaApp-Interface-Contact-CommunicationOptions

Published April 8, 2016 — Updated April 8, 2016

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