The following tables list required hotfixes the Pega® Sales Automation for Healthcare (SAHC) application requires. To request a hotfix, go to your account on My Support Portal. Click +Create and select Request Type > Existing Hotfix Request. Enter and verify the hotfix details and click Submit.
Import each type of hotfix in the listed order during the SAHC installation or upgrade:
Apply Pega Sales Automation hotfixes during the full Pega Sales Automation installation or upgrade, before the Pega Sales Automation for Healthcare installation or upgrade.
Apply Pega Sales Automation for Healthcare hotfixes just after you complete the application bundle import.
To see hotfix installation details, see the readme that is included in the hotfix.
Pega Sales Automation for Healthcare 7.4
Required Pega Sales Automation for Healthcare 7.4 hotfixes
| Pega Platform Version | Hotfix Number | Observed Behavior |
|---|
| 7.4 | HFix-44183 | This hotfix provides Hotfix Manager support for Pega Sales Automation for Healthcare 7.4.
Important: This hotfix is prerequisite for all the Pega Sales Automation for Healthcare 7.4 hotfixes. |
| HFix-44189 | Changes are required to address the following post GA known issues:- B2C and B2B opportunities are not visible when user applies filters in the engagement map.
- Activities added to work objects are not visible in tabs (Issue exists only if MSSQL DB is used).
- Not able to close Individual account work objects.
- PTC updated in "Review Medicare information" in Medicare Lead creation flow is not getting updated in Opportunity created in the flow.
- Creation of competitors and Relationship types are not working as expected.
- Census created in Individual opportunity is not visible in Individual opportunity review screen.
- Access permission updated for Tasks in operator access is not working as expected.
- Leads created are not displayed in the Company 360-degree view.
- Data is not displayed as expected in "Open Tasks" and "Opportunities by product" widgets on user Dashboard.
- Renewal flow is not working as expected if census is selected "No" in quote request.
- Application guides are not visible in the newly generated Application.
- Getting "Application label length is too long" error in renewal flow.
- Fiscal Year and Fiscal Quarter fields are being shown as 'No data available' on the 'Sales Goal' tab of the operator creation screen.
- Error on creating account from the company review screen.
- Error on creating Territory.
- In Medicare opportunity 360 Review, competitors’ details are empty.
- Close icon is missing in Quote Request review harness.
- Associated Broker for batch renewal is not displayed.
- Email address provided during payment information in SG Application is not shown in review screen.
- The "Selected Plan" label is displayed twice in Individual and Medicare review and apply screen UI.
|
Pega Sales Automation for Healthcare 7.31
Required Pega Sales Automation for Healthcare 7.31 hotfixes
| Pega Platform Version | Hotfix Number | Observed Behavior |
|---|
| 7.4 | HFix-39811 | Changes are required to address the following issues:- Not able to send emails when configuring Medicare campaign using Pega Marketing.
- Subscriber name is empty in the Header section of patient details screen. Last Name appears twice in the name of the patient.
- Local Actions in Lead still show Convert Lead option even after the conversion.
- Accounts not get created when converting business leads.
- Plan types drop down showing duplicate values in Plan selection screen.
- Win/Loss analysis widget not showing data in sales ops portal.
- Plan type filters not filtering the Plans in Large Group quote process.
- Manual Census option is not displayed for Small Group option.
- In conversion of Business lead to opportunity, plan type always shows all three plan types.
- No data is displayed upon clicking the QTD predictive in Sales Future cast widget.
- Quota Attainment widget is not having any results.
- Data is not populated in Opportunities by product widget issue on SQL DB.
|
| HFix-39808 | Un-optimized properties warnings and report definitions fails to run when UDF is disabled. |
| 7.3.1 | HFix-42986 | Changes are required to address the following issues:- Open opportunities are not displayed while closing contact.
- Dashboard - All tabs are displaying the same data.
- Total amount and opportunity name data is not displayed in Account.
- Opportunities tab in account is not showing amount.
- Birth date is allowing Future Date in the Add Contact option.
- Review screen is editable after adding sales team.
- Displaying True in Billing type address section instead of actual address.
- SIC Code widget not populating field.
- Update HR details not displayed in Operators other actions drop down menu.
- Brokers created through bulk upload.
- Converting an Individual lead is throwing error.
- Unable to complete IND application using external user.
- Default loaded tab should be colored in blue.
- Quick Medicare quote link is missing for Broker portal.
- An error window is displayed when user clicks on the Dental plan.
|
| HFix-41918 | Changes are required to address the following issues:
- Leads are not being created from local campaigns.
- The entries related to access groups in the DCR related to the base application are incorrectly having values related to sample application access groups.
|
| HFix-39811 | Changes are required to address the following issues:
- Not able to send emails when configuring Medicare campaign using Pega Marketing.
- Subscriber name is empty in the Header section of patient details screen. Last Name appears twice in the name of the patient.
- Local Actions in Lead still show Convert Lead option even after the conversion.
- Accounts not get created when converting business leads.
- Plan types drop down showing duplicate values in Plan selection screen.
- Win/Loss analysis widget not showing data in sales ops portal.
- Plan type filters not filtering the Plans in Large Group quote process.
- Manual Census option is not displayed for Small Group option.
- In conversion of Business lead to opportunity, plan type always shows all three plan types.
- No data is displayed upon clicking the QTD predictive in Sales Future cast widget.
- Quota Attainment widget is not having any results.
- Data is not populated in Opportunities by product widget issue on SQL DB.
|
| HFix-39808 | Un-optimized properties warnings and report definitions fails to run when UDF is disabled. |
Pega Sales Automation for Healthcare 7.22
Required Pega Sales Automation for Healthcare 7.22 hotfixes
| Pega Platform Version | Hotfix Number | Observed Behavior |
|---|
| 7.3.1 | HFix-39978 | Changes are required in Sales Automation Healthcare 7.22 to be compatible with Pega Foundation for Healthcare 7.31. |
| HFix-39365 | Contacts and location sections are missing. |
| HFix-36381 | The Upload Census feature is not working for Sales Automation Healthcare 7.22 on Pega Platform 7.3. |
| 7.3 | HFix-35905 | Some demos are missing pre-configured sample data. |
| 7.2.2 | HFix-35905 | Some demos are missing pre-configured sample data. |
| HFix-37722 | Compatibility issues are encountered between the Pega Customer Relationship Management for Healthcare 7.22.1 and Pega Foundation for Healthcare 7.23 applications. |
To see the list of related hotfixes for Customer Relationship Management for Healthcare releases, see: https://pdn.pega.com/customer-relationship-management-healthcare-hotfixes.
Pega Sales Automation for Healthcare 7.21
Required Pega Sales Automation hotfixes for Pega Sales Automation for Healthcare 7.21
| Pega Platform Version | Hotfix Number | Observed Behavior |
|---|
| 7.3 | HFix-31028 | Workobject is closed after creation. |
| HFix-31050 | Password mismatch error occurs for correct passwords. |
| 7.2.2 | HFix-31028 | Workobject is closed after creation. |
| HFix-31050 | Password mismatch error occurs for correct passwords. |
Required Pega Sales Automation for Healthcare 7.21 hotfixes
| Pega Platform Version | Hotfix Number | Observed Behavior |
|---|
| 7.3 | HFix-29084 | Changes are required to address the following issues:
- The Sales Quota Attainment Report is not available in the report portal.
- Mobile notification for sales quote attainment does not work as expected.
- Age calculation does not work as expected for subscribers in Census.
- Territory, Operator, Opportunity and Account landing page filters return incorrect results.
- Specification rules are missing.
- Duplicate gender radio buttons are displayed in Individual quote request process.
|
| HFix-29266 | The select plans screen is blank and a validation error occurs when you create a small group quote. |
| HFix-35578 | Changes are required to address the following issues:
- Column mapping issue when you attempt to import an excel file.
- An error is encountered on the company review screen.
|
| 7.2.2 | HFix-29084 | Changes are required to address the following issues:
- The Sales Quota Attainment Report is not available in the report portal.
- Mobile notification for sales quote attainment does not work as expected.
- Age calculation does not work as expected for subscribers in Census.
- Territory, Operator, Opportunity and Account landing page filters return incorrect results.
- Specification rules are missing.
- Duplicate gender radio buttons are displayed in Individual quote request process.
|
| HFix-29266 | The select plans screen is blank and a validation error occurs when you create a small group quote. |
| 7.2.1 | HFix-29084 | Changes are required to address the following issues:
- The Sales Quota Attainment Report is not available in the report portal.
- Mobile notification for sales quote attainment does not work as expected.
- Age calculation does not work as expected for subscribers in Census.
- Territory, Operator, Opportunity and Account landing page filters return incorrect results.
- Specification rules are missing.
- Duplicate gender radio buttons are displayed in Individual quote request process.
|
| HFix-29266 | The select plans screen is blank and a validation error occurs when you create a small group quote. |
Pega Sales Automation for Healthcare 7.12
Required Pega Sales Automation for Healthcare 7.12 hotfixes
| Pega Platform Version | Hotfix Number | Observed Behavior |
|---|
| 7.12 | HFix-27110 | Upgrade Process from Pega Sales Automation for Healthcare 7.11 cannot be completed. |
