Article

Sep 12, 2019

Pega Sales Automation for Healthcare supports account renewals as described in the following sections. Renewals features Renewals case types Renewals workflow Mapping old healthcare plans to new plans Creating Renewal Batch cases automatically Creating a Renewal Batch case from the Renewals portal…

Article

Sep 4, 2019

To run robotic automations from your Pega Platform application, there are several installation and configuration options that you need to specify. You can choose from the following installation options: Run-time only installation – The run-time only installation installs Pega Robot Runtime. Studio…

Article

Sep 4, 2019

This guide describes the steps required to configure your Pega Warranty application after you set it up. If you have not already done so, set up the implementation layer for your Warranty application by following the instructions in the Pega Warranty 8.2 Implementation Guide on the Pega Warranty…

Article

Sep 4, 2019

Use stage entry validation to define the criteria that properties must meet before entering a stage in the life cycle of a case type. By validating the properties, you can ensure that a case contains relevant data before it enters a stage, which helps users to successfully resolve the case. After…

Article

Sep 4, 2019

Users can receive Pulse emails on cases that they are following and for which they choose to receive notifications. Users also receive emails when other users reference them in posts. You can allow users to more quickly post attachments or text as replies to emails instead of having to log in to…

Article

Sep 4, 2019

Improve resolution of cases by providing communication tools, such as spaces, Pulse, or documents. Create a team that can track and manage tasks on a task board in a space, comment documents, and communicate quickly by posting Pulse messages. Increase productivity and manage the workload by…

Article

Sep 4, 2019

You can use APIs to set, retrieve, and remove notification preferences for a user. Use the following APIs to build custom user interfaces that can set preferences in your application. Set preferences Retrieve preferences Remove preferences Disable notifications Set preferences Use the following…

Article

Sep 4, 2019

Notification definitions that you create can send notifications to users through various channels. Users can set their preferences by using the default notifications settings user interface in the Case Manager or Case Worker portal. You can customize the notifications settings user interface to…

Article

Sep 4, 2019

Pega Platform™ delivers notifications over the default web gadget, email, and mobile push channels. Additionally, you can customize notification channels to meet application requirements such as sending notifications as phone text messages or as posts on Facebook or on other social media. Creating…

Article

Sep 4, 2019

Case notifications communicate a change in status or an event, such as an expired service-level agreement, to users in your application. You can use notifications to call attention to cases that require action and help users resolve cases faster. You can enable email or push notifications for…