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Article

May 27, 2020

Pega Sales Automation™ includes a sample data package that you can use to demonstrate the application's features. The sample data package consists of a sales manager, Sarah Kendall, and her ten direct reportees as sales representatives. For information about how to import the sample data…

Article

Jan 17, 2020

The following articles provide important supplemental information for users upgrading from an earlier version of Pega Sales Automation™. For detailed upgrade procedures, download the upgrade guide for your version from the Pega Sales Automation for Healthcare product page . Crucial upgrade…

Article

Jan 16, 2020

In release 8.3, Pega Sales Automation for Healthcare has modified the rules that invoke secured activities in Pega Platform. The query strings and parameters in the calls are registered so that they cannot be tampered with by the end users. The following list details the modified rules for Pega…

Article

Jan 16, 2020

Pega Sales Automation for Healthcare has a Plan Guardrails REST API integration with Pega Product Composer for Healthcare. This integration helps to prevent users from entering cost share values that are outside of the standard ranges. During a custom plan request, Pega Sales Automation for…

Article

Jan 16, 2020

Sales Automation for Healthcare calculates rates for small group, large group, and individual healthcare coverage in order to demonstrate realistic member, subscriber, and group-level rates for plan quotes. To configure detailed rating algorithms that leverage other rating parameters and tables, or…

Article

Jan 16, 2020

Pega Sales Automation™ for Healthcare includes numerous healthcare-specific features that you can enable and extend. Renewals for Pega Sales Automation for Healthcare accounts Support for integration with a third-party enrollment system Plan guardrails API for Pega Sales Automation for Healthcare…

Article

Jan 16, 2020

Pega Sales Automation for Healthcare can send account enrollment details to a third-party enrollment system and receive real-time enrollment dates and status information from a third-party enrollment system. This article contains technical details for Lead System Architects who configure the…

Article

Jan 16, 2020

This article provides a data dictionary for the Pega Sales Automation for Healthcare application, which describes the structure of the database as well as the relationships between its elements. In Dev Studio, use the Data Visualizer tool to display a visual depiction of the relationships between a…

Article

Jan 16, 2020

Pega Sales Automation™ applications provide a set of standard reports that capture your sales data to give you a real-time view of the state of your business. In addition to the provided reports, you can create your own reports to analyze the data that is most important to your organization. For…

Article

Jan 16, 2020

Pega Customer Service for Healthcare includes the core Pega Sales Automation dashboard widgets and reports and the additional reports that are listed in the following tables. Account and Contact reports Activity reports Lead reports Medicare Services reports Monitor Process reports Opportunity…