Data model for the Pega Customer Relationship Management for Insurance suite
Pega Customer Service for Insurance and Pega Sales Automation for Insurance use their native data models for contact, organization, and other data entities. Because the data models differ in these applications, the data for contact or organization entities must be synchronized.
Data synchronization between the Pega Customer Relationship Management for Insurance suite of applications
The applications in the Pega Customer Relationship Management for Insurance suite contain stub rules. Each stub rule is overridden in the top-most ruleset to add appropriate logic to perform synchronization of data.
The following tables list the stub rules for Pega Customer Service for Insurance and Pega Sales Automation for Insurance.
Pega Customer Service for Insurance stub rules
| Rule name | Ruleset | Description |
|---|---|---|
| crmCreateContact | PegaCSISample | Applies to the Work- class. A utility to create a contact. |
| crmCreateOrg | PegaCSISample | Applies to the Work- class. A utility to create an organization. |
| CRMUpdateContactData | PegaCSISample | Applies to the PegaCPMI-Work-UpdateContactName class. A utility to update a contact. |
| CRMUpdateBUData | PegaCSISample | Applies to the PegaCA-Work-UpdateBusinessDetails class. A utility to update an organization. |
Stub rules from Pega Customer Service for Insurance do not contain steps to integrate with Pega Sales Automation for Insurance. These stub rules are overridden in the Pega Customer Service for Insurance sample (PegaCSISample) ruleset, and they complete the synchronization of data for the entities. If your Pega Customer Service for Insurance application reuses the stub rules and synchronization of data is required, then save the sample version of the rules into the highest ruleset in your application.
Pega Sales Automation for Insurance stub rules
| Rule name | Ruleset | Description |
|---|---|---|
| PegaCRM-Entity-Contact.UpdateExternalContact | CSForSA | Updates the customer service contact when the sales automation contact is updated. |
| PegaCRM-Entity-Contact.UpdateCSContact | CSForSA | UpdateExternalContact internally calls UpdateCSContact. |
| PegaCRM-Entity-Org.UpdateExternalOrg | CSForSA | Updates the business unit in customer service when the sales automation contact is updated. |
| PegaCRM-Entity-Org.UpdateBizUnitInCS | CSForSA | UpdateExternalOrg internally calls UpdateBizUnitInCS. |
| PegaCRM-Entity-Contact.crmEdit_ExternalRequest | PegaCRM-SFA | This activity is called when a customer service flow calls a sales automation edit flow with the isExternalRequest flag set to true. |
| PegaCRM-Entity-Org.crmEdit_ExternalRequest | PegaCRM-SFA | This activity is called when a customer service flow calls a sales automation edit flow with the isExternalRequest flag set to true. |
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