Integrating Pega Customer Service for Financial Services (CSFS) 7.21 with Smart Dispute (SD) 7.21 allows front-line customer service representatives (CSRs) to capture all of the customer information that is required to resolve a dispute at the first point of customer contact.

• Prerequisites
• Importing the JAR files
• Deleting the USER4 role
• Clearing the cache

Prerequisites

Before integrating Pega Customer Service for Financial Services with Smart Dispute, ensure that the following applications are installed in the following order:

1. Pega 7.21
2. Pega Customer Service 7.21
3. Financial Services Industry Foundation 7.21
4. Service Case Manager for Financial Services
5. Pega Customer Service for Financial Services 7.21

Importing the JAR files

Import the CSFS-SD JAR files that are included with the Pega Customer Service for Financial Services 7.21 and Smart Dispute 7.21 resource kits.

1. Log in to Designer Studio.
2. Click Designer Studio > Application > Distribution > Import.
3. Click Choose File. From the Pega Customer Service for Financial Services 7.21 resource kit, browse to and select \ResourceKit\PegaCSFS_SmartDispute_721.jar.
4. Click Choose File. From the Smart Disputes 7.21 resource kit, browse to and select \ResourceKit\Rules\SmartDisputeCSFS_07.21.jar.
5. When the import is complete, click Done.

Deleting the USER4 rule

In Pega Customer Service for Financial Services 7.21, you must delete the PegaRULES: USER4 user role that comes out-of-the-box with the Pega 7 Platform.

To delete the PegaRULES: USER4 rule, complete the following steps.

1. Log in to the database using the Database administrator credentials. For more information about the database, contact your Database administrator or System administrator.
2. In pr4_rule, run the following query:
   pxinsid =''PEGARULES:USER4!ASSIGN-WORKBASKET' and pyruleset='PegaFSSCM'
3. Delete the rule and save the changes.

Clearing the cache

The System Management Application (SMA) maintains a memory cache of recently used rules, especially during rule resolution searches. Once the USER4 rule is deleted, you must log in to the System Management Application to clear its caches.

• Clearing the rule cache
• Clearing the static files
• Clearing the on-disk cache
• Clearing the conclusion cache
• Clearing the Declarative Network cache
• Clearing the Declarative Page cache

Clearing the rule cache

To clear the rule cache, complete the following steps.

1. Log in to your application.
2. Click Designer Studio > System > Operations > System Management App. You might be prompted for authentication credentials.
3. On the System Management form, select a node.
4. Click Advanced > Rule Cache Management.
5. Click Clear.

Clearing the static files

To clear the static files, complete the following steps.

1. Log in to your application.
2. Click Designer Studio > System > Operations > System Management App. You might be prompted for authentication credentials.
3. On the System Management form, select a node.
4. Click Advanced > ETier Static Content Management .
5. Click Delete Rule-File and Service Export.

Clearing the Declarative Page cache

To clear the Declarative Page cache, complete the following steps.

1. Log in to your application.
2. Click Designer Studio > System > Operations > System Management App. You might be prompted for authentication credentials.
3. On the System Management form, select a node.
4. Click Advanced > Declarative Page.
5. Click Clear.