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Data transform rules

Updated on June 22, 2022

The data transform rules are extension points that allow for customization of behavior of certain features. Copy each data transform rule into your implementation layer (ruleset) and update as required.

Pega Foundation for Financial Services
The following table lists the data transform rules and its purpose in Payment Exception Recovery application.

Data Tranform Rules

Data Transform nameApplies to ClassPurpose/Feature
CreateExceptionCases_ExtPFSA-PER-Work-PaymentExceptionData mapping from Claim to Payment Exception case
EvaluateDisputeValidations_ExtPFSA-PER-Work-PaymentExceptionApply additional dispute validations
EvaluateLowValueWriteOffSetup_ExtPFSA-PER-Work-PaymentExceptionLow Value Write Off
EvaluateProvisionalCredit_ExtPFSA-PER-Work-PaymentExceptionProvisional Credit
ExceptionSubmissionSLADeadline_ExtPFSA-PER-Work-PaymentExceptionSet SLA deadline for Exception Submission step
ExceptionSubmissionSLAGoal_ExtPFSA-PER-Work-PaymentExceptionSet SLA goal for Exception Submission step
PostAccounting_ExtPFSA-PER-Work-PaymentExceptionSet data after accounting step
PostSubmission_ExtPFSA-PER-Work-PaymentExceptionSet data after Exception Submission step
PreAccounting_ExtPFSA-PER-Work-PaymentExceptionSet data prior to accounting step
PreSubmission_ExtPFSA-PER-Work-PaymentExceptionSet data prior to Exception Submission step
ResponseMappingExceptionsList_ExtPFSA-PER-Work-PaymentExceptionSupports retrieval of Exceptions history for an account (D_GetExceptionsList)
MapAdditionalDataQnA_ExtPFSA-PER-Work-PaymentExceptionCustomer Questionnaire
GetDuplicateCases_ExtPFSA-PER-Work-PaymentExceptionCase match/Duplicate case search
CleanupClaimData_ExtPFSA-PER-Work-ClaimPost Account/Transaction search data cleanup
PostExceptionCreation_ExtPFSA-PER-WorkData mapping post Payment Exception case creation
AccountOpen_ExtPFSA-PER-Data-AccountSupports data retrieval in D_GetAccountDetails
PayeeBankDetails_ExtPFSA-PER-Data-Party-PayeeBankMapping of Payee Bank attributes for Payee bank party
GetPayorDetails_ExtPFSA-PER-Data-Party-PayorMapping of Payor attributes for Payor party
GetPayorBankDetails_ExtPFSA-PER-Data-Party-PayorBankMapping of Payor Bank attributes for Payor bank party
RemoveSupplementalInfoValues_ExtPFSA-PER-Data-SupplementalInfoReset answers on Supplemental Information step on change of reason code
OpenTransaction_ExtPFSA-PER-Data-TransactionSupports data retrieval in D_Transaction
GetAccountList_ExtCode-Pega-ListSupports data retrieval in D_GetAccountsList
MapDuplicateDepositTransactions_ExtCode-Pega-ListSupports data retrieval in D_GetDuplicateTransList
SearchTransactions_ExtCode-Pega-ListSupports data retrieval in D_GetTransactionList

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