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Supplemental information

Updated on June 22, 2022

The Supplemental Information data type (PFSA-PER-Data-SupplementalInfo) supports the collect supplemental information step in the Claim case type. To create the requisite Questionnaire data type for your new payment type, complete the following steps:

Pega Foundation for Financial Services
  1. Log in to App Studio and select Data from the navigation menu.
  2. 2. From the Data objects and integration landing page, click New.
  3. In the Data object name field, enter the same name used for the case type.
  4. Expand the Advanced section and select Supplemental Info from the Reuse assets from dropdown list.
  5. Select Now in the Define source data field.
  6. Click Next. A new data type is created.

You can add new properties on the Data model tab which are used to represent questions needed for this step in the process. To make this new the questions available you will need to copy two sections from the base SupplementalInfo data class, SupplementalInfo and FraudQuestionnaire, into your new payment sub-class in Dev Studio. Once you have copied the sections, they can be modified with any new questions that were added to the data model. Finally, you need to update EvaluateSupplementalInfoClass decision table rule. This table set the data class to be used based on the selected transaction type.

  1. In the header of Dev Studio, search and select the decision table rule EvaluateSupplementalInfo.
  2. Save the decision table rule into your implementation layer, Claim case type.
  3. Add a new row and set the name of the Selected Transaction Network to the name of the new payment type.
  4. In the Return column, set the name Supplemental Info class to use for this payment type.
  5. Save the rule.
    EvaluateSupplementalInfo decision table
    In the EvaluateSupplementalInfo decision table you can set name for selected transaction network and set Supplemental Info class for the payment type.

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