Business Analyst portal
The Business Analyst portal provides access to a variety of configuration-related functions in Pega Care Management. The left pane provides a variety of access and functionality. The dashboard contains the various templates that can be configured.
You launch the Business Analyst portal in Dev Studio by clicking .
List of sources for the header and left navigation pane
| Rule name | Rule type | Purpose |
| NextGenTopPanelTemplateManager | Section | Customizes the portal. For example, you can add or update the portal with a client logo, application name, next assignment, notifications, search, and operator details |
| CreateTemplateQuickLinks | Navigation | Customizes the menu for the New navigation link |
| CMFTemplateQuickLinks | Navigation | Customizes the left navigation pane of the portal |
| D_CPMContext | Data page | Sets the context to the Care Management portal to include the Knowledge Management article section. |
| CPMContext | Data transform | Extension point to include the Customer Service for Healthcare portal section in the Pega Care Management data portal |
List of rules to extend the dashboard and templates
| Rule name | Rule type | Purpose |
| CareTemplateLanding | Data transform | Prepares the dashboard data |
| pyUserDashboardHeader | Section | Customizes the dashboard header |
| TemplateConfiguratorDashboard | Section | Customizes icons and their content on the dashboard |
| D_CMFDashboard | Data transform | Loads the dashboard instance count |
| DashboardInstancesCount | Data transform | Loads the dashboard instance count and the source of the D_CMFDashboard data page |
| DisplayPrograms | Harness | Customizes to display programs list |
| DisplayCarePlans | Harness | Customizes the display of the care plans list |
| DisplayProblems | Harness | Customizes the display of the problems list |
| DisplayTasks | Harness | Customizes the display of the tasks list |
| DisplayGoals | Harness | Customizes the display of the goals list |
| DisplayAlerts | Harness | Customizes the display of the alerts list |
| DisplayBarriers | Harness | Customizes the display of the barriers list |
| DisplayInterventions | Harness | Customizes the display of the interventions list |
Previous topic Portals Next topic Business Analyst portal: left navigation pane