Skip to main content

         This documentation site is for previous versions. Visit our new documentation site for current releases.      

This content has been archived and is no longer being updated.

Links may not function; however, this content may be relevant to outdated versions of the product.

Case searches

Updated on September 13, 2021

Onboarding activities can result in the creation of large volumes of work that are commonly carried out by multiple groups within the organization. It is important to quickly and easily find this work.

In addition to the following default search parameters, you can implement Onboarding for Financial Services to use additional search parameters:

  • Name
  • Short name
  • Phone number
  • Email address
  • LEI
  • Case ID
  • Address Line 1

In addition to the available filter fields, the results list has been enhanced to include the customer name for easier identification. Cases can involve a high number of sub-cases. You can exclude sub-cases from the search results.

for more details about how to extend search properties, see the Implementation Guide on the Pega Client Lifecycle Management for Financial Services page.

Implementation details

The following rules are used to implement the case search:

Rule type

Rule name

Rule set


Report Definition

work- pyWorkSearch


Retrieves the properties for a case search.


work- pyShowResultsInNewWindow


Shows all of the case search results in a new window.


work- pyWorkSearchResults


Takes the parameters from the D_pyWorkSearchPreferences data page and loads the search results.


work- pyWorkSearchFilters


Contains the search filter UI that is used in pyFindWorkGadget.


Data-Portal pyShowMyCases7


Shows My Cases and work creation.

Flow Action

@baseclass pyWorkSearch


Contains the sections that show all of the case search results.

Data Page



Reusable search data page that is used in the new search gadget pyFindWorkGadget.

Data page



Contains the search defaults that are used in the new search gadget pyFindWorkGadget.


@baseclass pyFindWorkGadget


Provides a search gadget that can search for work and cases across the different work pools of your application.

Data transform

work- pySetSearchDefaults


The data transform loads the search defaults for the new search gadget pyFindWorkGadget. Change the search defaults by modifying them here.


work- pySearchWrapper


This activity is the load activity of the data page D_pyWorkSearch. It gets search results for work, pulse, and tags for a given string based on the parameters that are passed to the data page.

Custom Search Properties

work- pySearch


Use this custom search property rule to configure custom properties in the search results.


System Architect Lead System Architect Business Architect Experience Designer Pega Delivery Leader System/Cloud Ops Administrator Financial Services

Have a question? Get answers now.

Visit the Support Center to ask questions, engage in discussions, share ideas, and help others.

Did you find this content helpful?

Want to help us improve this content?

We'd prefer it if you saw us at our best. is not optimized for Internet Explorer. For the optimal experience, please use:

Close Deprecation Notice
Contact us