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Updating the account data model in Pega Sales Automation for Healthcare

Updated on April 26, 2021

In version 8.2, the Account data model has been changed to categorize enrollment records by plan type. To ensure that your accounts display in the renewal search, follow the steps to update the account data model.

Pega CRM for Healthcare 8.6 Feature Adoption for Pega Cloud
  1. In the header of Dev Studio, search for and click the spmUpgradeUtility activity.
  2. Click ActionsRun.
  3. On the Run page, in the AccountUpgrade field, select the Value check box to update the Account data model structure.
  4. Repeat these steps until you update all the work objects.
  • Previous topic Updating quote requests in Pega Sales Automation for Healthcare
  • Next topic Updating the opportunities table and Medicare selling mode in Pega Sales Automation for Healthcare

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