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Updating the Market segment and Selling mode properties for Medicare case types

Updated on April 26, 2021

Run the MedicareUpgradeUtility activity to update the Market segment and Selling mode properties so that they are compatible with Pega Sales Automation for Healthcare 7.4.

Pega CRM for Healthcare 8.6 Feature Adoption for Pega Cloud
  1. Log in to Pega Sales automation for Healthcare with the administrative credentials.
  2. In the header of Dev Studio, enter and search for the MedicareUpgradeUtility activity, and click it to open it.
  3. Click ActionsRun.
Result: The value of the Selling mode property has changed from Medicare to B2C and the value of the MarketSegment property has changed from Individual to Medicare for the following work objects:
  • Quote request-Medicare
  • Application-Medicare
  • Census
  • Lead-Medicare
  • Previous topic Updating the billing address work objects in Pega Sales Automation for Healthcare
  • Next topic Updating the Medicare class group

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