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Pega Sales Automation procedures

Updated on September 17, 2021

Complete the procedures in this section to adopt features after an update to Pega Sales Automation version 8.7.

Pega CRM for Healthcare 8.7 Feature Adoption for Pega Cloud Pega CRM for Healthcare 8.7 Feature Adoption for Pega Cloud Pega CRM for Healthcare 8.7 Feature Adoption for Pega Cloud Pega CRM for Healthcare 8.7 Feature Adoption for Pega Cloud Pega CRM for Healthcare 8.7 Feature Adoption for Pega Cloud Pega CRM for Healthcare 8.7 Feature Adoption for Pega Cloud Pega CRM for Healthcare 8.7 Feature Adoption for Pega Cloud Pega CRM for Healthcare 8.7 Feature Adoption for Pega Cloud Pega CRM for Healthcare 8.7 Feature Adoption for Pega Cloud Pega CRM for Healthcare 8.7 Feature Adoption for Pega Cloud Pega CRM for Healthcare 8.7 Feature Adoption for Pega Cloud Pega CRM for Healthcare 8.7 Feature Adoption for Pega Cloud Pega CRM for Healthcare 8.7 Feature Adoption for Pega Cloud Pega CRM for Healthcare 8.7 Feature Adoption for Pega Cloud Pega CRM for Healthcare 8.7 Feature Adoption for Pega Cloud

Adding access roles (Pega Sales Automation)

Pega Sales Automation for Healthcare 8.7 comes with new access roles and privileges. Update your access groups with the new access roles.

By adding the new access roles to the underwirter, fulfillment, and sales manager access groups, you are adding the following privileges:
Existing access groupNew access roleNew privilegePurpose
UnderwriterPegaHCSPM:UnderwriterspmCanAccessUnderwriterTo restrict underwriting access
FulfillmentPegaHCSPM:FulfillmentspmCanAccessFulfillmentTo restrict Fulfillment access
Sales managerPegaHCSPM:ApproveCPRspmCanApproveCPRTo restrict custom plan approval access
  1. In Dev Studio, navigate to RecordsSecurityAccess Group.
  2. From the Access Group tab, select the access group that corresponds to the underwriter.
    1. On the underwriter tab, in the Available roles area, click on Add role.
      The underwriter tab with highlighted newly added access role.
    2. In the new empty field, enter PegaHCSPM:Underwriter and click on Save.
  3. From the Access Group tab, select the access group that corresponds to the fulfillment user.
    1. On the fulfillment user tab, in the Available roles area, click on Add role.
    2. In the new empty field, enter PegaHCSPM:Fulfillment and click on Save.
  4. From the Access Group tab, select the access group that corresponds to the sales manager.
    1. On the sales manager tab, in the Available roles area, click on Add role.
    2. In the new empty field, enter PegaHCSPM:ApproveCPR and click on Save.

Modifying individual lead stages (Pega Sales Automation)

In Pega Sales Automation for Healthcare 8.7, the stages of the individual lead case type are different than in the previous versions. Modify your settings to reflect the updates.

  1. In Dev Studio, navigate to Case types
  2. Hover over Individual Lead and from the More actions menu (three dots), select Open.
    Result: The Case type: Individual Lead tab opens.
  3. Click on Stages.
  4. In the Primary Stages section, remove the following stages:
    • Merged
    • New
    • Qualified
    • Closed
  5. Add Converted as a new primary stage by clicking on add primary stage and entering Converted.
  6. Add Closed as an alternate stage by clicking on add alternate stage in the Alternate Stages section, and entering Closed.
    Updated individual lead stages
    Individual lead type tab with the stages modified according to 8.7.
  7. Click on the Assigned stage and, in the Settings section, modify the settings as follows:
    1. Set Skip stage to Never
    2. Set When all processes in this stage are complete to Wait for a user action.
  8. Use the same settings as in step 7 for the Marketing Qualified and Sales Qualified stages.
  9. Click on the Converted stage, and set When all processes in this stage are complete to Automatically move to the next stage.
  10. Click on the Closed stage, and set When all processes in this stage are complete to Wait for a user action.
    Updated settings for closed stage
    A fragment of the individual lead type tab with the closed stage settings.
Result: The individual lead stages are updated to resemble the Pega Sales Automation for Healthcare 8.7 version.

Checking your Pega Sales Automation access roles for the required privileges

In Pega Sales Automation versions 7.4 and later, security enhancements on several rules require that an operator have new privileges to access the rules. Without the new privileges, an operator cannot access the rules required to run the application. After you update, complete the following steps to check if you need to add the new privileges to any of your access roles.

If you update from an earlier version, and your application uses the out-of-the-box access roles, your operators acquire the required privilege after the update.

  1. Review your access groups to determine whether you use any of the access roles that have been updated to include the new privilege:
    Access rolePrivilege
    PegaCRM:User4crmCanSAUserRunActivity, crmCanCRMUserRunActivity
    PegaCRM-SFA:SysAdmincrmCanSAUserRunActivity, crmCanCRMUserRunActivity
    PegaSFA-EmailServicescrmCanSAUserRunActivity, crmCanCRMUserRunActivity
    PegaCRMBase:GuestcrmCanGuestUserRunActivity
  2. If an access group does not include an access role with the required privileges, ensure that your operators can access the rules that are required to run your application:

Updating quote requests in Pega Sales Automation for Healthcare

When you are updating Pega Sales Automation for Healthcare from any previous version, you need to update the quote request work objects. Perform this task so that you can see the quote requests that correspond to the accounts under the process of renewal for any renewal batches that were created in previous versions.

  1. In the header of Dev Studio, search for and click the spmUpgradeUtility activity.
  2. Click ActionsRun.
  3. On the Run page, to update the quote request, select the QuoteRequestUpdate check box.
  4. Repeat these steps until all of the work objects are updated.

Updating the account data model in Pega Sales Automation for Healthcare

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.

  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.

Updating the opportunities table and Medicare selling mode in Pega Sales Automation for Healthcare

If you are updating from 7.4 or earlier, create a single table for saving Medicare, Individual, Small Group, and Large Group opportunities. Previously the application provided two tables.

You are also updating the settings for Selling mode and Market segment for this version.
  1. In the header of Dev Studio, search for and click the spmUpgradeUtility activity.
  2. Click ActionsRun.
  3. On the Run page, to change the Selling mode and Market segment of Medicare opportunities, select MedicareOpp and click Run.
  4. Repeat these steps until the market segment for all Medicare opportunities have been changed.

Saving the lead source value with one property in Pega Sales Automation for Healthcare

If you are updating from 7.4 or earlier, copy the value of the MedicareLeadSource property to the LeadSource property so that you can see the lead source.

Previously, two properties were used for the Lead source value: one for Medicare leads and one for individual and business leads. To improve maintenance and performance, now only the LeadSource property is used, and the MedicalLeadSource property is no longer used.
  1. In the header of Dev Studio, search for and click the spmUpgradeUtility activity.
  2. Click ActionsRun.
  3. On the Run page, to copy the value of the MedicareLeadSource property to the LeadSource property, select MedicareLeadSource.
  4. Repeat these steps until all the leads are updated.

Setting the owner as the team member for opportunities in Pega Sales Automation for Healthcare

If you are updating from 7.4 or earlier, set the owner as the team member for the opportunity so that opportunities owned by the operator display on the landing page.

With the latest changes in the Access Based Access Control (ABAC) rules, opportunities that were created in versions 7.4 or earlier and are owned by the operator are not visible in the system if the operator does not have read access.
  1. In the header of Dev Studio, search for and click the spmUpgradeUtility activity.
  2. Click ActionsRun.
  3. On the Run page, to update the owner of the opportunity as sales team, select SalesTeamForOpp.
  4. Repeat these steps until all of the opportunities in the system are updated.

Updating the billing address work objects in Pega Sales Automation for Healthcare

If you are updating from 7.4 or earlier, update the billing address work objects so that you do not get an error.

Previously, there were two address types: Billing and Billing Address. Starting in version 8.1, there is only the Billing Address address type.
  1. In the header of Dev Studio, search for and click the spmUpgradeUtility activity.
  2. Click ActionsRun.
  3. On the Run page, to update the address type from Billing to Billing Address, select BillingAddressType.
  4. Repeat these steps until all of the work objects are updated.

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

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.

  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

Updating the Medicare class group

Previously, the Medicare case type was using the PegaHCSPM-Work-Opportunity-Ind-Medicare class group. In SAHC 7.4, the PegaHCSPM-Work-Opportunity class group will be used instead.

  1. Log in to Pega Sales automation for Healthcare with the administrative operator.
  2. In the header of Dev Studio, enter and search for the MedicareUpgradeUtility activity, and click it to open it.
  3. Click ActionsRun.

Making Small Group, Large Groups, and Medicare opportunities accessible

After you update your application, the Small Group, Large Group, and Medicare opportunities that were created in 7.31 are not visible in the application stage. Run the spmUpgradeSalesTeamForOpp activity to repopulate the owner of the opportunity. The owner is now defined as part of the sales team of the opportunity.

  1. Log in to Pega Sales automation for Healthcare with the administrative operator.
  2. In the header of Dev Studio, enter and search for the spmUpgradeSalesTeamForOpp activity, and click it to open it.
  3. Click ActionsRun.
Result: The Small Group, Large Group, and Medicare opportunities in the application stage are visible.

Preventing duplicate entries in the Lead source widget

  1. Log in to Designer Studio by entering the SPMSysAdmin operator and the password that you previously specified.
  2. Search for and select the spmUpgradeUtilityForLeadSourceMedicare activity in the PegaHCSPM-Work-Lead class.
  3. Click ActionsRun.

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