Pega Sales Automation procedures
Complete the procedures in this section to adopt features after an update to Pega Sales Automation version 8.7. Pega Sales Automation for Healthcare 8.7 comes with new access roles and privileges. Update
your access groups with the new access roles. 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. Run the spmCreateB2CC2AForAllContacts activity to create
individual accounts for all contacts associated with organizations. Contacts associated with organizations are designated with a C2O
(contact-to-organization) relationship type code. In Pega Sales Automation for Healthcare
version 8.7, when you create a contact associated with an organization, you
automatically also create an individual (B2C) account for that contact. The
relationship between the contact and the individual account is called C2A
(contact-to-account). In the Pega Sales Automation for Healthcare releases prior to 8.7, individual accounts
were not created for contacts associated with organizations. To create the
individual accounts for contacts imported from pre-8.7 versions, run the
spmCreateB2CC2AForAllContacts activity. 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. If you use out-of-the-box access roles, add the access role to the access
group. For information, see Adding a role to an access group. If you use custom access roles, modify the custom access role to include
the privilege. For information, see Granting privileges to an access
role. 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. 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. 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. 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. 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. If you are updating from 7.4 or earlier, update the billing address work objects so
that you do not get an error. 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. 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. 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. Adding access roles (Pega Sales Automation)
Existing access group New access role New privilege Purpose Underwriter PegaHCSPM:Underwriter spmCanAccessUnderwriter To restrict underwriting access Fulfillment PegaHCSPM:Fulfillment spmCanAccessFulfillment To restrict Fulfillment access Sales manager PegaHCSPM:ApproveCPR spmCanApproveCPR To restrict custom plan approval access Modifying individual lead stages (Pega Sales Automation)
Creating individual accounts for organization contacts (Pega Sales Automation)
Checking your Pega Sales Automation access roles for the required
privileges
Access role Privilege PegaCRM:User4 crmCanSAUserRunActivity,
crmCanCRMUserRunActivity PegaCRM-SFA:SysAdmin crmCanSAUserRunActivity,
crmCanCRMUserRunActivity PegaSFA-EmailServices crmCanSAUserRunActivity,
crmCanCRMUserRunActivity PegaCRMBase:Guest crmCanGuestUserRunActivity Updating quote requests in Pega Sales Automation for Healthcare
Updating the account data model in Pega Sales Automation for Healthcare
Updating the opportunities table and Medicare selling mode in Pega Sales Automation for
Healthcare
Saving the lead source value with one property in Pega Sales Automation for
Healthcare
Setting the owner as the team member for opportunities in Pega Sales Automation for
Healthcare
Updating the billing address work objects in Pega Sales Automation for Healthcare
Updating the Market segment and Selling mode properties for Medicare case types
Updating the Medicare class group
Making Small Group, Large Groups, and Medicare opportunities accessible
Preventing duplicate entries in the Lead source widget
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