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.

      

      

   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.

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.

   

   

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.

    

    

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.

1. In Dev Studio, in the search field, type spmCreateB2CC2AForAllContacts, and then click on the search icon.
2. In the results list, click on the spmCreateB2CC2AForAllContacts activity.
   Result: The activity tab opens.
3. On the activity tab, from the Actions drop down list, select Run.

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 role	Privilege
   PegaCRM:User4	crmCanSAUserRunActivity, crmCanCRMUserRunActivity
   PegaCRM-SFA:SysAdmin	crmCanSAUserRunActivity, crmCanCRMUserRunActivity
   PegaSFA-EmailServices	crmCanSAUserRunActivity, crmCanCRMUserRunActivity
   PegaCRMBase:Guest	crmCanGuestUserRunActivity

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:

   • 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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.