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Adopting Pega Sales Automation for Insurance 8.7 features

Updated on December 17, 2021

After Pega updates your application to 8.7, use the following table to identify the tasks that you must complete to prepare your environment to support Pega Sales Automation for Insurance 8.7.

Pega Customer Relationship Management for Insurance 8.7 Post-update Tasks for Pega Cloud services Environments

If upgrading from version 8.4 or later (a minor update), the update process requires no downtime. For additional information, see Understanding Pega Infinity updates for Pega Cloud Services.

If upgrading from version:Complete these tasks:
Pega Sales Automation for Insurance 8.6
  1. Optional: Updating your built-on application

    If you are using the SalesAutomationForInsuranceCosmos.8 built-on application version, then no changes are needed. If you are using the SalesAutomationForInsurance 8 version and plan to update to the Cosmos-based version, update your built-on application.

Pega Sales Automation for Insurance 8.5
  1. Optional: Updating your built-on application

    If you are using the SalesAutomationForInsuranceCosmos.8 built-on application version, then no changes are needed. If you are using the SalesAutomationForInsurance 8 version and plan to update to the Cosmos-based version, update your built-on application.

Pega Sales Automation for Insurance 8.4
  1. Updating your built-on application
  2. Checking your Pega Sales Automation access roles for the required privileges
Pega Sales Automation for Insurance 7.4 through 8.3
  1. Updating your built-on application
  2. Checking your Pega Sales Automation access roles for the required privileges
  3. Migrating data table values to field values
  4. Configuring Federated Case Management case types for web mashup
Pega Sales Automation for Insurance 7.22 or 7.31
  1. Updating your built-on application
  2. Checking your Pega Sales Automation access roles for the required privileges
  3. Migrating data table values to field values
  4. Configuring Federated Case Management case types for web mashup
  5. Updating from Pega Sales Automation for Insurance 7.22 or 7.31
  6. Migrating data from Pega Sales Automation for Insurance 7.22 or 7.31
Pega Sales Automation for Insurance 7.21 and earlierFor information about upgrading from version 7.21 and earlier, contact Global Client Services (GCS) as described on Pega Support.

Tags

Pega Customer Service for Insurance 8.7

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