Skip to main content


         This documentation site is for previous versions. Visit our new documentation site for current releases.      
 

Adding support for Federated Case Management case types

Updated on January 29, 2021

If your Pega Customer Service for Insurance application uses out-of-the-box Federated Case Management case types, configure your application to pass the web mashup channel ID. The channel ID is required to avoid URL tampering and to load web mashup in a secure way.

Pega Customer Service Implementation Guide Pega Customer Service Implementation Guide Pega Customer Service Implementation Guide Pega Customer Service Implementation Guide
These procedures describe how to set up web mashup channel in Pega Customer Service for Insurance and pass this channel ID in requests from Pega Underwriting for Insurance to Pega Customer Service for Insurance.

Configuring the channel for create a new case

Configure the channel ID for the Create a new case action.

  1. Open the Pega Underwriting for Insurance application (for example, PegaInsurePACLVerify) in Dev Studio.
  2. Click Application menuChannel and interfacesWeb mashup.
  3. In the New Web mashup interface, enter the following fields:

    • Name - Enter the case name, for example, Create Commercial GL Submission.

    • Action - Select Create a new case.

    • Case type -Select the case type that you want to create, for example, Start Commercial GL submission.

    • Allow passing dynamic parameters - Switch the toggle button to true.

  4. Click Generate mashup code.
  5. In the pop up window that opens, copy the data-pega-channelID value from the Mashup code and paste it to a location where you can access it later.
  6. Click Save.

Configuring the channel for open a case

Configure the channel ID for the Open a case by handle action.

  1. Open the Pega Underwriting for Insurance application (for example, PegaInsurePACLVerify) in Dev Studio.
  2. Click Application menuChannel and interfacesWeb mashup.
  3. In the New Web mashup interface, enter the following fields:

    • Name - Enter the case name, for example, Create Commercial GL Submission.

    • Action - Select Open a case by handle.

    • Param key – Enter the unique key property for the case, for example, pzInsKey.

    • Case type -Select the case type that you want to create, for example, Start Commercial GL submission.

    • Allow passing dynamic parameters - Switch the toggle button to true.

  4. Click Generate mashup code.
  5. In the pop up window that opens, copy the data-pega-channelID value from the Mashup code and paste it to a location where you can access it later.
  6. Click Save.

Configuring Pega Underwriting for Insurance to pass the channel ID

Configure Pega Underwriting for Insurance to pass the channel ID in requests to Pega Customer Service for Insurance.

  1. Search for and open the pySetFCMMashupChannelMeta data transform present in Work-class.
  2. Click Save as, and then select Apply to and select the client class, for example, PegaInsCRM-Work-Submission-Commercial.
  3. Click Create and open.
  4. Set the pyChannelIDCreateNewWork property value to the data-pega-channelID value that you copied for the Create a case action.
  5. Set the pyChannelIDOpenWorkByHandle property value to the data-pega-channelID value that you copied for the Open a case by handle action.
  6. Complete the Web mashup channel setup for all products that you want to integrate with Pega Underwriting for Insurance.

Tags

Pega Customer Service 8.5

Have a question? Get answers now.

Visit the Support Center to ask questions, engage in discussions, share ideas, and help others.

Visit the Support Center

Did you find this content helpful?

Yes
No

Want to help us improve this content?
Suggest an edit

We'd prefer it if you saw us at our best.

Pega.com is not optimized for Internet Explorer. For the optimal experience, please use:

Close Deprecation Notice
Contact us