At any point in the process flow for the parent case, Requirement Set rules can be processed to create and link new requirements to the parent case and apply them to new or existing stages in the parent case flow. This is done by calling the GenerateMilestoneRequirements utility activity. The input to this activity is a reference to a clipboard page of the Data-RequirementSetList class. It is a page list of entries of Requirement Set rules for the activity to process. Each entry in the list has four properties:

ReqSetClass –The name of the class on which the Requirement Set rule for this entry is defined.

ReqSetName – The name of the Requirement Set rule for this entry.

Milestone or Stage – The name of the milestone or stage to which requirements in this

Requirement Set should apply. If a milestone or stage with this name does not exist, it is created.

TargetDeadlineDate – This optional property sets a target completion date for the stage – a date by which all the requirements that apply to the stage should be satisfied. This date can be used for standard Pega Platform SLA processing.

In the Requirements functionality, a model based on the selected product to load the Data - RequirementSetList page is used for processing. During implementation, you can create these pages however you want – models, data tables, external integrations, PCF, and so on. The model for the FNMAConforming30YearFixedRateMortgage sample product in the application is shown below.

The model above creates a ReqSetListPage1 page of the Data-RequirementSetList class that has three entries:

• The MortgageProcessingReqSet rule is processed and applied to the milestone/stage processing with a target completion date of 30 days in the future.

  

• The MortgageUnderwritingReqSet rule is processed and applied to the Underwrite Loan milestone/stage with a target completion date of 30 days in the future.

  

• The MortgageClosingReqSet rule is processed and applied to the Close Loan milestone/stage with a target completion date of 30 days in the future.

  

• Using Requirement set rules