Accessing the MCA work object for a customer
- Open the Case Manager portal and click the Customer management tab.
- Enter song in the Last Name field and then click Search.
- Click either the Last Name or First Name link.
The MCA work object opens. If no MCA work object exists for the customer, it is created on the fly when you click either of the links. This could happen if you integrate with an external system for customer data and do not create customers through the solution for the first time.
The PegaIns-Data-Party-CheckForCAID activity checks whether the MCA work object already exists. If it does not, the activity creates a new MCA work object and links it to the OwnerId.
You can perform several actions from the Actions menu of the MCA work object related to managing the customer’s account such as updating the customer profile and adding attachments.
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