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Business entity

Updated on October 22, 2021

Pega Government Platform provides data support to collect data about business or organizations in the form of Business Entity.

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The Business Entity feature contains a persistent datastore and three supporting case types to manage the Business Entity datastore.

Add Business case type

Add a business case type. Using the PegaPS-Work-Entity-Business-Add case type, you can introduce a new entity of the type Business into the system.

The Add Business case type checks for duplicate business entries and notifies about the same. The manager has the options: Approve, On hold, and Reject.

After the manager approves, the business details are persisted along with supported data like address, communication, profile image, and so on.

Adding a new field to the business intake screen

Capture a new field in the business intake screen and persist it. You can add a new data field or property and extend the existing business intake screen.

  1. Create a field, for example, Parent Organization, in the business data type.
  2. Run the Add Business case type and navigate to the BusinessBasicInfo view.
  3. Click the Add icon and add the field created in step 1.
Result: The new field automatically gets persisted in the business table.

Updating duplicate check validation for a field

Update the existing duplicate check fields with new fields.

  1. Open the CheckDuplicate (PegaPS-Data-Entity-Business) case match rule.
  2. Add a new field by clicking Add must match condition.
  3. Update the filter logic accordingly.
  4. Click Save as.
  5. In the Context section, select an application.
  6. In the Add to ruleset area, select a ruleset and the ruleset version.
  7. Click Create and open.

Adding a new list item

Update an existing list of items with new items.

Add a new list item, for example, SubsidiaryList and persist it.
  1. In Dev Studio, to add a new list item, create a data type Subsidiary in the PegaDATA database and have the following properties pyID (Primary key), EntityID, and EntityType.
  2. Add other properties related to subsidiary like subsidiary name, incorporated date, and so on.
  3. In the Business data type (PegaPS-Data-Entity-Business), create a field.
    1. In the Field name box, enter SubsidiaryList.
    2. In the Type list, select Embedded data.
    3. In the Data object list, select Subsidiary.
    4. Click Submit.
  4. Update the PersitEmbeddedPage (PegaPS-Data-Entity-Business) activity with a new step looping the SubsidiaryList property and invoke the activity SaveObject by passing the EntityID and EntityType parameters similar to CommList.
  5. Create a UI to capture the subsidiary details so that they persist after you enter the data.

Update Business case type

Update the existing business case type. Using the PegaPS-Work-Entity-Business-Update case type, you can update the details of an existing entity.

The Business flow supports updating the Business and Branch details as well.

You can make changes to the Business data and submit them. The details persist after the duplicate validation check ensures that there are no duplicates.

The D_Business data page fetches the entity details along with associated data like address, communication, and so on.

Updating an existing list property

Update the existing list properties for the business entity.

Fetch the subsidiary details to update the existing list of subsidiaries that are captured as a part of Add Business. Update an existing list property, for example, SubsidiaryList.

  1. Update the FetchBusinessDetails (PegaPS-Data-Entity-Business) data transform.
  2. Add a step similar to CommList or AddressList to set the details using the corresponding subsidiary data page of type: List.
Result: The Update case populates the details and any changes made are persisted.

View Business case type

View the details of a business entity. Using the PegaPS-Work-Entity-Business-View temporary case type, you can view the complete details of an existing business entity.

The Details (PegaPS-Data-Entity-Business) wrapper section contains all the business-related views or sections.

Adding a field to the business view

Add new fields to an existing business view.

Add a field, for example, Parent Organization to the business view.
  1. To add the field, navigate to the Basic details RO wrapper section and choose the appropriate section to show the field, for example, the Main details RO section.
  2. Add the new field along with the existing ones.

Showing captured list details in the business view

Show the captured list, for example, SubsidiaryList details in the business view.

  1. Create a view or section in the PegaPS-Work-Entity-Business-View class.
  2. Include the section in the main content region of pyCaseMainInner view.

Tags

Pega Government Platform 8.7

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