Generating a flattened structure for plan and product data
You can generate a standard flattened structure for plans and products in Pega Product Composer for Healthcare. You use this flattened structure in downstream data, such as claims adjudication or as input to a System for Electronic Rate and Form Filing (SERFF) file. This means that there are instances of each benefit for every plan or product and a dedicated benefit for each variation.
Typically, developers use these tasks to generate a flattened structure for an individual plan, multiple plans, or all the plans in the system. You can also generate a flattened structure for either one product or all products in the system. For example, a system administrator might use this process if auto-flattening is not configured.
Pega Product Composer for Healthcare provides activity rules to generate the flattened structure of the Pega Product Composer for Healthcare objects.
- Log in to Pega Product Composer for Healthcare by entering your product developer credentials.
- Based on whether you are flattening a plan or a product, perform the
appropriate steps in the following table to obtain information that you need to
generate the flattened structure:
To flatten a plan - In the left navigation panel of your workspace, click the Plans tab.
- On the Plans page, search for a plan by entering data in the search fields and then clicking Search.
- Select a plan and click the arrow to expand it.
- In the Work ID column, note the plan number that is associated with the plan for which you are generating a flattened object structure, for example, PLAN-2001. You need this information in a later step.
- Log out.
- Follow the steps Generate the flattened structure for a plan in this section.
To flatten a product - In the left navigation panel of your workspace, click the Products tab.
- On the Products page, search for a product by entering data in the search fields and then clicking Search.
- Select a product and click the arrow to expand it.
- In the Name column, note the name of the product, for example, PRD1.You need this information in a later step.
- Log out.
- Follow the steps in Generate the flattened structure for a product in this section.
Generate the flattened structure for a plan
You can generate a flattened structure for one or multiple plans, or for all the plans in the system.
- Log in to Dev Studio by entering your Pega Product Composer for Healthcare administrator credentials.
- Based on the plan results that you want, perform the steps in the following
table:
To flatten one plan - In the header of Dev Studio, enter and search for CreateFlattenedStructure.
- Click the activity rule.
- Click .
- In the ContractID field, enter a plan work ID, for example, PLAN-1.
- Click Run.
- Follow the remaining steps in the task.
To flatten multiple plans - In the header of Dev Studio, enter and search for PCSFlattenedPlanWrapper.
- Click the activity rule.
- Click .
- In the ContractID field, enter plan work IDs, separated by commas, but with no spaces, for example, PLAN-3001,PLAN-3002,PLAN0-3003.
- Click Run.
- Follow the remaining steps in the task.
To flatten all plans in the system - In the header of Dev Studio, enter and search for PCSFlattenAllPlansAfterDeleting.
- Click the activity rule.
- Click
There are no parameters to set.
. - Click Run.
- Follow the remaining steps in the task.
- Log out.
- Validate the results by completing the following steps:
- Log in to Pega Foundation for Healthcare by entering your administrator credentials.
- Click .
- In the header of your workspace, click Plan & Contract.
- On the Plan & Contract page, click Benefit Plans.
- In the list of flattened plans, click a plan to display the details.
- Click the appropriate sections and review the details of the flattened plan.
- Log out.
- Package and export the flattened structure by using the Rule-Admin-Product (RAP) rule. For additional information, see Packaging your application in a product rule.
Generate the flattened structure for a product
You can generate a flattened structure for one product or all the products in the system.
- Log in to Dev Studio by entering your Pega Product Composer for Healthcare administrator credentials.
- Based on the product results that you want, perform the steps in the following
table:
To flatten one product - In the header of Dev Studio, enter and search for CreateFlattenedStructureProductWrapper.
- Click the activity rule.
- Click .
- in the ProductName field, enter a product name, for example, PRD-1.
- Click Run.
- Follow the remaining steps in the task.
To flatten all the products in the system - In the header of Dev Studio, enter and search for FlattenAllProducts.
- Click the activity rule.
- Click .
- Select the Value check box next to the DeleteBeforeFlatten field to delete all the existing flattened product records before generating the flattened structure.
- Click Run.
- Follow the remaining steps in the task.
- Log out.
- Package and export the flattened structure by using the Rule-Admin-Product (RAP) rule. For additional information, see Packaging your application in a product rule.
Delete instances of flattened plans or products
You can delete instances of flattened plans or products.
- Log in to Designer Studio by entering your Pega Product Composer for Healthcare administrator credentials.
- Based on whether you are deleting instances of products or plans, perform the
steps in the following table:
To delete a plan - In the header of Dev Studio, enter and search for DeleteFlatteningDataOfPlan.
- Click the activity rule.
- Click .
- To delete one instance of the plan, in the ContractID field, enter the plan Work ID, for example, Plan1. Otherwise leave this field blank.
- Click Run.
- Follow the remaining step in the task.
To delete a product - In the header of Dev Studio, enter and search for DeleteFlatteningDataOfPlan.
- Click the activity rule.
- Click .
- To delete one instance of the product, in the ProductID field, enter the name of the product, for example, PRD-1. Otherwise leave this field blank.
- Click Run.
- Follow the remaining step in the task.
- Open the class to verify that the coverage, benefit definition, and plan instances are removed.
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