Skip to main content

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

Reviewing the results of the SBC mass generation process

Updated on April 12, 2021

After you send the work for approval, review your results to make sure that the mass generation was successful, or to identify and fix errors.

Pega Product Composer for Healthcare
  1. On the Document generation page that displays a Pending-Process status, click ActionsRefresh a few times.
  2. Based on the status of the document generation, complete the steps in the following table:
    The Resolved-Completed status is displayed
    1. In the Information column, click the arrow next to Products.
    2. Click a name in the Product column.
    3. On the Product page, click the SBC attachments tab, and then verify that an SBC document has recently been attached.
    4. Click the document link, and then review the SBC document in the PDF format.
    5. When you are finished, close the Summary of Benefits and Coverage window and then close the page.
    6. To display the product's plans, click the arrow next to a product and click a plan.
    7. On the Plan page, click the SBC attachments tab, and then verify that an SBC document has recently been attached.
    8. Repeat steps and .
    9. If you included stand-alone plans in your document generation, click the arrow next to Plans.
    10. Click the link in the Plan column, and repeat steps and .
    11. Close the window.
    The document generation is not successful, the Pending-Errors status is displayed, and the work is routed to the Document generation failure work queue
    1. Under the Products and Plans tabs, examine the results.

      Successful entities display a green check mark and the SBC document is generated and attached to the entity. Entities that have errors and have failed display a red X.

      The errors might be caused by other processes that use or update the entities or by unapproved entities.

    2. To continue, wait for the processes to finish or find where the entity is being used and resolve it.
    3. To review the errors, at the end of the row that has an error, click the error icon.
    4. On the Document generation page, in the Task section, click Begin.
    5. In the Reprocess section, enter a note that indicates your handling of the case, and then click Submit.
    6. Repeat steps through for errors in the stand-alone plans.
  • Previous topic Generating SBC documents for many products and plans at once
  • Next topic SBC mass generation error messages

Have a question? Get answers now.

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

Did you find this content helpful?

Want to help us improve this content?

We'd prefer it if you saw us at our best. is not optimized for Internet Explorer. For the optimal experience, please use:

Close Deprecation Notice
Contact us