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Extracting Pega Product Composer for Healthcare data and generating reports

Updated on July 26, 2021

You can extract summary data for product templates, products, and plans and review and compare data without having to access each entity separately. In the Summary data report, you get the metadata or the details that you enter during the first step of entity creation and high-level entity cost shares information. You can also extract cost share data and its pattern for inheritance for products and plans and view this information in the Cost shares report.

Design Patterns: For more information, see Extracting data for reporting, QC, and downstream integration.
Pega Product Composer for Healthcare Pega Product Composer for Healthcare Pega Product Composer for Healthcare

Extracting summary data for product templates, products, and plans

You can extract summary data for product templates, products, and plans, and generate a report. Benefit testers can use this report during the quality control process for benefit configuration. They can compare the results of this report to the benefits that were defined by the benefit configuration team. The team can make corrections as needed.

Run one job at a time. Ensure that an extract job is completed before you run another extract job. The extract job results are stored in the PegaPCS-Data-Extract class..
  1. In the header of Dev Studio, click Launch portalProduct Development.
  2. In the left navigation panel of your workspace, click Data Extract, and then based on your business need, click one of the following:
    • Product Template
    • Product
    • Plan
  3. If you selected Product Template or Product in step 2, follow these steps:
    1. In the search field, enter a name or some identifying text and click Search.
      To get all the items, enter an asterisk (*) in the search field. The information for all items is displayed in one report.
      For example: To extract the data from a specified product template, you might enter U+HMO Gold product template. To extract data for all product templates that specify HMO as the insurance line, you enter HMO.
    2. If you are extracting data from a product, in the Data extraction level field, ensure that Summary is selected.
    3. Select one or more check boxes next to the entity name for which you are extracting data, and click Submit.
      An error message is displayed if you click Submit without selecting at least one product template, product, or plan.
    4. Click ActionsRefresh to view the Microsoft Excel file name in the Recent attachments section.
    5. Click the file name and open the file to review the results.
    Result: The file displays summary information such as the ID, effective and end dates, and high-level cost share information. By using the filter options in Microsoft Excel, you can search for and display specified information.
  4. If you selected Plan in step 2, follow these steps:
    1. In the Product list, select the product name from which plans were created.
    2. Enter text that identifies the plans whose data you want to extract in the Search text field and click Search.
    3. In the Data extraction level field, ensure that Summary is selected.
    4. Select one or more check boxes next to the plans for which you are extracting data, and click Submit.
    5. Click ActionsRefresh to view the Microsoft Excel file name in the Recent attachments section.
    6. Click the file name and open the file to review the results.Result: The file displays summary information such as the ID, effective and end dates, and cost share information. By using the filter options in Microsoft Excel, you can search for and display specified information.

Extracting cost share data from products and plans

You can extract detailed inheritance and cost share data including copayments, coinsurance, deductible, annual maximum, lifetime maximum, and out-of-pocket values for each benefit and grouper in products and generate a report for each product. You can view the plans that were created from any product including a summary of all groupers and benefits and corresponding cost share data and inheritance details for each network.

  1. In the header of Dev Studio, click Launch portalProduct Development.
  2. In the left navigation panel of your workspace, click Data Extract, and then based on your business need click one of the following:
    • Product
    • Plan
  3. In the search field, enter a name or some identifying text, and click Search.
  4. Optional: If you are extracting data from a plan, in the Product field, select a product to retrieve all the plans that include the product.
  5. In the Data extraction level field, click Cost shares.
  6. Select one or more check boxes next to the entity name for which you are extracting data, and click Submit.
    If the selected products or plans are not flattened, a message is displayed to flatten the specified entities.
    An error message is displayed if you click Submit without selecting at least one product template, product, or plan.
  7. In the navigation pane of Dev Studio, click Data types.
  8. In the Data types panel, click Extract.
  9. On the Extract page, click Records. View the extracted records of the selected product or plan.
  • Previous topic How to auto flatten products and plans
  • Next topic Extending the Pega Product Composer for Healthcare application

Tags

Pega Product Composer for Healthcare 8.7

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