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Performing a mass update

Updated on April 12, 2021

Use the Pega Product Composer for Healthcare Mass Updates wizard to make changes across multiple entities at one time instead of performing updates on individual entities.

Pega Product Composer for Healthcare
  1. You must have the HC_USA_Product_Composer:MassUpdate access role assigned to your access group. By default, the Pega Product Composer for Healthcare administrator is assigned this access role.
  2. Using the following information, check your configuration before you perform a mass update so that you avoid an error message during the process.

    The mass update feature does not validate the configuration on groupers and their contained benefits for the following cost shares:

    • Lifetime maximum
    • Out-of-pocket maximum
    • Annual maximum
    • Deductible
    • Limit
    • Eligibility
    You can configure these cost shares in either the grouper or the benefit, but not in both. For example, you cannot have an Ambulance grouper that contains the Ambulance air benefit that is defined with a deductible and the Ambulance air benefit that is also defined with a deductible. Because used or existing benefits in your context might have these cost shares defined, ensure that the benefits are pushed to a grouper that does not have the benefits defined.

Follow these steps to perform mass updates.

  1. In the header of Dev Studio, click Launch portalProduct Development.
  2. In the navigation panel of your work area, click Process EntitiesUpdate.
  3. Click the Mass Updates tab.
  4. Click Run mass updates and select the entity that you are updating. This selection determines the context for the application to select source benefits or groupers and the targets that receive the update.
    For example: Product Template
  5. In the Benefit/Grouper list, select either the benefit or grouper as the source of data for the update.
    For example: Benefit
  6. In the Add list, select an option to indicate whether you are adding, updating, or removing information.
    For example: Add
  7. In the New/Used list, select one of the following:
    • New. Then select the benefit or grouper from the list. All benefits and groupers are available for selection. During a mass update, the new benefit or grouper is inserted into the product template so that it inherits cost shares, deductibles, or visit limits.
    • Used. Select the product template that uses the benefit or grouper, and then select options from the Network, Grouper, or Benefits lists.
    Selections in the Mass Updates wizard

    The following example shows that the MRI benefit for the PPO Full Network and the Imaging grouper from the Producttemplate4000 (01-01) product template are the source for the mass update.

  8. Click Continue.
    • If you selected New in step 6, a message indicates that the benefit or grouper inherits the cost shares information. You cannot edit the values.
    • If you selected Used in step 6, the data is loaded from the selected product template in this example and is available for editing.
    • If you are performing a mass update on a benefit set, this step shows information that the benefit or grouper is being added or removed.
  9. Click Continue to specify the search criteria for your target entities and network.
    1. Complete the fields to specify your entity targets.
    2. Select the network.
    3. Click Select targets. In the Select Targets dialog box, select only the check boxes for the target entities that you want to update.
    4. Click Submit.
  10. Click Finish.
  11. On the Mass update page, select ActionsApprove mass update changes.
  12. Enter text that describes which entities were updated and click Submit.
  13. On the Mass update the targets page in the Target tree section, click Run mass update, and then click Submit.
    Your mass update has a status of Resolved-Completed.

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