Updating product templates
When you need to make updates to your product templates, you can use Smart Update for
one or multiple changes across many product templates. For example, you might need to add
new benefits to your templates for the next year. After you modify the product template, you
can automatically update the specified products and plans. Replicating an existing product template involves creating
a new product template that you copied from an existing product template.
After the replication, the replicated product template is no longer
connected to the existing product template. The system automatically increments the version of the new product
template as either a major version, if you update the effective and end
dates, or a minor version if you update parameters other than the
dates. Define the target actions for the product templates that you want to update. If your target action is Create new
version, you can keep the same name for the entity but you
must change the effective dates. If your target action is
Replicate or Update current
version, you must give the entity a new name even if the
effective dates are different. If
you do not select this option, you lose the changes that you have
already made to the product template. When the system either updates existing entities or creates or replicates new
entities, it determines if there are errors that you must correct before proceeding or
displays warnings that are informational to you. For the warnings, you can make the
determination on when is the appropriate time to correct the issues. For more information, see Troubleshooting. Read-only
information is displayed in the tabs. For more information, see Product
templates. During configuration, you might perform one or more of these tasks in any order or
you might not perform any of the following tasks: Define the product template batch by adding the product templates to the batch and
then selecting the metadata options that you want to change. You can use the Filter by fields to display a subset
of the selected product templates. For example, you might want to add a
market segment of Medium group to only some of the
product templates, but not all. Click Define metadata
to make your changes to the metadata. On the Edit template metadata page, select the option
that you want to change from the list on the left, and then select the
action from the list on the right side of the page. For example, you might
want to add a new coverage level, such as Employee +
Children, to some product templates. If you make a market segment change that applies to all 10 product templates,
for example, a change from Large Group to
Medium Group, define a product template metadata
batch, select all the product templates, and remove the Large
Group market segment. Then define another product template
metadata batch, select the same product templates, and add the
Medium Group market segment. These changes apply
to all 10 product templates. Some fields allow for selection of multiple values, for example
Coverage level, and have the following
options: Append - The value that you select is added to the
existing values Replace - The value that you select replaces the
existing values Remove - The value that you select is removed Other fields where you can select only one option, for example
Product line, have the actions
Replace or No change. No
change means that the existing value remains. The Exchange level field shows the actions of
No change, Replace, or
Remove. Define the benefit category batch by adding the product templates to the batch,
defining the benefit categories, and then adding benefits. If you change the benefit category within the Smart Update feature, Smart Update only
updates existing benefit categories that come from the existing or the new product
template, per your configuration in the batches. Define the coverage batch by selecting the entity for which you want to update
coverage. Then select the product templates and networks to which the updated coverage
applies. For example, based on world conditions, you might want to add a new benefit, such as Home
Delivery of Meals during a flu epidemic, to your product templates for the current year.
You create the benefit by using the links in the navigation pane of Pega Product
Composer for Healthcare. You can then use Smart Update to add the benefit to the benefit
set and product template. You can then update the coverage for the current year to add
cost shares, limits, or inheritance of those coverages. Another example of product template coverage configuration is when you want to change the
deductibles and out-of-pocket values at the network level for your product
templates. If you want to change the deductibles and out-of-pocket values at the network
level, the product templates in the coverages batch must have the same
calculation method. For information on calculation methods, see
Configuring cost shares and accumulators for a product template
in the Product templates section. If you need to change the calculation method for a product template, on the
Configure Coverages tab, select Product
template, and then add the product templates for which you want
changes. Then change the calculation method and define the values. On the
Assignments page, click
Begin. Clicking the Copy to other networks button allows
you to copy a coverage to another network. If a variation already exists
with the same name, an error message is displayed. The algorithm determines whether any errors exist that you must correct before
proceeding, and then checks for warnings that are informational to you. For warnings, you
can decide when you want to correct the issues. If you updated existing product templates, navigate to step 3 in
Selecting products and target actions in the Updating products section and
follow the steps in all the sections. Products that were created from the
product templates are listed. You cannot add other products or remove any of
the products already in the list. You can approve your product templates before updating products except when your
target action is Updating existing. You can use the extension rules for product templates to customize the Smart Update
feature. Selecting product templates and target actions
Reviewing the selected product templates
Review the product templates Correct the product template errors Configuring product templates
Configuring metadata for product templates
Configuring benefit categories
Configuring coverages
Choices Actions Add a variation to an entity Click Add. Replace a variation
The selection of the effective date is optional.Remove a variation
The selection of the effective date is optional.Reviewing product templates
Approving product templates
Product template extension rules
Rule name Class Description ConfigureProductTemplate
ForSmartUpdate_PreEXT Rule-HC-PCS-Product Use this data transformto copy
additional implementation-layer properties when you are creating a
product template. CreateProductTemplateEXT PegaPCS-HC-USA-Work-SmartUpdate Use this activity rule to add or copy more properties or validations
when you are creating a product template. UpdateProductTemplateMetadataEXT Rule-HC-PCS-Product Use this data transform to add any
implementation-layer metadata properties. ValidateSUMetaDataUpdatedPTEXT Rule-HC-PCS-Product Use this data transform to validate the
implementation-layer metadata properties that you added to the product
template. UpdateProductTemplateEXT PegaPCS-HC-USA-Work-SmartUpdate Use thisactivity to extend any error
handling or include additional validations that you perform when you are
updating the product template. ConfigureCoveragesWrapperPTExt Rule-HC-PCS- Extension Use this data transform to validate
additional properties and copy the properties from the coverage batch
configuration to all the product templates.
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