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Configuring a policy integration

Updated on April 8, 2021

After you set up your integration service for policy management, you must configure Pega Sales Automation to retrieve policy data from the integration service.

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Before you begin: Follow the steps in these topics to configure Pega Sales Automation to retrieve policy data from the integration service:

Updating dynamic system settings for policy integration

To manage policy integrations in your implementation you must configure the PegaInsCRM PolicyIntSource dynamic system setting to specify whether you plan to enter internal policy data manually or retrieve internal policy data by using an integration.

  1. In the header of Dev Studio, search for and select the PegaInsCRM PolicyIntSource dynamic system setting rule.
  2. Enter one of the following values in the Value field:
    • Enter true to retrieve internal policy data by using an integration.
    • Enter false to enter internal policy data manually.
  3. Click Save.

Creating a new SOAP connector for policy integration

Use the Connector and Metadata wizard to create a new Connect-SOAP for your policy integration.

  1. In the header of Dev Studio, click ConfigureIntegrationConnectorsConnector and Metadata Wizard.
  2. Complete the forms in the wizard.
    When you create a new Connect-SOAP, if you select Generate Data Class and provide the WSDL file for the service, the wizard creates the following rules in a new policy class:
    • Parse XML
    • Data transforms (request and response)
    • Connect SOAP
    • Activity
    • Property rules
What to do next:

For more information, see About the Connector and Metadata wizard.

Updating the source system by line of business for policy integration

You can specify the source system for internal policy integrations based on your lines of business. For example, you can retrieve auto insurance policy data for your personal auto line of business from one source, while retrieving auto insurance policy data for your commercial auto line of business from another source.

Before you begin:

To specify the source system by line of business, you must update the following rules:

  • DetermineSourceSystem decision table
  • IsSourceIntegrated when rule

For information on saving, checking out, and checking in rules, see Copying a rule or data instance and Rules in Pega Platform applications.

  1. In the header of Dev Studio, search for and select the DetermineSourceSystem decision table rule.
  2. To save the decision table rule into your implementation layer, click Save as.
  3. Check out the decision table rule.
  4. Update the decision table to return the desired policy source system for each line of business.
  5. Check in the decision table rule.
  6. In the Dev Studio header search text field, search for and select the IsSourceIntegrated when rule in the PegaInsCRM-Work-Policy class.
  7. To save the when rule into your implementation layer, click Save as.
  8. Check out the when rule.
  9. Click the Advanced tab and add the policy source system using the or operand.
    You can update the Logic string as A or B, where A is the sample source system and B is the new source for the policy integration.
  10. Check in the when rule.

Creating the system setting rule for policy integration

You must configure the source system URLs in the Pega Sales Automation application to support integrations for internal policies. To do this, create a system setting rule and enter the source URLs for each production level of your environment.

  1. In the header of Dev Studio, click CreateSysAdminApplication Settings.
  2. Enter a Label and an Owning Ruleset for the system setting
  3. Click Create and Open.
  4. On the Settings tab of the System Settings form, enter the following information for each production level of your environment:
    • In the Value field, enter the URL for the source system.
    • In the Description field, enter a description for the URL.
  5. To save the system setting rule into your implementation layer, click Save as. For information on saving rules, see Copying a rule or data instance.

Updating the data transform and data page for policy integration

To retrieve policy data from the source system that you specified when you created the system setting rule for your integration, you must update the CallPolicyServices data transform and the D_GetPolicyDetailsByID data page.

For information on saving, checking out, and checking in rules, see Rules in Pega Platform applications.
  1. Log in by using an administrator account. Dev Studio opens.
  2. In the header of Dev Studio, search for and select the CallPolicyServices data transform rule.
  3. To save the data transform rule into your implementation layer, click Save as.
  4. Check out the data transform rule.
  5. Update the data transform to include the value specified in the system setting rule you created in the "Creating the system setting rule for policy integration" procedure.
    Result: This data transform passes the URL and other parameters to the D_GetPolicyDetailsByID data page to retrieve the policy details from the source system.
  6. Check in the data transform rule.
  7. In the Dev Studio header search text field, search for and select the D_GetPolicyDetailsByID data page rule.
  8. To save the data page rule into your implementation layer, click Save as.
  9. Check out the data page rule.
  10. Update the data page rule to connect to the policy integration service for your implementation layer policy class.
    Result: The data page rule uses the policy number input by the user to retrieve policy details from the source system.
  11. Check in the data page rule.

Mapping insurance product types for policy integration

You can map the products included in your policy administration system to the products you have set up in the Pega Sales Automation. This ensures that policy details for your customers and prospects in Pega Sales Automation are aligned with the product details in your policy administration system.

Before you begin:

You must set up products in Pega Sales Automation before you can map products for policy integration. For more information, see Setting up products.

  1. In the header of Dev Studio, search for and select the D_ProductByProductName data page.
    This data page uses the PegaCRM-Data-Product rule to determine the Product ID based in the product name.
  2. Complete the steps in Setting up products.

Tags

Pega Sales Automation 8.6

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