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

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

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:
   1. In the Value field, enter the URL for the source system.
   2. 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.

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 GetQuoteDetails 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 quote integration" procedure.
   Result: This data transform passes the URL and other parameters to the D_GetQuoteDetails 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_GetQuoteDetails data page rule.
8. To save the data page rule into your implementation layer, click Save as.
9. Check out the data page rule.
   By default, the D_GetQuoteDetails data page uses simulation to present quote details. You must update the data page rule to connect to the quote integration service for your implementation layer quote class.
10. In the Data Sources section, update the when rules for your integration.
11. Check in the data page rule.

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 on the product name.
2. Complete the steps in Setting up products.