When existing healthcare plans do not meet customer requirements, a sales representative or a partner sales representative creates a custom plan request either directly from the Quote Plan Selection page or from the Create menu, as a standalone request. Pega Sales Automation for Healthcare uses the Custom plan API to send the request for a custom plan to Pega Product Composer for Healthcare. To change the logic that the application uses to send the request, modify one or more of the following API rules:
- Case type name: New plan request
- Class name: PegaHCSPM-Work-CustomPlanRequest
- Flow Name: spmRequestCustomPlan
Flow action: ExcludeBenefits
This rule is invoked in the New plan request flow, after the step Not-covered and excluded benefits/services.
Data transform: PostBenefitsExclude
This is a post-processing data transform in the flow action. This data transform will trigger the REST API call only when a New plan request is created by selecting the Copy data from standard plan option.
Extend to handle a simulation or make a REST call in a different way.
Data transform: RequestCustomPlanPOSTExt
Extend to handle the response in a different way.
Data transform: spmGetPlanID
Extend to simulating PLAN ID creation differently.
Data Page: D_RequestCustomPlan
This data page has a REST connector that is responsible for making the REST call.