Extensions for external account renewals
An external account is an account that does not use Pega Sales Automation for Healthcare as the system of record. When you renew an external account, the account is imported to Pega Sales Automation for Healthcare and the account uses Pega Sales Automation for Healthcare as the system of record going forward.
Pega Sales Automation
Implementation Guide
Configure the following settings in the crmAPPExtModel data transform that is defined in PegaHSCSPM-Data-AppExt:
- Set CensusFromExternal to true.
- Set AccountsFromExternal to true.
- Set Param.ServerURL to the external server URL.
Extend the following data pages by configuring the end point URL:
- D_GetRenewalAccountsExternal – retrieves a list of accounts
- D_GetAccountAPIData – retrieves the account and organization information
- D_GetRenewalObjects – retrieves the quote, opportunity, and plan details
- D_SpmGetCensusData – retrieves the census data
To connect to external accounts to get renewal data, enter values for the following endpoint URLs:
- connector rule – HCSPMAccountList
- data transform – crmAppExtModel in PegaHCSPM-Data-AppExt
API rules
Account API
| Rule name | Rule type | Class |
| D_GetAccountAPIData | Data page | - |
| GetRenewalByAccID | Data transform | PegaHCSPM-Int-Renewal |
| MapRenewalData | Data transform | PegaHCSPM-Work-Census |
| LoadAccountData | Activity | PegaHCSPM-Work-Census |
Census API
| Rule name | Rule type | Class |
| D_SpmGetCensusData | Data page | - |
| GetCensusByContractID | Data transform | PegaHCSPM-Int-Renewal |
| MapCensusData | Data transform | PegaHCSPM-Work-Census |
| LoadCensusData | Activity | PegaHCSPM-Work-Census |
Renewals API
| Rule name | Rule type | Class |
| D_GetRenewalObjects | Data page | - |
| GetRenewalByAccID | Data transform | PegaHCSPM-Int-Account |
| MapRenewalData | Data transform | PegaHCSPM-Work-Account |
| LoadRenewalData | Activity | PegaHCSPM-Work-Account |
Renewals external account list
| Rule name | Rule type | Class |
| D_GetRenewalAccountsExternal | Data page | - |
| RequestAccountList | Data transform | PegaHCSPM-Int-Account |
| ResponseAccountList | Data transform | PegaHCSPM-Work-Account |
| PostLoadGetRenewalAccounts | Activity | PegaHCSPM-Work-Account |
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