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Extensions for external account renewals

Updated on May 10, 2021

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 nameRule typeClass
D_GetAccountAPIDataData page-
GetRenewalByAccIDData transformPegaHCSPM-Int-Renewal
MapRenewalDataData transformPegaHCSPM-Work-Census

Census API

Rule nameRule typeClass
D_SpmGetCensusDataData page-
GetCensusByContractIDData transformPegaHCSPM-Int-Renewal
MapCensusDataData transformPegaHCSPM-Work-Census

Renewals API

Rule nameRule typeClass
D_GetRenewalObjectsData page-
GetRenewalByAccIDData transformPegaHCSPM-Int-Account
MapRenewalDataData transformPegaHCSPM-Work-Account

Renewals external account list

Rule nameRule typeClass
D_GetRenewalAccountsExternalData page-
RequestAccountListData transformPegaHCSPM-Int-Account
ResponseAccountListData transformPegaHCSPM-Work-Account

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