Fixing mapping errors
A mapping error occurs when an account renewal includes a healthcare plan that is unavailable for the new plan period. Before the renewal can proceed, you need to fix the error by selecting an available plan.
Pega Sales Automation
Implementation Guide
A Quote Request case with a mapping error has a status of
Pending-Investigation.
- Log in to the User Portal as a Renewal Representative that is part of the SPM_Cosmos:RenewalRep access group.
- In the left pane, click Renewals.
- To view Renewal Batch cases for individual accounts, click Individual.
- In the ID column, click the ID of the renewal batch that contains the error.
- In the Quote request ID column, click the ID of the Quote Request case that contains the error.
- Click Review.
- To change a plan, click Select new plan.
- To save the plan changes, click Submit.
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