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Fixing mapping errors

Updated on May 10, 2021

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.
  1. Log in to the User Portal as a Renewal Representative that is part of the SPM_Cosmos:RenewalRep access group.
  2. In the left pane, click Renewals.
    Result: The Batch Renewals tab shows Renewal Batch cases for small group accounts.
  3. To view Renewal Batch cases for individual accounts, click Individual.
  4. In the ID column, click the ID of the renewal batch that contains the error.
    Result: The page displays a list of Quote Request cases in that batch.
  5. In the Quote request ID column, click the ID of the Quote Request case that contains the error.
    Result: The Renewal details section shows the Quote Request case details.
  6. Click Review.
    Result: The Fix plan mapping errors section lists the available healthcare plans.
  7. To change a plan, click Select new plan.
  8. To save the plan changes, click Submit.
Result: After you fix the mapping error, Pega Sales Automation for Healthcare processes the renewal or routes the Quote Request case to opportunity owner for the account, typically a sales representative or a partner sales representative to process the renewal.

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