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Opportunity case type rules

Updated on May 10, 2021

To modify an opportunity case type, determine which rule to modify.

Pega Sales Automation Implementation Guide

Large and small group opportunity (B2B)

To add a stage to a large or small group opportunity (B2B) case type, modify one of the following case type rules.

  • Large group opportunity – PegaHCSPM-Work-Opportunity-LG.pyDefault
  • Small group opportunity – PegaHCSPM-Work-Opportunity-SM.pyDefault

Individual and Medicare opportunity (B2C)

To add a stage to an Individual or Medicare opportunity (B2C) case type, modify one of the following case type rules.

  • Individual opportunity – PegaHCSPM-Work-Opportunity-Ind.pyDefault
  • Medicare opportunity – PegaHCSPM-Work-Opportunity-Ind-Medicare.pyDefault

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