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Using a framework application for Pega Sales Automation for Insurance

Updated on January 18, 2022

If your organization requires a framework application, complete this procedure to create the framework application and the implementation applications. Otherwise, follow the instructions in Creating implementation application without framework.

Pega Sales Automation Implementation Guide Pega Sales Automation Implementation Guide Pega Sales Automation Implementation Guide

Creating a framework application

Run the New Application wizard to create your framework enterprise application. The framework application contains common rules that are used by all parts of your organization. The implementation applications that you build on top of this framework application inherit common rules from the framework application.

  1. Create an operator ID to run the New Application wizard.
    1. Log in to Dev Studio by using the operator ID [email protected] and the password that you specified for that operator.
    2. Save a copy of the existing [email protected] operator, and give it a name that identifies it as the framework Application Setup operator.
    3. Add the CRMSAICosmos:AppSetup access group to the new operator record, and then click the radio button to the left of the access group to select it as the default access group.
      When this access group is selected as the default access group for an operator, the New Application wizard opens when the operator logs in.
    4. Save the new operator.
  2. Create the framework application.
    1. Log in as the framework Application Setup operator.
    2. Follow the New Application wizard instructions until the Name your application page opens, and then follow the steps below.
      For more information about the wizard, see New Application Wizard.
    3. On the Name your application page, enter the name of the application, and then click Advanced configuration.
    4. In the Application Settings section, under Application structure, select Framework.
    5. In the Organization settings section, enter the Organization name, Division name, and Unit name for this application.

      The framework application class names come from this organization structure. For more information, see Class layers and Class hierarchy and inheritance.

      If you have not already defined the organization entities (for example, if you have not already defined the division), type the name of the new entity in the appropriate field. The application saves the new values when you create the new application.

    6. Click Save.
    7. Click Create application.
    The Application Wizard creates the framework application. The framework application includes one system administrator operator so that you can log into the application after you complete the wizard.
  3. To open the new application, click Go to app.
    The application opens in Dev Studio.
What to do next: Create an implementation application on top of the framework application. For more information, see "Creating an implementation application on top of a framework application".

Creating an implementation application on top of a framework application

Run the New Application wizard to create your implementation application on top of the framework application.

Before you begin: Create the framework application as described in "Creating a framework application".
  1. Log in to the framework application as the system administrator operator created for the new framework application.
  2. In the header of Dev Studio, click the name of the application, and then click New Application.
  3. On the What type of application do you want to build page, select your framework application.
    Your new implementation application will be built on top of the framework application, and it will inherit the rules from that application.
  4. Follow the rest of the New Application wizard instructions until the Name your application page opens, and then follow the steps below.

    For more information about the wizard, see New Application Wizard.

    The Application Wizard creates one system administrator operator for you so that you can log into the implementation application after you complete the wizard.
  5. On the Name your application page, enter the name of the application, and then click Advanced configuration.
  6. In the Organization settings section, enter the Organization name, Division name, and Unit name for this application.

    The New Application wizard creates the application class structure for you based on the organization settings that you enter. For more information, see Class layers and Class hierarchy and inheritance.

    If you have not already defined the organization entities (for example, if you have not already defined the division), type the name of the new entity in the appropriate field. The application saves the new values when you create the new application.

  7. Click Save.
  8. Click Create application.
  9. To open the implementation application, click Go to app.
What to do next: After you create your implementation application, enable and extend configurable functionality and features to meet your business needs.

Tags

Pega Sales Automation 8.7

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