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Pega Sales Automation for Insurance Hotfixes
The following tables list required hotfixes the Pega® Sales Automation for Insurance application requires. To request a hotfix, go to your account on My Support Portal. Click +Create and select Request Type > Existing Hotfix Request. Enter and verify the hotfix details and click Submit.
Import each type of hotfix in the listed order during the Sales Automation for Insurance installation or upgrade:
Apply Pega Sales Automation hotfixes during the full Pega Sales Automation installation or upgrade, before the Pega Sales Automation for Insurance installation or upgrade.
Apply Pega Sales Automation for Insurance hotfixes just after you complete the application bundle import.
Pega Sales Automation for Insurance 7.4
Pega Platform Version | Hotfix Number | Observed behavior |
---|---|---|
7.4 | HFix-44552, DL-87840 | A request lock error displays in the modal dialog when closing an opportunity from the Decision stage on clicking the Close button near the opportunity stages. A Task can be completed and also shown as Late because the Due Date is always shown as a Future Date while editing. Fixes related to the request lock error and validating Task Due Date have been added as a part of the Hotfix. |
7.4 | HFix-44693, DL-87360 | Fixes related to setting work type for Household, Displaying Date of Birth in Forecast, Sales Futurecast Widget, and Missing NBA class for Account Actions. |
Pega Sales Automation for Insurance 7.31
Pega Platform Version | Hotfix Number | Observed behavior |
---|---|---|
7.3.1 | HFix-40096 | When Common Language Runtime (CLR) is disabled, Contacts, Leads, and Households lists on respective landing pages are not displaying. Also, after creating a new application with the New Application wizard, policies added for B2C accounts may not be displayed due to a hard coded class referenced during the policy creation process. |
7.4 | HFix-43499, DL-85203 | Unable to Close Opportunity in SAI 7.31 on Pega Platform 7.4 – A data flow needs to be updated to fix the Opportunity Close flow. |
Hotfixes for Customer Relationship Management for Insurance 7.22.1
Pega Platform Version | Hotfix Number | Observed Behavior |
---|---|---|
7.2.2 | https://pdn.pega.com/customer-relationship-management-insurance-hotfixes | Use this link to see all the required hotfixes for Customer Relationship Management for Insurance 7.22.1. |
Pega Sales Automation for Insurance 7.22
Required Pega Sales Automation for Insurance 7.22 hotfixes
Pega Platform Version | Hotfix Number | Observed Behavior |
---|---|---|
7.2.2 | HFix-34031 | For Scheduling Meeting tasks in Opportunity steps, the New Microsoft Exchange bi-directional synchronization is not working. Also the policies and quotes linking is not available. |
HFix-34032 | Changes are required to address the following issues:
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Pega Sales Automation for Insurance 7.21
Required Pega Sales Automation hotfixes for Pega Sales Automation for Insurance 7.21
Pega Platform Version | Hotfix Number | Observed Behavior |
---|---|---|
7.2.2 | HFix-31050 | Password mismatch error when entering right passwords. |
HFix-31028 | Work object is being closed after creation. | |
HFix-27485 | Pega Sales Automation bug fixes for Pega Sales Automation for Insurance. | |
7.2.1 | HFix-27485 | Pega Sales Automation bug fixes for Pega Sales Automation for Insurance. |
7.2 | HFix-27485 | Pega Sales Automation bug fixes for Pega Sales Automation for Insurance. |
Required Pega Sales Automation for Insurance 7.21 hotfixes
Pega Platform Version | Hotfix Number | Observed Behavior |
---|---|---|
7.2.2 | HFix-28622 | Unable to Create New Appointment. |
HFix-28798 | Creating a contact lead does not attach the new lead to the contact. | |
7.2.1 | HFix-28622 | Unable to Create New Appointment. |
HFix-28798 | Creating a contact lead does not attach the new lead to the contact. | |
7.2 | HFix-28798 | Creating a contact lead does not attach the new lead to the contact. |