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Extending and customizing portals

Updated on December 15, 2021

Pega Marketing User Guide

SCE provides built in extension points for the portals. These enable clients to extend the UX to add new fields or data without impacting the provided SCE portal. These extension points are used to support SCE UX upgrades with each release. The extension points are identifiable in the application inventory or by browsing the live UI.

Navigating from an existing portal

To identify the extension points from an existing portal, follow the steps below:

  1. Navigate to the screen to be extended.
  2. Click the Toggle runtime toolbar gear icon in the bottom right corner.
  3. Click Toggle Live UI .
  4. Browse the Tree to find the available predefined extension points. The sections will be hidden from view until highlighted in the tree structure.
  5. Open the rule for editing by clicking Open in Dev Studio
    Portal navigation through live UI
    Dev studio SCE extension points

Modifications can be performed once the rule is opened via drag-and-drop from the App menu of the navigation panel. This applies when adding properties or sections.

Identifying the extension points from Dev Studio

To identify the appropriate extension points from Dev Studio, follow the steps below:

  1. Launch the application inventory screen by navigating to Configure>Application>Inventory>Extension Points
  2. Filter the applications by clicking the application link and selecting or deselecting the appropriate implementation applications.
  3. Click the Apply button to list all defined extension points for the criteria selected.

    Example left navigation panel
  4. To identify portal extension points, click the filter symbol for the Type column and check Rule-HTML-Section.
  5. Select the Name link to access the specific rule to extend.

Modifications can be performed once the rule is opened via drag-and-drop from the App menu of the navigation panel. This applies when adding properties or sections.

The table below shows the filtered list of SCE portal extension points available:

NameApplies toRuleset
AccumulatorReview_EXTClaims work objectPegaHCCLMEngine
AddDiagnosisCodes_EXTClaim dataPegaHCCLMEngine
AddOccurrenceCode_EXTClaim dataPegaHCCLMEngine
AddOtherPolicySubscriber_EXTPayerPegaHCCLMEngine
AddProcedureCode_EXTClaim dataPegaHCCLMEngine
AddValueCode_EXTClaim dataPegaHCCLMEngine
BillingandRenderingProviderDisplay_EXTClaim dataPegaHCCLMEngine
BillingandRenderingProvReviewDisplay_EXTClaim dataPegaHCCLMEngine
CaseAttachmentsTopWrapperPegaHC-CE-EM-Work-EventPegaHCCLMEventConfigProcess
CaseBody_ErrorCasePegaHCCLMEngine
CE_AddProviderSection_EXTClaim dataPegaHCCLMEngine
CE_BusinessEntityProvInfo_EXTClaims work objectPegaHCCLMEngine
CE_ClaimLineProfReview_EXTClaim dataPegaHCCLMEngine
CE_ManualPricing_ExtClaims work objectPegaHCCLMEventResolution
CE_ProviderInfo_Ref_EXTClaims work objectPegaHCCLMEngine
CE_ProvidersSection_EXTClaim dataPegaHCCLMEngine
ClaimHeaderDataInstitutional_EXTClaim dataPegaHCCLMEngine
ClaimHeaderExecution_EXTClaims work objectPegaHCCLMEngine
ClaimHeaderExecutionResult_EXTClaims work objectPegaHCCLMEngine
ClaimHeader_EXTClaim dataPegaHCCLMEngine
ClaimHeaderReview_EXTClaims work objectPegaHCCLMEngine
ClaimLineDataEntry_EXTClaim LinePegaHCCLMEngine
ClaimlineData_EXTClaims work objectPegaHCCLMEngine
ClaimlineData_EXTClaim dataPegaHCCLMEngine
ClaimLineDetailsExecutionReview_EXTClaim linePegaHCCLMEngine
ClaimLineInfoExecutionReview_EXTClaim linePegaHCCLMEngine
ClaimLineUpdate_EXTClaim LinePegaHCCLMEngine
CaseContainer_ErrorCasePegaHCCLMEngine
DentalClaimLineDataEntry_EXTClaim linePegaHCCLMEngine
pyWorkDetailsPegaHC-CLM-PaymentErrorPegaHCCLMEngine
ExecutionClaimResult_EXTClaims work objectPegaHCCLMEngine
CE_FacilityLinePricing_EXTResponse artifacts obtained from external pricing systemsPegaHCCLMEngine
GlobalReportFilterEXTPortalPegaClaims-UI
CaseHeader_ErrorCasePegaHCCLMEngine
HSSRepricing_EXTResponse HSSPricing obtained from external pricing systemsPegaHCCLMSANP
InstitutionalClaimLineDataEntry_EXTClaim linePegaHCCLMEngine
MemberInfoReviewDisplay_EXTClaims work objectPegaHCCLMEngine
MemberInformationDisplay_EXTClaims work objectPegaHCCLMEngine
MemberReviewHeader_EXTMemberPegaHCCLMEngine
OtherSubscribersReview_EXTClaims work objectPegaHCCLMEngine
PatientInformation_EXTClaim dataPegaHCCLMEngine
ProfessionalClaimLineDataEntry_EXTClaim linePegaHCCLMEngine
pyFunctionBuilderWrapperEmbed-UserFunctionPegaHCCLMEdits
ReviewClaimsInquiry_EXTClaims suitePegaClaimsInquiry
SubscriberInformation_EXTClaim dataPegaHCCLMEngine
SubscriberReviewHeader_EXTMemberPegaHCCLMEngine

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