To complete the below steps, an operator with below configuration should be created as this operator is not available in the Pega Smart Investigate for Payments application.

To complete the below steps, an operator with below configuration should be created as this operator is not available in the Pega Smart Investigate for Payments application.

1. Log in to Pega Smart Investigate for Payments with the above configured operator
2. Navigate to Application menu and select ‘New Application’ menu item.

3. Click on ‘Smart Investigate for payments 8’ tile.

4. Click on ‘Use this application type’ button.

5. Navigate through screen flow by clicking on ‘continue’.

6. Navigate through screen flow by clicking on ‘continue’.

7. Click on Advanced configuration link and update the following fields with the implementation team data and click on ‘Save’ button.
   • Application id
   • Organization name
   • Division name
   • Unit name

8. Click the Create application button.
   Note: Application name Usmart is just an example.
9. On creation of new application, click on ‘Switch to new application’ button.

10. Do a save as of [email protected] operator instance and update the Access Group selection pointing to newly created application.
11. Open the application definition of the newly created implementation layer and click on ‘Add application’ link.
12. Select ‘SmartInvestigateForPayments_Sample’ against Name and ‘8’ against Version.
13. From the Advanced collapsible menu, uncheck Place properties on thread page only.
14. Click the Save button.

Copying the MyCoSI-Work class group from the application into your ruleset provides the necessary data structure for various types of work in your application. Many rules in your application reference this class data structure.

Class groups are the link between your class structure and the underlying database, and they must be unique across your organization (the application prevents you from creating a duplicate name).

To copy the Work Class group:

1. Click Dev Studio and select the Data Model > Classes and Properties menu item.
2. Click Clone a Class Group. The first Direct Inheritance Wizard screen appears. Use the wizard to copy all classes in the class group using your top-level class name as the prefix.

3. Complete the fields as follows:
   • In the Select a ruleset Name selection box, select PegaSI_Sample.
   • In the Select a Class Group selection box, select MyCoSI-Work.
   • In the Map to a new Class Group field, enter ClassName-Work, where ClassName is the name of your top-level class.
   • In the Division field, enter a division if you do not want to use the default.
   • Optionally, enter a strategic process name.
     • Click Next. The second wizard screen (for class mapping) appears.

4. Change the ruleset name from PegaSI_Sample to your company’s ruleset name so the rules are created in your ruleset.
5. Click Next to start replication. The final form identifies the classes, Database Table, and class group that were created.

For more information on class groups, see online Help or the Pega Community.