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Configuring prior approval validation

Updated on March 21, 2021

You can configure the validation steps of a prior approval using data transforms. The following are the steps.

  1. In the navigation panel of Dev Studio, click Records.
  2. Click Data Model > Data Transform.
  3. Click the filter for Name and search for ApproverSubmit.
  4. Click the data transform to open it.
  5. Configure as needed and save the rule into your implementation layer. For additional information about locked and unlocked rulesets, see Copying a rule or data instance.
  6. Click Save.

    Similarly, you can configure the PegaMfg-Data-ClaimCmp.SetNewLine data transform when the claim is updated.

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