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Uploading a warranty contract

Updated on January 18, 2022

When using Pega Warranty, you can upload a required warranty contract document and associate it with a specific warranty contract to allow a dealer to download and review the binary file with the active warranty contact information when creating a warranty claim case.

To perform this process, complete the following steps.

  1. Log in as a Pega Warranty system administrator by using the WarSysAdmin operator ID.
  2. In the Explorer panel, click Records > Technical > Binary File.
  3. To create a new binary file, click +Create.
  4. Fill in the necessary data in the appropriate fields, including Label, Add to ruleset, App Name and File Type.
  5. Click Create and open.
  6. Upload the required warranty contract file and click Save.
  7. Copy the binary file path, for example: webwb/WarrantyContract.pdf.
  8. In the Explorer panel, click Data and search for the Document details data table.
  9. On the Records tab, to add a new record with the copied binary file link, click Add record.

After performing these steps, the system fetches the warranty contract document path from the Document Details data table.

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