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Configuring a pre-validation case

Updated on January 18, 2022

During pre-validation, rules are executed before the claim is submitted to the adjudication system. The following are the pre-configured rules in Pega Warranty that implement a sample set of business rules.

  • PreValidationForPart - a certain part number requires an invoice number.
  • PreValidationForMisc - miscellaneous expense codes require an invoice attached to the claim.
  • PreValidationForLabor - labor hours cannot exceed the defined amount for a particular labor activity.
  • ProductCheckInDate - a date cannot be set in the future.
  • OdometerReading - the odometer reading cannot be less than the last reading on record for the vehicle.
  • CoverageExists - the claim cannot be entered if there is no valid coverage available. When these conditions are not met for any line, a warning icon appears.

To configure pre-validation:

  1. In the navigation panel of Dev Studio, click Records.
  2. Click Decision > Decision Table.
  3. Click the filter for Name and search for the required pre-validation rule. For example, PreValidationForPart.
  4. Click the decision table 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.

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