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Setting up the auto payment settings of a claim

Updated on May 20, 2022

Define an account and auto payment settings for a campaign so that the claim is automatically paid and billed to the correct account. As a campaign designer, you can specify an account to bill for a claim, in the case of a recall or other proactive repairs.

  1. Log in to Pega Warranty as an administrator.
    For more information about login credentials, see Operators list and description.
  2. In the navigation pane of Dev Studio, click Data types.
  3. Click OptionsAdd data type.
  4. Click the Existing Data Type button.
  5. In the Label field, enter and select the Product Account Mapping Auto layer data table, and then click Submit.
  6. Click the Records tab.
  7. Click an existing record.
  8. Click the Add record link.

    You can add an account and its description as a part of adding a new record.

    Note: The account ID that associated with a warranty ID (Warranty_ID) is of higher priority than the account ID that is associated with a product serial number (Product_ID). The claim unit contains the account ID that is associated with a warranty ID. If the warranty ID is not available, then the claim unit contains the account ID that is associated with a product serial number. This functionality applies even if you create a claim file manually.

  9. Click Save.

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