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Reviewing archived case data

Updated on April 5, 2022

Search for archived cases to review data that is no longer in primary storage to confirm a successful archive process, perform a regulatory task for statutes such as HIPAA, or search for previous business history.

Note: Archiving is supported by Theme Cosmos version 4 or later and UI-Kit version 12 or later.

For more information on archiving in earlier versions of Theme Cosmos, see How to implement archival cases support.

  1. In the Case Manager portal, search for an exposed property of the archived case that you want to review, for example, the case ID.
    Tip: To improve your search results, enter search terms that correspond to the values of exposed properties.
  2. In the list of results, on the Include menu, select Archived work items only.
    Cases with the Archived status are stored in Pega Cloud File Storage.
  3. Narrow the list of results by selecting filtering options on the Case menu, the Show menu, and the Last Updated menu.
  4. Open the case data in a read-only format by clicking a case name.
  5. Optional: Run a report on resolved cases before and after the archive process.

    The difference between reports displays the cases that Pega Platform both purged from the primary database and copied to Pega Cloud File Storage. For more information, see Running a report.

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