Extending the policy selection and payment information

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Description Steps for extending the Make Payment Microjourney with new policy selection and payment information options
Version as of 8.5
Application Customer Service
Capability/Industry Area Insurance



Payment processing requires the list of outstanding payments and upcoming payments for the policies held by the policyholder. This information typically resides in a policy administration system that is external to the Pega Platform application.

For auto and life policies, Pega Customer Service for Insurance includes out-of-the-box integration points to fetch policy payment details from an external system. Use these extension points to apply this functionality to other lines of business.

The following extension points apply to the Capture Case Details step of the Intake stage.

Use case examples[edit]

Learn how you can extend the following areas of the Make Payment Microjourney for Insurance:

Payment steps 10022020.jpg

  1. The list of policies for which payments are due or have an outstanding balance
  2. The amount due and the corresponding due dates for each policy
  3. The list of available payment options

Before you begin[edit]

Set up App Studio access.

Extending the Make Payment Microjourney for Insurance[edit]

List of policies[edit]

The D_Contact_Policies data page retrieves the list of policies associated with a policyholder. This list typically includes all active policies for the policyholder.

The D_Contact_Policies data page has the following parameters:

  • CustomerID – A parameter required for this data page to fetch the details related to that specific policyholder.
  • RoleType – An additional parameter to get the list of policies for which the customer is a policyholder and not a beneficiary.

To add an external integration source to the D_Contact_Policies data page to retrieve data from an external system, follow these steps:

  1. In the navigation pane of App Studio, click Data > Data objects and integrations.
  2. Click the Insurance Policy data object, and then click the Data views tab.
  3. For the List of policies for contact data view, in the Source column, click Replace source.
  4. Enter the system and connection details. For more information, see Updating connections and field mappings for a data source.

After you modify the source of the data page, the following fields are populated from the new source:

  • Policy ID
  • Policy Type

To customize the policies that are listed for processing, modify the PayableAccountList data transform.

Amount due and dates[edit]

The D_Policy_Details data page retrieves the details of the outstanding and upcoming payments for a given policy, and has the PolicyID parameter. This parameter is required for this data page to fetch the details related to a specific policy.

To source the D_Policy_Details data page from an external system, add an external integration source:

  1. In the navigation pane of App Studio, click Data > Data objects and integrations.
  2. Click the Insurance Policy data object to open it, and then click the Data views tab.
  3. For the Policy Details data view, in the Source column, click Replace source.
  4. Enter the system connection details. For more information, see Updating connections and field mappings for a data source.

After you modify the source of the data page, the following fields are populated from the new source:

  • Installment amount (Bill Amount)
  • Billing Frequency
  • Installment due date
  • Minimum payment
  • Next statement date
  • Outstanding premium

Payment options[edit]

The Make Payment Microjourney has the following out-of-the-box payment options, but you can add more payment options:

  • Due amount
  • Pay in full
  • Other amount

The D_PaymentOptions data page populates the list of available payment options.

Payment information comes from the following fields on this data page:

  • PaymentOption – Specifies the payment option name, such as Due amount.
  • pyLabel – Displays the label on the UI with any discounts, if applicable.

To modify the discounts for each payment option, customize the SetDiscountsToPaymentOptions data transform and the DetermineDiscountsForPayment decision table.

Extend the PopulatePaymentOptions data transform to add more payment options to this list.

Turn on the ShowAutopayOptions when rule to enable the autopay option.

For more information, see Make Payment Microjourney on the community.

What to do next[edit]

Run the Make Payment case to verify that the correct data is retrieved and displayed in the case for the policy, dates, and payment options.