Industry Application Design Patterns

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Industry Application Design Patterns
Knowledgebase Links
Industry Applications
Financial Services Applications
Financial Services PatternsApplicationDescriptionVersion
Adding new circumstance types in the Manage Customer Circumstance MicrojourneyCustomer ServiceKey extension points in the Manage Customer Circumstance Microjourney that are needed to add, capture and review a new circumstance type.8.5
Intake and Resolution Email Templates in Customer Service for Financial ServicesCustomer ServiceThe rules and components of the new email templates introduced in Pega Customer Service for Financial Services 8.58.5
Adding a new enrichment provider that is not yet available in Pega MarketplacePega Foundation for Financial ServicesAdd a new enrichment data provider for PFFS8.5
Configuring FS products as available for salePega Foundation for Financial ServicesConfiguring the availability of Financial Services products8.5
Creating sample Financial Services products by using Product Designer for Financial ServicesPega Foundation for Financial ServicesDefining a sample financial services product8.5
Using an Enrichment or Screening MarketPlace ComponentPega Foundation for Financial ServicesExplores a unified approach to creating and extending integrations for Financial Services applications.8.x
Processing Fraud Claims in backgroundSmart Dispute for IssuersSetting up Claim Processing in background to reduce operator idle time7.48
Setting up Visa Financials AccountingSmart Dispute for IssuersDefining the process of leveraging Visa Financials and Handling Exchange Rate gains/losses7.48
Insurance Applications
Insurance PatternsApplicationDescriptionVersion
Extending the policy selection and payment informationCustomer ServiceSteps for extending the Make Payment Microjourney with new policy selection and payment information options8.5
Implementing DocuSign in Pega Customer Service for InsuranceCustomer ServiceKey extension points in implementing DocuSign in Pega Customer Service for Insurance8.5
Implementing the OOTB Insurance Submission Quality ScorePega Foundation for InsuranceUnderwriting submission quality score radar chart8.1
Healthcare Applications
Healthcare PatternsApplicationDescriptionVersion
Extending the Prior Authorization request MicrojourneyCare ManagementIdentify and add extension points in the Prior Authorization request Microjourney8.5
Setting the application perspective to payer or provider in Care ManagementCare ManagementCustomizing data collection for various healthcare uses.8.5
Extend the Add Child Dependent MicrojourneyCustomer ServiceLearn how to extend the Add Child Dependent Microjourney8.5
Extending the View Benefits MicrojourneyCustomer ServiceLearn how to extend View Benefits Microjourney.8.5
Pre-emptively notify customers about benefit issuesCustomer ServiceLearn how to use data flows8.5
Using the Member data type in Pega Customer Service for HealthcareCustomer ServiceLearn how you can capture consumer data in Pega Customer Service for Healthcare with the Member data type8.5
Create a Custom Code Group in Pega Foundation for HealthcareFoundation for HealthcareLearn how to create code groups to support multi-faceted transactions in Pega Foundation for Healthcare.8.1
Create a Post-Service Appeal in Pega Foundation for Healthcare’s Appeals and Grievances Manager LayerFoundation for HealthcareLearn how to create and handle appeals claims in Pega Foundation for Healthcare’s Appeals and Grievances manager layer.8.1
Extending portals to enhance the claims processing experienceOther Industry-Specific ApplicationConcepts and considerations for extending claim processing portals.8.5
Optimizing performance tuning data processing through retrieval and indexingOther Industry-Specific ApplicationGuidelines on retrieving and indexing application data for faster processing8.5
Configuring and extending stages, statuses, and workbasketsProduct Composer for HealthcareDesign inputs and details for configuring and extending stages, statuses, and workbaskets8.5
Extending coverage data to leverage inheritanceProduct Composer for HealthcareDetails about how the coverage data can be extended in PCS8.5
Extracting data for reporting, QC, and downstream integrationProduct Composer for HealthcareDesign inputs for extracting data for reporting, QC, and downstream integration8.5
Implementing the SBC FeatureProduct Composer for HealthcareImplementing the Summary of Benefits and coverage (SBC) feature8.5
Implementing versioningProduct Composer for HealthcareDesign inputs while implementing versioning in PCS8.5
Search configuration and extensionProduct Composer for HealthcareSearch configuration and extension8.5
Creating and extending sequences to customize adjudicationSmart Claims EngineDescription and use of sequences in the Smart Claims Engine application.8.5
Creating guided event flows using UI patternsSmart Claims EngineLearning about the Smart Claims Engine (SCE) guided event resolution flow8.5
Creating new event codes for claim adjudicationSmart Claims EngineDescribes the pattern behind adding new event codes8.5
Creating new, extending existing and bypassing modulesSmart Claims EngineOptimizing modules for the Smart Claims Engine for Healthcare8.5
Creating orchestrations to control claim processingSmart Claims EngineDescribes the role of orchestrations and how they can be used for complex processing scenarios8.5
Utilizing action codes to manage SCE processingSmart Claims EngineGuidelines for extending processing flows by using action codes8.5
Communications Applications
Communications PatternsApplicationDescriptionVersion
Adding the Advanced PDF Search component to customer journeysCustomer ServiceSearch the content of PDF documents and present the results to users8.5
Comparing data in a customer journey through Compare UICustomer ServiceBest practices for implementing and using Compare UI8.5
Extensions in "Bill Search" featureCustomer ServiceDifferent extension points are available in the Bill Search feature.8.5
How to use OCR and NLP to dramatically simplify customer experiencesCustomer ServiceExtract text from photos using Pega NLP and Google Vision8.4 and later
Public Sector Applications
Public Sector PatternsApplicationDescriptionVersion
Creating New Entities in PGPPega Government PlatformGuide to adding a new entity to PGP8.5
Implementing attribute-based access control (ABAC)Pega Government PlatformLearn how to limit the visibility of sensitive data items through attribute-based access control (ABAC), based on a set of examples.8.5