Industry Application Design Patterns

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Industry Application Design Patterns
Knowledgebase Links
Industry Applications
Financial Services Applications
Financial Services PatternsApplicationDescriptionVersion
Configuring KYC significant flags and controlling flags in CLMPega Client Lifecycle Management for Financial ServicesConfiguring KYC significant flags and controlling flags in CLM8.5
Creating a new KYC due diligence case in CLMPega Client Lifecycle Management for Financial ServicesCreating a new KYC due diligence case in CLM8.5
Creating a new journey and subjourneys in CLMPega Client Lifecycle Management for Financial ServicesCreate a new journey in CLM and, where relevant, create associated subjourneys.8.5
Creation of due diligence profiles and profile suitesPega Client Lifecycle Management for Financial ServicesCreating due diligence profiles and profile suites8.5
6 Steps to add new circumstance type in Manage Customer Circumstance MicrojourneyPega Customer ServiceKey extension points in the Manage Customer Circumstance Microjourney that are needed to add, capture and review a new circumstance type.8.5
Customizing email notifications in Pega Customer Service for Financial ServicesPega Customer ServiceLearn how to use the rules in the Intake and Resolution email templates to customize email notifications in Pega Customer Service for Financial Services.8.5
Integrating with Visa Disputes EnginePega Disputes and Payments ExceptionsDescribes the steps to integrate SD to VISA7.3
Mapping Standard Claim ID to Case Filing Claim IDPega Disputes and Payments ExceptionsMap Standard Claim IDs to Case Filing Claim IDs7.4
Processing Fraud Claims in backgroundPega Disputes and Payments ExceptionsSetting up Claim Processing in background to reduce operator idle time7.4
Processing Mastercard queuesPega Disputes and Payments ExceptionsDescribes the process and configuration of Mastercard queues using Pega Agents7.4
Processing Visa Queue using Pega AgentsPega Disputes and Payments ExceptionsDefining the process of handling Visa Batch Queue records using Pega Agents7.4
Resetting Smart Dispute dataPega Disputes and Payments ExceptionsScript to reset work object and related data7.1.1
Setting up Visa Financials AccountingPega Disputes and Payments ExceptionsDefining the process of leveraging Visa Financials and Handling Exchange Rate gains/losses7.4
Visa fraud monitoringPega Disputes and Payments ExceptionsConfigurations of Visa fraud monitoring process7.4
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 Financial Services products that are available in Sales Automation for Financial Services (SAFS) and Client Lifecycle Management (CLM)Pega Foundation for Financial ServicesConfiguring the availability of Financial Services products in SAFS & CLM8.5
Connecting FS products to a System of RecordPega Foundation for Financial ServicesHow to connect Financial Services Products to a System of Record8.5
Defining FS products that will be offeredPega Foundation for Financial ServicesDefining a sample financial services product8.5
Soft-Delete Functionality in Pega Foundation for Financial ServicesPega Foundation for Financial ServicesDeleting a record without physically removing it from the table8.6
T. O. M. - Operating Structure in PFFSPega Foundation for Financial ServicesOperating Structure8.6
Using an Enrichment or Screening Marketplace ComponentPega Foundation for Financial ServicesExplores a unified approach to creating and extending integrations for Financial Services applications.8.1
Correspondence TemplatesPega Smart Investigate for PaymentsLearn how to configure Correspondence Templates8.5
Data page conversion configurationPega Smart Investigate for PaymentsDescribes the procedure to implement data page conversion.8.5
Duplicate search functionality in Smart InvestigatePega Smart Investigate for PaymentsSave time by identifying duplicate cases in your application using the duplicate search functionality.8.5
Setting up Operator Security record in Smart InvestigatePega Smart Investigate for PaymentsDescribes the procedure to set access restriction for users in Smart Investigate8.5
Insurance Applications
Insurance PatternsApplicationDescriptionVersion
Extending the policy selection and payment information in the Make Payment Microjourney for Pega Customer Service for InsurancePega Customer ServiceSteps for extending the Make Payment Microjourney with new policy selection and payment information options8.5
Implementing DocuSign in Customer Service for InsurancePega Customer 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 and Life Sciences Applications
Healthcare PatternsApplicationDescriptionVersion
Authoring questionnaires through the BA portalPega Care ManagementHow to author questionnaires by using the BA portal8.6
Configuring elements on the patient timeline in Care ManagementPega Care ManagementConfiguring elements on the Care Management patient 360 timeline8.6
Extending the Prior Authorization request MicrojourneyPega Care ManagementIdentify and add extension points in the Prior Authorization request Microjourney8.5
Features and functions of the Task case in Care ManagementPega Care ManagementUsing and extending the Task case8.6
Setting the application perspective to payer or provider in Care ManagementPega Care ManagementCustomizing data collection for various healthcare uses.8.5
Setting the configuration when building an implementation layerPega Care ManagementInstructions for updating the configuration page in Pega Care Management8.5
Create a Custom Code Group in Pega Foundation for HealthcarePega Foundation 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 LayerPega Foundation for HealthcareLearn how to create and handle appeals claims in Pega Foundation for Healthcare’s Appeals and Grievances manager layer.8.1
Understanding RxNorm drug databasePega Foundation for HealthcareA brief introduction to the RxNorm drug database, and the Pega Foundation for Healthcare's RxNorm search and display feature.8.6
Understanding the Medical Dictionary for Regulatory ActivitiesPega Foundation for HealthcareThe Medical Dictionary for Regulatory Activities, or MedDRA is an international system of medical codes and terminology used to help manage regulatory approval processes.8.6
Adding new properties to PCS entitiesPega Product Composer for HealthcareAdding new properties to PCS entities8.7
Benefit design in PCSPega Product Composer for HealthcareBenefit design with PCS8.6
Configuring and extending stages, statuses, and work queuesPega Product Composer for HealthcareDesign inputs and details for configuring and extending stages, statuses, and work queues8.5
Extending coverage data to leverage inheritancePega Product Composer for HealthcareDetails for extending coverage data in PCS8.5
Extracting data for reporting, QC, and downstream integrationPega Product Composer for HealthcareDesign inputs for extracting data for reporting, QC, and downstream integration8.5
Implementing and using product and plan flattening featurePega Product Composer for HealthcareDetails about implementing and using the product and plan flattening feature in PCS8.5
Implementing the Summary of Benefits and coverage (SBC) featurePega Product Composer for HealthcareImplementing the Summary of Benefits and coverage (SBC) feature8.5
Implementing versioningPega Product Composer for HealthcareDesign inputs while implementing versioning in PCS8.5
Loading and extending reusable entities in PCSPega Product Composer for HealthcareDesign inputs to consider while loading and extending the reusable entities in PCS8.5
Search configuration and extensionPega Product Composer for HealthcareSearch configuration and extension8.5
Creating and extending sequences to customize adjudicationPega Smart Claims Engine for HealthcareDescription and use of sequences in the Smart Claims Engine application.8.5
Creating guided event flows using UI patternsPega Smart Claims Engine for HealthcareLearning about the Smart Claims Engine (SCE) guided event resolution flow8.5
Creating new event codes for claim adjudicationPega Smart Claims Engine for HealthcareDescribes the pattern behind adding new event codes8.5
Creating new, extending existing and bypassing modulesPega Smart Claims Engine for HealthcareOptimizing modules for the Smart Claims Engine for Healthcare8.5
Creating orchestrations to control claim processingPega Smart Claims Engine for HealthcareDescribes the role of orchestrations and how they can be used for complex processing scenarios8.5
Extending portals to enhance the claims processing experiencePega Smart Claims Engine for HealthcareConcepts and considerations for extending claim processing portals.8.5
Extending processing flows with action codes.Pega Smart Claims Engine for HealthcareGuidelines for extending processing flows by using action codes8.5
Implementing error handling for new and existing modulesPega Smart Claims Engine for HealthcareImplementing error handling for new and existing modules8.5
Implementing search for current and history claimsPega Smart Claims Engine for HealthcareConfiguring search fields in Pega Smart Claims Engine8.5
Mass reprocessing, event groups, and event recyclePega Smart Claims Engine for HealthcareWhen to use a mass reprocess/adjustment, an event group or an event code recycle8.5
Communications and Media Applications
Communications and Media PatternsApplicationDescriptionVersion
Comparing data in a customer journey through Compare UIPega Customer ServiceBest practices for implementing and using Compare UI8.5
Enabling service cases to smartly extract content from images using Pega NLP and Google VisionPega Customer ServiceExtract text from photos using Pega NLP and Google Vision8.4
Extensions in "Bill Search" featurePega Customer ServiceDifferent extension points are available in the Bill Search feature.8.5
How to add advanced PDF search in a customer journeyPega Customer ServiceSearch the content of PDF documents and present the results to users8.5
How to add payment method options to your customer journeyPega Customer ServiceExplores the reusable payment method components in customer service that can be added to any service case to quickly enable the payment method option in a customer journey.8.5
Using the Pega Product Catalog for Communications for sales journeysPega Customer ServiceHow to create the required product data in the Pega Product Catalog for Communications8.5
Government Applications
Government PatternsApplicationDescriptionVersion
Creating New Entities in PGPPega Government PlatformGuide to adding a new entity to PGP8.5
Integrating Industry Applications with Pega Customer ServicePega Government PlatformIntegrating Industry Applications with Pega Customer Service8.2
Leverage Pega Government Platform (PGP) from Pega Customer ServicePega Government PlatformBuilding a PGP Implementation Stack with Customer Service8.5
Limiting the visibility of sensitive data items through 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
Merging duplicate data entitiesPega Government PlatformMerging duplicate data8.6
PGP Option MapPega Government PlatformDriving UI with Local Data8.5