Unifying ID across all case types

Unifying ID across all case types

Description	Unifying ID across all case types
Version as of	8.5
Application	Pega Platform
Capability/Industry Area	Case Management

Pega Platform™ provides the properties Work-.pyCustomer, Work-.pyCustomerOrg, and Work-.pyCustomerEnterprise with the intention to track all activities that are related to a single customer.

Columns in pcv4_assignment_summary, pcv4_assignmentwb_summary, and pcv4_work_history views and the pc_work table in PegaDATA schema

Observations

• While these properties have been optimized for reporting on tables that are mapped to the case types and the pyCustomer property is propagated to the assignment records, the pc_assign_worklist and pc_assign_workbasket tables do not include these columns.
• Classes Data-Assignment-Summary, Data-Assignment-WBSummary, and Data-Work-History are mapped to views pegadata.pcv4_assignmentwb_summary , pegadata.pcv4_assignment_summary , and the table pegadata.pcv4_work_history respectively and include these columns. However, these classes have rules that have long been deprecated (LIST VIEWS and SUMMARY VIEWS and NO report-definitions) that imply that these are no longer used by newer (Pega 7 and later) customer implementations.
• The column widths are varying for these properties and cannot hold values of case keys (pzInsKey and pxCoverInsKey columns are 255 characters wide).

While applications can use this pattern as a reference to track activity that is related to a single customer, they may not be able to directly use this the way it is currently provided.

Recommendations

• Define properties for identifiers to end with the string ID or Id to indicate what value the property holds, for example, AccountID, or CustomerID.
• Propagate the values from case instances into assignment records in the DT: NewAssignment specialized in the application layer.
• Optimize the property for reporting in both the tables that are mapped to the case type and the pc_assign_worklist and pc_assign_workbasket. Ensure that the column sizes are of 255 characters.
• Use report definitions to group by specific identifiers.

Related information

Assigning tasks to users