Difference between revisions of "Portal:Industry Application Design Patterns"

Latest revision as of 20:54, 7 June 2021

Pega’s broad portfolio of industry applications are designed to be feature rich, quick-to-deploy and designed to address the critical needs of today’s businesses all on a future-proof platform.

Industry Application Design Patterns


Knowledgebase Links
Industry Application Knowledgebase Application Upgrade Center Install Guide


Industry Applications
Financial Service Industry Insurance Industry Healthcare and Life Sciences Industry Communications and Media Industry Government Industry

Financial Services Applications

Financial Services Patterns	Application	Description	Version
Configuring KYC significant flags and controlling flags in CLM	Pega Client Lifecycle Management for Financial Services	Configuring KYC significant flags and controlling flags in CLM	8.7
Creating a new KYC due diligence case in CLM	Pega Client Lifecycle Management for Financial Services	Creating a new KYC due diligence case in CLM	8.7
Creating a new journey and subjourneys in CLM	Pega Client Lifecycle Management for Financial Services	Create a new journey in CLM and, where relevant, create associated subjourneys.	8.7
Creation of due diligence profiles and profile suites	Pega Client Lifecycle Management for Financial Services	Creating due diligence profiles and profile suites	8.7
How to use CRS regulations	Pega Client Lifecycle Management for Financial Services	Learn how Pega CLM uses KYC Questionnaires to help financial institutions determine the CRS tax status of the customers.	8.7
How to use EMIR regulations	Pega Client Lifecycle Management for Financial Services	Learn how Pega CLM uses a KYC Questionnaire to help financial institutions handling EMIR obligations.	8.7
How to use FATCA regulations	Pega Client Lifecycle Management for Financial Services	Learn how Pega CLM uses KYC Questionnaires to help financial institutions determine the FATCA tax status of the customers.	8.7
How to use FINRA Regulations	Pega Client Lifecycle Management for Financial Services	Learn how Pega CLM uses a KYC Questionnaire to help financial institutions handling FINRA obligations.	8.7
How to use MiFID Regulations	Pega Client Lifecycle Management for Financial Services	Learn how Pega CLM uses KYC Questionnaires to help financial institutions handling MiFID obligations.	8.7
6 Steps to add new circumstance type in Manage Customer Circumstance Microjourney	Pega Customer Service	Key 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 Services	Pega Customer Service	Learn 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
Implementing Fee Inquiry for Pega Case Management Edition	Pega Customer Service	Learn how to implement the Fee Inquiry service case in an external desktop using Pega's Digital Experience (DX) APIs.	8.7
Integrating with Visa Disputes Engine	Pega Disputes and Payments Exceptions	Describes the steps to integrate SD to VISA	7.3
Mapping Standard Claim ID to Case Filing Claim ID	Pega Disputes and Payments Exceptions	Map Standard Claim IDs to Case Filing Claim IDs	7.4
Processing Fraud Claims in background	Pega Disputes and Payments Exceptions	Setting up Claim Processing in background to reduce operator idle time	7.4
Processing Mastercard queues	Pega Disputes and Payments Exceptions	Describes the process and configuration of Mastercard queues using Pega Agents	7.4
Processing Visa Queue using Pega Agents	Pega Disputes and Payments Exceptions	Defining the process of handling Visa Batch Queue records using Pega Agents	7.4
Resetting Smart Dispute data	Pega Disputes and Payments Exceptions	Script to reset work object and related data	7.1.1
Setting up Visa Financials Accounting	Pega Disputes and Payments Exceptions	Defining the process of leveraging Visa Financials and Handling Exchange Rate gains/losses	7.4
Visa fraud monitoring	Pega Disputes and Payments Exceptions	Configurations of Visa fraud monitoring process	7.4
Adding a new 3rd party data source (component) for entity enrichment in Pega Foundation for Financial Services	Pega Foundation for Financial Services	Add a new enrichment data provider for PFFS	8.5
Configuring data for product availability processing in Pega Foundation for Financial Services used by Financial Services applications	Pega Foundation for Financial Services	Configuring the availability of Financial Services products in SAFS & CLM	8.5
Connecting FS products to a System of Record	Pega Foundation for Financial Services	How to connect Financial Services Products to a System of Record	8.5
Currency Conversion in Pega Foundation for Financial Services	Pega Foundation for Financial Services	Currency Exchange Rate Data Structure	8.7
Delete reference data record (Soft-Delete) without physically removing record from the table in PFFS	Pega Foundation for Financial Services	Deleting a record without physically removing it from the table	8.8
How to create products that Financial Services apps will offer	Pega Foundation for Financial Services	Creating a sample financial services product	8.5
How to manage Operating Structure (T. O. M.) in PFFS	Pega Foundation for Financial Services	Operating Structure Management	8.7
Using an Enrichment or Screening Marketplace Component	Pega Foundation for Financial Services	Explores a unified approach to creating and extending integrations for Financial Services applications.	8.1
Correspondence Templates	Pega Smart Investigate for Payments	Learn how to configure Correspondence Templates	8.5
Data page conversion configuration	Pega Smart Investigate for Payments	Describes the procedure to implement data page conversion.	8.5
Duplicate search functionality in Smart Investigate	Pega Smart Investigate for Payments	Save time by identifying duplicate cases in your application using the duplicate search functionality.	8.5
Setting up Operator Security record in Smart Investigate	Pega Smart Investigate for Payments	Describes the procedure to set access restriction for users in Smart Investigate	8.5

Insurance Applications

Insurance Patterns	Application	Description	Version
Extending the policy selection and payment information in the Make Payment Microjourney for Pega Customer Service for Insurance	Pega Customer Service	Steps for extending the Make Payment Microjourney with new policy selection and payment information options	8.5
Implementing Change Beneficiary for Pega Case Management Edition	Pega Customer Service	Walkthrough of the Change Beneficiary case type implementation using Case Management capabilities	8.7
Implementing DocuSign in Customer Service for Insurance	Pega Customer Service	Key extension points in implementing DocuSign in Pega Customer Service for Insurance	8.5
Implementing Personal Auto Claim for Pega Case Management Edition	Pega Customer Service	Walkthrough of the Personal Auto Claim case type implementation using Case Management Editin capabilities	8.7
Implementing the OOTB Insurance Submission Quality Score	Pega Foundation for Insurance	Underwriting submission quality score radar chart	8.1

Healthcare and Life Sciences Applications

Healthcare Patterns	Application	Description	Version
Authoring questionnaires through the BA portal	Pega Care Management	How to author questionnaires by using the BA portal	8.6
Configuring elements on the patient timeline in Care Management	Pega Care Management	Configuring elements on the Care Management patient 360 timeline	8.6
Extending the Prior Authorization request Microjourney	Pega Care Management	Identify and add extension points in the Prior Authorization request Microjourney	8.5
Features and functions of the Task case in Care Management	Pega Care Management	Using and extending the Task case	8.6
Setting the application perspective to payer or provider in Care Management	Pega Care Management	Customizing data collection for various healthcare uses.	8.5
Setting the configuration when building an implementation layer	Pega Care Management	Instructions for updating the configuration page in Pega Care Management	8.5
Extend Add Child Dependent Microjourney	Pega Customer Service	Learn how to extend the Add Child Dependent Microjourney	8.5
Extending View Benefits Microjourney	Pega Customer Service	Learn how to extend View Benefits Microjourney.	8.5
Implementing Claims Inquiry for Pega Case Management Edition	Pega Customer Service	Learn how to use Pega's case management capabilities in an external desktop.	8.7
Implementing Patient Assistance for Pega Care Management Edition	Pega Customer Service	Learn how to implement the Patient Assistance case type in an external desktop by using Pega's Digital Experience APIs	8.7
Create a Custom Code Group in Pega Foundation for Healthcare	Pega Foundation for Healthcare	Learn 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 Layer	Pega Foundation for Healthcare	Learn how to create and handle appeals claims in Pega Foundation for Healthcare’s Appeals and Grievances manager layer.	8.1
Prescription plan data model	Pega Foundation for Healthcare	Understanding the prescription drug plan data model	8.6
Understanding RxNorm drug database	Pega Foundation for Healthcare	A 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 Activities	Pega Foundation for Healthcare	The 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 entities	Pega Product Composer for Healthcare	Adding new properties to PCS entities	8.7
Benefit and plan lifecycle management and configuration	Pega Product Composer for Healthcare	Benefit and plan lifecycle management and configuration	8.7
Benefit design in PCS	Pega Product Composer for Healthcare	Benefit design with PCS	8.6
Configuring and extending stages, statuses, and work queues	Pega Product Composer for Healthcare	Design inputs and details for configuring and extending stages, statuses, and work queues	8.5
Design inputs for extracting data for reporting, QC, and downstream integration	Pega Product Composer for Healthcare	Design inputs for extracting data for reporting, QC, and downstream integration	8.5
Extending and leveraging data extract report	Pega Product Composer for Healthcare	Extending and leveraging data extract reports	8.7
Extending coverage data to leverage inheritance	Pega Product Composer for Healthcare	Details for extending coverage data in PCS	8.5
Extending the document generation feature	Pega Product Composer for Healthcare	Leveraging document generation feature in PCS	8.7
Implementing and using product and plan flattening feature	Pega Product Composer for Healthcare	Details about implementing and using the product and plan flattening feature in PCS	8.5
Implementing the Summary of Benefits and coverage (SBC) feature	Pega Product Composer for Healthcare	Implementing the Summary of Benefits and coverage (SBC) feature	8.5
Implementing versioning	Pega Product Composer for Healthcare	Design inputs while implementing versioning in PCS	8.5
Loading and extending reusable entities in PCS	Pega Product Composer for Healthcare	Design inputs to consider while loading and extending the reusable entities in PCS	8.5
Search configuration and extension	Pega Product Composer for Healthcare	Search configuration and extension	8.5
Creating and extending sequences to customize adjudication	Pega Smart Claims Engine for Healthcare	Description and use of sequences in the Smart Claims Engine application.	8.5
Creating guided event flows using UI patterns	Pega Smart Claims Engine for Healthcare	Learning about the Smart Claims Engine (SCE) guided event resolution flow	8.5
Creating new event codes for claim adjudication	Pega Smart Claims Engine for Healthcare	Describes the pattern behind adding new event codes	8.5
Creating new, extending existing and bypassing modules	Pega Smart Claims Engine for Healthcare	Optimizing modules for the Smart Claims Engine for Healthcare	8.5
Creating orchestrations to control claim processing	Pega Smart Claims Engine for Healthcare	Describes the role of orchestrations and how they can be used for complex processing scenarios	8.5
Extending healthcare claims API	Pega Smart Claims Engine for Healthcare	Guidelines for extending Healthcare Claims API to accommodate external information	8.7
Extending portals to enhance the claims processing experience	Pega Smart Claims Engine for Healthcare	Concepts and considerations for extending claim processing portals.	8.5
Extending processing flows with action codes	Pega Smart Claims Engine for Healthcare	Guidelines for extending processing flows by using action codes	8.5
Healthcare - Extending the 837	Pega Smart Claims Engine for Healthcare	Guidelines for extending 837 to accommodate external information.	8.7
Implementing error handling for new and existing modules	Pega Smart Claims Engine for Healthcare	Implementing error handling for new and existing modules	8.5
Implementing search for current and history claims	Pega Smart Claims Engine for Healthcare	Configuring search fields in Pega Smart Claims Engine	8.5
Mass reprocessing, event groups, and event recycle	Pega Smart Claims Engine for Healthcare	When to use a mass reprocess/adjustment, an event group or an event code recycle	8.5
SCE orchestration design patterns	Pega Smart Claims Engine for Healthcare	SCE orchestration design patterns	8.7
Smart Claims Engine personas and portals	Pega Smart Claims Engine for Healthcare	SCE access groups, roles and portals summary	8.7

Communications and Media Applications

Communications and Media Patterns	Application	Description	Version
Comparing data in a customer journey through Compare UI	Pega Customer Service	Best practices for implementing and using Compare UI	8.5
Enabling service cases to smartly extract content from images using Pega NLP and Google Vision	Pega Customer Service	Extract text from photos using Pega NLP and Google Vision	8.4
Extensions in "Bill Search" feature	Pega Customer Service	Different extension points are available in the Bill Search feature.	8.5
How to add advanced PDF search in a customer journey	Pega Customer Service	Search the content of PDF documents and present the results to users	8.5
How to add payment method options to your customer journey	Pega Customer Service	Explores 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
Implementing Add Mobile Service for Pega Case Management Edition	Pega Customer Service	Learn how to implement the Add Mobile Service case in an external desktop using Pega's Digital Experience (DX) APIs.	8.7
Implementing Replace Card for Pega Case Management Edition	Pega Customer Service	Learn how to implement the Replace Card service case in an external desktop by using Pega's Digital Experience (DX) APIs.	8.7
Using the Pega Product Catalog for Communications for sales journeys	Pega Customer Service	How to create the required product data in the Pega Product Catalog for Communications	8.5
Proactive SMS to customers	Pega Foundation for Communications pega Foundation Communications	To enable clients to trigger SMS to customers proactively using Twilio account.	8.7
TM Forum API Design Pattern for Comms Product Catalog	Pega Foundation for Communications	TM Forum API Design Pattern for Comms Product Catalog	8.7

Government Applications

Government Patterns	Application	Description	Version
Creating New Entities in PGP	Pega Government Platform	Guide to adding a new entity to PGP	8.5
Integrating Industry Applications with Pega Customer Service	Pega Government Platform	Integrating Industry Applications with Pega Customer Service	8.2
Leverage Pega Government Platform (PGP) from Pega Customer Service	Pega Government Platform	Building a PGP Implementation Stack with Customer Service	8.5
Limiting the visibility of sensitive data items through attribute-based access control (ABAC)	Pega Government Platform	Learn 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 entities	Pega Government Platform	Merging duplicate data	8.6
PGP Option Map	Pega Government Platform	Driving UI with Local Data	8.5

@@ Line 1: / Line 1: @@
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+__NOGLOSSARY__
+__NOCACHE__
 {|
 |-
-| style="padding-left:10px;" | [[File:Boston.jpg|thumb||left|text-top|352px]] || style="font-size:large;vertical-align:top;padding-left:20px;padding-right:10px;width: 1670px;" | Industry Application details.</p>
+| style="padding-left:10px;" | [[File:Boston.jpg|thumb||left|text-top|352px]] || style="font-size:large;vertical-align:top;padding-left:20px;padding-right:10px;width: 1670px;" | Pega’s broad portfolio of industry applications are designed to be feature rich, quick-to-deploy and designed to address the critical needs of today’s businesses all on a future-proof platform. </p>
 |}
 {| class="wikitable"
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@@ Line 30: / Line 32: @@
 |- style="vertical-align: top;background:white;"
 |
-* [[#App_pcm|Care Management]]
+* [[#App_fin|Financial Service Industry]]
-* [[#App_pfh|Pega Foundation for Healthcare]]
+* [[#App_ins|Insurance Industry]]
-* [[#app_sce| Smart Claims Engine]]
+* [[#app_hc| Healthcare and Life Sciences Industry]]
-* [[#app_pcs| Pega Product Composer for Healthcare]]
+* [[#app_comm| Communications and Media Industry]]
-* [[#app_sd| Smart Disputes for Issuers]]
+* [[#app_ps| Government Industry]]
-* [[#app_pff| Pega Foundation for Financial Services]]
-* [[#app_pgp| Pega Government Platform]]
-* [[#app_ins| Insurance]]
 |}
 | style=" border-width: 0px; background: #f8f9fa;" |
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-! style="width: 1680px;background:white;border-top-color: #127a80;;border-top-style:solid;border-top-width:10px;font-size:large;color:#00457c;" id="app_pcm" |Care Management
+! style="width: 1680px;background:white;border-top-color: #127a80;;border-top-style:solid;border-top-width:10px;font-size:large;color:#00457c;" id="app_fin" |Financial Services Applications
+|- style="vertical-align: top;background:white;"
+|
+{{#ask:[[Class::Design pattern]] [[Approval status::approve]] [[Capability/Industry Area::Financial Services]]
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+|default=There are no design patterns for this featured capability
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+|}
+{| class="wikitable"
+|+
+! style="width: 1680px;background:white;border-top-color: #127a80;;border-top-style:solid;border-top-width:10px;font-size:large;color:#00457c;" id="App_ins" |Insurance Applications
+|- style="vertical-align: top;background:white;"
+|
+{{#ask:[[Class::Design pattern]] [[Approval status::approve]] [[Capability/Industry Area::Insurance]]
+|mainlabel=Insurance Patterns |+width=42%
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+|default=There are no design patterns for this featured capability
+}}
+|}
+{| class="wikitable"
+|+
+! style="width: 1680px;background:white;border-top-color: #127a80;;border-top-style:solid;border-top-width:10px;font-size:large;color:#00457c;" id="app_hc" |Healthcare and Life Sciences Applications
+|- style="vertical-align: top;background:white;"
+|
+{{#ask:[[Class::Design pattern]] [[Approval status::approve]] [[Capability/Industry Area::Healthcare and Life Sciences]]
+|mainlabel=Healthcare Patterns |+width=42%
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+|format=broadtable
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+|limit=999
+|sort=Application,
+|order=asc,asc
+|default=There are no design patterns for this featured capability
+}}
+|}
+{| class="wikitable"
+|+
+! style="width: 1680px;background:white;border-top-color: #127a80;;border-top-style:solid;border-top-width:10px;font-size:large;color:#00457c;" id="app_comm" |Communications and Media Applications
 |- style="vertical-align: top;background:white;"
 |
-{{#ask:[[Class::Design pattern]] [[Approval status::approve]] [[Application::Care Management]]
+{{#ask:[[Class::Design pattern]] [[Approval status::approve]] [[Capability/Industry Area::Communications and Media]]
-|mainlabel=Care Management Patterns |+width=40%
+|mainlabel=Communications and Media Patterns |+width=42%
-|?Capability/Industry Area |+width=14%
+|?Application |+width=18%
-|?Description |+width=40%
+|?Description |+width=35%
-|?Version as of=Version |+width=6%|+align=center
+|?Version as of=Version |+width=5%|+align=center
 |format=broadtable
 |headers=plain
 |class=wikitable sortable
 |limit=999
+|sort=Application,
+|order=asc,asc
+|default=There are no design patterns for this featured capability
 }}
 |}
 {| class="wikitable"
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-! style="width: 1680px;background:white;border-top-color: #127a80;;border-top-style:solid;border-top-width:10px;font-size:large;color:#00457c;" id="app_clm" |Client Lifecycle Management
+! style="width: 1680px;background:white;border-top-color: #127a80;;border-top-style:solid;border-top-width:10px;font-size:large;color:#00457c;" id="app_ps" |Government Applications
 |- style="vertical-align: top;background:white;"
 |
-{{#ask:[[Class::Design pattern]] [[Approval status::approve]] [[Application::Platform]] [[Capability/Industry Area::Client Lifecycle Management]]
+{{#ask:[[Class::Design pattern]] [[Approval status::approve]] [[Capability/Industry Area::Government]]
-|mainlabel=Client Lifecycle Management Patterns |+width=40%
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+|default=There are no design patterns for this featured capability
 }}
 |}
 |}

Difference between revisions of "Portal:Industry Application Design Patterns"

Latest revision as of 20:54, 7 June 2021

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