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

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Portal:Industry Application Design Patterns
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* [[#App_fin|Financial Service Industry]]  
 
* [[#App_fin|Financial Service Industry]]  
 
* [[#App_ins|Insurance Industry]]
 
* [[#App_ins|Insurance Industry]]
* [[#app_hc| Healthcare and Life Science Industry]]
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* [[#app_hc| Healthcare and Life Sciences Industry]]
 
* [[#app_comm| Communications and Media Industry]]   
 
* [[#app_comm| Communications and Media Industry]]   
 
* [[#app_ps| Government Industry]]
 
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{{#ask:[[Class::Design pattern]] [[Approval status::approve]] [[Capability/Industry Area::Healthcare]]
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{{#ask:[[Class::Design pattern]] [[Approval status::approve]] [[Capability/Industry Area::Healthcare and Life Sciences]]
 
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Revision as of 20:32, 7 June 2021


thumb text-top 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 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 CLM8.7
Creating a new KYC due diligence case in CLMPega Client Lifecycle Management for Financial ServicesCreating a new KYC due diligence case in CLM8.7
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.8.7
Creation of due diligence profiles and profile suitesPega Client Lifecycle Management for Financial ServicesCreating due diligence profiles and profile suites8.7
How to use CRS regulationsPega Client Lifecycle Management for Financial ServicesLearn how Pega CLM uses KYC Questionnaires to help financial institutions determine the CRS tax status of the customers.8.7
How to use EMIR regulationsPega Client Lifecycle Management for Financial ServicesLearn how Pega CLM uses a KYC Questionnaire to help financial institutions handling EMIR obligations.8.7
How to use FATCA regulationsPega Client Lifecycle Management for Financial ServicesLearn how Pega CLM uses KYC Questionnaires to help financial institutions determine the FATCA tax status of the customers.8.7
How to use FINRA RegulationsPega Client Lifecycle Management for Financial ServicesLearn how Pega CLM uses a KYC Questionnaire to help financial institutions handling FINRA obligations.8.7
How to use MiFID RegulationsPega Client Lifecycle Management for Financial ServicesLearn 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 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
Implementing Fee Inquiry for Pega Case Management EditionPega Customer ServiceLearn 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 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 3rd party data source (component) for entity enrichment in Pega Foundation for Financial ServicesPega Foundation for Financial ServicesAdd a new enrichment data provider for PFFS8.5
Configuring data for product availability processing in Pega Foundation for Financial Services used by Financial Services applicationsPega 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
Currency Conversion in Pega Foundation for Financial ServicesPega Foundation for Financial ServicesCurrency Exchange Rate Data Structure8.7
Delete reference data record (Soft-Delete) without physically removing record from the table in PFFSPega Foundation for Financial ServicesDeleting a record without physically removing it from the table8.8
How to create products that Financial Services apps will offerPega Foundation for Financial ServicesCreating a sample financial services product8.5
How to manage Operating Structure (T. O. M.) in PFFSPega Foundation for Financial ServicesOperating Structure Management8.7
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 Change Beneficiary for Pega Case Management EditionPega Customer ServiceWalkthrough of the Change Beneficiary case type implementation using Case Management capabilities8.7 and later
Implementing DocuSign in Customer Service for InsurancePega Customer ServiceKey extension points in implementing DocuSign in Pega Customer Service for Insurance8.5
Implementing Personal Auto Claim for Pega Case Management EditionPega Customer ServiceWalkthrough of the Personal Auto Claim case type implementation using Case Management Editin capabilities8.7 and later
IAA Data model for Insurance productsPega Foundation for InsuranceIAA Data model for Insurance products8.7
Implementing the OOTB Insurance Submission Quality ScorePega Foundation for InsuranceUnderwriting submission quality score radar chart8.1
Healthcare 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
Extend Add Child Dependent MicrojourneyPega Customer ServiceLearn how to extend the Add Child Dependent Microjourney8.5
Extending View Benefits MicrojourneyPega Customer ServiceLearn how to extend View Benefits Microjourney.8.5
Implementing Claims Inquiry for Pega Case Management EditionPega Customer ServiceLearn how to use Pega's case management capabilities in an external desktop.8.7
Implementing Patient Assistance for Pega Care Management EditionPega Customer ServiceLearn how to implement the Patient Assistance case type in an external desktop by using Pega's Digital Experience APIs8.7
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
Dynamically Driving Appeals, Grievances, & Organization Determination Sub-Cases from a Complaint CasePega Foundation for HealthcareHow to create complaint category and reason combinations to drive appeals, grievances, and OD sub-cases.8.7
Extending the Healthcare Foundation Data ModelPega Foundation for HealthcareHow to extend PFHC's data model8.7
Prescription plan data modelPega Foundation for HealthcareUnderstanding the prescription drug plan data model8.6
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 and plan lifecycle management and configurationPega Product Composer for HealthcareBenefit and plan lifecycle management and configuration8.7
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
Design inputs for extracting data for reporting, QC, and downstream integrationPega Product Composer for HealthcareDesign inputs for extracting data for reporting, QC, and downstream integration8.5
Extending and leveraging data extract reportPega Product Composer for HealthcareExtending and leveraging data extract reports8.7
Extending coverage data to leverage inheritancePega Product Composer for HealthcareDetails for extending coverage data in PCS8.5
Extending the document generation featurePega Product Composer for HealthcareLeveraging document generation feature in PCS8.7
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 healthcare claims APIPega Smart Claims Engine for HealthcareGuidelines for extending Healthcare Claims API to accommodate external information8.7
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 codesPega Smart Claims Engine for HealthcareGuidelines for extending processing flows by using action codes8.5
Healthcare - Extending the 837Pega Smart Claims Engine for HealthcareGuidelines for extending 837 to accommodate external information.8.7
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
SCE orchestration design patternsPega Smart Claims Engine for HealthcareSCE orchestration design patterns8.7
Smart Claims Engine personas and portalsPega Smart Claims Engine for HealthcareSCE access groups, roles and portals summary8.7
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
Implementing Add Mobile Service for Pega Case Management EditionPega Customer ServiceLearn 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 EditionPega Customer ServiceLearn 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 journeysPega Customer ServiceHow to create the required product data in the Pega Product Catalog for Communications8.5
Proactive SMS to customersPega 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 CatalogPega Foundation for CommunicationsTM Forum API Design Pattern for Comms Product Catalog8.7
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