Industry Application Design Patterns

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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 CLMClient Lifecycle ManagementConfiguring KYC significant flags and controlling flags in CLM8.5
Creating a new KYC due diligence case in CLMClient Lifecycle ManagementCreating a new KYC due diligence case in CLM8.5
Creating a new journey and subjourneys in CLMClient Lifecycle ManagementCreate a new journey in CLM and, where relevant, create associated subjourneys.8.5
Creation of due diligence profiles and profile suitesClient Lifecycle ManagementCreating due diligence profiles and profile suites8.5
6 Steps to add new circumstance type in 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 the FS Products That are Available to SellPega Foundation for Financial ServicesConfiguring the availability of Financial Services products8.5
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
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
Integrating with Visa Disputes EngineSmart DisputeDescribes the steps to integrate SD to VISA7.22
Resetting Smart Dispute dataSmart DisputeScript to reset work object and related data7.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
Processing Mastercard queuesSmart Dispute for Issuers & AcquirersDescribes the process and configuration of Mastercard queues using Pega Agents7.48
Processing Visa Queue using Pega AgentsSmart Dispute for Issuers & AcquirersDefining the process of handling Visa Batch Queue records using Pega Agents7.48
Visa fraud monitoringSmart Dispute for Issuers and AcquirersConfigurations of Visa fraud monitoring process7.48
Mapping Standard Claim ID to Case Filing Claim IDSmart Disputes for Issuers & AcquirersMap Standard Claim IDs to Case Filing Claim IDs7.48
Data page conversion configurationSmart InvestigateDescribes the procedure to implement data page conversion.8.5
Duplicate search functionality in Smart InvestigateSmart InvestigateSave time by identifying duplicate cases in your application using the duplicate search functionality.8.5
Setting up Operatory Security record in Smart InvestigateSmart InvestigateDescribes 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 InsuranceCustomer ServiceSteps for extending the Make Payment Microjourney with new policy selection and payment information options8.5
Implementing DocuSign in 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
Setting the configuration when building an implementation layerCare ManagementInstructions for updating the configuration page in Pega Care Management8.5
Extend Add Child Dependent MicrojourneyCustomer ServiceLearn how to extend the Add Child Dependent Microjourney8.5
Extending View Benefits MicrojourneyCustomer ServiceLearn how to extend View Benefits Microjourney.8.5
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
Pre-emptively notify benefit issuesCustomer ServiceLearn how to use data flows8.5
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
Understanding RxNorm drug databaseFoundation 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 ActivitiesFoundation 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
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 work queuesProduct Composer for HealthcareDesign inputs and details for configuring and extending stages, statuses, and work queues8.5
Extending coverage data to leverage inheritanceProduct Composer for HealthcareDetails for extending coverage data 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 and using product and plan flattening featureProduct Composer for HealthcareDetails about implementing and using the product and plan flattening feature in PCS8.5
Implementing the Summary of Benefits and coverage (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
Extending processing flows with action codes.Smart Claims EngineGuidelines for extending processing flows by using action codes8.5
Implementing error handling for new and existing modulesSmart Claims EngineImplementing error handling for new and existing modules8.5
Communications Applications
Communications PatternsApplicationDescriptionVersion
Comparing data in a customer journey through Compare UICustomer ServiceBest practices for implementing and using Compare UI8.5
Enabling service cases to smartly extract content from images using Pega NLP and Google VisionCustomer ServiceExtract text from photos using Pega NLP and Google Vision8.4 and later
Extensions in "Bill Search" featureCustomer ServiceDifferent extension points are available in the Bill Search feature.8.5
How to add advanced PDF search in a customer journeyCustomer ServiceSearch the content of PDF documents and present the results to users8.5
Public Sector Applications
Public Sector PatternsApplicationDescriptionVersion
Leverage PGP from Customer ServicePGPBuilding a PGP Implementation Stack with Customer Service8.5
Integrating Industry Applications with Pega Customer ServicePGP, CSIntegrating Industry Applications with Pega Customer Service8.2
Creating New Entities in PGPPega Government PlatformGuide to adding a new entity to PGP8.5
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
PGP Option MapPlatformDriving UI with Local Data8.5