Designing the Data Model

1 Task

30 mins

Pega Platform '24.2 Visible to: All users

Beginner Pega Platform '24.2 Data Integration English

Scenario

You have been asked by your Lead System Architect to create several elements of the Data Model for the GoGoRoad application.

Your first tasked is to configure the Customer and Payment information data objects. From your conversations with the LSA, the Customer data object should include fields that are important in identifying each customer such as First name, Last name, Full name, and Email. The Customer data object should include a set of Data Records to support application testing during this development phase.

The Payment information data object should capture the information relevant to credit card payment such as Card type, Card number, and Expiration date.

The Customer and Payment information data objects are configured at the GoGoRoad application level so that are available for use, as needed, by all of the different Case Types associated with the GoGoRoad application. 

Once the Customer and Payment information data objects are created, you are to make them available for use in Assistance Request Case Type by associating them with the Assistance Request Case Type Data Model. Because the Customer data object includes Data Records, it should be associated with the Assistance Request Case Type Data Model as a Data reference Field Type. As the CSR will be entering data into the fields associated with the the Payment information data object, it should be associated with the Assistance Request Case Type Data Model as an Embedded data Field Type.

You have also been asked to create the Service type field in the Assistance Request Case Type Data Model. The Service type field should allow CSRs to easily identify the type of service that the customer is requesting. Options for the Service type field include the vehicle being out of gas, or the customer being locked out of their vehicle.

As a new System Architect, your Lead System Architect has given you a collection of  links to the Pega technical documentation to help you get started.

The following table provides the credentials you need to complete the challenge:

Role	User name	Password
Application Developer	author@gogoroad	pega123!

You must initiate your own Pega instance to complete this Challenge.

Initialization may take up to 5 minutes so please be patient.

• Log In

Detailed Tasks

1 Design the Data Model

Use the  technical documentation linked in the Journey map above to complete the assigned task. The technical documentation might have more information than you need to complete the task.

Acceptance Criteria

• The Customer data object has the following fields:

Name	Type	Options
Account ID	Text (single line)
Coverage level	Picklist	Display as: Drop-down list Choices: Gold, Standard
Email address	Email
Enrollment	Boolean
First name	Text (single line)
Last name	Text (single line)
Full name	Text (single line)	Calculated: Expression (.FirstName + " " + .LastName)

• The Customer data object has the following Data Records:

Account ID	Coverage level	Email address	Enrollment	First Name	Last Name
[email protected]	Standard	[email protected]	True	Francis	James
[email protected]	Standard	[email protected]	True	Howard	Thomas
[email protected]	Gold	[email protected]	True	Jane	Mitchell

• The Payment information data object has the following fields:

Name	Type	Options
Card type	Picklist	Display as: Radio-buttons Choices: MasterCard, Visa
Card number	Text (single line)
Expiration date	Date only

• The Assistance Request Case Type Data Model includes the following fields:

Name	Type	Options
Customer ID	Data Reference	Data object: Customer Single record
Payment information	Embedded Data	Data object: Payment information Single record
Service type	Picklist	Display as: Drop-down list Choices: Flat tire, Dead battery, Locked out, Out of gas

Directions

1. In the Pega instance for the challenge, log in as an Application Developer.
   1. In the Username field, enter author@gogoroad.
   2. In the Password field, enter pega123!.
2. In App Studio's left-side navigation pane, click Data and then add fields to the Customer data object using the information detailed in the Acceptance criteria.
3. Add fields to the Payment information data object using the information detailed in the Acceptance criteria.
4. Access the Assistance Request Case Type. In the Assistance Request Case Type Data Model, add the Customer ID, Payment information, and Service type fields as detailed in the Acceptance criteria.

Confirm your work

1. Verify that your  Payment information data object has the appropriate fields.  The Payment information data object is shown in the following image: 

   

2. Verify that your Customer data object has the appropriate fields.  The Customer data object is shown in the following image: 

   

3. Confirm the Customer data object has at least three Data Records, as shown in the following image: 

   

4. On the Data Model tab for the Assistance Request Case Type, verify that your Customer ID, Payment details, and Service type fields exist, as shown in the following image: 

   

To see a suggested solution, initialize an instance in the Using Insights challenge.

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Available in the following mission:

• System Architect Socratic v2