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Modifying an existing service request type

1 Task

5 mins

Pega Customer Service 8.7
Visible to all users
Intermediate Pega Customer Service 8.7 English


U+ Insurance wants to modify the user interface of its existing Change Beneficiary service request case type. During the intake stage, when selecting from the list of available policies, U+ Insurance wants the CSRs to see the policy type alongside other information, such as the effective date and end date of the policy. To implement this business scenario, the Customer Service Application Administrator must modify the Change Beneficiary case type in App Studio by adding the policy type property to the existing policy selection view.

Use the following credentials to log in to the exercise system:

Role User name Password
Customer Service Application Administrator CSIAppAdmin install12345!
Customer Service Representative BillCarter install12345!

Your assignment consists of the following tasks:

Task 1: Modify the policy selection view of the Change Beneficiary case type

In App Studio, add the Policy Type property to the existing select policy view of the Change Beneficiary case type.

Task 2: Confirm your work

In the React application, verify whether the Change Beneficiary service request displays the newly added policy information during the intake.


Challenge Walkthrough

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

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

Confirm your work

  1. On the exercise system landing page, click MyCRM to log in to the React application.
  2. Log in as a Customer Service Representative, with User name BillCarter and Password install12345!
  3. On the MyCRM landing page, on the Service Cases tab, select Change Beneficiary to initiate the service request.
  4. Ensure that you can see the newly added Policy Type column displayed in the policy list view.
    Select policy

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