Saving data to a system of record
1 Task
10 mins
Beginner
Data Integration
English
Scenario
In the Travel Management Customer Support (TMCS) application, the Partner Onboarding Case Type ends with the System Activate Stage, where an approved property partner is brought online. The Blueprint defines the Partner Profile Data Object with SAP as its system of record.
Today, partner details captured during onboarding live only on the case. U+ Hotels stakeholders require that, after a partner is approved, the partner's profile is persisted to the Partner Profile system of record so that downstream systems stay consistent without manual re-entry.
Your Lead System Architect asked you to verify that the Partner Profile is sourced from a savable Data Page, to centralize the field mapping in a Data Transform, and to add a Save Data Page automation to the System Activate Stage so that the profile is saved when the partner is activated.
Note: This challenge has been configured with Single sign-on (SSO) using your Pega Academy credentials. If you are not automatically signed-in to the challenge environment after initializing the instance, you may use the credentials provided.
The following table provides the credentials you may need to complete the challenge:
| Role | User name | Password |
|---|---|---|
| Solution Builder | [email protected] | pega123! |
After completing this challenge, you should be able to:
- Verify that a Data Object is sourced from a savable Data Page.
- Map data to a system of record by using a Data Transform.
- Persist data by using a Save Data Page automation.
Detailed Tasks
1 Saving data to a system of record
Use the technical documentation linked in the Journey map above to complete the assigned tasks. The technical documentation might have more information than you need to complete the tasks.
Acceptance criteria
Task 1: Verify the property source
- The Partner Profile field under Partner Onboarding Case Type has source defined as the
D_PartnerProfileSavableData Page.
Task 2: Create the Data Transform
- A Data Transform named Update Partner Profile applies to Partner Onboarding Case type class exists with the following mappings:
.PartnerProfile.ProfileStatusis set to true..PartnerProfile.ComplianceStatusis set to.ComplianceCheckStatus.
Task 3: Save the data
- A Run Data Transform Step runs the Update Partner Profile Data Transform.
- A Save Data Page automation uses the Partner Profile property.
- Both automation steps added in the System Activate Stage before Send Activation Notification Step.
Directions
- Verify that the Partner Profile is sourced from the
D_PartnerProfileSavableData Page. - Create a Data Transform named Update Partner Profile under applies to Partner Onboarding Case type class with the mappings detailed in the Acceptance criteria.
- In the System Activate Stage before Send Activation Notification Step, add a Run Data Transform Step that runs the Update Partner Profile Data Transform and Add a Save Data Page automation that uses the Partner Profile property.
- Save your changes.
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