Using Data Pages and Rules in branches
6 Tasks
1 hr 20 mins
Scenario
For the Assistance Request Case Type, GoGoRoad stakeholders want to provide users with an option to enroll when requesting service rather than automatically rejecting unenrolled users.
The Lead System Architect has tasked you with configuring the Approval rejection Process to update the membership status of a customer record if the customer decides to enroll in the roadside assistance program. To accomplish this task, you must create a Data Transform to copy the updated membership status and coverage level to the customer record. Once the Data Transform is configure, you will need to add a Save Data Page Step to the Approval rejection Process. The Save Data Page Step will use the Data Transform to update the customer record in the database.
Your LSA has provided you with a diagram of the Approval rejection Process flow. If the user chooses not to enroll, a rejection email is sent and the Case is resolved. If the user chooses to enroll, collect the customer information, save the Data Page, and then change to the Service Stage:
Because of the magnitude of this change, the Lead System Architect (LSA) required you to create this Process on a development branch. After your Process has been approved, you will be able to merge the code into the main branch of the GoGoRoad application.
As a new System Architect, your Lead System Architect provides you with a collection of technical documentation links 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! |
Detailed Tasks
1 Create a Branch
Read the technical documentation provided to complete the assigned tasks. The technical documentation might have more information than you need.
Acceptance criteria
- In Dev Studio, a branch is created for the GoGoRoad application. The branch is used for the updates to the Approval rejection Process where, when a customer chooses to enroll in GoGoRoad, the changes are written to the Customer record in the database.
Directions
- In the Pega instance for the challenge, enter the following credentials:
- In the User name field, enter author@gogoroad.
- In the Password field, enter pega123!.
- In Dev Studio, create a development branch called CustomerRecord for the Approval rejection Process updates as detailed in the Acceptance criteria.
2 Create and edit a Rule
Read the technical documentation provided to complete the assigned tasks. The technical documentation might have more information than you need.
Acceptance criteria
- For the Assistance Request Case Type, there is a Data Transform Rule named UpdateCustomerEnrollment.
- During development, changes to the UpdateCustomerEnrollment Data Transform are saved to the CustomerRecord branch.
- The UpdateCustomerEnrollment Data Transform is configured to set the CustomerID's Enrollment status to true.
- The UpdateCustomerEnrollment Data Transform is configured to set the CustomerID's Coverage Level to the coverage level that was elected during the enrollment process.
- The UpdateCustomerEnrollment Data Transform is marked as a relevant record.
Directions
- In Dev Studio, for the Assistance Request Case Type, create a Data Transform Rule named UpdateCustomerEnrollment. During development, the Rule is saved to the CustomerRecord Branch.
- Configure the UpdateCustomerEnrollment to set the CustomerID's values as detailed in the Acceptance criteria.
3 Use Data Pages
Read the technical documentation provided to complete the assigned tasks. The technical documentation might have more information than you need.
Acceptance criteria
- In the Assistance Request Data Model, the Property called CustomerID is configured to copy data from the D_CustomerSavable Data Page.
Directions
1. In Dev Studio's App Explorer, for the Assistance Request Case Type, configure the CustomerID Property as detailed in the Acceptance criteria.
4 Merge a Branch
Read the technical documentation provided to complete the assigned tasks. The technical documentation might have more information than you need.
Acceptance criteria
- In the GoGoRoad applicaiton, the CustomerRecord Branch is merged into the GoGoRoad Ruleset.
Directions
- From the GoGoRoad Application Definition record, review and merge the CustomerRecord branch into the GoGoRoad Ruleset.
5 Add a Run Data Transform Step
Read the technical documentation provided to complete the assigned tasks. The technical documentation might have more information than you need.
Acceptance criteria
- In the Assistance Request Case Type, the ApprovalRejection_Flow includes a Run Data Transform automation Step after the Collect enrollment information Step that updates the Customer's enrollment status and elected coverage level to the Case information.
Directions
- In the Assistance Request Case Type, the ApprovalRejection_Flow is updated with a Run Data Transform automation Step as detailed in the Acceptance criteria.
6 Add a Save Data Page Step
Read the technical documentation provided to complete the assigned tasks. The technical documentation might have more information than you need.
Acceptance criteria
- In the Assistance Request Case Type, the ApprovalRejection_Flow includes a Save Data Page automation Step that saves the enrollment updates to the Data Page associated with the CustomerID Property name.
Directions
- In the Assistance Request Case Type, the ApprovalRejection_Flow is updated with a Save Data Page automation Step as detailed in the Acceptance criteria.
Confirm your work
- From the header in Dev Studio, create a new Assistance Request Case Type.
- Select a customer that is not enrolled in GoGoRoad (ie. [email protected])
- At the Validate Request Step, select Yes, I want to enroll.
- After completing the enrollment process, confirm that the customer's data record is updated with their new information.
- Create a second Assistance Request Case Type.
- Select a customer that is not enrolled in GoGoRoad (ie. cdanvers@example.com)
- At the Validate Request Step, select No, not at this time.
- Confirm that the customer receives a rejection email
Your finished product should look similar to the following images:
To see a suggested solution, initialize an instance in the Using Insights challenge.
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