Using Data Transforms
1 Task
45 mins
Beginner
Data Integration
English
Scenario
UPlus Hotels stakeholders want to improve the efficiency and accuracy of refund handling in the Travel Management Customer Support (TMCS) application.
During analysis, the team identified that refund requests require consistent initialization and tracking. To streamline processing, the Refund Request Date defaults automatically to the current date when a refund Case is created, which reduces manual data entry. In addition, the system generates a unique Refund ID for each refund request to ensure proper tracking and auditability.
The team also wants to standardize some common default values by using a superclass Data Transform across all Case Types in the TMCS application to ensure consistency and reduce duplication. The Lead System Architect already created a Generate Refund ID Data Transform. You configure this Data Transform and update default values by using Data Transforms.
As a Solution Builder, you must configure Case-level and superclass Data Transforms to implement these requirements.
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:
- Use Data Transforms to set default values.
- Update an existing Data Transform.
- Apply a Data Transform in a Case lifecycle.
- Configure a superclass Data Transform.
Detailed Tasks
1 Use Data Transforms
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: Use Data Transforms
- The Refund Request Date is initialized to the current date
@DateTime.CurrentDateTime()by using thepyDefaultData Transform at the Refund Processing Case Type class. - Call superclass data transform is enabled on the
pyDefaultData Transform at the Refund Processing Case Type class. - The Generate Refund ID Data Transform is updated to include a mapping for the Refund ID field.
- The Refund ID is generated by using the function
@Utilities.pxGetNewGUID()and is unique per case. - The Generate Refund ID Data Transform runs during the Request Intake Stage.
- The Refund ID is populated automatically when the case is processed.
Task 2: Configure a superclass Data Transform under the TMCS work layer
- A
pyDefaultData Transform is updated at theUPlus-TMCS-Workclass level. - The Data Transform sets
.pyUrgencyWorkAdjustto 20 and.SourceChannelto TMCS. - The configured values are applied automatically when a case is created.
Directions
- In the Refund Processing Case Type, set the default value for the Refund Request Date under the
pyDefaultData Transform. - Open the Generate Refund ID Data Transform, and then add the Refund ID mapping as detailed in the Acceptance criteria, using the function
@Utilities.pxGetNewGUID(). - Confirm that the Generate Refund ID Data Transform runs during the Request Intake Stage.
- Navigate to the
pyDefaultData Transform under theUPlus-TMCS-Workclass. - Add the mappings as detailed in the Acceptance criteria, and then enable the superclass
pyDefaultData Transform. - Save your changes.
This Challenge is to practice what you learned in the following Module:
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