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Validating data against business logic for BAs

1 Task

10 mins

Visible to: All users
Beginner Pega Platform '23 Data Integration Constellation English


With GoGoRoad, customers with standard coverage use a credit card to pay for services performed by a service provider. To ensure that credit card transactions are processed correctly, stakeholders have identified that the expiration date on the credit card cannot have a value earlier than the current date. Expired cards are rejected, and the process cannot continue until the user provides a valid expiration date.

To meet this business requirement, validation criteria is associated with the expiration date for the payment information. In Pega, conditional validation is configured to provide warning messages whenever an input value associated with a data element is outside the expected range. This ensures that information collected to resolve a Case is accurate, which facilitates successful Case resolution.

User story

As a GoGoRoad CSR, I want to identify when a Customer provides a credit card expiration date that has a value earlier than the current day.

Technical notes documented by the System Architect

  • In the Assistance Request Case Type, the Enter payment information Process proceeds as expected when the expiration date for the customer's credit card information is the current day or a date in the future.
  • An error message appears when the expiration date for the customer's credit card has a value earlier than the current day.

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

Role User name Password
Business Architect author@gogoroad pega123!
Note: Your practice environment may support the completion of multiple challenges. As a result, the configuration shown in the challenge walkthrough may not match your environment exactly.

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

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

Challenge Walkthrough

Detailed Tasks

1 Configure a View to validate the expiration date is in the future

  1. In the Pega instance for the challenge, enter the following credentials:
    1. In the User name field, enter author@gogoroad.
    2. In the Password field, enter pega123!.
  2. In the navigation pane of App Studio, click Case Types > Assistance Request to open the Assistance Request Case Type.
  3. Click the Enter payment information Step to open the contextual properties pane on the right.
  4. In the contextual properties pane on the right, click Configure View.
  5. To add a validation condition to the Enter payment information View, click the Conditions tab.
    validation condition
  6. In the Validate fields based on these conditions section, click Add condition
  7. In the Message field, enter Expiration date is not valid.
  8. In the Select list, select Fields > Payment information (AR) > Expiration date.
  9. In the Comparator list, select is before.
  10. On the right, click the Gear icon to open the Select values dialog box to define additional options for the condition.
    The Validate fields modal box highlighting selecting the value of Today
  11. In the Select values dialog box, in the Type list, select Time period to match the fields as shown in the following image.

  12. Click Submit.
  13. In the Conditions View, click Submit.

Confirm your work

  1. In the Assistance Request Case, click Save and run.
  2. In the Identify issue Step, select a service type, then click Next.
  3. In the the Identify customer Step, select the customer [email protected], then click Next.
  4. Advance the Case to the Enter payment information Step.
  5. In the Enter payment information Step, in the Expiration date field, enter a date earlier than the current day.
  6. Click Submit to attempt to advance the Case.
  7. Verify that the application prevents the Case Type from advancing and displays the Expiration date is not valid error.
    Note: The error message ID may be displayed instead of the error message.
    Payment error
  8. In the Expiration date field, enter a date in the future.
  9. Click Submit and confirm that the Case advances to the next Stage.

This Challenge is to practice what you learned in the following Module:

Available in the following mission:

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