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Validating data

1 Task

15 mins

Pega Platform '24.2
Visible to: All users
Beginner
Pega Platform '24.2
Data Integration
English

Scenario

The Project Manager at GoGoRoad has requested that data validation be added to the Assistance Request Case Type.

Customers with the Standard coverage level use a credit card to pay for services performed by a service provider. Your task is to ensure that credit card transactions are processed correctly. To accomplish this, you must incorporate field validation to confirm that the credit card's expiration date is in the future. Expired cards result in a warning message on the user interface, and the Collect payment information Process cannot continue until the user provides a valid expiration date.

You are asked to complete the following assigned tasks. As a new System Architect, your Lead System Architect has given you 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!

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

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

Detailed Tasks

1 Validate data

Validating data Journey Map

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, all fields in the Collect payment information View are configured to be always required.

  • In the Collect payment information View,  the Expiration date field is validated to ensure the date entered is in the future. When the expiration date entered is before the time period of the current day, the validation fails and the system displays a message indicating the error.

Directions

  1. In the Pega instance for the challenge, log in as an Application Developer.
    1. In the Username field, enter author@gogoroad.
    2. In the Password field, enter pega123!.
  2. In the Collect payment information View, configure the Card type, Card number, and Expiration date fields to be always required.
  3. In the Collect payment information View, configure a condition where the Payment information's Expiration date field must include validation as detailed in the Acceptance criteria.

Confirm your work

  1. On the Workflow tab of the Assistance Request Case Type, click Save and Run.
  2. Create a new Assistance Request Case and select a Customer ID that is enrolled in GoGoRoad but does not have Gold status (i.e. [email protected]). 
  3. In the Collect payment information Assignment, confirm that all fields are required.
  4. In the Collect payment information Assignment, confirm that you cannot enter an Expiration date prior to today.

The Collect payment information Assignment at runtime should look similar to the following image: 

The Collect payment information Assignment at runtime.

To see a suggested solution, initialize an instance in the Using Insights challenge.



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