Adding an external data source to a data type

1 Task

25 mins

Visibile a: All users Applies to: Pega Platform '26

Intermediate

Data Integration

Data Management

Inglese

Scenario

You are a Solution Builder working on TGB's HRApps application. The medical plan options presented to employees during benefits enrollment are currently sourced from data stored locally within the application. To ensure employees always see the most current and accurate plan information, you will reconfigure the application to source medical benefit data from an external REST API.

You will create a new Data Object connected to the live REST API, update a Data Transform to map the external data to the existing Data Model, and integrate the externally sourced data into the Select Medical Coverage view.

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 need to complete the challenge:

Role	User name	Password
Solution Builder	SSA@TGB	pega123!

After completing this challenge, you should be able to:

Create a Data Object with an external REST data source.
Map response fields from a REST API to a Data Object.
Update a Data Transform to append and map data from an external Data Page.
Configure a Case View to display externally sourced data.

Per completare questa operazione, è necessario avviare la propria istanza PegaChallenge.

L'inizializzazione può richiedere fino a 5 minuti, ti preghiamo di pazientare.

Detailed Tasks

1 Adding an external data source to a data type

Solution Builder Advanced Adding an external data source to a data type Doc Journey

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: Create a Data Object with an external data source

A Data Object named Medical Benefit is created with a new system configured as follows:

Field	Value
Name	`Medical Benefit`
Description	`Medical Benefit plans`
Endpoint URL	`http://localhost:8080/prweb/api/HRAppsPackage/v1/benefits`
Authentication	`Basic`
Username	`SSA@TGB`
Password	`pega123!`

The following fields from the Plans object are mapped from the REST response:
- Deductible
- OutofPocketMax
- Tier
- PlanId
- Name
The wizard automatically creates the MedicalBenefit Data Object and the D_MedicalBenefit savable Data Page.

Task 2: Update the MedicalPlans data source

A copy of the MapMedicalPlans Data Transform is saved to the current application Ruleset.
The Pages & Classes tab is configured as follows:

Page Name Class

Primary.pxResults TGB-HRApps-Data-MedicalPlans

D_MedicalBenefit TGB-HRApps-Data-MedicalBenefit

Page Name	Class
`Primary.pxResults`	`TGB-HRApps-Data-MedicalPlans`
`D_MedicalBenefit`	`TGB-HRApps-Data-MedicalBenefit`

The Definition tab contains the following steps:

Step	Action	Target	Relationship	Source
1	`Append and Map to`	`Primary.pxResults`	`each page in`	`D_MedicalBenefit.Plans`
1.1	`Set`	`.PlanId`	None	`.PlanId`
1.2	`Set`	`.Name`	None	`.Name`
1.3	`Set`	`.Deductible`	None	`.Deductible`
1.4	`Set`	`.OutofPocketMax`	None	`.OutofPocketMax`
1.5	`Set`	`.Tier`	None	`.Tier`

Task 3: Update the Select Medical Coverage view

In the Benefits Enrollment Case Type, the MedPlan (Medical Plans) Query Data Object is added to the Select Medical Coverage Step User Action view with the following fields in order:

Order	Field	Type
1	`Waive Medical`	`Boolean`
2	`Medical Plan ID`	`Picklist`
3	`MedPlan (Medical Plans)`	`Query`
4	`Medical plan cost`	`Currency`

The MedPlan view is configured with the following properties in order:
- Name
- OutofPocketMax
- PlanId
- Tier
- Deductible

Directions

Navigate to Data and create a new Data Object named Medical Benefit, creating a new system with the connection and authentication configuration as detailed in the Acceptance criteria.
Click Initialize call, map the required fields from the Plans object, and click Submit to complete the wizard.
Open the MapMedicalPlans Data Transform, save a copy to the current application Ruleset, and configure the Pages & Classes and Definition tabs as detailed in the Acceptance criteria.
Open the Benefits Enrollment Case Type, navigate to the Select Medical Coverage Step, and add the MedPlan (Medical Plans) Query Data Object to the User Action view as detailed in the Acceptance criteria.
Configure the MedPlan view properties as detailed in the Acceptance criteria.
Save your changes.

Disponibile nelle seguenti missioni:

Data and Integration Advanced v1

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