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Work items and Database management in Work tables

Work tables are a fundamental component that store and organize work items for cases. Understanding Work table configuration is essential for optimizing application performance, streamlining workflows, and enhancing reporting tools. Explore the purpose of Work tables in Pega Smart Dispute™ Agentic Automation (SDAA), how they function, and the best practices for configuring them in your implementation.

Work table overview

A Work table is a dedicated database table used to store work items for cases. In SDAA, Work tables serve as the foundation for various aspects of case management, including:

  • Storing case data and work items.
  • Supporting workflow assignments.
  • Enabling reporting and insights.
  • Displaying work items in operator portals.
  • Managing database performance.

Each work pool in an application can have its own dedicated table, which helps organize work items effectively and ensures that different applications can expose different properties as database columns based on their specific requirements.

Work table access

In App Studio, Work tables are primarily experienced through the user interface elements that display work items:

  1. Navigate to App Studio > Channels > Web Portal > Landing Pages > My Work/My Dashboard
  2. View and configure the presentation aspects of Work tables for your applications.

The following figure shows the Landing Pages with access to My Work and My Dashboard in App Studio:

The Landing Pages with access to My Work and My Dashboard in App Studio

The following figure shows the My Work configuration options:

 The My Work configuration options

For SDAA, you can find options to customize how work items are displayed to operators, including column visibility, sorting preferences, and filtering options.

The My Work report displays items from the Work table. It generates a view of all items handled by a particular operator, showing the underlying data page and relevant columns. The Work table information you see in My Dashboard or My Work provides a user-friendly interface for interacting with the database tables.

In Dev Studio, Work tables can be accessed and configured at a more technical level, enabling administrators to manage database structures directly. Dev Studio provides direct access to the database configuration aspects of Work tables:

  1. In the navigation pane of Dev Studio, click SysAdmin > Records > Database Table
  2. View table structures, examine field mappings, and configure technical properties that determine how case data is stored and retrieved.
Note: For detailed information on Database Tables, see Default database tables | Pega Documentation

The following table shows the Database Table in Dev Studio:

Class Name

Table Name

Database Name

Name

PegaFSPE-Work-Claim-Card-Visa

pe_work_claim_visa

PegaDATA

PEGAFSPE-WORK-CLAIM-CARD-VISA

PegaFSPE-Work-BatchQ-Visa

pe_work_batchq_visa

PegaDATA

PEGAFSPE-WORK-BATCHQ-VISA

History-PegaFSPE-Work-BatchQ-Visa

pc_History_PegaFSPE_Work_Batch

PegaDATA

HISTORY-PEGAFSPE-WORK-BATCHQ-VISA

PegaFSPE-Work-Exception-Card-Visa

pe_work_exception_visa

PegaDATA

PEGAFSPE-WORK-EXCEPTION-CARD-VISA

PegaFSPE-Work-Claim-Card-MC pe_work_claim_mc PegaDATA PEGAFSPE-WORK-CLAIM-CARD-MC
PegaFSPE-Work-Exception-Card-MC pe_work_exception_mc PegaDATA PEGAFSPE-WORK-EXCEPTION-CARD-MC

PegaFSPE-Work-Exception

pe_work_exception

PegaDATA

PEGAFSPE-WORK-EXCEPTION

PegaFSPE-Work-Claim

pe_work_claim

PegaDATA

PEGAFSPE-WORK-CLAIM

History-PegaFSPE-Work-Claim-Card-Visa

pc_History_PegaFSPE_Work_3b253

PegaDATA

HISTORY-PEGAFSPE-WORK-CLAIM-CARD-VISA

History-PegaFSPE-Work-Exception-Card-Visa

pc_History_PegaFSPE_Work_dd554

PegaDATA

HISTORY-PEGAFSPE-WORK-EXCEPTION-CARD-VISA

History-PegaFSPE-Work-Claim-NonCard

pc_History_PegaFSPE_Work_ba01d

PegaDATA

HISTORY-PEGAFSPE-WORK-CLAIM-NONCARD

PegaFSPE-Work

pc_PegaFSPE_Work

PegaDATA

PEGAFSPE-WORK

History-PegaFSPE-Work

pc_History_PegaFSPE_Work

PegaDATA

HISTORY-PEGAFSPE-WORK

History-PegaFSPE-Work-Exception

pc_History_PegaFSPE_Work_Excep

PegaDATA

HISTORY-PEGAFSPE-WORK-EXCEPTION

History-PegaFSPE-Work-Claim

pc_History_PegaFSPE_Work_Claim

PegaDATA

HISTORY-PEGAFSPE-WORK-CLAIM

Note: When setting up Work tables through Dev Studio, use your own implementation tables within the implementation layer. These tables are tailored to support the application needs and should be consistent with the requirements of data model. Consequently, clients who have set up their own custom class groups may not experience any interruptions after the import process.

Dev Studio offers the tools needed for advanced Work table customization beyond what is available in App Studio.

Work table implementation

For implementation teams building on applications such as Smart Dispute, it is important to understand that:

  1. The out-of-the-box product provides default Work table configurations.
  2. Implementation teams should create their own case type classes with appropriate table configurations.
  3. Direct modification of the product's tables is not recommended; instead, create implementation-specific tables.
  4. The Work table configuration is crucial for the performance of reporting dashboards and the My Work insights that load from these tables.

Work table configuration is a critical aspect of application design in SDAA. By understanding how Work tables function and following best practices for their configuration, implementation teams can create efficient, high-performing applications that meet business requirements. Proper Work table configuration ensures that operators have access to the information they need when they need it, ultimately enhancing both the overall user experience and operational efficiency.


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