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Data model for the Pega Customer Relationship Management for Insurance suite

Suggest edit Updated on September 10, 2021

Pega Customer Service for Insurance and Pega Sales Automation for Insurance use their native data models for contact, organization, and other data entities. Because the data models differ in these applications, the data for contact or organization entities must be synchronized.

Data synchronization between the Pega Customer Relationship Management for Insurance suite of applications

The applications in the Pega Customer Relationship Management for Insurance suite contain stub rules. Each stub rule is overridden in the top-most ruleset to add appropriate logic to perform synchronization of data.

The following tables list the stub rules for Pega Customer Service for Insurance and Pega Sales Automation for Insurance.

Pega Customer Service for Insurance stub rules

Rule nameRulesetDescription
crmCreateContactPegaCSISampleApplies to the Work- class. A utility to create a contact.
crmCreateOrgPegaCSISampleApplies to the Work- class. A utility to create an organization.
CRMUpdateContactDataPegaCSISampleApplies to the PegaCPMI-Work-UpdateContactName class. A utility to update a contact.
CRMUpdateBUDataPegaCSISampleApplies to the PegaCA-Work-UpdateBusinessDetails class. A utility to update an organization.

Stub rules from Pega Customer Service for Insurance do not contain steps to integrate with Pega Sales Automation for Insurance. These stub rules are overridden in the Pega Customer Service for Insurance sample (PegaCSISample) ruleset, and they complete the synchronization of data for the entities. If your Pega Customer Service for Insurance application reuses the stub rules and synchronization of data is required, then save the sample version of the rules into the highest ruleset in your application.

Pega Sales Automation for Insurance stub rules

Rule nameRulesetDescription
PegaCRM-Entity-Contact.UpdateExternalContactCSForSAUpdates the customer service contact when the sales automation contact is updated.
PegaCRM-Entity-Contact.UpdateCSContactCSForSAUpdateExternalContact internally calls UpdateCSContact.
PegaCRM-Entity-Org.UpdateExternalOrgCSForSAUpdates the business unit in customer service when the sales automation contact is updated.
PegaCRM-Entity-Org.UpdateBizUnitInCSCSForSAUpdateExternalOrg internally calls UpdateBizUnitInCS.
PegaCRM-Entity-Contact.crmEdit_ExternalRequestPegaCRM-SFAThis activity is called when a customer service flow calls a sales automation edit flow with the isExternalRequest flag set to true.
PegaCRM-Entity-Org.crmEdit_ExternalRequestPegaCRM-SFAThis activity is called when a customer service flow calls a sales automation edit flow with the isExternalRequest flag set to true.
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