Edit online

Updating your built-on application for Pega CRM for Insurance

For updates from every prior version. Change the built-on application for your application definition.

Important: Before you update your built-on application, run the Upgrade Checkers to identify and correct rule conflicts. For information, see Checking for update impacts for Pega CRM for Insurance.
Note:
  • For Pega Cloud updates from 7.x to '23, this procedure is required before you can use your application.
  • For Pega Cloud updates from 8.x to '23, this procedure is required if you want to use the latest Pega Customer Service features or the Cosmos version of Pega Sales Automation.

  1. In the header of Dev Studio, click the name of the application, and then click Definition.
  2. In the Built on applications section, change the values in the Name and Version fields to the name and version of the built-on application that you want to use. If the name is unchanged, change the version information only.
    ChoicesAction
    Update to Pega Customer Service for Insurance '23

    Select CustomerServiceForInsurance 8.

    Update to Pega Sales Automation for Insurance '23

    Select SalesAutomationForInsurance 8 or SalesAutomationForInsuranceCosmos.8.

    Only choose the Cosmos version of the built-on application when your application is ready to use the Pega Cosmos design system and React components, and if your application does not require rules that are deprecated or withdrawn in the Cosmos version. For more information, review the design limitations in Adopting the Cosmos design system.

  3. Click Save.