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Business Analyst portal

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Updated on May 12, 2021

The Business Analyst portal provides access to a variety of configuration-related functions in Pega Care Management. The left pane provides a variety of access and functionality. The dashboard contains the various templates that can be configured.

You launch the Business Analyst portal in Dev Studio by clicking Launch portalCM Business Analyst.

List of sources for the header and left navigation pane

Rule nameRule typePurpose
NextGenTopPanelTemplateManagerSectionCustomizes the portal. For example, you can add or update the portal with a client logo, application name, next assignment, notifications, search, and operator details
CreateTemplateQuickLinksNavigationCustomizes the menu for the New navigation link
CMFTemplateQuickLinksNavigationCustomizes the left navigation pane of the portal
D_CPMContextData pageSets the context to the Care Management portal to include the Knowledge Management article section.
CPMContextData transformExtension point to include the Customer Service for Healthcare portal section in the Pega Care Management data portal

List of rules to extend the dashboard and templates

Rule nameRule typePurpose
CareTemplateLandingData transformPrepares the dashboard data
pyUserDashboardHeaderSectionCustomizes the dashboard header
TemplateConfiguratorDashboardSectionCustomizes icons and their content on the dashboard
D_CMFDashboardData transformLoads the dashboard instance count
DashboardInstancesCountData transformLoads the dashboard instance count and the source of the D_CMFDashboard data page
DisplayProgramsHarnessCustomizes to display programs list
DisplayCarePlansHarnessCustomizes the display of the care plans list
DisplayProblemsHarnessCustomizes the display of the problems list
DisplayTasksHarnessCustomizes the display of the tasks list
DisplayGoalsHarnessCustomizes the display of the goals list
DisplayAlertsHarnessCustomizes the display of the alerts list
DisplayBarriersHarnessCustomizes the display of the barriers list
DisplayInterventionsHarnessCustomizes the display of the interventions list
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