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Migrating data from Pega Sales Automation for Insurance 7.22 or 7.31

Suggest edit Updated on September 20, 2021

Review the following information to migrate data from Pega Sales Automation for Insurance 7.22 or 7.31.

Pega Customer Relationship Management for Insurance 8.6 Post-update Tasks for Pega Cloud services Environments
Note:
  • Review the migration activities and check with any additional vertical implementation processes to determine if there are additional, required customization steps or configurations. If so, backup the system database before running the activities.
  • Review the code to ensure that the obj-browse / RDs retrieve the right amount of data in scale with the number of relevant records in your implementation and ensure environments and database parameters can handle the work load. Determine if any migration processes can be configured to process a limited number of instances and if the process can be run repeatedly to complete the migration.
  1. If you will use Attribute Based Access Control (ABAC) security, complete the following tasks:
    1. Run the PopulateTerritoryForQuotes Quote activity to update all quotes with the appropriate territory.
      ABAC security requires control attributes to be maintained and exposed on each object in order to provide acceptable performance. Quotes require the appropriate TerritoryID assigned to each instance.
    2. Run the PopulateTerritoryAccInsNameForPolicies activity to apply the appropriate territory for each policy.
      ABAC security requires control attributes to be maintained and exposed on each object to provide acceptable performance. Internal and external policies require the appropriate TerritoryID assigned to each instance.
  2. If your application used a custom version of an activity that was deprecated in version 7.4, refactor the activity.

    The following table describes deprecated activities, and the refactoring information for each.

    pyclassnameActivity RulenameUpdateAlternate Rule Name
    Code-Pega-ListBusinessPolicyByProductOrProductGroupD_ShowPoliciesByProduct DataPage Activity replaced by Report Definition and Data Transform rulesReport Definition: PolicyByAccountAndProducts Data Transform: ShowPoliciesByProduct
    Code-Pega-ListIndvPolicyByProductOrProductGroupD_ShowPoliciesByProduct DataPage Activity replaced by Report Definition and Data Transform rulesReport Definition: PolicyByContactAndProducts Data Transform: ShowPoliciesByProduct
    Code-Pega-ListGetClaimsDetailsByIDD_PolicyClaims DataPage Activity replaced by Report Definition and Data Transform rulesData Transform: GetClaims
    Code-Pega-ListLoadAllPoliciesThis activity in D_ShowPolicies DataPage replaced by Report DefinitionReport Definition: FetchPolicies
    Data-GetCaseD_OperatorLookup Datapage and related activity, GetCase withdrawn due to non-use.
    PegaCRM-Data-ProductFetchProductByIDD_ProductByProductId Datapage updated to use Lookup method, so activity withdrawnLookup for Product Class - same parameter used for activity is used to do the lookup.
    PegaCRM-Data-ProductFetchProductByNameD_ProductByProductName DataPage updated to use Data Transform rule and activity withdrawnData Transform: FetchProductByName
    PegaCRM-Portal GetSearchResultsActivity withdrawn due to non-use
    PegaInsCRM-Data-CustSearchGetObjCountThe FlowAction activity was replaced with Data Transform GetObjCount.Data Transform: GetObjCount Data Page: D_GetQuotesByContactID Rpt Definition: GetQuotesByContactId Leverages crmRelatedTasksForContact / crmRelatedTasksForContact
    PegaInsCRM-Data-ManageLossReasonsGetLossReasonsActivity withdrawn due to non-use
    PegaInsCRM-Data-ManageTaskCategoriesGetTaskCategoriesThe Section SFAPortal_Tools_Content has a Task categories Button that ran GetTaskCategories activity for the Harness action. The secion rule has been updated and no longer run an activity. The section, ManageTaskCategories, which had a grid layout with pxResults has been updated with D_ManageTaskCategories DataPage as a source. Section Updated: ManageTaskCategories DataPage: D_ManageTaskCategories
    PegaInsCRM-Work-DetermineSourceSystemActivity ran Decision Table, DetermineSourceSystem. Activities that referenced this activity were udpated to reference DT directly.Activities updated to use DT instead of calling activity: PegaInsCRM-Work-Policy crmBulkPostMerge (withdrawn) PegaInsCRM-Work-SFA-Quote crmBulkPostMerge (withdrawn) If these activities have been customized, they may need to be refactored to call DT: PegaInsCRM-Work-Policy crmPreProcessRecord PegaInsCRM-Work-SFA-Quote crmPreProcessRecord
    PegaInsCRM-Work-PercentageOfTop5SalesPrioritiesWas used in DataPage, D_PercentageOfTop5SalesPrioritiesData Page D_PercentageOfTop5SalesPriorities updated to use Data Transform PercentageOfTop5SalesPriorities
    PegaInsCRM-Work-Policy DetermineProductIdActivity ran Decision Table DetermineProductId. Activity GetPolicyDetailsByID was udpated to apply Data Transform DetermineProductIdData Transform: DetermineProductId
    PegaInsCRM-Work-SFA-OpportunityAddFeedbacktoPulseThis wrapper activity was withdrawn. FlowAction GetFeedback was updated to call pxPostMessage activity directly.N/A
    PegaInsCRM-Work-SFA-QuoteDetermineProductIdUpdated "GetQuoteDetails" activity to call decision tableData Transform: DetermineProductId
    PegaInsCRM-Work-Task GetWorkObjectsRelatedToTaskUpdated Datapage D_WorkObjectsRelatedToTask to use Report Definitions.Activity withdrawn and GetWorkObjectsRelatedToTask RD's created in account, contact, org, lead, opportunity classes
  3. If your application used a custom version of a quote section that was deprecated in version 7.4, convert to a new section.

    Two quote sections are deprecated and two new sections are added. The new sections conform to the Sales Automation for Insurance naming conventions. The sections are invoked when adding, reviewing, and editing an internal or external quote. Deprecated sections will be removed in a future release.

    The following tables shows the quote section changes from version 7.31 to version 7.4. An asterisk (*) denotes a value that is circumstanced for Internal/External quotes.

    Structure - Harness New

    UI Form7.317.4
    HarnessNewNew
    SectionpyNewWorkSummarypyNewWorkSummary
    SectionWorkSummary*CaptureWorkPrimaryDetails*
    SectionAddInternalQuote / AddExternalQuote
    SectionAddInternalQuote_ToWrap / AddExternalQuote_ToWrap

    Structure - Harness: Perform

    UI Form7.317.4
    FlowActioncrmEdit crmEdit
    SectionpyNewWorkSummarypyNewWorkSummary
    SectionWorkSummary*CaptureWorkPrimaryDetails*
    SectionAddInternalQuote / AddExternalQuote
    SectionAddInternalQuote_ToWrap / AddExternalQuote_ToWrap

    Structure - Harness: Review

    UI Form7.317.4
    HarnessReviewNew
    SectionpyCaseMain
    SectionpyWorkBody
    SectionpyWorkBodyLeft
    SectionpyWorkDetailspyWorkDetails
    SectionWorkSummary*workPrimaryDetails*
    SectionAddInternalQuote
    SectionAddInternalQuote_ToWrap
  • Previous topic Updating from Pega Sales Automation for Insurance 7.22 or 7.31
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