Review the following information to migrate data from Pega Sales Automation for Insurance 7.22 or 7.31.
- 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.
- If you will use Attribute Based Access Control (ABAC) security, complete the
- 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.
- 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.
- Run the PopulateTerritoryForQuotes Quote activity to update all quotes with the appropriate territory.
- 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.
pyclassname Activity Rulename Update Alternate Rule Name Code-Pega-List BusinessPolicyByProductOrProductGroup D_ShowPoliciesByProduct DataPage Activity replaced by Report Definition and Data Transform rules Report Definition: PolicyByAccountAndProducts Data Transform: ShowPoliciesByProduct Code-Pega-List IndvPolicyByProductOrProductGroup D_ShowPoliciesByProduct DataPage Activity replaced by Report Definition and Data Transform rules Report Definition: PolicyByContactAndProducts Data Transform: ShowPoliciesByProduct Code-Pega-List GetClaimsDetailsByID D_PolicyClaims DataPage Activity replaced by Report Definition and Data Transform rules Data Transform: GetClaims Code-Pega-List LoadAllPolicies This activity in D_ShowPolicies DataPage replaced by Report Definition Report Definition: FetchPolicies Data- GetCase D_OperatorLookup Datapage and related activity, GetCase withdrawn due to non-use. PegaCRM-Data-Product FetchProductByID D_ProductByProductId Datapage updated to use Lookup method, so activity withdrawn Lookup for Product Class - same parameter used for activity is used to do the lookup. PegaCRM-Data-Product FetchProductByName D_ProductByProductName DataPage updated to use Data Transform rule and activity withdrawn Data Transform: FetchProductByName PegaCRM-Portal GetSearchResults Activity withdrawn due to non-use PegaInsCRM-Data-CustSearch GetObjCount The FlowAction activity was replaced with Data Transform GetObjCount. Data Transform: GetObjCount Data Page: D_GetQuotesByContactID Rpt Definition: GetQuotesByContactId Leverages crmRelatedTasksForContact / crmRelatedTasksForContact PegaInsCRM-Data-ManageLossReasons GetLossReasons Activity withdrawn due to non-use PegaInsCRM-Data-ManageTaskCategories GetTaskCategories The 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- DetermineSourceSystem Activity 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- PercentageOfTop5SalesPriorities Was used in DataPage, D_PercentageOfTop5SalesPriorities Data Page D_PercentageOfTop5SalesPriorities updated to use Data Transform PercentageOfTop5SalesPriorities PegaInsCRM-Work-Policy DetermineProductId Activity ran Decision Table DetermineProductId. Activity GetPolicyDetailsByID was udpated to apply Data Transform DetermineProductId Data Transform: DetermineProductId PegaInsCRM-Work-SFA-Opportunity AddFeedbacktoPulse This wrapper activity was withdrawn. FlowAction GetFeedback was updated to call pxPostMessage activity directly. N/A PegaInsCRM-Work-SFA-Quote DetermineProductId Updated "GetQuoteDetails" activity to call decision table Data Transform: DetermineProductId PegaInsCRM-Work-Task GetWorkObjectsRelatedToTask Updated Datapage D_WorkObjectsRelatedToTask to use Report Definitions. Activity withdrawn and GetWorkObjectsRelatedToTask RD's created in account, contact, org, lead, opportunity classes
- 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 Form 7.31 7.4 Harness New New Section pyNewWorkSummary pyNewWorkSummary Section WorkSummary* CaptureWorkPrimaryDetails* Section AddInternalQuote / AddExternalQuote Section AddInternalQuote_ToWrap / AddExternalQuote_ToWrap
Structure - Harness: Perform
UI Form 7.31 7.4 FlowAction crmEdit crmEdit Section pyNewWorkSummary pyNewWorkSummary Section WorkSummary* CaptureWorkPrimaryDetails* Section AddInternalQuote / AddExternalQuote Section AddInternalQuote_ToWrap / AddExternalQuote_ToWrap
Structure - Harness: Review
UI Form 7.31 7.4 Harness Review New Section pyCaseMain Section pyWorkBody Section pyWorkBodyLeft Section pyWorkDetails pyWorkDetails Section WorkSummary* workPrimaryDetails* Section AddInternalQuote Section AddInternalQuote_ToWrap Previous topic Updating from Pega Sales Automation for Insurance 7.22 or 7.31