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Agency search and configuration

Suggest edit Updated on May 17, 2021

Similarly, the agency search uses the D_AgencyList data page to initialize and populate the data. To search for an agency, on the Agent/Agency Management screen, click Agency and type a name in the Agency name field.

When you expand the Agency Name in the Results list, all of the agents linked to that agency appear. To update an agent, double-click the agent name and complete the fields on the Update Agent Information form.

When you click the Agency Name link in the search results, the Update Agency Information form appears where you can update agency data.

In summary, you can update agent data in two ways:

  • From the agent search
  • From the agency search

To view the D_AgentList data page, in the Dev Studio header search text field, search for and select D_AgencyList.

The object type definition of this agency data page is PegaIns-Data-Party-Org-Agency, which is used in the context of agency specific data. This data page is sourced by a report definition called “GetListOfAgencies” of the PegaIns-Interface-Agency class. This class is mapped to the IIF_Agency table in the database PegaDATA. This is the table in which all the agency-specific information is persisted. Every agency is identified with a unique key named “AgencyCode”. This data page accepts the following parameters to fetch the list of agencies from the IIF_Agency table from the database and then populate the data as the pxResults () pagelist of the PegaIns-Data-Party-Org-Agency class.

ParameterValue
AgencyCodeParam.AgencyCode
AgencyNameParam.AgencyName
IsActiveParam.isActive
CarrierCodeParam.CarrierCode

The Agency data that is retrieved from the interface layer is mapped to the database table, and then is mapped to the data class (i.e., PegaIns-Data-Party-Org-Agency) using an AgencyListMapper response data transform of the Code-pega-List class. To view the clipboard structure, at the bottom of Dev Studio, click Clipboard.

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