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Searching for customer

Suggest edit Updated on May 17, 2021

When you search for an individual customer using criteria such as Last Name, First Name, Contact ID, and so on, this property is set on the CustomerSearch clipboard page of the PegaIns-Work-ManageCustomerAccount class and is fed into the D_ContactList data page as a parameter. By taking this parameter as an input, the data page populates the data in the clipboard.

The following table shows the parameters accepted by this data page.

ParameterValue
LastNameParam.LastName
EmailIDParam.Email
PhoneNoParam.PhoneNo
ContactIDParam.ContactID
SSNParam.SSN
ZipCodeParam.ZipCode
FirstNameParam.FirstName
DateOfBirthParam.DateOfBirth

When you click Search from the Customer Management screen, the returned list appears in a repeat grid in the user interface. This D_ContactList data page is sourced by the GetContacts report definition rule of the PegaApp-Interface-Contact class. Both classes are mapped to the PA_CONTACT table in the PegaDATA database. After the data is retrieved from PegaApp-Interface-Contact, it is then mapped into the data layer (PegaIns-Data-Party- Person).

As mentioned earlier in this chapter, when you click on the First Name or Last Name link of a contact in the search results, the corresponding MCA work object opens if it already exists. Otherwise, a new MCA work object is created on the fly and opens up for the selected contact.

In the Actions tab of the First Name, Last Name link properties panel, an OnClick event is defined. This event runs a CheckForCAID activity of the PegaIns-Data-Party- class to check if an MCA work object already exists. If it does not exist, it creates a new MCA work object. If it does exist, then the Open-Work-By-Handle action opens the MCA work object.

To view the activities and data pages mentioned above, in the Dev Studio header search text field, search for and select the following:

  • CheckForCAID
  • CreateManageCustomerAccount
  • D_ContactList
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