Pega recommends that you avoid using some use cases during an upgrade. For a list of common use cases to avoid for any Pega application, see Common use cases to consider during an upgrade.

Avoid running the following Pega Product Composer for Healthcare use cases during an upgrade:

• A manager should not attempt to approve any entity such as a benefit.
• Do not run the document generation wizard because the Existing SBC template column will be blank for the selected products and plans.
• Do not submit a document generation work object for approval because the work status remains Pending-Validate and does not continue to approval even after the upgrade is complete.

After the upgrade, you need to re-index the products and plans.