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Configuring and launching Smart Update

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Updated on January 26, 2021

Before launching Smart Update, ensure that you complete the configuration settings.

Pega Product Composer for Healthcare Pega Product Composer for Healthcare Pega Product Composer for Healthcare

Configuring Smart Update settings

Configure the stage and status of your approved Smart Update benefit sets, product templates, products, or plans when you replicate existing products or create new products or plans. The stage and status are associated with your products or plans after they are approved through the Smart Update process.

For example, you might set the stage to Development and the status to Dev-Approved for your items that are approved by Smart Update.

  1. Log in to Pega Product Composer for Healthcare by entering your administrator credentials.
  2. In the header of Dev Studio, click ConfigureProduct composer system Configuration.
  3. On the Product Composer System Configuration page, click the Flow Settings tab.
  4. In the Smart update settings section, in the Smart update stage field, enter the stage for the approved Smart Update entities.
  5. In the Smart update status field, enter the status for the approved Smart Update entities.
  6. Click ActionsSave as system configuration.

Launching Smart Update

Use the Product Development portal to launch Smart Update.

  1. Log in to Pega Product Composer for Healthcare by entering your operator credentials.
    Based on your operator credentials, you might immediately see the Pega Composer for Healthcare portal that you are approved to access, and you can skip step 2.
  2. In the header of Dev Studio, click Launch portalProduct Development.
  3. In the left navigation pane, click Process EntitiesUpdate.
  4. On the Smart Update page, click Smart update.
  5. Based on your needs, click one of the following items, and then click Continue:
    • Benefit set
    • Product template
    • Product
    • Plan
  6. Based on your selection in Step 5, go the section that describes your task:
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