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Pega Sales Automation for Healthcare data model

Suggest edit Updated on March 12, 2021

The Pega Sales Automation for Healthcare data model consists of a set of standard business objects that support the sales process. The business objects have unique attributes, for example, account numbers, contact names, or operator IDs, and they interact with other business objects as they move through the sales life cycle.

Pega Sales Automation for Healthcare includes the following business objects:

  • Account
  • Activity
  • Appointment
  • Contact
  • Lead
  • Opportunity
  • Company
  • Task
  • Census
  • Quote
  • Application

Business objects depend on the selling mode that you select for your implementation. In Pega Sales Automation for Healthcare, you can use the following selling modes:

  • Business-to-business (B2B) – if you are selling products and services to other businesses.
  • Business-to-consumer (B2C) – if you are selling products and services directly to individual consumers.
  • Mixed mode – if you are selling products to both individual consumers and to other businesses.

The following entity relationship diagram shows the Pega Sales Automation for Healthcare business objects that are used in the B2B selling mode and the relationships between these objects:

Pega Sales Automation for Healthcare B2B business objects

The following entity relationship diagram shows the Pega Sales Automation for Healthcare business objects that are used in the B2C selling mode and the relationships between the objects:

Pega Sales Automation for Healthcare B2C business objects

The mixed selling mode includes business objects from both B2B and B2C entity diagrams.

The following entity relationship diagrams show the Pega Sales Automation for Healthcare and Pega Sales Automation core entities and the class inheritance relationships between the objects:

Pega Sales Automation for Healthcare and Pega Sales Automation core entities, part 1

The diagram above shows the company, account and contact entities, whereas, the diagram below shows the task, customer activity, lead, opportunity, and appointment entities.

Pega Sales Automation for Healthcare and Pega Sales Automation core entities, part 2

Viewing the data model

You can use the Pega Sales Automation for Healthcare data model to see a all of the case types and data classes in your application with their relationships as a graphic. This entity relationship visualization can help you understand all of the dependencies between the Pega Sales Automation for Healthcare elements and decide how to customize your application.

For more information about the data model, see Data modeling.
  1. To view the data model, in the navigation pane of App Studio, click DataView next to the Data model header.
Result: The system generates relationships between entities through the definition of page and page-list properties that are marked as relevant records. By design, these properties are either embedded in the parent record or refer to a data page.
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