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Creating a Renewal Batch case in the User Portal

Updated on May 10, 2021

To manually renew accounts, use search filters to find the accounts that you want to renew, for example, plans that expire during a selected month, and then add those accounts to a batch. The batch creation process generates a Renewal Batch case that contains a child Quote Request case for each account in the batch.

Pega Sales Automation Implementation Guide
  1. Log in to the User Portal as a Renewal Representative who is part of the SPM_Cosmos:RenewalRep access group.
  2. In the left pane, click CreateBatch renewal.
  3. Optional: To create a batch for individual accounts, click Individual.
  4. To view a list of accounts whose healthcare plans are eligible for renewal, enter values in the following fields, and then click Search:
    1. In the Month field, select the plan expiration months.
      You can select more than one value.
    2. In the Year field, select the year when the healthcare plan expires.
    3. In the Territory ID field, select the ID of the sales territory for the accounts that you want to renew.
    4. In the Market segment field, select the name of the market segment whose healthcare plans you want to renew.
    • Individual
    • Small Group
    • A different segment that is configured in your application
    1. Use the filter fields of the Plan Types and Partners columns to refine your search results by clicking Advanced
      You can select more than one value in both fields.
    2. In the search results, select the checkbox to the left of each account that you want to include in the batch.
    3. Optional: To select or clear all checkboxes, select the checkbox to the left of the Account column.
  5. Click Create.
Result: Pega Sales Automation for Healthcare creates the Renewal Batch case and Quote Request child cases. If a Quote Request case has no mapping errors, the application processes the renewal, or it routes the Quote Request case to the opportunity owner for the account to enable the owner to manually process the renewal.
What to do next: If a Quote Request case has a mapping error, you need to fix the error before the case can proceed.

Tags

Pega Sales Automation 8.7

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