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Circumstancing Using Single Property and As of Date

The document describes how to configure case circumstantial rules in Pega. It provides steps to create a loan application case type, life cycle, views and rules. It also describes how to circumstance SLA and correspondence rules based on loan type and effective date.

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Vishnupriya Sivakumar
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© © All Rights Reserved
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17 views

Circumstancing Using Single Property and As of Date

The document describes how to configure case circumstantial rules in Pega. It provides steps to create a loan application case type, life cycle, views and rules. It also describes how to circumstance SLA and correspondence rules based on loan type and effective date.

Uploaded by

Vishnupriya Sivakumar
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
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Ex: Circumstancing using Single Property

and As-of Date

Scenario

A bank wants to process the education loan applications faster than other loan types.
The mail will be sent to the customer upon loan approval. Bank wants to update the
content of approval mail effective from Jan 1, 2020.

The following table provides the credentials you need to complete the exercise.

Role Operator ID Password


Application Developer author_cm@gogoroad rules

Your Assignment

1. Create LoanApp as implementation only structure


2. Create LoanApplication case type and configure the life cycle
3. Create the views for every step in the life cycle
4. Create the SLA rule for “Approve Loan” step
5. Circumstance the SLA rule according to the loan type
6. Create a correspondence rule to be applied for “Approval Mail” step
7. Circumstance the correspondence rule effective from Jan 1, 2020

Detailed steps
1. Switch to Dev Studio, Create a New Application from application menu
2. Choose the custom application type, create “LoanApp” and switch to “LoanApp”
3. Create “Loan Application” case type in “LoanApp”

4. Design the case life cycle as shown below


Stages: New, Review and Fulfillment
5. Configure the view for “Collect Loan Details” step as shown below

Fields: CustomerName (Text), Customer Email (Email), LoanType (Picklist),


LoanAmount (Currency)
6. Click “Goals and Deadlines” from contextual panel for “Approve Loan” step and
choose Service level agreement as “Use Existing” and type “LoanApprovalSLA”

7. Click the crosshair icon next to “LoanApprovalSLA”. A rule form will be open. Click
“Create and open”
8. Set Goal as 3 days, Goal urgency as 20 and Deadline as 5 days and deadline
urgency as 30 and save the rule.

9. Return to the case life cycle and select “Approval mail” step and configure as
shown below[Choose message as correspondence and type “LoanApprovalMail”]
10. Click the crosshair icon next to “LoanApprovalMail” correspondence template.
The rule form will be open. Select Correspondence Type as “Email”. Click Create
and open

11. Type the message as follows and save the rule.


12. Save the case type

13. Open the “LoanApporvalSLA” rule. [In App explorer, Loanapplication->Process-


>Service Level Agreement->LoanApporvalSLA]. Expand Save menu. Select
“Specialize by circumstance”
14. Configure the Circumstance as shown below. [Choose Property and Date, Select
Property as .LoanType and Value as “Education Loan”]

15. Set Goal as 2 days and deadline as 3 days in the circumstanced SLA and save the
rule.
16. Now open the “Approval Mail” correspondence rule from App Explorer.
“Specialize by Circumstance” and configure it as shown below. [choose Property
and Date, and select Start date as “1/1/2020”

17. Change the content as shown below and save the rule.
[An additional line is added “Kindly bring the Government Issues ID card]
18. Select Loan Application case type from cases explorer and select “Settings”
Select the checkbox “skip the create view when users creating new case”

Verify your work


1. Create a Loan Application case and submit the first assignment. [Education Loan
is selected]
2. When the case reaches the next step, you could notice “Due in 3 days”. The
circumstanced SLA is applied.

3. Approve the case and notice that the “LoanApproval” is added in the case.
4. Verify the content of the mail. The circumstanced version of the correspondence
rule is applied since this case is create on “Jan 5, 2020]

Additional test cases

1. Choose different loan type and observe that the base SLA is applied
2. Circumstance the “LoanApprovalMail” correspondence based on some future
date. Observe that the base rule is selected when your run the case on the
current date

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