Question
NTT Data
US
Last activity: 16 Oct 2018 7:06 EDT
Pega PCS- What tables needs to be updated-using load excel file and update Variation/Exclusions
Hi
Attached File Upload screen for reference, in the attachment you can see OOTB option to upload benefit, policy extra via excel, not available for variation/exclusion.
I am using Pega7x with Pega PCS 7.3 and 7.2.2 , OOTB provided options to upload Benefit, Policy extra via excel file upload , but OOTB did not provide any option to upload variation/exclusion/limit via excel , I want to write my own custom code to read file and upload variation/exclusions via excel file data ,my question is what are the properties needs to be in excel and what are the tables need to be update?
***Moderator Edit: Vidyaranjan | Updated SR details ***
Pegasystems Inc.
IN
Benefit excel import does not have any Limits, variations or exclusions or limits. Benefit excel import is for importing a benefit with it's meta data and the mapping definitions like codes and code groups. Hence, in the context of benefit variations do not exist.
Coming to the second part: Policy: Policy excel template already has the fields in the excel to capture variations, limits, exclusions etc. I am not sure if you have posted your observations here after looking at the downloaded excel template.
Pegasystems Inc.
IN
Hi,
PCS Import via Excel is not supported for Product templates, products and plans.
Variations/Exclusions/Limits are not stand alone entities, so they cannot be imported independently. They can only be configured in the context of templates, product and plans.
Kindly refer to one of the OOTB entity implementation to know the procedure for implementing a custom entity import.
NTT Data
US
Hi
Loop through all the PLANs and flatten the Plan and update the variations would work? the variation am referring is Plan Variation?
See the below article
https://collaborate.pega.com/discussion/rest-service-integration-guide-tutorial
See the attached Plan flattened xml zip file attached herewith.
Advance Thanks
NTT Data
US
Hi
I also want to check ContractID referred in Pega PCS is PlanID, Since many tables and data used example [<ContractID>PLAN-1</ContractID> ]
Advance Thanks
Pegasystems Inc.
IN
Not sure what you exactly meant. Are you talking about PCS Import of plan (which is not provided by PCS, anyways)? or is it a question related to flattening a PCS plan?.
And the attached zip seems to be empty and unable to extract or may be corrupted.