Question
Ford
IN
Last activity: 24 Jun 2024 7:49 EDT
Difficult to understand the need of Work party in pega with example
what is the use of this work party option in pega?Why is it used?
Accepted Solution
Updated: 3 Jul 2024 10:12 EDT
Maantic Inc
IN
A work party is a person, organization, or other actor identified in a work object, who can be the recipient of e-mail or other forms of correspondence.
A work object may identify no work parties, one, or many work parties. The work party role associated with each work party identifies why a party is present, and may determine which properties are defined for that party.
Five standard data classes derived from Data-Party are available for capturing information about work parties:
- Data-Party-Com — For business organizations
- Data-Party-Gov — For government organizations
- Data-Party-Operator— For Process Commander users (who each have a Data-Admin-Operator ID instance)
- Data-Party-Org — For nonprofit organizations
- Data-Party-Person — For people who may not be Process Commander users with Operator IDs
Your application can include other classes derived from Data-Party or from one of the above concrete classes.
Rulesstack Private Limited
IN
Hi @shanthosh_18,
The Work Party option in Pega is used to define and manage the different participants or stakeholders involved in a case. Work Parties represent individuals, groups, or organizations that interact with or have an interest in the case. This concept is essential for ensuring that the right people are informed, assigned tasks, or involved in decision-making processes throughout the case lifecycle.
Uses and Benefits of Work Parties in Pega:
Role Assignment: Work Parties allow you to assign specific roles to different participants, such as the case creator, approver, or customer. Each role can have distinct responsibilities and permissions within the case.
Task Allocation: Work Parties facilitate the assignment of tasks and work items to the right individuals or groups. This ensures that the case progresses smoothly and efficiently, with tasks being handled by the designated parties.
Audit and Tracking : Maintaining a record of all Work Parties involved in a case helps in tracking and auditing interactions and decisions. This is crucial for compliance and accountability, especially in regulated industries.
Hi @shanthosh_18,
The Work Party option in Pega is used to define and manage the different participants or stakeholders involved in a case. Work Parties represent individuals, groups, or organizations that interact with or have an interest in the case. This concept is essential for ensuring that the right people are informed, assigned tasks, or involved in decision-making processes throughout the case lifecycle.
Uses and Benefits of Work Parties in Pega:
Role Assignment: Work Parties allow you to assign specific roles to different participants, such as the case creator, approver, or customer. Each role can have distinct responsibilities and permissions within the case.
Task Allocation: Work Parties facilitate the assignment of tasks and work items to the right individuals or groups. This ensures that the case progresses smoothly and efficiently, with tasks being handled by the designated parties.
Audit and Tracking : Maintaining a record of all Work Parties involved in a case helps in tracking and auditing interactions and decisions. This is crucial for compliance and accountability, especially in regulated industries.
Access Control : Work Parties help in defining access control policies. Different parties can have varying levels of access to case data and actions based on their role, ensuring sensitive information is protected.
Example in a Loan Application Case:
Applicant : The person applying for the loan.
Loan Officer : The individual responsible for reviewing and processing the loan application.
-Credit Analyst : The person who performs the credit check and risk assessment.
Approval Manager : The manager who approves or denies the loan application.
Customer Service Representative : The representative who communicates with the applicant regarding the status of their application.
Why is Work Party Used?
Clarity and Organization : Clearly defines who is responsible for what actions within a case, ensuring organized and efficient case management.
Automation: Automates the notification and task assignment processes, reducing manual intervention and errors.
Collaboration : Facilitates collaboration among various stakeholders by defining their roles and responsibilities.
Security : Enhances security by controlling access to case information based on the roles of the Work Parties.
Regards,
Mohd Qizer Uddin
Eclatprime Digital Private Limited
IN
@shanthosh_18 Work party is nothing it's a group of people . This work party is a group of person whom in between case processing you need to inform. Like if it's a dispute case then we need to inform all the parties related to the dispute. so let suppose you need to communicate to a group of people like Legal system,Party who filed case.