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To route life insurance underwriting assignments to the correct satellite office based on the policy owner's residential address, using business logic is the most appropriate approach. This approach involves:

Define Routing Rules: Create decision rules or decision tables that map the policy owner's residential address to the corresponding satellite office's work queue.

Implement Business Logic: Configure the routing step in the case type to use these decision rules. The business logic will determine the correct work queue based on the address.

Route to Work Queue: The assignment is routed to the work queue of the satellite office that corresponds to the policy owner's residential address.

This method ensures that each assignment is accurately directed to the appropriate office based on predefined business logic.

References:

Pega Academy: Assignments and Routing

Pega Documentation: Using Business Logic for Assignment Routing

 The data fits the business logic: Ensuring data fits the business logic guarantees that it aligns with the defined processes and rules.

Use a visibility condition on the mobile phone number field to determine whether to show the field: In Pega, visibility conditions are used to control the display of UI elements based on specific conditions. In this case, you would configure the visibility condition on the mobile phone number field to display it only when the checkbox for subscribing to the text messaging service is selected.

To create a visualization that allows managers to track the number and status of Customer Support Request cases submitted over the last 30 days, follow these steps:

Open the Explore data landing page: This page allows you to create and explore data visualizations.

Create a new insight: Insights help you visualize and analyze data trends and metrics.

References:

Pega Academy: Data Exploration and Visualization

Pega Documentation: Creating Insights