Pega Smart Disputes: Case Level Notes

General
, ,
1

Looking for examples or suggestions of adding case level general notes functionality to Smart Disputes.

Use Case example

As a user working an existing D level case (not a Claim) at any assignment

User requires the ability to add a general note that is accessible to subsequent users throughout the case life cycle

This functionality would be in addition to assignment level notes that already exist as SD functionality.

2

Hi @JamieSchuman ,

You can add case wide local action (AddNote) to give users the ability to add notes (stored in pyNotes property) which gets added to the Attachments gadget.

For example within Smart Dispute app , you can PegaCard-Sd-Dispute-.AddNote flow action and you can see the notes attached in the Attachment section and also Audit updated with the note attached.

Thanks,

3

@kumas10

Is there detailed documentation about the AddNote functionality that I could review? If so, please share the link.

Thanks

Jamie

4

Hi @JamieSchuman ,

Smart Dispute is using the Pega Platform OOTB Work-.AttachNote activity, not much of documentation is available around this as it’s one of legacy Attachment category.

Thanks,