A disrupted transaction case records account information using a page property. Account information is recorded at the time the case is created and does not update when the case is further processed. Account information is stored in an external system and accessed by a data page.
A. Select Copy from a data page on the page property(snapshot)
B. Configure the page property to refer to a keyed data page.
C. Select Refer to a data page on the page property.(system of records)
D. Define a reference property that refers to the data page.
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In your case, you want to take a snapshot at the time the case is created, and you actually want to avoid automatic updates during further processing. Account information might be stored in an (external) system of record, but you want an exact copy at the time the transaction failed. Because of this, A is most likely your best answer.
In this scenario:
Account information is retrieved at the time of case creation.
The information should not change even if the external data source updates later.
Therefore, you need a snapshot of the data at a particular point in time.
Option A – Copy from a data page means that Pega will copy the data from the data page into the case’s page property, so it becomes part of the case data and is no longer linked to the source. This is the ideal approach for snapshot use cases.
B. Keyed data page: This is used for referencing data on demand using a key (like account ID). Not suitable if the data should remain static after the case is created.
C. Refer to a data page: This keeps the property dynamically linked to the data page. So if the external system changes, your case data would reflect those changes — not suitable for a snapshot.
D. Reference property: Again, implies referencing live data, not copying it.
So option A will be the correct one for your query.