U+ Bank currently uses a Pega Platform'" application to automate its internal operations. The bank wants to add independent tax processing functionality to its application. This work should be routed to tax consultants in the application.
To support this new feature, the bank has appointed country-specific tax consultants because tax processing is handled differently in different countries.
Which one of the following options is the best approach to add tax processing to the bank's existing Pega Platform application?
Tax Case Type and Specialization:
Create a new tax case type within the Pega Platform application to handle the independent tax processing functionality.
Utilize case type specialization to define different processes for each country. This means creating specialized versions of the tax case type based on the country property.
Country-specific Processes:
Each specialized tax case type will have its own processes tailored to the specific tax regulations and requirements of the respective country.
This allows for the flexibility to handle different tax processing rules and ensures compliance with country-specific tax laws.
Routing and Assignment:
Configure routing rules to assign the tax cases to the appropriate tax consultants based on the country.
Use decision tables or decision trees to determine the correct tax consultant for each case, ensuring that the case is handled by a consultant with the relevant expertise.
Efficiency and Maintenance:
By using case type specialization, the application maintains a clear and organized structure where each country's tax processing logic is encapsulated within its own specialized case type.
This makes the system easier to maintain and update, as changes to tax processing rules can be made within the specific country's specialized case type without affecting others.
Pega Academy, 'Specializing a Case Type' module: Covers the concepts and implementation of case type specialization.
Pega Community Article on 'Case Specialization': Provides insights into how to implement and manage case specialization effectively.
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