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Post By Admin Last Updated At 2023-03-30
Boost your implementation by leveraging the power of Pega

I love how rapidly a Pega application can be developed and implemented. We have a fantastic platform that enables us to quickly produce functional software. But how does that function and what instruments do we employ? The good news is that Pega ExpressTM,   In fact,  Pega Express values, Utilizes the power of Pega, and may assist you in making the most of the whole Pega product and capability portfolio, including writing tools.

Pega's minimal code platform to graphically create apps and work with non-technical individuals including business users, subject matter experts, and product owners. They have the chance to use their knowledge and experience to swiftly identify problems and recommend fixes because they are the experts in company procedures and rules. 

I often use App Studio to swiftly construct an end-to-end business transaction (referred to as a case type in Pega PlatformTM, such as a customer complaint procedure case type), by breaking that business transaction into numerous steps (phases). The major tasks and their sequence within each stage are then specified. We can validate the process with the business and Product Owner because of this visualization's simplicity for the business to use.

Pega Platform capabilities:

One or more case types (business transactions), numerous personas, data elements, and integrations make up a typical Pega application. With App Studio, we can quickly create an executable end-to-end skeleton program by identifying and defining these components. It's good to begin by developing a case type that is represented by a series of stages and steps, for as a Create Order case type.

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Since the emphasis is on the business steps involved in a customer journey, the stages and steps are described from a business point of view (the end-to-end process).  We can constantly search for a joyful path to avoid becoming perplexed by difficult and uncommon paths. To secure their participation and agreement, the case type must be designed together with the business and IT SMEs. Another Pega Express value is to collaborate successfully.

Following the definition of the stages and steps, I search for repeated single steps and groups of steps to find reusable parts and subprocesses. We may examine and alter this flow in the visual designer on the Pega Platform, which generates a set of flow (process) rules in the background. One of the robust tools in the Pega Platform is the visual designer, which allows us to create business processes by dragging and dropping different out-of-the-box (OOTB) flow shapes. A task that a user or application completes as part of a business process is represented by a flowing shape. We can specify the routes of a process by linking several types of forms. This tool's greatest feature is that it allows us to run this business process as an application without requiring any further configuration!

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Everyone like using these OOTB flow shapes since they make it simple to quickly construct a variety of solutions. Let's examine a few of the often-employed shapes and skills.

Document generation – Create a PDF

The majority of projects call for the dynamic production of Word and PDF documents from templates or pre-existing screens. These documents can be automatically generated and associated with the case instance.

Generate and send emails – Send Email

We may visually create emails with rich body text and attachments from the case by using the Email shape. These emails can be easily set up to send to recipients based on their email addresses, roles (like Owner), and other criteria.

Approval process

One common phase in every business process is approval. We can quickly set up simple, cascade, and matrix approvals using the Pega Platform to distribute to specific people, teams, and responsibilities as needed. Even those who do not use the Pega Platform can approve requests via email.

Service Level Agreements 

Rules for Service Level Agreements (SLAs) are crucial for upholding contractual responsibilities and setting priorities for work. For each step, each stage, and the entire journey, we can easily set objectives and deadlines. Goals and deadlines can be designed to trigger a variety of actions, such as notifications, escalations, job transfers, and escalating urgency.

Work management (routing, GetNextWork, work baskets, and teams)

One of the Pega Platform's key capabilities is work management. Define the teams, personas, and work queues necessary to manage the work; after that, configure the system to intelligently route the work to specific people, teams, or work queues based on business rules, the workload of the team, skillsets, organizational hierarchy, the availability of users, and other factors. Work can be distributed using the Pega Platform's GetNextWork feature, which can be customized to take urgency, skills, and roles into account, to prevent cherry-picking.

Portals, dashboards, landing pages

Users are given access to either a manager portal or a user portal, both of which are OOTB options, depending on their role. Widget configuration should take into account what users can and need to see daily. Set up landing pages to display content that the user must see first.

Audit history

With each manual action, such as transferring work, changing the status of an item, etc., the Pega Platform creates an audit history. Set up any new actions or fields that require tracking.

One of the many ways that Pega Platform features can assist you to develop and create an enterprise-level application fast, efficiently, and collaboratively is through the usage of automated shapes. There are numerous additional ways you can use the Pega Platform to strengthen your implementation, and I sincerely hope that this blog has piqued your interest and motivated you to learn more. 

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What are the benefits of using Pega?

The benefits of Pega BPM are as follows:

  • Pega BPM can swiftly adapt to new business applications.
  • It lessens errors, duplications, and business hazards.
  • It provides greater security.
  • Pega BPM is a more efficient, effective, and quick tool.
  • It executes crucial business operations with excellence;
  • It lowers total IT costs and increases productivity.

What are two benefits of using insights Pega?

With the Explore Data landing page, Pega PlatformTM enables you to quickly examine and analyze the data in your application. Data queries can be converted into tables or visualizations using Insights, which can subsequently be distributed among users.

What is the main purpose of the application rule in PEGA?

Application rules are included in Pega Smart Claims Engine for Healthcare's top-level layers. The Pega Smart Claims Engine for Healthcare's application rules is an ordered collection of rulesets and versions that together identify the components of the layers. Moreover, application rules link actors, use cases, and the application's aim to objects made possible by the Direct Capture of Objectives capabilities. 

What are PEGA Rules and Rule Types?

Rules and rule types

Both you and your opponent agree to follow a particular set of rules while playing a chess game. These rules dictate gaming, including the movement of each piece on the game board. The pawn, for instance, can advance one or two spaces on its first move. 

When you configure a Pega PlatformTM application with a case-type model, you give the application instructions on how to create, handle, and resolve cases. These guidelines are laws. Rules define the behavior in specific situations, such as how the user interface is presented or when the urgency of the activity grows. Pega Platform generates application code in the background using the rules you create.

Every rule is an example of a certain rule type. For designing rules, the Pega Platform offers a variety of rule types that can be used as templates. The kind of behavior that the rule models depend on its type. Every rule type simulates a particular kind of behavior, such as an interface's design or automated judgments. For instance, a certain kind of rule known as a flow rule is used to model a process.

Automated rule creation in App Studio

App Studio can be used to complete a large portion of the design work for an application. Pega Platform offers a streamlined user interface that automatically generates and manages the underlying rules so that developers may concentrate on business-related activities. For instance, you may create processes, specify steps, and set up views while configuring a case type in App Studio by using the case life cycle and configuration panels. Pega Platform develops and maintains the rules that specify the process flows, tasks, and user interface (UI) in the background.

Application modularity with rules

Your application becomes modular when you employ distinct rules. You can combine and reuse rules by expressing case behavior with modular, task-focused rules. As an example, you might write a rule to characterize the information in a customer communication about the progress of a change of address. You can edit the email's content without affecting the rest of the business process by generating the email message as a separate rule rather than including it in the case life cycle.


 Every time the case behavior of a rule has to change, developers write a new version of the rule. Developers can check the change history and, if necessary, undo modifications thanks to Pega Platform's maintenance of a history of changes to a rule. Each rule only applies to a particular case behavior, therefore the rest of the case is unaffected.

For instance, a developer might add instructions to a UI form and delete a crucial field. Without altering other application rules, you can review the form's history and go back to a previous version before the changes were made.

Final Words:

By reaching the above content, I hope you got some useful information regarding the implementation and boosting of PEGA skills. You can easily master PEGA through OnlineITGuru real-time experts. Enroll for the free demo session on PEGA Online Course today and become a certified professional.