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Building an application with Blueprint

2 Tasks

20 mins

 Pega Platform '24.2 Visible to: All users
Beginner Pega Platform '24.2 Artificial Intelligence Generative AI English

Scenario

Your Lead System Architect has requested that you use  Pega GenA Blueprint™ to create a new Pega Platform™ application.

Blueprint is Pega's new software-as-a-service (SaaS) application that is available from the Pega.com website. Blueprint combines the power of Pega GenAI™ and basic information about the workflow to create the Case Types, Case Life Cycles, Live Data, and Personas associated with a Pega Platform application. 

Your LSA provided you with the following functional description to use to in creating the GoGoRoad application in Blueprint:

The GoGoRoad application will model the Assistance Request workflow in a Case Type. The Assistance Request workflow consists of four Stages:

  • In the first Stage, a customer contact's GoGoRoad's Customer Service department to request roadside assistance for their vehicle. The Customer Service representative (CSR) identifies the following information: the type of service requested, the customer's personal information, the location of the service, and the vehicle information. The CSR also collects the customer's Payment information.
  • In the second Stage, a Manager verifies the service request and confirms the customer is enrolled with GoGoRoad.
  • In the third stage, the CSR dispatches a service provider.
  • In the final stage, the CSR reviews the services provided and the customer is sent an email invoice.

Once the Blueprint has been created and reviewed, you have been asked to download both the Blueprint PDF and Blueprint file, and, using the Blueprint file, import the application into  Pega Platform environment.

Your Lead System Architect has given you a collection of technical documentation links to help you get started.

The following table provides the credentials you need to complete the challenge:

User name Password
author@gogoroad pega123!

You must initiate your own Pega instance to complete this Challenge.

Initialization may take up to 5 minutes so please be patient.

Detailed Tasks

1 Build a Blueprint

The Blueprint Journey map found in Pega technical documentation.

Use the  technical documentation linked in the Journey map above to complete the assigned tasks. The technical documentation might have more information than you need to complete each task.

Acceptance criteria

  • Your Blueprint Dashboard contains a GoGoRoad application that includes an Assistance Request Case Type.
  • Both the GoGoRoad Blueprint file and GoGoRoad PDF Document are downloaded to your local machine.

Directions

  1. Log in as an Application Developer.
    1. In the Username field, enter author@gogoroad.
    2. In the Password field, enter pega123!.
  2. From the header of Dev Studio, click Switch studio >  App Studio.
    Highlighting App Studio in the header of Dev Studio.
  3. In the header of App Studio, click Application > New application.
  4. In the What type of Application do you want to build? dialog box, click Create a Blueprint.
    Highlighting the Create a Blueprint button.

     

  5. Log in to your Pega account, and on the Pega GenAI Blueprint web page, click Get Started.
    A screenshot of the Build a Blueprint button on the Pega Blueprint site.
     

     

  6. On the My Blueprint Dashboard web page, click Create a Blueprint.

    Create a Blueprint button

  7. In the Let's start your Blueprint page, complete the details:
    1. In the Which industry is your application for? list, select Other. Then click Next.
  8. Complete the Share more about your application page using the following information, then click Next.
    • Application purpose: GoGoRoad
    • Functional description: The GoGoRoad application will model the Assistance Request workflow in a single case type. The Assistance Request Case Type consists of four stages:
      In the first stage, a customer contact's GoGoRoad's Customer Service department to request roadside assistance for their vehicle. The Customer Service representative (CSR) identifies the following information: the type of service requested, the customer's personal information, the location of the service, and the vehicle information. The CSR also collects the customer's Payment information.
      In the second stage, a Manager verifies the service request and confirms the customer is enrolled with GoGoRoad.
      In the third stage, the CSR dispatches a service provider.
      In the final stage, the CSR reviews the services provided and the customer is sent an email invoice.
    • Organization name: GoGoRoad
  9. Confirm that the Case Types, Case Life Cycles, Case Type Data Models,  Live Data, and Personas match the description of the intended application.
  10. Click Download PDF.
  11. From the Print page, save the Blueprint as a PDF file to a location on your device where it is accessible.
  12. Click Download Blueprint.
  13. Save the Blueprint file to a location on your device where it is accessible.

2 Build a Case Life Cycle with Pega GenAI

Acceptance criteria

  • A GoGoRoad application exists in the in the Pega Platform instance. The GoGoRoad application was created using the Blueprint file.

Directions

Note: If you were not able to build and download the Blueprint PDF and Blueprint file, use the documents provided below to complete this task.
  • Download the Blueprint GoGoRoad.zip file, open it, and save the GoGoRoad.blueprint file to your desktop.
  • Download the GoGoRoad PDF file to your desktop.
  1. Return to the Pega instance for this challenge. Re-enter the following credentials if necessary:
    1. In the Username field, enter author@gogoroad.
    2. In the Password field, enter pega123!
  2. From the header of Dev Studio, click Switch studio > App Studio.
    Highlighting App Studio in the header of Dev Studio.
  3. In App Studio, click Application > New application.
  4. In the What type of Application do you want to build? page, click Build from a Blueprint.
    Highlighting the Build from a Blueprint button.
  5. Upload the Blueprint and create the application.
    Note: In the current environment, this can take up to a minute for Pega Platform to build the application.
  6. When the application build is complete, click Go to app.

Confirm your work

  1. From App Studio's Overview screen, confirm that the GoGoRoad application is displayed.
    The App Studio Overview page for the GoGoRoad application.
     
  2. In navigation pane, click Case Types. Confirm the Case Types match that in the GoGoRoad PDF file.
  3. In navigation pane, click Data. Confirm the Data Objects match that in the GoGoRoad PDF file.
  4. In navigation pane, click Users > User management. Confirm the Personas match that in the GoGoRoad PDF file.
  5. In App Studio header, click Toggle branch development.
    Highlighting the Branch toggle button in the App Studio header.
  6. Note the Branch name that is associated with the Blueprint import.
    Branch information for the GoGoRoad application built with Blueprint.
    Note: By default, Blueprint places all assets associated with the new application in a Branch.
  7. Click Cancel to close the Branch development preferences window.

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