Creating a Constellation Portal
1 Task
45 mins
Beginner
User Experience
English
Scenario
U+ Hotels wants to ensure consistent service quality across its operations by enabling the Compliance team to review complaint and onboarding activities in the Travel Management Customer Support (TMCS) application.
To support this requirement, stakeholders want to provide controlled access to application data without exposing full case functionality for all case types.
The team has identified the Compliance Officer persona as responsible for reviewing complaint handling, audit trails, and compliance adherence. Compliance Officers should have restricted access to Complaint Resolution and Refund Processing cases, while having full access to Partner Onboarding cases to complete compliance-related activities.
Your Lead System Architect has asked you to configure a new Constellation Portal tailored for the Compliance Officer persona.
Note: This challenge has been configured with Single sign-on (SSO) using your Pega Academy credentials. If you are not automatically signed-in to the challenge environment after initializing the instance, you may use the credentials provided.
The following table provides the credentials you may need to complete the challenge:
| Role | User name | Password |
|---|---|---|
| Solution Builder | [email protected] | pega123! |
| Compliance Officer | [email protected] | pega123! |
After completing this challenge, you should be able to:
- Configure personas with specific access rights.
- Design a Constellation Portal using the Work Portal framework.
- Create personalized landing pages for different use cases.
- Configure Dashboard pages with pre-configured Insights.
Detailed Tasks
1 Create a Constellation Portal
Use the technical documentation linked in the Doc Journey above to complete the assigned tasks. The technical documentation might have more information than you need to complete the tasks.
Acceptance criteria
- The U+ Hotels TMCS application has a Compliance Officer persona.
- For the Complaint Resolution and Refund Processing case types, the Compliance Officer:
- Can only Run reports and View audit history.
- Cannot Open or Modify cases.
- For the Partner Onboarding case type, the Compliance Officer:
- Can Open or Modify cases.
- Can Run reports.
- Can View audit history.
- The U+ Hotels TMCS application has a new Channel named Compliance Portal.
- The Compliance Portal:
- Is configured to be accessible only by the Compliance Officer persona.
- Displays the application name and the Channel name in the header.
- The Compliance Portal has a landing page called Complaint Resolution built from the Default Page template.
- The Complaint Resolution landing page:
- Uses the Complaint Resolution List View.
- Uses a one-column layout.
- Displays the following columns in a table format: Case ID, Create datetime, Create operator name, Work Status, Complaint Description.
- The Compliance Officer cannot create any cases from the Create menu for Complaint Resolution.
- The Compliance Portal includes a landing page called Work Metrics built from a Default page template.
- The Work Metrics page displays the following pre-configured Insights:
- Number of work items created daily.
- Average elapsed time per work status.
Directions
- Navigate to Personas and configure the Compliance Officer persona as detailed in the Acceptance criteria.
- Navigate to Channels and create the Compliance Portal as detailed in the Acceptance criteria.
- Configure the Complaint Resolution and Work Metrics landing pages under the Compliance Portal.
- Save your changes and then preview the Compliance Portal to verify the configuration.
Available in the following mission:
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