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Generating a Blueprint

3 Tasks

10 mins

Visible to: All users
Beginner
English
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Scenario

U+ Bank is expanding their retail financial services business to include personal lending. U+ Bank has decided to utilize Pega GenAI™ Blueprint functionality to speed up the creation of a Retail Loan Origination application. Using Blueprint, you will generate the Case Type, Case Life Cycle, data objects and Personas needed to support the Retail Loan Origination application.

Use the following credentials to log in to the exercise system:

Role User name Password
Application Developer author@uplusbank rules

Your assignment consists of the following tasks:

Task 1: Create a new application Blueprint for U+Bank's new retail personal lending initiative

Create a Retail Loan Origination Blueprint file using Pega GenAI Blueprint functionality.

Task 2: Review the Case Types, data objects, and Personas generated by Blueprint

Review the Case types, data objects, and Personas generated by the Blueprint for the Retail Loan Origination application.

Task 3: Review the summary of the application overview and export the Blueprint file

Review the summary of the application overview and download the application blueprint file.

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 Create a new application Blueprint for U+Bank's new retail lending initiative

  1. On the exercise system landing page, click Launch Pega Infinity™ to log in to Dev Studio.
  2. Log in as an Application Developer.
    1. In the Username field, enter author@uplusbank.
    2. In the Password field, enter rules.
  3. From the header of Dev Studio, click Switch studio > App Studio.
    Highlighting App Studio in the header of Dev Studio.
  4. In the header of App Studio, click Application > New application.
  5. In What type of Application do you want to build? dialog box, click Create a Blueprint.
    Highlighting the Create a Blueprint button.
  6. On the Pega GenAI Blueprint web page, click Build a Blueprint.
    Screenshot from the Pega GenAI Blueprint webpage highlighting the Build a Blueprint button
  7. In My Blueprint Dashboard web page, click Create a Blueprint.
     
    A screenshot of the Create a Blueprint button
    Note: Blueprint is not a Pega Infinity capability but a new software-as-a-service (SaaS) application. Pega GenAI Blueprint is available on the Pega.com website.
  8. In the Let's start your Blueprint page, complete the details:
    1. In the Which industry is your application for? list, select Banking and click Next.
      A screenshot of the Industries available with Blueprint, and Banking selected.
    2. In the Select a sub-industry list, select Retail Banking. From the Department/function drop-down list, select Lending. Then click Next.
      Selecting the Retail Banking Sub-Industry and Lending function.
    3. In the Application purpose list, select Retail Loan Origination.
      Note: The items in the Application purpose list use pre-built application templates and Case Types. Pega identifies the pre-built templates.
    4. Review the pre-filled content displayed in the Functional description field.
    5. In the Organization name field, enter U+ Bank. Click Next.
      A screenshot of the Retail Loan Origination app in Blueprint.

2 Review the Case Types, data objects, and Personas generated by Blueprint

  1. In What Case Types do you want to automate? section, review the Case Types proposed by the Blueprint for the Retail Loan Origination application.
    Blue print Case Types
     
  2. Click Home Loan Application, and review the Edit Case Type functionality. To return to the list of Case Types, click Cancel.
    A screenshot of the Edit Case Type modal for the Home Loan Application Case Type in Blueprint.
    Note: BPMN files can be imported into the Edit Case Type dialog box. Click Save and Regenerate Case Lifecycle if a BMPN file is imported.
  3. Toward the bottom of the Blueprint window, click Preview my app to review Blueprint's proposed user interface for each Case Type. Once you have reviewed each UI, at the bottom of the Preview page, click the Close icon to return to the list of Case Types.
    The Application Preview functionality in Blueprint.
     
  4. Click Next.
  5. In the Let's define the Lifecycle for each Case Type section, review Blueprint's proposed Case Lifecycle for each Case Type.
    Blueprint Case Life Cycle
     
  6. Click Edit Lifecycle to edit the Case Lifecycle of a Case Type.
    A screenshot of the Edit Case Lifecycle dialog box.
    Tip: Use the Notes feature to add additional context for each Step as needed.
  7. To exit the Edit Case Lifecycle dialog box, click Cancel
  8. Once you have reviewed the Case Lifecycle for each Case Type, click Next.
  9. In the Let's define the Data Model for each Case Type section, review the fields generated by the Blueprint.
    Blueprint Data Model
  10. To access the Edit field dialog box, click the More icon, and then click Edit.
    A screenshot of the Edit field dialog box.
    Tip: Use the Description feature to add additional context for each field as needed.
  11. To exit the Edit field dialog box, click Cancel
  12. Once you have reviewed the Case Data Model for each Case Type, click Next.
  13. In the What Live Data will be used across your Case Lifecycles? section, review the data objects generated by the Blueprint.
    Blueprint Live data
  14. To access the Edit Data Object dialog box, click the More icon, and then click Edit.
    A screenshot of the Edit Data Object box in Blueprint.
    Note: Identify the Source for the Data Object in the Edit Data Object dialog box.
  15. To exit the Edit Data Object dialog box, click Cancel
  16. Once you have reviewed the Data Objects proposed by Blueprint, click Next.
  17. In the Who are the Personas involved in your Case Lifecycles? section, review the Personas generated by the Blueprint.
    Bluerprint Personas
  18. To access the Edit Persona dialog box, click the More icon, and then click Edit.
    A screenshot of the Edit Persona dialog box.
  19. To exit the Edit Persona dialog box, click Cancel
  20. Once you have reviewed the Personas proposed by Blueprint, click Next.

3 Review the summary of the application overview and export the Blueprint file

  1. In the Application Context page, review the summary of the Retail Loan Origination application.
  2. Confirm the Case Types, Case Lifecycles, Case Data Models, Live Data and Personas match what you reviewed.
    Blueprint summary
     
  3. Click Download PDF.
  4. From the Print screen, save the Blueprint as a PDF file to a location on your machine where it is accessible.
  5. Click Download Blueprint.
  6. Save the Blueprint file in a location on your machine where it is accessible.

This Challenge is to practice what you learned in the following Module:


Available in the following mission:

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