Generating a Blueprint

3 Tasks

10 mins

Visible to: All users

Beginner

English

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 accelerate the ideation of their new Retail Loan Origination application.

Blueprint combines Pega's industry expertise with the power of generative AI, allowing you to create the Case Type workflows, data, and Personas for this Pega Platform application in record time. Blueprint also enables collaboration with stakeholders from U+ Banks Retail lending group, allowing your project team to review and fine tune each feature of the application before exporting the file for an eventual upload into a Pega Platform instance.

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 using Pega GenAI Blueprint™ functionality.

Task 2: Review the Workflows, Data & Integrations, and Personas proposed by Blueprint

Review the Workflows, Data & Integrations, and Personas proposed 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.

• Log In

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™.
2. Log in as an Application Developer.
   1. In the Username field, enter author@uplusbank.
   2. In the Password field, enter rules.
3. In the header of App Studio, click Application > New application.
4. In What type of Application do you want to build? dialog box, click Create a Blueprint.
   
5. On the Pega GenAI Blueprint web page, click Build a Blueprint.
   
6. In My Blueprint Dashboard web page, click Create a Blueprint.
    
   
   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.
7. In the Let's start your Blueprint page, complete the following details:
   1. In the Which industry is your application for? list, select Banking and then click Next.
      
   2. In the Select a sub-industry list, select Retail Banking. From the Department/function drop-down list, select Lending. Then click Next.
      
   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.
      

2 Review the Workflows, Data & Integrations, and Personas proposed by Blueprint

1. In the Workflows section, under Let's define your workflows using Pega Case Types, review the Case Types proposed by Blueprint for the Retail Loan Origination application.
   
    
2. Click Home Loan Application.
3. In the Edit Case Type dialog box, review the Case Type description. The Case Type description determines the Stages and Steps associated with Blueprint proposed workflow details. 
   
   Note: BPMN (Business Process Modeling Notation) files can be imported into the Edit Case Type dialog box to reconfigure the Case Type workflow. Click Save and Regenerate Case Lifecycle if a BMPN file is imported.
4. To return to the list of Case Types, click Save.
5. Review each of Blueprint's proposed Case Types and their descriptions, then click Next.
6. In the Workflow Details section, next to Select the Case Type to define the workflow details, confirm that Home Loan application is selected.
   
7. Click the Case Lifecycle tab to review Blueprint's proposed Case Lifecycle for the Home Loan Application.
   
8. Click Edit Lifecycle to edit the Case Lifecycle of a Case Type.
   
   Tip: Blueprint's Case Lifecycle now accommodates both Primary and Alternate Stages.  Stages and Steps can be added to the Case Lifecycle. Stages and Steps can be dragged to reorder them in the Case Lifecycle. Use the Notes feature to add additional context for each Step as needed. 
9. Click Save to close the Edit Case Lifecycle dialog box.
10. For the Home Loan Application Case Type, click the Case Data Model tab. Review the fields proposed by Blueprint for the Home Loan Application. 
    
11. To access the Edit field dialog box, click the More icon, located on the right side of each field row, and then click Edit. 
    
    Tip: Use the Field Type dropdown to update the type for each field. Use the Description feature to add additional context for application development. The Primary designation will ensure the field is reflected in certain default Views in the Constellation UI, including the Views associated with Blueprint's Preview my app functionality. 
12. To exit the Edit field dialog box, click Save.
13. Toward the bottom of the Blueprint window, click Preview my app.
    
14. Review each of Blueprint's proposed user interface (UI) layouts for the Home Loan Application Case Type.
    
15. At the bottom of the Home Loan Application UI Preview page, click the Close icon to return to the list of Case Types.
16. Review the Case Lifecycle, Case Data Model, and application UI preview for each of Blueprint's proposed Case Types. Then click Next.
17. In the Data & Integrations section, under Let's define the Data Objects and Integrations for your Application, review the data objects proposed by the Blueprint.
    
18. To access the Edit Data Object dialog box, click the More icon, and then click Edit.
    
    Note: Identify the Source for the Data Object in the Edit Data Object dialog box. The default source is the Pega database or choose to identify a new source.
19. To exit the Edit Data Object dialog box, click Save. 
20. On the Data & Integrations window, click Import data definition. In the Import data definition dialog box, you can upload an OpenAPI (formerly Swagger) or DDL (Data Definition Language) file to create new data objects from legacy information. 
    
21. To exit the Import data definition dialog box, click Cancel.
22. Review the Data Objects proposed by Blueprint, then click Next.
23. In the Personas section, under Who are the Personas involved in your Case Lifecycles?, review the Personas proposed by Blueprint.
    
24. To access the Edit Persona dialog box, click the More icon, and then click Edit.
    
25. To exit the Edit Persona dialog box, click Save. 
26. Review the Personas proposed by Blueprint, then click Next.

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

1. In Blueprint's Summary section, review the summary of the Retail Loan Origination application.
2. Scroll down to confirm that the Application Context, Workflows (Case Types), Data Objects & Integrations, and Personas match what you reviewed in Task 2.
   
   Note: Each section of the Blueprint's Summary page is editable.
3. Click History. Review the revision history of your Blueprint.
4. Click Download PDF.
5. From the Print screen, save the Blueprint as a PDF file to a location on your machine where it is accessible.
6. Click Download Blueprint.
7. Save the Blueprint file in a location on your machine where it is accessible and can be used to import the Retail Loan Origination application into a Pega Platform instance.

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

• Accelerating application building with Pega GenAI Blueprint v2

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Available in the following mission:

• Innovation with Pega GenAI v3