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Importing a Blueprint into Pega Platform

1 Task

15 mins
Pega Platform '24.2
Visible to: All users
Beginner
Pega Platform '24.2
Low-Code App Development
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 speed up the creation of a Retail Loan Origination application. Once you have defined the Product Onboarding application in Blueprint, you create and download a .blueprint file that you then import to build the application in Pega Platform™.

Note: The RetailLoanOrigination.blueprint and RetailLoanOrigination.pdf files have been provided for this challenge.

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

Role User name Password
Application Developer author@uplus pega123!

Your assignment consists of the following tasks:

Task 1: Import the Blueprint file into Pega Platform

Download Retail Loan Origination Blueprint and Retail Loan Origination PDF files to your desktop. Import the downloaded Blueprint file into Pega Platform to build the Retail Loan Origination application.

Task 2: View the application

View the application to ensure it matches with the application overview in the Blueprint PDF file.

Note: The challenge walkthrough video is coming soon.

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 Import the Blueprint file into Pega Platform

  1. Download the Blueprint RetailLoanOrigination.zip file, open it, and save the RetailLoanOrigination.blueprint file to your desktop.

    RetailLoanOrigination.blueprint

  2. Download the RetailLoanOrigination PDF file to your desktop.

    RetailLoanOrigination.pdf

  3. In the Pega instance for the challenge, enter the following credentials:
    1. In the Username field, enter author@uplus.
    2. In the Password field, enter pega123!
  4. From the header of Dev Studio, click Switch studio > App Studio.
    Highlighting App Studio in the header of Dev Studio.
  5. In App Studio, click Application > New application.
  6. In the What type of Application do you want to build? page, click Build from a Blueprint.
    Highlighting the Build from a Blueprint button.
     
  7. In the Build from a Blueprint page, and Select a Blueprint section, select Upload a Blueprint.
    A screenshot of button to Select a Blueprint for upload
  8. Click Select a Blueprint to upload.
  9. Select the RetailLoanOrigination.blueprint file downloaded in Step 1.
  10. Click Upload Blueprint.
    Note: In the current environment, this can take up to a minute for the file to upload.
  1. Open the Retail Loan Origination PDF file downloaded in Step 2 for your reference.
  2. In the Build from a Blueprint page, review and verify the Application name against the Retail Loan Origination PDF file. In this instance, the Built-on application should be Pega Platform (with Constellation UI).
    Build from Blueprint
     
  3. Click Next.
  4. Confirm the Case Types match those in Retail Loan Origination PDF file, click Next.
    Importing Case Types from a Blueprint file in App Studio.
  5. Confirm the Data Objects match those in the Retail Loan Origination PDF file, click Next.
    Importing Data Objects from a Blueprint file in App Studio.
  6. Confirm the Personas match those in the Retail Loan Origination PDF, click Next.
    Importing Personas from a Blueprint file in App Studio.
  7. On the Application settings configurations page, note the basic settings and structure of the new application.  In this instance, the application settings configurations are determined by Pega Platform. Click Submit.
    The Blueprint application configurations in App Studio.
    Note: In Pega's current environment, the application creation process can take several minutes.
  8. Click Go to app.
    Blueprint Users

Confirm your work

  1. From App Studio's Overview screen, confirm that the Retail Loan Origination application is displayed.
    Blueprint Retain loan Overview
     
  2. In navigation pane, click Case Types. Confirm the Case Types match that in Retail Loan Origination PDF file.
    The Case Types created by Blueprint in App Studio.
  3. In navigation pane, click Data. Confirm the Data Objects match that in Retail Loan Origination PDF file.
    The Data Objects created by Blueprint in App Studio.
  4. In navigation pane, click Users > User management. Confirm the Personas match that in Retail Loan Origination PDF file.
    The Personas created by Blueprint in App Studio.
  5. In App Studio header, click Toggle branch development.
    The Toggle branch development button in the App Studio header.
  6. Note the Branch name that is associated with the Blueprint import.
    Blueprint branch information.
    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.

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

Available in the following mission:

Return to mission
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