Importing a Blueprint into Pega Platform
1 Task
15 mins
Beginner
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
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.
Detailed Tasks
1 Import the Blueprint file into Pega Platform
- Download the Blueprint RetailLoanOrigination.zip file, open it, and save the RetailLoanOrigination.blueprint file to your desktop.
- Download the RetailLoanOrigination PDF file to your desktop.
- In the Pega instance for the challenge, enter the following credentials:
- In the Username field, enter author@uplus.
- In the Password field, enter pega123!
- From the header of Dev Studio, click Switch studio > App Studio.
- In App Studio, click Application > New application.
- In the What type of Application do you want to build? page, click Build from a Blueprint.
- In the Build from a Blueprint page, and Select a Blueprint section, select Upload a Blueprint.
- Click Select a Blueprint to upload.
- Select the RetailLoanOrigination.blueprint file downloaded in Step 1.
- Click Upload Blueprint.
Note: In the current environment, this can take up to a minute for the file to upload.
- Open the Retail Loan Origination PDF file downloaded in Step 2 for your reference.
- 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).
- Click Next.
- Confirm the Case Types match those in Retail Loan Origination PDF file, click Next.
- Confirm the Data Objects match those in the Retail Loan Origination PDF file, click Next.
- Confirm the Personas match those in the Retail Loan Origination PDF, click Next.
- 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.
Note: In Pega's current environment, the application creation process can take several minutes. - Click Go to new application.
Confirm your work
- From App Studio's Overview screen, confirm that the Retail Loan Origination application is displayed.
- In navigation pane, click Case Types. Confirm the Case Types match that in Retail Loan Origination PDF file.
- In navigation pane, click Data. Confirm the Data Objects match that in Retail Loan Origination PDF file.
- In navigation pane, click Users > User management. Confirm the Personas match that in Retail Loan Origination PDF file.
- In App Studio header, click.
- Note the Branch name that is associated with the Blueprint import.
Note: By default, Blueprint places all assets associated with the new application in a Branch. - Click to close the Branch development preferences window.
This Challenge is to practice what you learned in the following Module:
Available in the following mission:
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