Test Docs.zip
(2.46 MB)
Working with a Reimagined Pega Application
2 Tasks
30 mins
Intermediate
English
Scenario
U+ Bank is continuing its modernization journey after transforming the heritage U+ Auto Loan application from a UI Kit implementation to a Constellation application. The modernization effort leveraged the Application Signature Tool to analyze the existing application, capture its business intent, and guide the transformation to modern Constellation design patterns while preserving key business outcomes.
Now that the transformation is complete, the development team wants to understand how the modernized application is structured and how Constellation best practices have been applied. Explore the upgraded application, review the implementation choices, and examine how common design patterns, data models, Views, and Case Types were reimagined to support a scalable, maintainable, and future-ready solution.
The modernized application contains the following application layers:
- Agentic Auto Loan Management (Lending 01.01.01): Modern Constellation application, utilizing agentic AI to parse documents, summarize case details, and provide recommendations to the business users processing the loan applications.
- Heritage U+ Auto Loan (AutoLoan 01.01.01): Heritage application, built on Theme-Cosmos, requiring manual data entry and verification.
- U+ Retail Loan FW (RetailLoan 01.01.01): Heritage framework application.
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 | author@ucredit | pega123! |
Detailed Tasks
1 Sandbox
Use this sandbox to freely explore and experiment with the transformed U+ Auto Loan application so you can better understand Constellation design patterns, implementation decisions, and modernization best practices.
Following are some suggestions to try:
Log onto the Agentic Auto Loan Management application:
- View the Application rule (app Agentic Auto Loan Management > View Application Rule)
- Observe the Built-on application. The application is built on Constellation & AutoLoan
- Open the Application rule for AutoLoan
- Observe that this is built on RetailLoan and Theme-Cosmos
- Return to Lending/01.01.01 Application rule, scroll down to the Advanced section and look at the UI Runtime
- Observe that this application is blending Traditional UI in Constellation
- Click on See details to see that the Customer inquiry case type from the underlying application is running in blended mode
- Switch to the Cases & Data tab
- Observe that both Case Types and Data lists reference a mix of modern and heritage classes.
- Open the Loan Submission case type in the case designer.
- Observe the AI steps at multiple points, used to extract document details and perform assessment and summarization tasks. Explore how the AI steps have been configured.
- On the Credit score check automation step, open the PreQualChecks data transform. Observe that this rule is in the AutoLoan ruleset. It is reused from the underlying application.
- Open the Loan Closure case type in the case designer.Look briefly at the lifecycle definition
- Now switch to the Heritage U+ Auto Loan application
- Observer that Loan Closure is not available in the case designer
- In the Application explorer, expand ULend-Auto-Work > LoanClosure > Process
- Observe that there is no Case Type defined for this workflow. This workflow originates from an earlier version of Pega Platform before Case Types were introduced. A Case Type and stages were added in Blueprint.
2 Test the application
When testing the heritage and modern application, use the provided test documents:
- Loan Submission Docs – used on the Collect documents task
- Loan Disbursement Docs – used on the Verify Loan Complete task
The following table provides the credentials needed to complete the challenge:
| Role | User Name | Password |
| Loan Officer – Heritage U+ Auto Loan | Ruby.Campbell | pega123! |
| Underwriter – Heritage U+ Auto Loan | Nigel.Ross | pega123! |
| Loan Officer – Agentic Auto Loan Management | Ronald.Cox | pega123! |
| Underwriter – Agentic Auto Loan Management | Nathan.Rutherford | pega123! |
Test the application – use the test users provided above to test from different perspectives
Run Loan Submission cases in both Heritage U+ Auto Loan and Agentic Auto Loan Management applications. Observe how AI reduces the need to data entry, performs automate document verification and provides a summarized recommendation to the Underwriter.
Available in the following mission:
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