Analyzing and extracting data from documents using Pega GenAI

3 タスク

45 分

Pega Platform '25

表示の対象：All users Applies to: Pega Platform '25

上級

英語

シナリオ

An Executive Manager at MDC is responsible for reviewing the Business Partner Registration Cases. To enhance the screening of business partners, MDC decides to collect supporting documents, which include a “Certificate of business registration.”

However, manually reviewing lengthy documents slows down the approval process and increases the risk of missing critical details. To improve efficiency and decision quality, MDC wants to use Pega GenAI™ to automatically summarize the submitted document and present it to the Executive Manager. The generated summary should highlight key business details, confirm legal validity, and surface any potential concerns that might require further review.

The following table provides the credentials you need to complete the challenge:

Role	User name	Password
Application developer	admin@deliveryservice	rules

このチャレンジを完了するには、Pegaインスタンスを起動する必要があります。

起動には5分ほどかかることがありますので、しばらくお待ちください。

• ログイン

詳細なタスク

1 Update the Partner Case Type to accept supporting documents

1. In the Pega Platform instance for the challenge, enter the following credentials:
   1. In the User name field, enter admin@deliveryservice.
   2. In the Password field, enter rules.
2. In the header of App Studio, switch to the Registration application.
3. Switch to Dev Studio, then add a new Ruleset Version to the PartnerRegistration Ruleset.
4. Save the Ruleset, and then switch back to App Studio.
5. In the navigation pane of App Studio, click Case Types, and then open Partner Case Type.
6. Click the Data Model tab, and then add the following fields:
   1. Add an Attachment field with the label Certificate of business registration.
   2. Add a Text (paragraph) field with the label Partner profile.
7. Click the Workflow tab, and then in the Create Stage, add a Form Step in the Create Process, and then name it Upload supporting documents.
8. In the Step configuration pane, click Configure User Action.
9. Add the Certificate of business registration field to the View, and then click Submit.

6. Click UX tab, and then on the Full Page View tab, configure the Partner profile summary in the Case for review:
7. In the Tabs section, click Add, and then create a new View named Partner profile.
8. Drill into the newly created View, and click Add.
9. Select the Partner profile field, and then click Add.
10. Click Configure icon and set Edit mode as Read-only.
11. Save the Partner Case Type.

2 Create GenAI Connect Rule to summarize partner profile

1. In the navigation pane of App Studio, click AI Designer > GenAI Connect.

2. Click Create new GenAI Connect, and then in the dialog box, complete the details:
   1. In the Class list, in the Case Types section select Partner.
   2. In the Name field, enter Summarize document.
   3. In the Description text box, enter Analyze and summarize the attached Certificate of Business Registration to present the Executive Manager with a concise, approval ready view of the registering business partner’s profile.
   4. Click Submit.
3. Review the generated prompts and configurations in Summarize document GenAI Connect Rule.
   1. Review the System prompt and User prompt.
   2. Select Include attachment field for analysis checkbox
   3. In the Select attachment field list, select CertificateOfBusinessRegistration.
   4. In the Response section, in the Expected response mode section, select Unstructured.
   5. In To property list, select PartnerProfile.
   6. Click Save

3 Configure the GenAI Connect Rule in the Partner Case Type

1. In App Studio, open the Partner Case Type.
2. In the Approval Stage, add a GenAI Connect Automation Step before the Executive Manager approval Step.

3. In the Step properties pane of the GenAI Connect Step, in the GenAI Connect name list, select Use existing and choose the SummarizeDocuments.

4. Save the Case Type.

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このモジュールは、下記のミッションにも含まれています。

• Implementation and Deployment v1
• Lead System Architect Enhancements for Pega Infinity v2