Importing a Pega Blueprint into Pega Platform

U+ Bank, a financial services company, created a Pega GenAI Blueprint™ to design a retail loan origination application. The company wants to import the Blueprint into Pega Platform to build a new application.

Once a Blueprint application has been created and reviewed, a Blueprint file is downloaded for import into Pega Platform. A PDF of the Blueprint file should also be downloaded for reference during the import process.

To begin the import process, create a new application in App Studio. Then, select Build from a Blueprint to build an application based on the Blueprint. The following figure shows the Build from a Blueprint option:

Select the Blueprint file for upload into Pega Platform. The following figure shows the Select a Blueprint step of building from a Blueprint:

The application will, by default, be built on the Pega Platform (with Constellation UI). However, you can build it on an existing application to reuse assets. The application stack is displayed on the right in the previous figure.

You must save your application as a template for other users to build a new application from that sample quickly. The newly created application automatically inherits template logic, data, and Personas.

Verify the application settings and the Blueprint details.

Next, the Case Type overview is displayed. Confirm that the Case Types match those listed in the Blueprint PDF file. The following figure displays the Case Types associated with the Blueprint:

Here, you can build the Case Type as mapped in the Blueprint, inherit from an existing Case Type, or opt not to build a selected Case Type that is part of the Blueprint. In this example, you choose to build the Case Types from the Blueprint file without modifications.

If you choose to inherit from an existing Case Type, the system creates a new Case Type that inherits assets from an existing Case Type in the built-on application.

From the Case Types screen, you have the option to view each Case Life Cycle, if required.

Next, the Data Objects overview is displayed. Confirm that the data objects match those listed in the Blueprint PDF file. The following figure displays the data objects associated with the Blueprint:

Like the Case Types, you can build the data object as in the Blueprint, inherit from an existing data object, reuse an existing data object, or opt not to build a selected data object that is part of the Blueprint. In this example, you choose to build the data objects from the Blueprint file without modifications.

If you choose to inherit from an existing data object, the system creates a new data object that inherits assets from a data object in the built-on application. Reusing an existing data object creates a data object that is linked to the built-on application and reuses assets from a data object in that application but does not have its own class in your new application.

Optionally, you can add data objects from the built-on application into your new application.

Next, confirm that the Personas match those listed in the Blueprint PDF file. The following figure displays the Personas associated with the Blueprint:

Here, you can build the Persona as described in the Blueprint or opt not to build it, though it is part of the Blueprint.

Finally, review the basic configuration settings and structure of your new application and ensure that they are correct for your intended business use case. Ensure that the class layers, Case classes, and data classes are correct. The following figure displays the Configurations step of building from a Blueprint:

The application creation process is now in progress. The following figure displays the progress indicator for building an application from a Blueprint:

You have the option to add users to the application. Be sure to store the user password securely. The following figure displays the window that allows you to add users to your new application:

The application creation is now complete. You can now view the Case Types, data objects, and Personas that you built in App Studio or navigate to Dev Studio to review the Rules created during the import process.

With Pega GenAI Blueprint, you can develop your application faster than ever before.