System Architect

Pega Platform™ provides an application development environment where Citizen Developers and System Architects alike create digital solutions to...

Learn how Case Types represent a customer Microjourney® from beginning to a desired outcome. Design the life cycle of a Case Type as a series of Steps...

Add Personas and Channel interfaces to an application and assign users to Personas based on how they interact with a Case.

This module introduces the Pega Platform™ prescriptive, Center-out® architecture. Center-out architecture enables organizations to transform workflows...

The Project Manager at GoGoRoad wants to streamline the process for their roadside assistance service. They have asked to see a demo application that...

Learn about the Pega GenAI™ tools that are available to support you when building your Pega applications. Learn how to apply Pega GenAI Autopilot...

Learn how Pega Blueprint™ aims to change how business leaders and project teams envision digital transformation initiatives. Blueprint introduces a...

Your Lead System Architect has requested that you use Pega Blueprint™ to create a new Pega Platform™ application.

Blueprint is Pega's new software-as...

Define fields to capture user input and present data to users. Add fields to Views to define and tailor the user interface (UI) for each Step of the...

Capture and present data in your application to provide the information that is necessary to complete work. Configure relationships among data types...

Create data objects to model the attributes of an entity and establish a common context for a group of fields. Create a data relationship in a Case...

You have been asked by your Lead System Architect to create several elements of the Data Model for the GoGoRoad application.

Your first task is to...

Design intuitive, efficient user interfaces in Pega Platform™ using the Constellation architecture. Explore how to use different View types, such as...

Your Lead System Architect has requested that you create the Views for the Assistance Request Case Type. Users will interact with the application...

Guide users through the Case Life Cycle by identifying the current Case Status and adding instructions to enable users to complete assigned Tasks.

Assign responsibility for completing a Task to one or more users. Routing increases business efficiency by ensuring that the most appropriate users...

To enhance business reliability and accountability, configure an approval Step that allows users to approve or reject Tasks within the Process.

Model a series of approvals using cascading approvals in Pega Platform™. To receive approval from people on different levels of the organizational...

Set goals and deadlines on Steps, Processes, Stages, and entire Cases to enforce the timely completion of work.

Set a passed deadline interval with both Urgency adjustments and escalation Actions to drive late work to completion.

Organizations depend on timely communication to establish a shared understanding of transactions or Assignments. Generate and send automated emails...

Work Groups and Work Queues allow cross-functional teams of users to work from a shared pool of Assignments and improve Process efficiency.

This module defines the responsibilities of key project roles and explains which Pega Platform studio aligns with each role. This module also...

Complete your Microjourney® faster by using the Pulse and Tags widgets to interact with other application users.

Your Lead System Architect has requested that you work on configuring several automations for the Assistance Request Case Type. Automating the...

This module introduces modular enterprise reuse in Pega Platform™ applications, where workflows, data, Decisions, Case Types, and other Rules are...

Pega Platform™ generates application code in the background by using Rules that describe how the application functions. In App Studio, Rules are...

Developers designate rules as relevant records to promote rule reuse by other developers. Leveraging relevant records helps developers build high...

Pega Platform™ provides different Automation shapes, which can be used across the application. Each shape has a specific purpose and usage in the Case...

Learn to configure complex business processes that support multiple outcomes. Automate decision-making to reduce processing time, ensure consistency...

In App Studio, Pega Platform™ allows you to calculate the value of a field using a Decision table. Decision tables are a helpful approach when you...

Decision tables and Decision trees are fundamental to enforcing business decisions. Decision tables are a helpful approach when you must test the...

GoGoRoad stakeholders need to improve the pricing system around towing services. The cost of towing a vehicle is increasing for service providers. To...

Skip Processes and entire Stages that are unnecessary in certain situations so that Cases can process with increased efficiency and flexibility. 

Allow users to decide whether to perform additional Actions on a Case, such as updating account information or cancelling a Case. These Actions that...

The Project Manager at GoGoRoad asked the project team to configure multiple tasks to streamline the assistance request process for GoGoRoad's...

Specify conditions that help identify potential duplicate submissions to avoid duplication and reduce inefficiency. Use the Search duplicate cases...

Create child Cases to model work that different parties perform, work that follows different reporting options, work that follows different reporting...

Enforce dependencies using the Wait Step. The Wait Step allows you to pause and resume Case processing when the Case meets Conditions that you define...

The Project Manager at GoGoRoad has tasked your team with improving the efficiency of the Assistance Request and Service workflows.

After a series of...

Pega Platform™ provides a unified, consistent framework for allowing developers to expose certain application settings for customization. You can...

Validate user data against business logic to avoid invalid data within applications. Valid data is required so that the system can process the...

Extend the configuration of Validate Rules in Dev Studio by applying edit Validate Rules to test data formats, using qualifying Validation logic and...

The Project Manager at GoGoRoad has requested that data validation be added to the Assistance Request Case Type.

Customers with the Standard coverage...

In some situations, a data reference is insufficient for your business need. Pega Platform™ provides Data Transforms to copy selected data from one...

Configure Data Transforms in Dev Studio to initialize or manipulate data for ease of application development and maintenance.

Stakeholders have requested two additional automations to streamline the Assistance Request workflow. A recent analysis of Assistance Request Cases...

Configure the structure and refresh strategies for Data Pages to optimize the retrieving, refreshing, and persistence of data for Case processing.

Promote Case processing efficiency and improve application flexibility by leveraging savable Data Pages and systems of records to store and update...

For the Assistance Request Case Type, GoGoRoad stakeholders want to provide users with an option to enroll when requesting service rather than...

Learn how to configure security policies to thwart attempts by malicious hackers to gain unauthorized access to Pega Platform™, and how developers...

Learn how you can configure role-based access control by using the Persona access landing page and Access Manager. The Persona access landing page and...

GoGoRoad Product Managers want to restrict access to development on the New Vendor Case Type so that only approved roles have the ability to perform...

Learn about how themes update the styling of UI elements to meet branding requirements. Learn how to configure dynamic functionality on UI elements.

Explore how tailored Constellation Channel options support diverse user needs across business roles in Pega Platform™. Learn to differentiate between...

GoGoRoad wants to enhance its roadside assistance services by ensuring customer satisfaction and service consistency across vendors. To accomplish...

Project team members use the Developer Assistant pane to organize work and Agile Workbench to create, view, and update user stories, bugs, and...

Stakeholders at GoGoRoad want to develop a new roadside assistance application to streamline operations for customer roadside assistance requests...

Conduct unit testing on Rules to ensure application configurations behave as expected. Ensure that your application has a high number of tested Rules...

For an Assistance Request Case, when users enter the vehicle make, one or more associated models should be displayed in the Model drop-down list...

Test application functionality that returns an error or incorrect result to debug issues and identify an appropriate resolution path.

Based on your conversations with GoGoRoad stakeholders and the project development team about the processing of an Assistance Request Case,  you...

Discover the reporting capabilities of Pega Platform™ through Insights. Explore how to create, configure, and apply chart-based and table-based...

One business requirements detailed by GoGoRoad stakeholders is that they have access to a report that identifies the number of Assistance Request Case...

Pega Platform™ applications can be configured to meet localization needs for work in different languages and time zones.

GoGoRoad stakeholders have requested that  New Vendor Case Type be localized into the Spanish language. Fortunately, Pega Platform™ supports language...