Personas and security

A Case Design is incomplete until it explains who participates in the work, how that work reaches the right people, what information they can access, and how they interact with the application. This module develops the judgment required to turn Case participation into a coherent Persona and Channel Design. You will refine AI-generated Personas around meaningful responsibilities, evaluate individual and shared work distribution, define appropriate access to Cases and data, and validate participant experiences. You will also examine how these Blueprint decisions carry into Pega Infinity™ and assess the connected participant design before it progresses into Authoring.

Beginner

English

After completing this module, you should be able to:

Analyze Case participation to define and refine Personas around meaningful responsibilities and interaction needs.

Distinguish Case participants, users, Personas, and Operators when evaluating how people contribute to a Case.

Determine how Assignments should reach eligible users by evaluating individual and shared ownership, qualifications, continuity, and work selection.

Define Case Type and Data Object access that enables legitimate work while protecting sensitive information.

Evaluate how contextual conditions, participant responsibilities, and least privilege influence access decisions.

Assess Channel and participant experience needs and use Blueprint Preview to validate how participants interact with the solution.

Explain how validated Persona, routing, access, and Channel decisions are represented in Pega Infinity.

Review the connected participant design, identify foundational issues, and prioritize refinements before progressing into Authoring.

Available in the following mission:

Solution Designer Advanced v1

Topics

Personas and participation

10 mins

Operational participation

10 mins

Design access and information protection

10 mins

Persona and Channel Design in Pega Infinity

10 mins

Persona and Channel Design review challenges

15 mins

Module Quiz

5 mins