Configurable components in Pega Government Platform
The Pega Government Platform™ product includes several extensible, reusable, and independent components that you can readily configure. On the Pega Government Platform Configurations landing page in App Studio, you can choose to configure these components to meet a variety of needs in various scenarios.
Pega Government Platform contains the following important configurable components:
- Review Checklist
- Document Intake
- Interview templates
- Merge entities
In the following image, click the + icons to learn more about the configurations:
A review checklist is a tool that allows you to compare your application data to various checklist elements. As items are completed, check boxes that relate to the items can be used to track progress.
In the App Studio, you can easily configure a new list of to-do items, or update any of the existing checklists. Depending on your business needs, you can create different checklists and use them as appropriate.
While configuring a review checklist, you need to provide a purpose (for example, Grants) and list the checklist items. In a case type, you need to add a Review Checklist flow component at the appropriate place and configure it to invoke the defined checklist, Grants. You also need to configure the routing details.
In the center of the following image, slide the vertical line to see the configuration and the runtime presentation of the checklist.
Document intake is also a standalone and reusable component that allows you to accept a predefined list of documents for any case.
App Studio makes it simple to set up this component. You can alter the routing information and the source by changing the component's parameters.
In the App Studio, you can quickly create additional purposes that contain a group of documents based on your business needs.
In the following example, the business needs for a Grants case mandates a few documents for the applicant to upload. To configure this requirement, you would create a new Document Intake instance, Grants, and list the needed documents. There is a provision to mark documents as mandatory and provide instructional text or guidance for each document type. In the Grants case, you need to add a step, invoke the Document Intake flow, configure it to invoke the Grants list, and then configure the routing information. You can use the Verify Documents flow component to review the documents attached/ uploaded.
In the center of the following image, slide the vertical line to see the configuration and the runtime presentation of document intake:
The evaluation procedure assists you in assessing the application against many criteria that are crucial to your business, such as financial information and background checks.
Following the application review, the system generates a total assessment score using a weighted formula and suggests the next steps.
From the App Studio, you have the capability to quickly add new evaluation types with criteria, codes, scores, and weightings against each criterion, depending on your business needs.
In the following example, a Grants case requires an evaluation of Financial information and Personal information. The Evaluate component comes with a decision table that allows you to configure system recommendations based on the outcomes of the evaluation. You need to invoke the Evaluate Flow component from the Grants flow and configure it to use the Grants evaluation criteria and routing information.
In the center of the following image, slide the vertical line to see the configuration and the runtime view of evaluation items.
Check your knowledge with the following interaction.