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Confirm that the agreed outcome remains recognizable

After import, the Solution Designer and Solution Builder begin by tracing the import decisions into the running application. This trace shows what was created from Pega Blueprint™, what uses established capability, what inherits from or redirects to existing assets, and what remains for a later increment. With those expected effects clear, the team can evaluate whether the application foundation still expresses the agreed outcome and where further refinement belongs.

Assess differences only after the import choices are understood, so expected import results are not mistaken for fidelity issues.

Trace import decisions into the application foundation

Before assessing fidelity, create an import decision trace for each item supporting the outcome. This makes the expected consequences of import choices visible before differences are classified as design or implementation issues.

Use the trace to separate expected import results from differences that require Authoring, business-design review, or joint evaluation.

Trace element Record
Blueprint item The item and the business purpose it supports.
Import choice The choice applied during import.
Application result The asset created, inherited, selected, or otherwise established.
Redirected relationships Any reference redirected to an existing asset.
Deferred design Any design held for a later increment and its effect on current coherence.
Open difference Any known difference requiring Authoring or joint evaluation.

After the trace identifies the expected import effects, use this review to confirm what the resulting application foundation now contains and what still needs evaluation.

Created from Blueprint Which Case Types, Workflow elements, Data Objects, Personas, Views, Decisions, and supported assets were generated from the selected Blueprint design.
Supported through inheritance Which newly created items draw on established application capability and which Case Lifecycle provides the starting point.
Directed to existing assets Which Blueprint relationships now point to established Case Types or Data Objects selected during import.
Deferred Which Blueprint items remain for a later increment and whether the current outcome remains coherent without them.
Relationships and dependencies Whether the required Case, data, participant, Decision, integration, and access relationships were preserved or deliberately redirected.
Active Authoring questions Which owned questions from the agreed Blueprint position can now be examined using the working application.

Establish whether the combination of Blueprint design and import decisions produced a coherent foundation for the agreed outcome. A difference from Blueprint Preview may be an expected result of using established capability or inheritance, an implementation refinement, a business-design change, or a question requiring joint evaluation. Differences may also result from new feature support in Blueprint that is not yet recognized by the import module, requiring configuration in Pega Infinity Studio™.

Review the working outcome

In the U+ Travel scenario, the Solution Designer and Solution Builder run Tour Booking from its starting event through the imported Case journey. They first confirm that the working application tells the agreed business story before reviewing individual refinements.

As they review the running Case, they confirm that the Tour Booking outcome, meaningful progression, required data and information, participant responsibilities, and connected Case, Decision, integration, and access relationships remain recognizable.

Authoring can refine interactions, connect live integration data, and complete advanced logic. The validated outcome and its supporting rationale provide the reference for that work.

The following figure shows the transition from a validated outcome to a refined and complete application foundation through iterative authoring and implementation activities:

Review the working outcome
Tip: Begin with the running Case. Confirm that the application foundation tells the agreed business story before reviewing refinements one by one.

Verify fidelity transfer through a meaningful business thread

Fidelity transfer is the preservation of business meaning from Blueprint into the working application. It is a business-design judgment:

The Solution Designer helps determine whether the application continues to express the outcome, data and information meaning, Decisions, participant responsibilities, results, relationships, and Workflow progression established in Blueprint.

For U+ Travel, Determine Tour Viability provides a meaningful thread for evaluating that transfer. The Decision exists to establish whether a tour can proceed using the agreed weather, tide, tour, and participant information. Following that thread across the application shows whether the connected design has become coherent behavior.

Thread element What to confirm
Purpose The Decision still answers whether the tour can proceed.
Data and information Weather, tide, tour, and participant data are available when needed and retain their agreed business meaning.
Policy Weather Safety Eligibility retains the agreed business criteria.
Results Proceed, Wait, Reschedule, and Cancel retain their business meanings.
Participation The intended participant has the required access and interaction.
Progression Each recognized result leads to the intended Workflow path.

This review goes beyond confirming that a Decision Step, Business Rule, Data Object, or View exists. It evaluates whether purpose, data, information, policy, participation, results, and progression work together to support the outcome.

Tip:  Can the team follow the business reason for the Decision through its data, information, policy, recognized results, participant interaction, and resulting Workflow paths?

Distinguish intent from implementation expression

The Blueprint establishes what the application needs to achieve. Pega Infinity can express that intent through richer implementation patterns. Authoring increases implementation fidelity while preserving the validated business design.

A richer View, clearer Field presentation, or more suitable interaction pattern can be an implementation refinement. A different outcome, changed policy, new participant responsibility, altered information meaning, or new Workflow path represents a business-design decision.

When the working application differs from the validated design, the team needs to determine what that difference represents and how it should be addressed. Use the table below to determine whether the difference is an implementation refinement, a business-design change, or a question requiring further evaluation:

Difference Classification U+ Travel example
Preserves agreed intent and improves how that intent is expressed. Implementation refinement A clearer presentation of weather and tide values, or an interaction that makes the valid participant range easier to use.
Changes the outcome, policy, information meaning, participant responsibility, or Workflow path. Business-design change A changed safety threshold, a new recognized result, or a different Workflow response.
Exposes an unresolved dependency, ownership, reuse, or wider-impact question. Joint evaluation Tide data is unavailable and source ownership remains open
Tip: Keep validated business intent stable, and refine how that intent is expressed in Pega Infinity when it improves the design.

Decide where a change belongs

A difference discovered during Authoring can lead to one of three responses, each directing the team toward a different course of action. The Solution Designer determines whether the observed difference changes the agreed business design, while the Solution Builder evaluates the technical response. Use the following examples to determine where each difference should be addressed:

Destination Use when Team action
Update Blueprint The difference changes agreed business intent. Reflect the validated business change in the agreed design reference.
Continue in Pega Infinity The difference improves implementation expression while intent remains stable. Refine the working application.
Evaluate jointly The difference exposes an unresolved dependency, ownership question, reuse decision, or wider impact. Establish what the outcome needs and who must resolve the question before the affected work progresses.

The Solution Designer contributes judgment about the outcome, policy, information meaning, participant need, and stakeholder expectation. The Solution Builder evaluates the technical and architectural response.

Tip: Classify a difference by its effect on business intent. Direct business-design changes to Blueprint, implementation refinements to Pega Infinity, and unresolved cross-cutting questions to joint evaluation.

Maintain alignment through Authoring

Import establishes the beginning of a working application and continued design collaboration. As Authoring introduces real users, meaningful data, refined Case behavior, automation, and integrations, the working application continues to evolve. The team continues to evaluate that application against the business intent represented in Blueprint. 

Import also provides a starting body of Authoring work. Known future work should retain enough context to explain its purpose and expected result. Notes and descriptions in Blueprint allow refinement to begin from validated intent rather than recreating requirements from a blank backlog. 

Simple implementation refinements can progress through live collaboration where the expected result is clear and business intent remains stable. More significant questions return to the relevant design conversation. Validated business changes are reflected in Blueprint so that the design and working application continue to tell the same story. 

Alignment keeps the outcome, business policy, information meaning, participant responsibilities, and stakeholder expectations recognizable as implementation fidelity increases, while allowing generated details to be refined.  

The following figure shows an iterative design and implementation approach that preserves alignment between Blueprint intent and the evolving application foundation:

Continuous implementation alignment

Evaluate the working application against the validated business design by asking: 

  • Is the business outcome recognizable from start to result? 
  • Do the required information, policy, participation, and progression work together? 
  • Did import and reuse decisions create the intended relationships? 
  • Which differences are implementation refinements? 
  • Which differences change approved intent? 
  • Which differences require joint evaluation? 
  • Are validated business changes visible in Blueprint? 
Tip: Use Blueprint to preserve validated business intent and the running application to increase implementation fidelity. Keep the two aligned through purposeful refinement and visible design decisions. 

Summary

Confirm that the running Case preserves the validated outcome, then follow a meaningful business thread to evaluate whether its purpose, data, information, policy, participation, results, relationships, and Workflow progression remain coherent. When differences emerge, determine whether they reflect the expected import choice, an implementation refinement, a business-design change, or a question requiring joint evaluation.

Module summary

Carrying the outcome into Authoring means evaluating more than whether Blueprint elements were generated. Follow a meaningful business thread through the running application and confirm that purpose, information, policy, participation, recognized results, and progression still support the validated outcome. 

When Authoring reveals a difference, determine whether it changes business intent, improves implementation expression, or exposes a question requiring joint evaluation. This judgment allows the team to refine the working application while keeping Blueprint and the delivered outcome aligned. 

Blueprint import brings validated business design and implementation decisions together. Experienced Solution Designers consider what the Solution Builder needs to decide, identify the connected design required for the next outcome, and make the business rationale clear enough to inform those decisions. 

Designing for reuse extends the value of that work by locating shared business value at the appropriate level and preserving the variation each outcome needs. After import, the Solution Designer follows the validated outcome into the running application, distinguishes business intent from implementation refinement, and helps keep Blueprint and the working solution aligned through Authoring. 


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