Generating a Pega Blueprint

Blueprint is a new software-as-a-service (SaaS) application from Pega. In Blueprint, you describe the goal of your application in your terms, and Blueprint can instantly suggest optimal designs based on industry-based templates or using generative AI.

Your Blueprint journey starts by logging into your Blueprint dashboard. The following figure shows the Blueprint dashboard:

You create an application Blueprint by answering questions about your business needs.

You start by selecting the industry for your application. In this example, we have selected Banking as our industry, as shown in the following image:

Then, select a specific area within the industry, and a department or function. In this example, we selected Retail Banking and the Lending Department, as shown in the following image:

Next, you provide information for your application's purpose. The items in the Application purpose menu use pre-built application templates and Case Types. Pega identifies the pre-built templates. The Blueprint AI generates the other templates in the list.

You can either accept the prepopulated functional description or change it as needed. The following figure shows the prepopulated functional description for the Retail Loan Origination application purpose:

Blueprint can work in different languages. It is a versatile tool that creates workflows, processes, and applications in various languages. Whether users work in English, Spanish, French, or another language, Blueprint accommodates their needs. 

Solution templates in Blueprint provide users with a starting point, or framework, for creating their applications. These templates are pre-built and include predefined configurations, settings, and workflows that can be customized and tailored to specific needs. Templates help users save time and effort in building applications from scratch and use industry best practices and expertise.

Blueprint proposes a series of Case Type workflows that are associated with the selected application and description. You can add additional Case Types by entering a name and description or delete a Case Type that you do not need. The following figure shows some proposed Case Types:

Next can explore the Case Lifecycle of each of the proposed Case Types. You can edit each Case Life Cycle to meet your specific needs. You can add, delete or reorder Primary Stage, Alternate Stages, and Steps as required by your business process. Additionally, you can add notes to each Step in order to provide relevant contextual information for application developers. The following figure shows the proposed Case Lifecycle for the Home Loan Application Case Type:

Next, view the Case Data Model associated with each Case Type. You can add or delete fields as needed. In addition, you have the ability to edit the field name, field type, and provide additional contextual information in the field description. The following figure shows a proposed Case Data Model:

Next, view the data and integrations that the system generates. The data objects proposed by Blueprint are defined at the application level. Data objects can be added or deleted as needed. In addition, you have the ability to edit the data object name, provide additional contextual information in the description, and identify the data source as either internal or external, as well as define the system of record. The following figure shows proposed Data Objects:

Blueprint's proposed application design continues with Personas. Like the data objects, Personas are defined at the application level. You can add, delete, or provide additional context as needed for each Persona. The following figure shows proposed Personas:

Review the summary, and if you find any errors or changes to make, edit this section, and then make the necessary updates. The following figure shows the summary page for the Retail Loan Origination application:

After the Blueprint generation is complete, you can download a PDF summary of the generated Blueprint. The PDF can then serve as a reference document, or you can share it with team members or use it in presentations. The Summary screen also includes the ability to review the revision history of the Blueprint.

You can also export the Blueprint as a file. This file can be used to import Blueprint's data into a Pega Infinity™ environment to build a new application in just minutes. 

Finally, the generated Blueprint is always accessible from your dashboard for further collaboration or modification.