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Design patterns share best practices and insights, supporting the developer community to successfully deliver Pega projects.

TitleApplicationDescriptionCapability/Industry AreaVersion
6 Steps to add new circumstance type in Manage Customer Circumstance MicrojourneyPega Customer ServiceKey extension points in the Manage Customer Circumstance Microjourney that are needed to add, capture and review a new circumstance type.Financial Services8.5
Access reference data at real timePega PlatformAccess reference data at real timeData Integration8.1
Accessing a customer’s interaction history with the CustomerOfferHistory REST servicePega Customer Decision HubDescribes use cases and how to of the customer offer history serviceAgent-assisted Channels7.3
Action Flow TemplatePega Customer Decision HubLearn how to build a reusable Action Flow templateNext Best Action8.5
Adding a mainframe application to a robotic solutionPega Robotic Process AutomationDescribes how to add a mainframe application to a robotic automation solution.Robotic Automation19.1
Adding a new enrichment provider that is not yet available in Pega MarketplacePega Foundation for Financial ServicesAdd a new enrichment data provider for PFFSFinancial Services8.5
Adjusting Next-Best-Action catalogue to support changed business prioritiesPega Customer Decision HubAdjusting Next-Best-Action catalogue to support changed business prioritiesNext Best Action8.0
Adjusting arbitration to reflect changed business prioritiesPega Customer Decision HubAdjusting arbitration to reflect changed business prioritiesNext Best Action8.0
Adjusting arbitration to upweight emergency messagesPega Customer Decision HubAdjusting arbitration to upweight emergency messagesNext Best Action8.0
Adobe Campaign Classic integration with Pega Customer Decision HubPega Customer Decision HubIntegration with Adobe Campaign ClassicPartners and Integrations8.5
Analyzing idle timePega Workforce IntelligenceHow to analyze and think about idle time in an organizationWorkforce Intelligence8.5
Apply validations to ensure data integrityPega PlatformApplying various types of validations in an applicationLow-Code App Development8.4
Authentication in Web ChatbotPega PlatformAuthentication in Intelligent Virtual Assistant for Web ChatbotConversational Channels8.5
Best Practice for Workforce Intelligence HierarchyPega Workforce IntelligenceHow to build a Workforce Intelligence hierarchyWorkforce Intelligence8.5
Best practices for defining case views specific to case typesPega PlatformBest practices for defining case views specific to case typesCase Management8.4
Best practices for developing personasPega PlatformDeveloping personasLow-Code App Development8.4
Best practices for implementing high performing Pega Sales Automation applicationsPega Sales AutomationImplementing high performing Pega Sales Automation applicationsPerformance8.1
Best practices for importing data in Pega Sales AutomationPega Sales AutomationDescribes best practices for importing data in Pega Sales AutomationData import8.1
Best practices for non-functional aspects of the end-user experiencePega PlatformBest practices for non-functional aspects of the end-user experienceEnterprise Application Development8.5
Best practices for using pyAgeFromDatePega PlatformDefining the correct value for the pyAgeFromDate propertyCase Management8.x
Build for change using App StudioPega PlatformBuilding applications using App Studio using configuration rather than customizationCase Management8.4
Building APIsPega PlatformGuidelines on building Service REST APIsData Integration8.5
Building UI with DX API compliancePega PlatformBest practices for developing an application interfaceUser Experience8.5
Building great dashboardsPega PlatformThis document describes best practices for creating dashboards.Reporting8.5
Building high performance into your Customer Service applicationsPega Customer ServiceConsiderations and advice for building high-performance Pega Customer Service applicationsPerformance8.x
Business As Usual Process Flow in Operations Manager and CDHPega Customer Decision HubEnd-to-end process flow for Business As Usual using Operations Manager and Customer Decision HubChange and Revision Management8.5
Business OperationsPega Customer Decision HubAn overview of Business OperationsChange and Revision Management8.5
Calculate Production Focus score using weekly/monthly data exportsPega Workforce IntelligenceHow to calculate Production Focus score using weekly/monthly data exportsWorkforce Intelligence8.5
Calling Deployment Manager APIs from a REST clientPega PlatformInvoking Deployment Manager APIsDevOps8.5
Capacity planning for sending and receiving emailPega PlatformConsiderations when planning to send and receive email on a large scaleData Integration8.5
Case attachmentsPega PlatformSetup and use of attachments in a caseCase Management7.4
Center of Excellence health assessmentPega Workforce IntelligenceHow to gauge adoption of Workforce Intelligence within an organizationWorkforce Intelligence8.5
Chatbot Engine extensionsPlatformA list of Pega Chatbot engine extension points which you can use to customize the conversational channels behavior.Conversational Channels8.6
Choosing between a Pega API and a custom APIPega PlatformFactors to weigh in while choosing between Pega API and strongly typed custom API before building a new REST APIData Integration8.5
Citrix setup and implementationPega Robotic Process AutomationSetting up and implementing a Citrix environment when creating automations.Robotic Automation19.1
Comparing data in a customer journey through Compare UIPega Customer ServiceBest practices for implementing and using Compare UICommunications and Media8.5
Configuration setsPega PlatformLeveraging configuration sets for easy, upgradable application configurationLow-Code App Development8.6
Configuring AD FS and Pega Robot Manager for single sign-onPega Robotic Process AutomationTips for configuring Pega Robot Manager for AD FS.Robot Manager8.5
Configuring Asynchronous ProcessingPega PlatformOptions available for implementing parallel processing for better user-experience and increased throughputSystem Administration8.5
Configuring KYC significant flags and controlling flags in CLMPega Client Lifecycle Management for Financial ServicesConfiguring KYC significant flags and controlling flags in CLMFinancial Services8.5
Configuring advanced settings for hierarchical tablesPega PlatformGuidelines for setting up advanced capabilities for hierarchical tablesUser Experience8.4, 8.5
Configuring and Managing logsPega PlatformAn overview of logging tools in Pega PlatformSystem Administration8.5
Configuring and extending stages, statuses, and work queuesPega Product Composer for HealthcareDesign inputs and details for configuring and extending stages, statuses, and work queuesHealthcare and Life Sciences8.5
Configuring elements on the patient timeline in Care ManagementPega Care ManagementConfiguring elements on the Care Management patient 360 timelineHealthcare and Life Sciences8.6
Configuring external authentication for a mobile appPega PlatformConfiguring authentication for a mobile app by using different protocols and external identity providers.Mobile8.2
Configuring lists with local and external dataPega PlatformConfiguring lists with local and external dataData Integration8.5
Configuring search for Pega KnowledgePega Customer ServiceInstructions on how to set up the search functionality in Pega KnowledgeKnowledge Management Application8.5
Configuring the FS Products That are Available to SellPega Foundation for Financial ServicesConfiguring the availability of Financial Services productsFinancial Services8.5
Connecting FS products to a System of RecordPega Foundation for Financial ServicesHow to connect Financial Services Products to a System of RecordFinancial Services8.5
Correspondence TemplatesPega Smart Investigate for PaymentsLearn how to configure Correspondence TemplatesFinancial Services8.5
Create a Custom Code Group in Pega Foundation for HealthcarePega Foundation for HealthcareLearn how to create code groups to support multi-faceted transactions in Pega Foundation for Healthcare.Healthcare and Life Sciences8.1
Create a Post-Service Appeal in Pega Foundation for Healthcare’s Appeals and Grievances Manager LayerPega Foundation for HealthcareLearn how to create and handle appeals claims in Pega Foundation for Healthcare’s Appeals and Grievances manager layer.Healthcare and Life Sciences8.1
Creating New Entities in PGPPega Government PlatformGuide to adding a new entity to PGPGovernment8.5
Creating Pega Knowledge articles and leveraging in Customer ServicePega Customer ServiceSimplify how information and answers are presented to their agents/CSRsKnowledge Management Application8.4
Creating a Real-Time ContainerPega Customer Decision HubCreating a Real-Time Container in in Pega Customer Decision HubNext Best Action8.5
Creating a Self-service application for Pega Customer ServicePega Customer ServiceBest practices for creating self-service apps on Pega Customer ServiceSelf Service Mashup8.5
Creating a new KYC due diligence case in CLMPega Client Lifecycle Management for Financial ServicesCreating a new KYC due diligence case in CLMFinancial Services8.5
Creating a new implementation application on Pega Customer ServicePega Customer ServiceUnderstand the options presented while running the New Application wizard to make informed choices when building a new implementation application.App Configuration and Behaviors8.5
Creating a new journey and subjourneys in CLMPega Client Lifecycle Management for Financial ServicesCreate a new journey in CLM and, where relevant, create associated subjourneys.Financial Services8.5
Creating and extending sequences to customize adjudicationPega Smart Claims Engine for HealthcareDescription and use of sequences in the Smart Claims Engine application.Healthcare and Life Sciences8.5
Creating article tags in Pega KnowledgePega Customer ServicePega Knowledge article tagsKnowledge Management Application8.4
Creating authentication registration for external usersPega PlatformBest practices for creating authentication registration for external usersSecurity8.4
Creating case stagesPega PlatformWhen to create case stagesCase Management8.4
Creating guided event flows using UI patternsPega Smart Claims Engine for HealthcareLearning about the Smart Claims Engine (SCE) guided event resolution flowHealthcare and Life Sciences8.5
Creating new email channels in customer servicePega Customer ServiceThe email channel template that is included with Pega Customer Service saves time when you create new email channels.Interaction Management8.4
Creating new event codes for claim adjudicationPega Smart Claims Engine for HealthcareDescribes the pattern behind adding new event codesHealthcare and Life Sciences8.5
Creating new, extending existing and bypassing modulesPega Smart Claims Engine for HealthcareOptimizing modules for the Smart Claims Engine for HealthcareHealthcare and Life Sciences8.5
Creating orchestrations to control claim processingPega Smart Claims Engine for HealthcareDescribes the role of orchestrations and how they can be used for complex processing scenariosHealthcare and Life Sciences8.5
Creating service cases in App Studio by using the service case templatePega Customer ServiceBest practices for creating service cases in App Studio by using the service case templateService Cases / Tasks8.5
Creation of due diligence profiles and profile suitesPega Client Lifecycle Management for Financial ServicesCreating due diligence profiles and profile suitesFinancial Services8.5
Customer Service methodology for agent interaction and 360 composite data placementPega Customer ServiceBest practices for designing a customer service applicationCustomer Composite / 3608.4
Customizing an application with App StudioPega PlatformHow to customize an application using low code tools App StudioUser Experience8.5
Customizing login and error screensPega PlatformUpdating login and error screens to match the context of your applicationUser Experience8.5
Data externalization for faster object interactionOther Industry - Specific ApplicationData externalization for faster object interactionOther Industry8.5
Data page conversion configurationPega Smart Investigate for PaymentsDescribes the procedure to implement data page conversion.Financial Services8.5
Data science tools for Pega Customer Decision HubPega Customer Decision HubUse external data science tool with Pega PlatformArtificial IntelligenceAny
Debugging and validating offline-enabled apps with the JavaScript consolePega PlatformDebugging and validations for offline-enabled apps with the JavaScript console. Using validation tools helps you to detect of usage unsupported components in Offline.Mobile7.1
Define Authorization ModelPega PlatformDefining the authorization model.Security8.4
Defining FS products that will be offeredPega Foundation for Financial ServicesDefining a sample financial services productFinancial Services8.5
Defining Pega scenario testsPega PlatformBest practices for defining scenario testsDevOps8.4
Defining and applying case statusesPega PlatformDefining case statusesCase Management8.4
Defining case dependencies at run timePega PlatformGuidelines for successful definition of case dependencies at run timeCase Management8.5
Defining engagement policies to qualify customers for an action based on their interaction with another actionPega Customer Decision HubRestrict an action to only be applicable after a customer interacted with another action by using interaction history in engagement policies.Next Best Action8.3
Integration data mappingPega PlatformThis article explains a unique design pattern for data mapping by comparing it with traditional approachData Integration8.1
Design templates: customization and optimization with helper classesPega PlatformCustomization guidelines for design templates with the use of CSS helper classesUser Experience8.5
Designing Pega unit testsPega PlatformBest practices for designing Pega unit testsLow-Code App Development8.5
Detecting duplicate casesPega PlatformConfiguring the Search Duplicate Cases tool in Pega PlatformCase Management8.5
Digital Messaging Channels and AuthenticationPega PlatformAuthenticate the identity of a customer being serviced via a digital messaging channel.Conversational Channels8.5
Documents and attachments - Ingesting docs, extracting data, and populating casesPega PlatformLearn more about how to handle documents and attachments, and how to extract their data into your casesData Integration8.5
Duplicate search functionality in Smart InvestigatePega Smart Investigate for PaymentsSave time by identifying duplicate cases in your application using the duplicate search functionality.Financial Services8.5
Edit Queue processors and Agents to set up a systemPega PlatformEditing queue processors and agents to optimize setting up a systemLow-Code App Development8.4
Edit Telephony Integration with Pega Customer ServicePega Customer ServiceEditing Telephony Integration with Pega Customer ServicePega Call8.4
Editing Best Practices - Building a Taxonomy for Pega KnowledgePega Customer ServiceBuilding Taxonomies for Pega Knowledge Editorial Best PracticesKnowledge Management Application8.4
Editing Creating Guided TroubleshootersPega Customer ServiceGuided Troubleshooting Editorial Best PracticesKnowledge Management in CS8.4
Editing file listener vs queuingPega PlatformBest practices for modifying the external system data intake process by editing the file listener and queuingData Integration8.1
Efficient wrap-up of Customer Service interactionsPega Customer ServiceUsing the interaction wrap-up feature.Interaction Management8.4
Enabling service cases to smartly extract content from images using Pega NLP and Google VisionPega Customer ServiceExtract text from photos using Pega NLP and Google VisionCommunications and Media8.4
Enabling verbose-level Runtime loggingPega Robotic Process AutomationHow to implement verbose-level logging to diagnose issues in RuntimeRobotic Automation19.1, 8.0 SP1
Establish parent-child relationships on case types at run timePega PlatformUse case for establishing parent-child relationships on case types at run timeCase Management8.x
Extend Add Child Dependent MicrojourneyPega Customer ServiceLearn how to extend the Add Child Dependent MicrojourneyHealthcare8.5
Extending View Benefits MicrojourneyPega Customer ServiceLearn how to extend View Benefits Microjourney.Healthcare8.5
Extending coverage data to leverage inheritancePega Product Composer for HealthcareDetails for extending coverage data in PCSHealthcare and Life Sciences8.5
Extending portals to enhance the claims processing experiencePega Smart Claims Engine for HealthcareConcepts and considerations for extending claim processing portals.Healthcare and Life Sciences8.5
Extending processing flows with action codes.Pega Smart Claims Engine for HealthcareGuidelines for extending processing flows by using action codesHealthcare and Life Sciences8.5
Extending real-time container requestPega Customer Decision HubExtend the real-time container payload so an external application can pass additional input.Digital Personalization8.4
Extending the Prior Authorization request MicrojourneyPega Care ManagementIdentify and add extension points in the Prior Authorization request MicrojourneyHealthcare and Life Sciences8.5
Extending the policy selection and payment information in the Make Payment Microjourney for Pega Customer Service for InsurancePega Customer ServiceSteps for extending the Make Payment Microjourney with new policy selection and payment information optionsInsurance8.5
Extensibility patternsPega PlatformPatterns to design an application for reuse and extensionEnterprise Application Development8.5
Extensions in "Bill Search" featurePega Customer ServiceDifferent extension points are available in the Bill Search feature.Communications and Media8.5
External Data ValidationPega PlatformUsing external data in a Pega applicationData Integration8.4
Extracting data for reporting, QC, and downstream integrationPega Product Composer for HealthcareDesign inputs for extracting data for reporting, QC, and downstream integrationHealthcare and Life Sciences8.5
Features and functions of the Task case in Care ManagementPega Care ManagementUsing and extending the Task caseHealthcare and Life Sciences8.6
Gaining analyst and associate adoptionPega Workforce IntelligenceA sample script and tips for explaining the adoption of Pega Workforce Intelligence to associates and analystsWorkforce Intelligence8.5
Handling class mapping limitationsPega Robotic Process AutomationDescribes how to modify class mappings to adhere to the 30-character limit after upgrading to Robot Manager 8.5 in an Oracle environment 8.5 Robotic Process Automation.Robot Manager8.5
Handling spacing in sections created using design templatesPega PlatformLimiting unnecessary empty space in sections that are based on design templatesUser Interface8.X
How is OCR used in Pega Robotic Automation?Pega Robotic Process AutomationDescribes how the OCR and PDF components are used when creating robotic automations.Robotic Automation19.1
How to add advanced PDF search in a customer journeyPega Customer ServiceSearch the content of PDF documents and present the results to usersCommunications and Media8.5
How to add payment method options to your customer journeyPega Customer ServiceExplores the reusable payment method components in customer service that can be added to any service case to quickly enable the payment method option in a customer journey.Communications and Media8.5
How to configure and express actionPega Customer ServiceConfiguring an express actionCustomer Composite / 3608.1
Identify Case TypesPega PlatformIdentifying the case types for an application.Case Management8.4
Impact of Obj-Save and Commit methodsPega PlatformResults and processing after invoking Obj-Save and Commit methodsEnterprise Application Development8.5
Implement Portal Search in Customer ServicePega Customer ServiceCreate and customize searches in the Pega Customer Service portal.Customer Search and Verification8.5
Implementing DocuSign in Customer Service for InsurancePega Customer ServiceKey extension points in implementing DocuSign in Pega Customer Service for InsuranceInsurance8.5
Implementing and using product and plan flattening featurePega Product Composer for HealthcareDetails about implementing and using the product and plan flattening feature in PCSHealthcare and Life Sciences8.5
Implementing error handling for new and existing modulesPega Smart Claims Engine for HealthcareImplementing error handling for new and existing modulesHealthcare and Life Sciences8.5
Implementing search for current and history claimsPega Smart Claims Engine for HealthcareConfiguring search fields in Pega Smart Claims EngineHealthcare and Life Sciences8.5
Implementing the OOTB Insurance Submission Quality ScorePega Foundation for InsuranceUnderwriting submission quality score radar chartInsurance8.1
Implementing the Summary of Benefits and coverage (SBC) featurePega Product Composer for HealthcareImplementing the Summary of Benefits and coverage (SBC) featureHealthcare and Life Sciences8.5
Implementing versioningPega Product Composer for HealthcareDesign inputs while implementing versioning in PCSHealthcare and Life Sciences8.5
Importing and Exporting Data in the Pega Customer Decision HubPega Customer Decision HubLearn how to import and export data to and from Pega Customer Decision Hub.Data Management8.5
Importing and exporting actionsPega Customer Decision HubLearn how to create or update actions through file export and importNext Best Action8.5
Importing external certificates into a Pega KeystorePega Platformhow to import external certificates into a Pega KeystoreSecurity8.x
Improve Sales rep productivity by integrating Pega Sales Automation with Gmail extensionPega Sales AutomationLearn how to improve sales reps' productivity by integrating Pega Sales Automation with the Gmail extensionSales Automation8.5
Improve Sales rep productivity by integrating Pega Sales Automation with the Outlook Add-inPega Sales AutomationLearn how to improve sales reps' productivity by integrating Pega Sales Automation with the Outlook Add-inSales Automation8.5
Improving sales rep productivity in Pega Sales Automation by analyzing email conversationsPega Sales AutomationUse the natural language processing (NLP) capabilities of Pega Sales Automation to provide intelligent suggestions to sales repsSales Automation8.5
Improving the sales rep productivity by using the Microsoft Exchange sync technology in Pega Sales AutomationPega Sales AutomationLearn about the different MS Exchange synchronization capabilities within Pega Sales Automation.Sales Automation8.5
Improving the user experience of chatbotsPega PlatformAdvanced Configuration for Intelligent Virtual AssistantsConversational Channels8.5
Intake and Resolution Email Templates in Customer Service for Financial ServicesPega Customer ServiceThe rules and components of the new email templates introduced in Pega Customer Service for Financial Services 8.5Financial Services8.5
Integrating Google Cloud VisionPega PlatformIntegrating Google Cloud Vision into Pega using native Data Pages, Connect-REST, and declarative propertiesData Integration8.x
Integrating Industry Applications with Pega Customer ServicePega Government PlatformIntegrating Industry Applications with Pega Customer ServiceGovernment8.2
Integrating PowerBI and QlikView reportsPega PlatformEmbedding external web-based BI/analytic tools such as PowerBI and QlikView into a user's dashboardUser Interface8.5
Integrating unit tests into build tools and JenkinsPega PlatformGuidelines on integrating Pega unit tests and scenario tests into build tools and JenkinsDevOps8.5
Integrating with Visa Disputes EnginePega Disputes and Payments ExceptionsDescribes the steps to integrate SD to VISAFinancial Services7.22
Intelligent Guidance - Suggested Task ReviewsPega Customer ServiceProviding proactive interaction guidance for CSR'sIntelligent Guidance8.4
Intelligent guidance - Dialog, Coaching tips and AlertsPega Customer ServiceBest practices for creating dialogs, tips, and alerts for CSRs.Intelligent Guidance8.5
Intent Task, Category, Data Source and Interaction DriverPega Customer ServiceRelationships between rule types in Pega Customer ServiceInteraction Management8.5
Interaction Portal UX and upgrades - what can I change?Pega Customer ServiceUI and UX guidelines for Pega Customer Service 8.5User Interface8.5
Interactions vs Service casesPega Customer ServiceThe differences between interactions and service cases and advice on how to handle themInteraction management8.5
Large-scale batch processingPega PlatformGuidelines for successful batch processingSystem Administration8.5
Launching service cases from the composite screenPega Customer ServiceInstructions on how to launch a service case from the composite screenCustomer Composite / 3608.5
Lead routing in Sales AutomationPega Sales AutomationDescribes automated lead routingSales Automation8.5
Leverage PGP from Customer ServicePega Government PlatformBuilding a PGP Implementation Stack with Customer ServiceGovernment8.5
Leveraging self-learning models to ensure optimization in new situationPega Customer Decision HubLeveraging self-learning models to ensure optimization in new situationArtificial Intelligence8.0
Limiting the visibility of sensitive data items through attribute-based access control (ABAC)Pega Government PlatformLearn how to limit the visibility of sensitive data items through attribute-based access control (ABAC), based on a set of examples.Government8.5
Load testing scenariosPega Customer Decision HubLoad testing scenariosTesting and Simulation8.0
Maintaining Robot Manager History Tables for Robot Manager V8.3.1 and earlierPega Robotic Process AutomationDescribes how to manage history data in Robot Manager to prevent system issues.Robot Manager8.3.1
Manage BAU and project changes and revisions: Applications, Environments, and ProcessesPega Customer Decision HubManage BAU and project changes and revisions: Applications, Environments, and ProcessesChange and Revision Management8.6
Managing priority or urgencyPega PlatformUse urgency to standardize how case workers resolve cases.Case Management8.5
Mapping Standard Claim ID to Case Filing Claim IDPega Disputes and Payments ExceptionsMap Standard Claim IDs to Case Filing Claim IDsFinancial Services7.48
Mass reprocessing, event groups, and event recyclePega Smart Claims Engine for HealthcareWhen to use a mass reprocess/adjustment, an event group or an event code recycleHealthcare and Life Sciences8.5
Member data type in Pega Customer Service for HealthcarePega Customer ServiceLearn how you can capture consumer data in Pega Customer Service for Healthcare with the Member data typeHealthcare8.5
Merging duplicate data entitiesPega Government PlatformMerging duplicate dataGovernment8.6
Microjourneys, personas, and dataPega PlatformDefining Microjourneys, personas, and data in terms of best practices for successful case designLow-Code App Development8.5
Migrating from Unica campaign to Pega's Next-Best-Action paradigmPega Customer Decision HubMigrating from Unica campaign to Pega's Next-Best-Action paradigmOutbound Marketing8.5
Minimizing a modal window built on the OOTB templatePega PlatformAdd an option to minimize a modal windowUser Interface8.5
Motivate and coach your sales reps by setting and tracking their goalsPega Sales AutomationSetting up of Sales Goals and Timelines. Also captures ways to measure individual rep's performance against team's performance.Sales Automation8.5
Offline validation tools - client store contentPega PlatformDescribed tools give apps developer possibility to see the offline apps database content on the device.Mobile7.2
Optimize an application's performancePega PlatformTesting and tuning an application during its application lifecycle to optimize performance.Low-Code App Development8.4
Optimizing performance tuning data processing through retrieval and indexingPega PlatformGuidelines on retrieving and indexing application data for faster processingSystem Administration8.5
PDF document generation patternsPega PlatformMethods of creating PDF files in Pega PlatformCase Management8.6
PGP Option MapPega Government PlatformDriving UI with Local DataGovernment8.5
Pega IVR IVA integration with AWSPega Customer ServicePega IVR IVA integration with AWSChat and Messaging8.5
Pega Infinity Development Best PracticesPega PlatformGuidelines for Pega Platform developers to create efficient, sustainable, and guardrail-compliant applicationsEnterprise Application Development8.5
Pega Infinity deployment guidancePega PlatformBest practices for Pega Infinity deploymentsDevOps8.5
Performance checklistPega PlatformA performance checklist to make performant solutions by using Pega PlatformSystem Administration8.5
Performing search on an embedded page listPlatformLearn how to effectively search on an embedded page lists.Reporting8.6
Persona-specific portal configurationPega PlatformConfigure portal access by personas and permissionsUser Experience8.5
Personalizing emergency messages to increase impactPega Customer Decision HubPersonalizing emergency messages to increase impactNext Best Action8.0
Planning your Pega Customer Decision Hub environmentsPega Customer Decision HubEstablish and size your environments for Pega Customer Decision HubNext Best Action8.5
Pre-emptively notify benefit issuesPega Customer ServiceLearn how to use data flowsHealthcare8.5
Preventing circular dependency references in a hierarchical treePega PlatformPerforming validation to optimize hierarchical tree set upDecision Management8.5
Processing Fraud Claims in backgroundPega Disputes and Payments ExceptionsSetting up Claim Processing in background to reduce operator idle timeFinancial Services7.48
Processing Mastercard queuesPega Disputes and Payments ExceptionsDescribes the process and configuration of Mastercard queues using Pega AgentsFinancial Services7.48
Processing Visa Queue using Pega AgentsPega Disputes and Payments ExceptionsDefining the process of handling Visa Batch Queue records using Pega AgentsFinancial Services7.48
Queuing and routing customer requests in Pega ChatPega Customer ServiceRecommendations for balancing chat queues and agent workloads.Chat and Messaging8.4
RACI chart for Next-Best-Action organizational teamsPega Customer Decision HubRACI chart for Next-Best-Action organizational teamsNext Best Action8.0
Rapid Response to EmergenciesPega Customer Decision HubRapid Response to EmergenciesNext Best Action8.0
Reopening a casePega PlatformReopening a case after it has been marked as ResolvedCase Management8.5
Resetting Smart Dispute dataPega Disputes and Payments ExceptionsScript to reset work object and related dataFinancial Services7.x
Seamless experience across Digital Messaging channelsPega PlatformAchieve a seamless experience across Digital Messaging channels by following guidelines and performing several configuration steps in your system.Conversational Channels8.6
Search configuration and extensionPega Product Composer for HealthcareSearch configuration and extensionHealthcare and Life Sciences8.5
Securing a public facing applicationPega PlatformSecuring a public facing applicationSecurity8.4
Securing persona-based accessPega PlatformBest practices to follow when setting up an application and allowing certain personas to access certain information.Security8.4
Sending automated emails using new case template frameworkPega Customer ServiceBest practices for outbound case emailsService Cases / Tasks8.5
Setting the application perspective to payer or provider in Care ManagementPega Care ManagementCustomizing data collection for various healthcare uses.Healthcare and Life Sciences8.5
Setting the configuration when building an implementation layerPega Care ManagementInstructions for updating the configuration page in Pega Care ManagementHealthcare and Life Sciences8.5
Setting up Operator Security record in Smart InvestigatePega Smart Investigate for PaymentsDescribes the procedure to set access restriction for users in Smart InvestigateFinancial Services8.5
Setting up Pega ChatPega Customer ServiceSuggestions for setting up Pega Chat to handle various customer interactions.Chat and Messaging8.4
Setting up Visa Financials AccountingPega Disputes and Payments ExceptionsDefining the process of leveraging Visa Financials and Handling Exchange Rate gains/lossesFinancial Services7.48
Setting up customers in Pega Sales Automation for B2B selling modesPega Sales AutomationInstructions for configuring customers in Pega Sales Automation for the B2B selling modeSales Automation7.1.1
Setting up customers in Pega Sales Automation for B2C selling modesPega Sales AutomationInstructions for configuring customers in Pega Sales Automation for the B2C selling modeSales Automation7.1.1
Skin: overview and best practicesPega PlatformDescription of the skin rule and related best practicesUser Experience8.5
Strategies for integrating Deployment Manager with Jenkins pipelinesPega PlatformStrategies for integrating Deployment Manager with JenkinsDevOps8.1
Styling a Search boxPega PlatformStyle a search box to look like standard search boxesUser Experience8.x
Surfacing Dev Studio in App StudioPega PlatformUsing Dev Studio to develop application functionality in App StudioLow-Code App Development8.5
The utility panel in Theme CosmosPega PlatformA description and customization of utilities in Theme Cosmos applicationsUser Experience8.5
Timelines across multiple time zonesPega Workforce IntelligenceWhat to expect from the timeline view in the portal when data collectors are spread across multiple time zones.Workforce Intelligence8.5
Troubleshooting NLPPega PlatformTroubleshooting NLP issues - so that customers can self service NLP issues before reaching GCS.Conversational Channels8.2
Types of robotic automationsPega Robotic Process AutomationLearn about the two types of automations that you can create with Pega RPA.Robotic Automation19.1
Unattended vs. Attended robots: Which robot to use?Pega Robotic Process AutomationHow to decide if you should use an attended or unattended robot when designing your automation.Robotic Automation19.1
Understanding RxNorm drug databasePega Foundation for HealthcareA brief introduction to the RxNorm drug database, and the Pega Foundation for Healthcare's RxNorm search and display feature.Healthcare and Life Sciences8.6
Understanding off-computer codesPega Workforce IntelligenceLeveraging off-computer codes to better understand how employees work.Workforce Intelligence8.5
Understanding the Medical Dictionary for Regulatory ActivitiesPega Foundation for HealthcareThe Medical Dictionary for Regulatory Activities, or MedDRA is an international system of medical codes and terminology used to help manage regulatory approval processes.Healthcare and Life Sciences8.6
Unifying ID across all case typesPega PlatformUnifying ID across all case typesCase Management8.5
Updating columns in a table without erasing data in other columns in the same rowPega Customer Decision HubUsing the merge shape in Data flow to update table columns without affecting existing contentData Management8.5
Using Citrix ContextsPega Robotic Process AutomationLearn how to create robotic automations that run in a Citrix context.Robotic Automation19.1
Using a Google AI model in PegaPega PlatformUsing a model built in Google AI platform in PegaDecision management8.4
Using an Enrichment or Screening Marketplace ComponentPega Foundation for Financial ServicesExplores a unified approach to creating and extending integrations for Financial Services applications.Financial Services8.x
Using email bots for natural language processing and machine learningPega PlatformUsing natural language processing and machine learning to optimize email botsConversational Channels8.4
Using participants in casesPega PlatformHow to use participants (parties) in cases effectively in Pega Platform from 8.xCase Management8.1
Using reporting efficientlyPega PlatformInstructions on using reporting efficientlyReporting8.5
Using special operators in ABAC READ policy conditionsPega PlatformPerformance remediation options for ABAC READ policy conditions that use special operators.DevOps8.5
Using the Microsoft Excel connectorsPega Robotic Process AutomationChoosing a connector when automating Microsoft Excel or manipulating Excel files.Robotic Automation19.1
Using the Pega API (DX API)Pega PlatformGuidelines for developing an application interfaceUser Experience8.5
Using the Pega Product Catalog for Communications for sales journeysPega Customer ServiceHow to create the required product data in the Pega Product Catalog for CommunicationsCommunications and Media8.5
Using third-party testing tools with your Pega applicationPega PlatformAn overview of the testing tools that can be used with your Pega applicationDevOps8.5
Visa fraud monitoringPega Disputes and Payments ExceptionsConfigurations of Visa fraud monitoring processFinancial Services7.48
When to use a dynamic casePega PlatformDeciding when to use a dynamic caseCase Management8.4
When to use a sub-casePega PlatformWhen to use a sub-case to assist with processing workCase Management8.4
When to use sub-processesPega PlatformDeciding when to use a sub-processCase Management8.4
Workforce Intelligence _ Understanding the impact of improvementsPega Workforce IntelligenceAssessing the impact of improvements by utilizing data in the Summary screenWorkforce Intelligence8.5
Workforce Intelligence - Data ExportsPega Workforce IntelligenceThe data export options available from the Analysis tabWorkforce Intelligence8.5
Workforce Intelligence APIsPega Workforce IntelligenceThe business purpose of the different Workforce Intelligence APIsWorkforce Intelligence8.5
Workforce Intelligence Runtime Deployment StrategiesPega Workforce IntelligenceDifferent options and strategies for deploying the Workforce Intelligence runtime softwareWorkforce Intelligence8.5