Pega Infinity design patterns

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thumb text-top Pega Infinity™ design patterns share best practices and insights, supporting the developer community to successfully deliver Pega projects.

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Design Patterns
Design PatternsApplicationCapability/Industry AreaDescription
6 Steps to add new circumstance type in Manage Customer Circumstance MicrojourneyPega Customer ServiceFinancial ServicesKey extension points in the Manage Customer Circumstance Microjourney that are needed to add, capture and review a new circumstance type.
Access reference data at real timePega PlatformData IntegrationAccess reference data at real time
Accessing a customer’s interaction history with the CustomerOfferHistory REST servicePega Customer Decision HubAgent-assisted ChannelsDescribes use cases and how to of the customer offer history service
Accessing website data when using Pega Intelligent Virtual Assistant (IVA) for Web MessagingPega PlatformConversational ChannelsLearn how to access website data such as general information, tags, and cookies, when using Pega Intelligent Virtual Assistant (IVA) for Web Messaging
Action Flow TemplatePega Customer Decision HubNext Best ActionLearn how to build a reusable Action Flow template
Adding a mainframe application to a robotic solutionPega Robotic Process AutomationRobotic AutomationDescribes how to add a mainframe application to a robotic automation solution.
Adding a new enrichment provider that is not yet available in Pega MarketplacePega Foundation for Financial ServicesFinancial ServicesAdd a new enrichment data provider for PFFS
Adding new properties to PCS entitiesPega Product Composer for HealthcareHealthcare and Life SciencesAdding new properties to PCS entities
Adjusting Next-Best-Action catalogue to support changed business prioritiesPega Customer Decision HubNext Best ActionAdjusting Next-Best-Action catalogue to support changed business priorities
Adjusting arbitration to reflect changed business prioritiesPega Customer Decision HubNext Best ActionAdjusting arbitration to reflect changed business priorities
Adjusting arbitration to upweight emergency messagesPega Customer Decision HubNext Best ActionAdjusting arbitration to upweight emergency messages
Adobe Campaign Classic integration with Pega Customer Decision HubPega Customer Decision HubPartners and IntegrationsIntegration with Adobe Campaign Classic
Analyzing idle timePega Workforce IntelligenceWorkforce IntelligenceHow to analyze and think about idle time in an organization
Application modularization, encapsulation, and naming for better reuse and maintenancePega PlatformEnterprise Application DevelopmentBest practices for creating modular applications that are easy to maintain
Apply validations to ensure data integrityPega PlatformLow-Code App DevelopmentApplying various types of validations in an application
Authentication in Web ChatbotPega PlatformConversational ChannelsAuthentication in Intelligent Virtual Assistant for Web Chatbot
Authoring questionnaires through the BA portalPega Care ManagementHealthcare and Life SciencesHow to author questionnaires by using the BA portal
Benefit design in PCSPega Product Composer for HealthcareHealthcare and Life SciencesBenefit design with PCS
Best Practice for Workforce Intelligence HierarchyPega Workforce IntelligenceWorkforce IntelligenceHow to build a Workforce Intelligence hierarchy
Best practices for building a taxonomy for Pega KnowledgePega Customer ServiceKnowledge Management ApplicationLearn best practices for building taxonomies for Pega Knowledge
Best practices for configuring case types - workflow, data model, and UIPega PlatformLow-Code App DevelopmentThis document describes best practices for defining and configuring case types of your application so that they are configured to take full advantage of the Pega Cosmos design system.
Best practices for defining case views specific to case typesPega PlatformCase ManagementBest practices for defining case views specific to case types
Best practices for developing personasPega PlatformLow-Code App DevelopmentDeveloping personas
Best practices for implementing high performing Pega Sales Automation applicationsPega Sales AutomationPerformanceImplementing high performing Pega Sales Automation applications
Best practices for importing data in Pega Sales AutomationPega Sales AutomationData importBased on the volume of data getting imported, choose the best recommended approach to have an efficient data import.
Best practices for non-functional aspects of the end-user experiencePega PlatformEnterprise Application DevelopmentBest practices for non-functional aspects of the end-user experience
Best practices for using pyAgeFromDatePega PlatformCase ManagementDefining the correct value for the pyAgeFromDate property
Best practices when troubleshooting decision strategy performancePega Customer Decision HubNext Best ActionBest practices when troubleshooting decision strategy performance
Build for change using App StudioPega PlatformCase ManagementBuilding applications using App Studio using configuration rather than customization
Building APIsPega PlatformData IntegrationGuidelines on building Service REST APIs
Building UI with DX API compliancePega PlatformUser ExperienceBest practices for developing an application interface
Building great dashboardsPega PlatformReportingThis document describes best practices for creating dashboards.
Building high performance into your Customer Service applicationsPega Customer ServicePerformanceConsiderations and advice for building high-performance Pega Customer Service applications
Business As Usual Process Flow in Operations Manager and CDHPega Customer Decision HubChange and Revision ManagementEnd-to-end process flow for Business As Usual using Operations Manager and Customer Decision Hub
Business OperationsPega Customer Decision HubChange and Revision ManagementAn overview of Business Operations
Calculate Production Focus score using weekly/monthly data exportsPega Workforce IntelligenceWorkforce IntelligenceHow to calculate Production Focus score using weekly/monthly data exports
Calling Deployment Manager APIs from a REST clientPega PlatformDevOpsInvoking Deployment Manager APIs
Capacity planning for sending and receiving emailPega PlatformData IntegrationConsiderations when planning to send and receive email on a large scale
Case attachmentsPega PlatformCase ManagementSetup and use of attachments in a case
Center of Excellence health assessmentPega Workforce IntelligenceWorkforce IntelligenceHow to gauge adoption of Workforce Intelligence within an organization
Chatbot Engine extensionsPega PlatformConversational ChannelsA list of Pega Chatbot engine extension points which you can use to customize the conversational channels behavior.
Choosing between a Pega API and a custom APIPega PlatformData IntegrationFactors to weigh in while choosing between Pega API and strongly typed custom API before building a new REST API
Citrix setup and implementationPega Robotic Process AutomationRobotic AutomationSetting up and implementing a Citrix environment when creating automations.
Clipboard management in Pega InfinityPega PlatformSystem AdministrationClipboard management in Pega Infinity
Comparing data in a customer journey through Compare UIPega Customer ServiceCommunications and MediaBest practices for implementing and using Compare UI
Configuration setsPega PlatformLow-Code App DevelopmentLeveraging configuration sets for easy, upgradable application configuration
Configure Pega Sales Automation as a master system of recordPega Sales AutomationSales AutomationBest practices for configuring the system of record in Pega Customer Relationship Management suite
Configuring AD FS and Pega Robot Manager for single sign-onPega Robotic Process AutomationRobot ManagerTips for configuring Pega Robot Manager for AD FS.
Configuring Asynchronous ProcessingPega PlatformSystem AdministrationOptions available for implementing parallel processing for better user-experience and increased throughput
Configuring Dynamic System SettingsPega PlatformSystem AdministrationGuidelines for configuring dynamic system settings
Configuring Financial Services products that are available in Sales Automation for Financial Services (SAFS) and Client Lifecycle Management (CLM)Pega Foundation for Financial ServicesFinancial ServicesConfiguring the availability of Financial Services products in SAFS & CLM
Configuring KYC significant flags and controlling flags in CLMPega Client Lifecycle Management for Financial ServicesFinancial ServicesConfiguring KYC significant flags and controlling flags in CLM
Configuring advanced settings for hierarchical tablesPega PlatformUser ExperienceGuidelines for setting up advanced capabilities for hierarchical tables
Configuring and Managing logsPega PlatformSystem AdministrationAn overview of logging tools in Pega Platform
Configuring and extending stages, statuses, and work queuesPega Product Composer for HealthcareHealthcare and Life SciencesDesign inputs and details for configuring and extending stages, statuses, and work queues
Configuring elements on the patient timeline in Care ManagementPega Care ManagementHealthcare and Life SciencesConfiguring elements on the Care Management patient 360 timeline
Configuring external authentication for a mobile appPega PlatformMobileConfiguring authentication for a mobile app by using different protocols and external identity providers.
Configuring lists with local and external dataPega PlatformData IntegrationConfiguring lists with local and external data
Configuring search for Pega KnowledgePega Customer ServiceKnowledge Management ApplicationInstructions on how to set up the search functionality in Pega Knowledge
Connecting FS products to a System of RecordPega Foundation for Financial ServicesFinancial ServicesHow to connect Financial Services Products to a System of Record
Correspondence TemplatesPega Smart Investigate for PaymentsFinancial ServicesLearn how to configure Correspondence Templates
Create a Custom Code Group in Pega Foundation for HealthcarePega Foundation for HealthcareHealthcare and Life SciencesLearn how to create code groups to support multi-faceted transactions in Pega Foundation for Healthcare.
Create a Post-Service Appeal in Pega Foundation for Healthcare’s Appeals and Grievances Manager LayerPega Foundation for HealthcareHealthcare and Life SciencesLearn how to create and handle appeals claims in Pega Foundation for Healthcare’s Appeals and Grievances manager layer.
Creating New Entities in PGPPega Government PlatformGovernmentGuide to adding a new entity to PGP
Creating Pega Knowledge articles and leveraging in Customer ServicePega Customer ServiceKnowledge Management ApplicationSimplify how information and answers are presented to their agents/CSRs
Creating a Real-Time ContainerPega Customer Decision HubNext Best ActionCreating a Real-Time Container in in Pega Customer Decision Hub
Creating a Self-service application for Pega Customer ServicePega Customer ServiceSelf Service MashupBest practices for creating self-service apps on Pega Customer Service
Creating a new KYC due diligence case in CLMPega Client Lifecycle Management for Financial ServicesFinancial ServicesCreating a new KYC due diligence case in CLM
Creating a new implementation application on Pega Customer ServicePega Customer ServiceApp Configuration and BehaviorsUnderstand the options presented while running the New Application wizard to make informed choices when building a new implementation application.
Creating a new journey and subjourneys in CLMPega Client Lifecycle Management for Financial ServicesFinancial ServicesCreate a new journey in CLM and, where relevant, create associated subjourneys.
Creating and extending sequences to customize adjudicationPega Smart Claims Engine for HealthcareHealthcare and Life SciencesDescription and use of sequences in the Smart Claims Engine application.
Creating article tags in Pega KnowledgePega Customer ServiceKnowledge Management ApplicationPega Knowledge article tags
Creating authentication registration for external usersPega PlatformSecurityBest practices for creating authentication registration for external users
Creating case stagesPega PlatformCase ManagementWhen to create case stages
Creating guided event flows using UI patternsPega Smart Claims Engine for HealthcareHealthcare and Life SciencesLearning about the Smart Claims Engine (SCE) guided event resolution flow
Creating new email channels in customer servicePega Customer ServiceInteraction ManagementThe email channel template that is included with Pega Customer Service saves time when you create new email channels.
Creating new event codes for claim adjudicationPega Smart Claims Engine for HealthcareHealthcare and Life SciencesDescribes the pattern behind adding new event codes
Creating new, extending existing and bypassing modulesPega Smart Claims Engine for HealthcareHealthcare and Life SciencesOptimizing modules for the Smart Claims Engine for Healthcare
Creating orchestrations to control claim processingPega Smart Claims Engine for HealthcareHealthcare and Life SciencesDescribes the role of orchestrations and how they can be used for complex processing scenarios
Creating service cases in App Studio by using the service case templatePega Customer ServiceService Cases / TasksBest practices for creating service cases in App Studio by using the service case template
Creating the test data mockup processPega Customer Decision HubTesting and SimulationCreating the process to populate mock-up data in a sample multi-level structure and covers a few methods for testing service and strategies using the generated mockup data.
Creation of due diligence profiles and profile suitesPega Client Lifecycle Management for Financial ServicesFinancial ServicesCreating due diligence profiles and profile suites
Customer Service methodology for agent interaction and 360 composite data placementPega Customer ServiceCustomer Composite / 360Best practices for designing a customer service application
Customizing an application with App StudioPega PlatformUser ExperienceHow to customize an application using low code tools App Studio
Customizing email notifications in Pega Customer Service for Financial ServicesPega Customer ServiceFinancial ServicesLearn how to use the rules in the Intake and Resolution email templates to customize email notifications in Pega Customer Service for Financial Services.
Customizing login and error screensPega PlatformUser ExperienceUpdating login and error screens to match the context of your application
Customizing section-based portals in App StudioPega PlatformUser ExperiencePatterns for configuring Theme Cosmos portals in a section-based application.
Data Integrity - Patterns & Anti-PatternsPega PlatformEnterprise Application DevelopmentSalient Do's & Don'ts for maintaining data integrity
Data page conversion configurationPega Smart Investigate for PaymentsFinancial ServicesDescribes the procedure to implement data page conversion.
Data science tools for Pega Customer Decision HubPega Customer Decision HubArtificial IntelligenceUse external data science tool with Pega Platform
Debugging and validating offline-enabled apps with the JavaScript consolePega PlatformMobileDebugging and validations for offline-enabled apps with the JavaScript console. Using validation tools helps you to detect of usage unsupported components in Offline.
Define Authorization ModelPega PlatformSecurityDefining the authorization model.
Defining FS products that will be offeredPega Foundation for Financial ServicesFinancial ServicesDefining a sample financial services product
Defining Pega scenario testsPega PlatformDevOpsBest practices for defining scenario tests
Defining and applying case statusesPega PlatformCase ManagementDefining case statuses
Defining case dependencies at run timePega PlatformCase ManagementGuidelines for successful definition of case dependencies at run time
Defining engagement policies to qualify customers for an action based on their interaction with another actionPega Customer Decision HubNext Best ActionRestrict an action to only be applicable after a customer interacted with another action by using interaction history in engagement policies.
Design pattern for integration data mappingPega PlatformData IntegrationThis article explains a unique design pattern for data mapping by comparing it with traditional approach
Design patterns for Integration Designer using App StudioPega PlatformData IntegrationDesign patterns for Integration Designer using App Studio
Design templates: customization and optimization with helper classesPega PlatformUser ExperienceCustomization guidelines for design templates with the use of CSS helper classes
Designing Pega unit testsPega PlatformLow-Code App DevelopmentBest practices for designing Pega unit tests
Detecting duplicate casesPega PlatformCase ManagementConfiguring the Search Duplicate Cases tool in Pega Platform
Digital Messaging Channels and AuthenticationPega PlatformConversational ChannelsAuthenticate the identity of a customer being serviced via a digital messaging channel.
Documents and attachments - Ingesting docs, extracting data, and populating casesPega PlatformData IntegrationLearn more about how to handle documents and attachments, and how to extract their data into your cases
Duplicate search functionality in Smart InvestigatePega Smart Investigate for PaymentsFinancial ServicesSave time by identifying duplicate cases in your application using the duplicate search functionality.
Edit Queue processors and Agents to set up a systemPega PlatformLow-Code App DevelopmentEditing queue processors and agents to optimize setting up a system
Edit Telephony Integration with Pega Customer ServicePega Customer ServicePega CallEditing Telephony Integration with Pega Customer Service
Editing Creating Guided TroubleshootersPega Customer ServiceKnowledge Management in CSGuided Troubleshooting Editorial Best Practices
Editing file listener vs queuingPega PlatformData IntegrationBest practices for modifying the external system data intake process by editing the file listener and queuing
Efficient wrap-up of Customer Service interactionsPega Customer ServiceInteraction ManagementUsing the interaction wrap-up feature.
Enabling service cases to smartly extract content from images using Pega NLP and Google VisionPega Customer ServiceCommunications and MediaExtract text from photos using Pega NLP and Google Vision
Enabling verbose-level Runtime loggingPega Robotic Process AutomationRobotic AutomationHow to implement verbose-level logging to diagnose issues in Runtime
Establish parent-child relationships on case types at run timePega PlatformCase ManagementUse case for establishing parent-child relationships on case types at run time
Establishing a prescriptive Route to LivePega PlatformPega Cloud ServicesEstablish a prescriptive Route to Live for your Pega applications deployed in Pega Cloud Services that are efficient, easily upgradable and that allow for continuous improvement.
Ethical Bias check algorithmsPega Customer Decision HubTesting and SimulationEthical Bias check algorithms
Exporting Interaction History from Pega CloudPega Customer Decision HubPartners and IntegrationsData export
Extend Add Child Dependent MicrojourneyPega Customer ServiceHealthcareLearn how to extend the Add Child Dependent Microjourney
Extending View Benefits MicrojourneyPega Customer ServiceHealthcareLearn how to extend View Benefits Microjourney.
Extending coverage data to leverage inheritancePega Product Composer for HealthcareHealthcare and Life SciencesDetails for extending coverage data in PCS
Extending portals to enhance the claims processing experiencePega Smart Claims Engine for HealthcareHealthcare and Life SciencesConcepts and considerations for extending claim processing portals.
Extending processing flows with action codes.Pega Smart Claims Engine for HealthcareHealthcare and Life SciencesGuidelines for extending processing flows by using action codes
Extending real-time container requestPega Customer Decision HubDigital PersonalizationExtend the real-time container payload so an external application can pass additional input.
Extending the Prior Authorization request MicrojourneyPega Care ManagementHealthcare and Life SciencesIdentify and add extension points in the Prior Authorization request Microjourney
Extending the document generation featurePega Product Composer for HealthcareHealthcare and Life SciencesLeveraging document generation feature in PCS
Extending the policy selection and payment information in the Make Payment Microjourney for Pega Customer Service for InsurancePega Customer ServiceInsuranceSteps for extending the Make Payment Microjourney with new policy selection and payment information options
Extensibility patternsPega PlatformEnterprise Application DevelopmentPatterns to designing an application for reuse and extension
Extensions in "Bill Search" featurePega Customer ServiceCommunications and MediaDifferent extension points are available in the Bill Search feature.
External Data ValidationPega PlatformData IntegrationUsing external data in a Pega application
Extracting data for reporting, QC, and downstream integrationPega Product Composer for HealthcareHealthcare and Life SciencesDesign inputs for extracting data for reporting, QC, and downstream integration
Features and functions of the Task case in Care ManagementPega Care ManagementHealthcare and Life SciencesUsing and extending the Task case
Gaining analyst and associate adoptionPega Workforce IntelligenceWorkforce IntelligenceA sample script and tips for explaining the adoption of Pega Workforce Intelligence to associates and analysts
Handling class mapping limitationsPega Robotic Process AutomationRobot ManagerDescribes 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.
Handling external assignments in PegaPega PlatformCase ManagementConfiguring Directed Web Access and the anonymous user authentication as two methods for handling external assignments in Pega
Handling spacing in sections created using design templatesPega PlatformUser ExperienceLimiting unnecessary empty space in sections that are based on design templates
High-throughput file processingPega PlatformLow-Code App DevelopmentDescribes how to use file listeners to optimize high-volume data processing
How is OCR used in Pega Robotic Automation?Pega Robotic Process AutomationRobotic AutomationDescribes how the OCR and PDF components are used when creating robotic automations.
How to add advanced PDF search in a customer journeyPega Customer ServiceCommunications and MediaSearch the content of PDF documents and present the results to users
How to add payment method options to your customer journeyPega Customer ServiceCommunications and MediaExplores 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.
How to configure and express actionPega Customer ServiceCustomer Composite / 360Configuring an express action
Identify Case TypesPega PlatformCase ManagementIdentifying the case types for an application.
Implement Portal Search in Customer ServicePega Customer ServiceCustomer Search and VerificationCreate and customize searches in the Pega Customer Service portal.
Implementing DocuSign in Customer Service for InsurancePega Customer ServiceInsuranceKey extension points in implementing DocuSign in Pega Customer Service for Insurance
Implementing and using product and plan flattening featurePega Product Composer for HealthcareHealthcare and Life SciencesDetails about implementing and using the product and plan flattening feature in PCS
Implementing error handling for new and existing modulesPega Smart Claims Engine for HealthcareHealthcare and Life SciencesImplementing error handling for new and existing modules
Implementing search for current and history claimsPega Smart Claims Engine for HealthcareHealthcare and Life SciencesConfiguring search fields in Pega Smart Claims Engine
Implementing the OOTB Insurance Submission Quality ScorePega Foundation for InsuranceInsuranceUnderwriting submission quality score radar chart
Implementing the Summary of Benefits and coverage (SBC) featurePega Product Composer for HealthcareHealthcare and Life SciencesImplementing the Summary of Benefits and coverage (SBC) feature
Implementing versioningPega Product Composer for HealthcareHealthcare and Life SciencesDesign inputs while implementing versioning in PCS
Importing and Exporting Data in the Pega Customer Decision HubPega Customer Decision HubData ManagementLearn how to import and export data to and from Pega Customer Decision Hub.
Importing and exporting actionsPega Customer Decision HubNext Best ActionLearn how to create or update actions through file export and import
Importing external certificates into a Pega KeystorePega PlatformSecurityhow to import external certificates into a Pega Keystore
Improve Sales rep productivity by integrating Pega Sales Automation with Gmail extensionPega Sales AutomationSales AutomationLearn how to improve sales reps' productivity by integrating Pega Sales Automation with the Gmail extension
Improve Sales rep productivity by integrating Pega Sales Automation with the Outlook Add-inPega Sales AutomationSales AutomationLearn how to improve sales reps' productivity by integrating Pega Sales Automation with the Outlook Add-in
Improving sales rep productivity in Pega Sales Automation by analyzing email conversationsPega Sales AutomationSales AutomationUse the natural language processing (NLP) capabilities of Pega Sales Automation to provide intelligent suggestions to sales reps
Improving the sales rep productivity by using the Microsoft Exchange sync technology in Pega Sales AutomationPega Sales AutomationSales AutomationLearn about the different MS Exchange synchronization capabilities within Pega Sales Automation.
Improving the user experience of chatbotsPega PlatformConversational ChannelsAdvanced Configuration for Intelligent Virtual Assistants
Industry accelerators for Pega Customer Decision Hub: Rapidly deploy solutions specific to your industryPega Customer Decision HubNext Best ActionExplore accelerator components that speed up the implementation of Pega Customer Decision Hub for the communications, financial services, healthcare, and insurance industries.
Ingesting data from Kafka topics into the Decision Data StorePega Customer Decision HubData ManagementLearn how to configure you Pega Customer Decision Hub application to ingest customer data that a client system posts to Kafka topics.
Integrating Google Cloud VisionPega PlatformData IntegrationIntegrating Google Cloud Vision into Pega using native Data Pages, Connect-REST, and declarative properties
Integrating Industry Applications with Pega Customer ServicePega Government PlatformGovernmentIntegrating Industry Applications with Pega Customer Service
Integrating PowerBI and QlikView reportsPega PlatformUser ExperienceEmbedding external web-based BI/analytic tools such as PowerBI and QlikView into a user's dashboard
Integrating unit tests into build tools and JenkinsPega PlatformDevOpsGuidelines on integrating Pega unit tests and scenario tests into build tools and Jenkins
Integrating with Visa Disputes EnginePega Disputes and Payments ExceptionsFinancial ServicesDescribes the steps to integrate SD to VISA
Intelligent Guidance - Suggested Task ReviewsPega Customer ServiceIntelligent GuidanceProviding proactive interaction guidance for CSR's
Intelligent guidance - Dialog, Coaching tips and AlertsPega Customer ServiceIntelligent GuidanceBest practices for creating dialogs, tips, and alerts for CSRs.
Intent Task, Category, Data Source and Interaction DriverPega Customer ServiceInteraction ManagementRelationships between rule types in Pega Customer Service
Interaction Portal UX and upgrades - what can I change?Pega Customer ServiceUser InterfaceUI and UX guidelines for Pega Customer Service 8.5
Interactions vs Service casesPega Customer ServiceInteraction managementThe differences between interactions and service cases and advice on how to handle them
Interfacing with OData from the Pega Infinity PlatformPega PlatformCloud ServicesInterfacing with OData from the Pega Infinity Platform
Large-scale batch processingPega PlatformSystem AdministrationGuidelines for successful batch processing
Launching service cases from the composite screenPega Customer ServiceCustomer Composite / 360Instructions on how to launch a service case from the composite screen
Lead routing in Sales AutomationPega Sales AutomationSales AutomationDescribes automated lead routing
Leverage Pega Government Platform (PGP) from Pega Customer ServicePega Government PlatformGovernmentBuilding a PGP Implementation Stack with Customer Service
Leveraging self-learning models to ensure optimization in new situationPega Customer Decision HubArtificial IntelligenceLeveraging self-learning models to ensure optimization in new situation
Limiting the visibility of sensitive data items through attribute-based access control (ABAC)Pega Government PlatformGovernmentLearn how to limit the visibility of sensitive data items through attribute-based access control (ABAC), based on a set of examples.
Load testing scenariosPega Customer Decision HubTesting and SimulationLoad testing scenarios
Loading and extending reusable entities in PCSPega Product Composer for HealthcareHealthcare and Life SciencesDesign inputs to consider while loading and extending the reusable entities in PCS
Maintaining Robot Manager History Tables for Robot Manager V8.3.1 and earlierPega Robotic Process AutomationRobot ManagerDescribes how to manage history data in Robot Manager to prevent system issues.
Manage BAU and project changes and revisions: Applications, Environments, and ProcessesPega Customer Decision HubChange and Revision ManagementManage BAU and project changes and revisions: Applications, Environments, and Processes
Manage data instances during an upgradePega PlatformSystem AdministrationManage data instances during an upgrade
Managing priority or urgencyPega PlatformCase ManagementUse urgency to standardize how case workers resolve cases.
Mapping Standard Claim ID to Case Filing Claim IDPega Disputes and Payments ExceptionsFinancial ServicesMap Standard Claim IDs to Case Filing Claim IDs
Mass reprocessing, event groups, and event recyclePega Smart Claims Engine for HealthcareHealthcare and Life SciencesWhen to use a mass reprocess/adjustment, an event group or an event code recycle
Member data type in Pega Customer Service for HealthcarePega Customer ServiceHealthcareLearn how you can capture consumer data in Pega Customer Service for Healthcare with the Member data type
Merging duplicate data entitiesPega Government PlatformGovernmentMerging duplicate data
Microjourneys, personas, and dataPega PlatformLow-Code App DevelopmentDefining Microjourneys, personas, and data in terms of best practices for successful case design
Migrating from Unica campaign to Pega's Next-Best-Action paradigmPega Customer Decision HubOutbound MarketingMigrating from Unica campaign to Pega's Next-Best-Action paradigm
Migrating to Next-Best-Action DesignerPega Customer Decision HubNext Best ActionConsiderations when migrating to Next-Best-Action Designer
Minimizing a modal window built on the OOTB templatePega PlatformUser ExperienceAdd an option to minimize a modal window
Motivate and coach your sales reps by setting and tracking their goalsPega Sales AutomationSales AutomationSetting up of Sales Goals and Timelines. Also captures ways to measure individual rep's performance against team's performance.
Offline validation tools - client store contentPega PlatformMobileDescribed tools give apps developer possibility to see the offline apps database content on the device.
Optimize an application's performancePega PlatformLow-Code App DevelopmentTesting and tuning an application during its application lifecycle to optimize performance.
Optimizing performance tuning data processing through retrieval and indexingPega PlatformSystem AdministrationGuidelines on retrieving and indexing application data for faster processing
PDF document generation patternsPega PlatformCase ManagementMethods of creating PDF files in Pega Platform
PGP Option MapPega Government PlatformGovernmentDriving UI with Local Data
Pega Customer Decision Hub Channel Emulator UtilityPega Customer Decision HubTesting and SimulationEmulate the inbound real time requests made to Pega Customer Decision Hub real-time container and capture response APIs
Pega IVR IVA integration with AWSPega Customer ServiceChat and MessagingPega IVR IVA integration with AWS
Pega Infinity Development Best PracticesPega PlatformEnterprise Application DevelopmentGuidelines for Pega Platform developers to create efficient, sustainable, and guardrail-compliant applications
Pega Infinity deployment guidancePega PlatformDevOpsBest practices for Pega Infinity deployments
Performance checklistPega PlatformSystem AdministrationA performance checklist to make performant solutions by using Pega Platform
Performing search on an embedded page listPega PlatformReportingLearn how to effectively search on an embedded page lists.
Persona-specific portal configurationPega PlatformUser ExperienceConfigure portal access by personas and permissions
Personalizing emergency messages to increase impactPega Customer Decision HubNext Best ActionPersonalizing emergency messages to increase impact
Planning your Pega Customer Decision Hub environmentsPega Customer Decision HubNext Best ActionEstablish and size your environments for Pega Customer Decision Hub
Pre-emptively notify benefit issuesPega Customer ServiceHealthcareLearn how to use data flows
Preventing circular dependency references in a hierarchical treePega PlatformDecision ManagementPerforming validation to optimize hierarchical tree set up
Process AI example applicationPega PlatformDecision ManagementProcess AI example application
Processing Fraud Claims in backgroundPega Disputes and Payments ExceptionsFinancial ServicesSetting up Claim Processing in background to reduce operator idle time
Processing Mastercard queuesPega Disputes and Payments ExceptionsFinancial ServicesDescribes the process and configuration of Mastercard queues using Pega Agents
Processing Visa Queue using Pega AgentsPega Disputes and Payments ExceptionsFinancial ServicesDefining the process of handling Visa Batch Queue records using Pega Agents
Propagating schema changes to child tablesPega PlatformSystem AdministrationSchema changes in the base tables can be propagated to cloned tables in implementation layers to leverage the enhancements done in the Industry/CRM/framework applications. This article covers different options available in Pega Platform to propagate schema changes from parent tables to child tables. Also, it provides some insights on when to use which option.
Queuing and routing customer requests in Pega ChatPega Customer ServiceChat and MessagingRecommendations for balancing chat queues and agent workloads.
RACI chart for Next-Best-Action organizational teamsPega Customer Decision HubNext Best ActionRACI chart for Next-Best-Action organizational teams
Rapid Response to EmergenciesPega Customer Decision HubNext Best ActionRapid Response to Emergencies
Reopening a casePega PlatformCase ManagementReopening a case after it has been marked as Resolved
Resetting Smart Dispute dataPega Disputes and Payments ExceptionsFinancial ServicesScript to reset work object and related data
Seamless experience across Digital Messaging channelsPega PlatformConversational ChannelsAchieve a seamless experience across Digital Messaging channels by following guidelines and performing several configuration steps in your system.
Search configuration and extensionPega Product Composer for HealthcareHealthcare and Life SciencesSearch configuration and extension
Securing a public facing applicationPega PlatformSecuritySecuring a public facing application
Securing persona-based accessPega PlatformSecurityBest practices to follow when setting up an application and allowing certain personas to access certain information.
Sending automated emails using new case template frameworkPega Customer ServiceService Cases / TasksBest practices for outbound case emails
Setting the application perspective to payer or provider in Care ManagementPega Care ManagementHealthcare and Life SciencesCustomizing data collection for various healthcare uses.
Setting the configuration when building an implementation layerPega Care ManagementHealthcare and Life SciencesInstructions for updating the configuration page in Pega Care Management
Setting up Operator Security record in Smart InvestigatePega Smart Investigate for PaymentsFinancial ServicesDescribes the procedure to set access restriction for users in Smart Investigate
Setting up Pega ChatPega Customer ServiceChat and MessagingSuggestions for setting up Pega Chat to handle various customer interactions.
Setting up Visa Financials AccountingPega Disputes and Payments ExceptionsFinancial ServicesDefining the process of leveraging Visa Financials and Handling Exchange Rate gains/losses
Setting up customers in Pega Sales Automation for B2B selling modesPega Sales AutomationSales AutomationInstructions for configuring customers in Pega Sales Automation for the B2B selling mode
Setting up customers in Pega Sales Automation for B2C selling modesPega Sales AutomationSales AutomationInstructions for configuring customers in Pega Sales Automation for the B2C selling mode
Skin: overview and best practicesPega PlatformUser ExperienceDescription of the skin rule and related best practices
Soft-Delete Functionality in Pega Foundation for Financial ServicesPega Foundation for Financial ServicesFinancial ServicesDeleting a record without physically removing it from the table
Strategies for integrating Deployment Manager with Jenkins pipelinesPega PlatformDevOpsStrategies for integrating Deployment Manager with Jenkins
Styling a Search boxPega PlatformUser ExperienceStyle a search box to look like standard search boxes
Surfacing Dev Studio in App StudioPega PlatformLow-Code App DevelopmentUsing Dev Studio to develop application functionality in App Studio
T. O. M. - Operating Structure in PFFSPega Foundation for Financial ServicesFinancial ServicesOperating Structure
The utility panel in Theme CosmosPega PlatformUser ExperienceA description and customization of utilities in Theme Cosmos applications
Timelines across multiple time zonesPega Workforce IntelligenceWorkforce IntelligenceWhat to expect from the timeline view in the portal when data collectors are spread across multiple time zones.
Troubleshooting NLPPega PlatformConversational ChannelsTroubleshooting NLP issues - so that customers can self service NLP issues before reaching GCS.
Types of robotic automationsPega Robotic Process AutomationRobotic AutomationLearn about the two types of automations that you can create with Pega RPA.
Unattended vs. Attended robots: Which robot to use?Pega Robotic Process AutomationRobotic AutomationHow to decide if you should use an attended or unattended robot when designing your automation.
Understanding RxNorm drug databasePega Foundation for HealthcareHealthcare and Life SciencesA brief introduction to the RxNorm drug database, and the Pega Foundation for Healthcare's RxNorm search and display feature.
Understanding off-computer codesPega Workforce IntelligenceWorkforce IntelligenceLeveraging off-computer codes to better understand how employees work.
Understanding the Medical Dictionary for Regulatory ActivitiesPega Foundation for HealthcareHealthcare and Life SciencesThe Medical Dictionary for Regulatory Activities, or MedDRA is an international system of medical codes and terminology used to help manage regulatory approval processes.
Unifying ID across all case typesPega PlatformCase ManagementUnifying ID across all case types
Updating columns in a table without erasing data in other columns in the same rowPega Customer Decision HubData ManagementUsing the merge shape in Data flow to update table columns without affecting existing content
Using Citrix ContextsPega Robotic Process AutomationRobotic AutomationLearn how to create robotic automations that run in a Citrix context.
Using a Google AI model in PegaPega PlatformDecision ManagementUsing a model built in Google AI platform in Pega
Using an Enrichment or Screening Marketplace ComponentPega Foundation for Financial ServicesFinancial ServicesExplores a unified approach to creating and extending integrations for Financial Services applications.
Using email bots for natural language processing and machine learningPega PlatformConversational ChannelsUsing natural language processing and machine learning to optimize email bots
Using participants in casesPega PlatformCase ManagementHow to use participants (parties) in cases effectively in Pega Platform from 8.x
Using reporting efficientlyPega PlatformReportingInstructions on using reporting efficiently
Using special operators in ABAC READ policy conditionsPega PlatformDevOpsPerformance remediation options for ABAC READ policy conditions that use special operators.
Using the Microsoft Excel connectorsPega Robotic Process AutomationRobotic AutomationChoosing a connector when automating Microsoft Excel or manipulating Excel files.
Using the Pega API (DX API)Pega PlatformUser ExperienceGuidelines for developing an application interface
Using the Pega Product Catalog for Communications for sales journeysPega Customer ServiceCommunications and MediaHow to create the required product data in the Pega Product Catalog for Communications
Using third-party testing tools with your Pega applicationPega PlatformDevOpsAn overview of the testing tools that can be used with your Pega application
Visa fraud monitoringPega Disputes and Payments ExceptionsFinancial ServicesConfigurations of Visa fraud monitoring process
When to use a dynamic casePega PlatformCase ManagementDeciding when to use a dynamic case
When to use a sub-casePega PlatformCase ManagementWhen to use a sub-case to assist with processing work
When to use sub-processesPega PlatformCase ManagementDeciding when to use a sub-process
Workforce Intelligence _ Understanding the impact of improvementsPega Workforce IntelligenceWorkforce IntelligenceAssessing the impact of improvements by utilizing data in the Summary screen
Workforce Intelligence - Data ExportsPega Workforce IntelligenceWorkforce IntelligenceThe data export options available from the Analysis tab
Workforce Intelligence APIsPega Workforce IntelligenceWorkforce IntelligenceThe business purpose of the different Workforce Intelligence APIs
Workforce Intelligence Runtime Deployment StrategiesPega Workforce IntelligenceWorkforce IntelligenceDifferent options and strategies for deploying the Workforce Intelligence runtime software