Pega Platform design patterns

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thumb text-top Pega Platform™ model-driven, unified approach delivers enterprise-grade, agile applications with a no-code authoring experience. Pega Platform design patterns share best practices to successfully deliver Pega projects using all the capabilities of Pega Platform..

Overview
Featured Patterns
Knowledgebase Links
Featured Capabilities
Design Patterns
Platform PatternsCapability/Industry AreaDescription
Accessing Dev Studio features in App StudioLow-Code Application DevelopmentUsing Dev Studio to develop application functionality in App Studio
Applying validations to ensure data integrityLow-Code Application DevelopmentApplying various types of validations in an application
Attaching content to a caseCase ManagementSetup and use of attachments in a case
Authenticating the identity of a user through digital messaging channelsConversational ChannelsAuthenticate the identity of a customer being serviced via a digital messaging channel.
Authenticating users to interact with web chatbotsConversational ChannelsAuthentication in Intelligent Virtual Assistant for Web Chatbot
Building UI with DX API complianceUser ExperienceBest practices for developing an application interface
Building for change by using App StudioCase ManagementBuilding applications using App Studio using configuration rather than customization
Building great dashboardsOperational Dashboards and ReportingThis document describes best practices for creating dashboards.
Choosing between a Pega API and a custom APIData IntegrationFactors to weigh in while choosing between Pega API and strongly typed custom API before building a new REST API
Configuring advanced settings for hierarchical tablesUser ExperienceGuidelines for setting up advanced capabilities for hierarchical tables
Configuring and managing logsSystem AdministrationAn overview of logging tools in Pega Platform
Configuring lists with local and external dataData IntegrationConfiguring lists with local and external data
Configuring persona-specific portalsUser ExperienceConfigure portal access by personas and permissions
Controlling who has access to an application and its dataSecurityDefining the authorization model.
Creating authentication registration for external usersSecurityBest practices for creating authentication registration for external users
Creating case stagesCase ManagementWhen to create case stages
Customizing the brand and theme of an applicationUser ExperienceHow to customize an application using low code tools App Studio
Defining Pega Scenario TestsDevOpsBest practices for defining scenario tests
Defining and applying case statusesCase ManagementDefining case statuses
Defining case dependencies at run time by using the Wait shapeCase ManagementGuidelines for successful definition of case dependencies at run time
Defining case views specific to case typesCase ManagementBest practices for defining case views specific to case types
Defining microjourneys, personas, and dataLow-Code Application DevelopmentDefining Microjourneys, personas, and data in terms of best practices for successful case design
Defining the age of a work item using pyAgeFromDateCase ManagementDefining the correct value for the pyAgeFromDate property
Deploying a Public Facing ApplicationSecurityDeploying a public facing application
Designing Pega unit testsLow-Code Application DevelopmentBest practices for designing Pega unit tests
Dividing work with child case typesCase ManagementWhen to use a sub-case to assist with processing work
Ensuring data integrity for externally sourced dataData IntegrationUsing external data in a Pega application
Establishing parent-child relationships of cases at run timeCase ManagementUse case for establishing parent-child relationships on case types at run time
Extracting data from documents and attachments into a caseData IntegrationLearn more about how to handle documents and attachments, and how to extract their data into your cases
Identifying case typesCase ManagementIdentifying the case types for an application.
Improving the user experience of chatbotsConversational ChannelsAdvanced Configuration for Intelligent Virtual Assistants
Integrating Google Cloud VisionData IntegrationIntegrating Google Cloud Vision into Pega using native Data Pages, Connect-REST, and declarative properties
Integrating Pega unit tests and scenario tests into build tools and pipelinesDevOpsGuidelines on integrating Pega unit tests and scenario tests into build tools and Jenkins
Integrating PowerBI and QlikView reportsUser InterfaceEmedding external web-based BI/analytic tools such as PowerBI and QlikView into a user's dashboard
Integrating with external systems using REST APIsData IntegrationGuidelines on building Service REST APIs
Modifying the intake process for external dataData integrationBest practices for modifying the external system data intake process by editing the file listener and queuing
Optimizing an application's performanceLow-Code Application DevelopmentTesting and tuning an application during its application lifecycle to optimize performance.
Planning for sending and receiving emails at scaleData IntegrationConsiderations when planning to send and receive email on a large scale
Preventing circular dependency references in a hierarchical treeValidationsPerforming validation to optimize hierarchical tree set up
Reopening a caseCase ManagementReopening a case after it has been marked as Resolved
Resolving work with ad hoc casesCase ManagementDeciding when to use a dynamic case
Reusing resources with subprocessesCase ManagementDeciding when to use a sub-process
Securing application access to specific personasSecurityBest practices to follow when setting up an application and allowing certain personas to access certain information.
Setting up a system using queue proessors and agentsLow-Code Application DevelopmentEditing queue processors and agents to optimize setting up a system
Styling a Search Box with magnifying glass icon from a text boxUser ExperienceStyle a search box to look like standard search boxes
Unifying ID across all case typesCase ManagementUnifying ID across all case types
Updating login and error screens to match the context of your applicationUser ExperienceUpdating login and error screens to match the context of your application
Using background processes to achieve consistent outcomes at scaleSystem AdministrationGuidelines for successful batch processing
Using email bots for Natural Language Processing and Machine LearningConversational ChannelsUsing Natural Language Processing and Machine Learning to optimize email bots
Using personas as representations of users in application design and developmentLow-Code Application DevelopmentDeveloping personas
Using priority and urgency to standardize how cases are resolvedCase ManagementUse urgency to standardize how case workers resolve cases.
Using special operators in ABAC READ policy conditionsDevOpsPerformance remediation options for ABAC READ policy conditions that use special operators.
Using the Pega API (DX API)User ExperienceGuidelines for developing an application interface
Using third party testing tools with your Pega applicationDevOpsAn overview of the testing tools that can be used with your Pega application
Case Management
Design PatternsDescription
Attaching content to a caseSetup and use of attachments in a case
Building for change by using App StudioBuilding applications using App Studio using configuration rather than customization
Creating case stagesWhen to create case stages
Defining and applying case statusesDefining case statuses
Defining case dependencies at run time by using the Wait shapeGuidelines for successful definition of case dependencies at run time
Defining case views specific to case typesBest practices for defining case views specific to case types
Defining the age of a work item using pyAgeFromDateDefining the correct value for the pyAgeFromDate property
Dividing work with child case typesWhen to use a sub-case to assist with processing work
Establishing parent-child relationships of cases at run timeUse case for establishing parent-child relationships on case types at run time
Identifying case typesIdentifying the case types for an application.
Reopening a caseReopening a case after it has been marked as Resolved
Resolving work with ad hoc casesDeciding when to use a dynamic case
Reusing resources with subprocessesDeciding when to use a sub-process
Unifying ID across all case typesUnifying ID across all case types
Using priority and urgency to standardize how cases are resolvedUse urgency to standardize how case workers resolve cases.
Low-Code Application Development
Design PatternsDescription
Accessing Dev Studio features in App StudioUsing Dev Studio to develop application functionality in App Studio
Applying validations to ensure data integrityApplying various types of validations in an application
Defining microjourneys, personas, and dataDefining Microjourneys, personas, and data in terms of best practices for successful case design
Designing Pega unit testsBest practices for designing Pega unit tests
Optimizing an application's performanceTesting and tuning an application during its application lifecycle to optimize performance.
Setting up a system using queue proessors and agentsEditing queue processors and agents to optimize setting up a system
Using personas as representations of users in application design and developmentDeveloping personas
Data Integration
Design PatternsDescription
Choosing between a Pega API and a custom APIFactors to weigh in while choosing between Pega API and strongly typed custom API before building a new REST API
Configuring lists with local and external dataConfiguring lists with local and external data
Ensuring data integrity for externally sourced dataUsing external data in a Pega application
Extracting data from documents and attachments into a caseLearn more about how to handle documents and attachments, and how to extract their data into your cases
Integrating Google Cloud VisionIntegrating Google Cloud Vision into Pega using native Data Pages, Connect-REST, and declarative properties
Integrating with external systems using REST APIsGuidelines on building Service REST APIs
Planning for sending and receiving emails at scaleConsiderations when planning to send and receive email on a large scale
User Experience
Design PatternsDescription
Building UI with DX API complianceBest practices for developing an application interface
Configuring advanced settings for hierarchical tablesGuidelines for setting up advanced capabilities for hierarchical tables
Configuring persona-specific portalsConfigure portal access by personas and permissions
Customizing the brand and theme of an applicationHow to customize an application using low code tools App Studio
Styling a Search Box with magnifying glass icon from a text boxStyle a search box to look like standard search boxes
Updating login and error screens to match the context of your applicationUpdating login and error screens to match the context of your application
Using the Pega API (DX API)Guidelines for developing an application interface
DevOps
Design PatternsDescription
Defining Pega Scenario TestsBest practices for defining scenario tests
Integrating Pega unit tests and scenario tests into build tools and pipelinesGuidelines on integrating Pega unit tests and scenario tests into build tools and Jenkins
Using special operators in ABAC READ policy conditionsPerformance remediation options for ABAC READ policy conditions that use special operators.
Using third party testing tools with your Pega applicationAn overview of the testing tools that can be used with your Pega application
Security
Design PatternsDescription
Controlling who has access to an application and its dataDefining the authorization model.
Creating authentication registration for external usersBest practices for creating authentication registration for external users
Deploying a Public Facing ApplicationDeploying a public facing application
Securing application access to specific personasBest practices to follow when setting up an application and allowing certain personas to access certain information.
Conversational Channels
Design PatternsDescription
Authenticating the identity of a user through digital messaging channelsAuthenticate the identity of a customer being serviced via a digital messaging channel.
Authenticating users to interact with web chatbotsAuthentication in Intelligent Virtual Assistant for Web Chatbot
Improving the user experience of chatbotsAdvanced Configuration for Intelligent Virtual Assistants
Using email bots for Natural Language Processing and Machine LearningUsing Natural Language Processing and Machine Learning to optimize email bots
Mobile

There are no design patterns for the capabilities

Reporting

There are no design patterns for the capabilities