Design Patterns | Application | Capability/Industry Area | Description |
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Accessing Dev Studio features in App Studio | Platform | Low-Code Application Development | Using Dev Studio to develop application functionality in App Studio |
Action Flow Template | Customer Decision Hub | Decisioning | Learn how to build a reusable Action Flow template |
Adding a mainframe application to a robotic solution | Robotic Process Automation | Robotic Automation | Describes how to add a mainframe application to a robotic automation solution. |
Adding a new enrichment provider that is not yet available in Pega Marketplace | Pega Foundation for Financial Services | Financial Services | Add a new enrichment data provider for PFFS |
Adding new circumstance types in the Manage Customer Circumstance Microjourney | Customer Service | Financial Services | Key extension points in the Manage Customer Circumstance Microjourney that are needed to add, capture and review a new circumstance type. |
Adding payment method options to your customer journey | Customer Service | Communications/All | Explores 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. |
Adding the Advanced PDF Search component to customer journeys | Customer Service | Communications | Search the content of PDF documents and present the results to users |
Analyzing idle time | Workforce Intelligence | Workforce Intelligence | How to analyze and think about idle time in an organization |
Applying validations to ensure data integrity | Platform | Low-Code Application Development | Applying various types of validations in an application |
Attaching content to a case | Platform | Case Management | Setup and use of attachments in a case |
Authenticating the identity of a user through digital messaging channels | Platform | Conversational Channels | Authenticate the identity of a customer being serviced via a digital messaging channel. |
Authenticating users to interact with web chatbots | Platform | Conversational Channels | Authentication in Intelligent Virtual Assistant for Web Chatbot |
Best practices for implementing high performing Pega Sales Automation applications | Sales Automation | Performance | Implementing high performing Pega Sales Automation applications |
Building UI with DX API compliance | Platform | User Experience | Best practices for developing an application interface |
Building a Taxonomy for Pega Knowledge | Customer Service | Knowledge Management | Building Taxonomies for Pega Knowledge Editorial Best Practices |
Building a Workforce Intelligence hierarchy | Workforce Intelligence | Workforce Intelligence | How to build a Workforce Intelligence hierarchy |
Building for change by using App Studio | Platform | Case Management | Building applications using App Studio using configuration rather than customization |
Building great dashboards | Platform | Operational Dashboards and Reporting | This document describes best practices for creating dashboards. |
Building high performance into your Customer Service applications | Customer Service | Performance | Considerations and advice for building high-performance Pega Customer Service applications |
Business operations in 1:1 customer engagement | Customer Decision Hub | Business agility | An overview of Business Operations |
Calculating the Production Focus score using data exports | Workforce Intelligence | Workforce Intelligence | How to calculate Production Focus score using weekly/monthly data exports |
Choosing between a Pega API and a custom API | Platform | Data Integration | Factors to weigh in while choosing between Pega API and strongly typed custom API before building a new REST API |
Comparing data in a customer journey through Compare UI | Customer Service | Communications | Best practices for implementing and using Compare UI |
Configuring AD FS and Robot Manager for single sign-on | Robotic Process Automation | Robot Manager | Tips for configuring Pega Robot Manager for AD FS. |
Configuring FS products as available for sale | Pega Foundation for Financial Services | Financial Services | Configuring the availability of Financial Services products |
Configuring advanced settings for hierarchical tables | Platform | User Experience | Guidelines for setting up advanced capabilities for hierarchical tables |
Configuring and extending stages, statuses, and workbaskets | Product Composer for Healthcare | Healthcare | Design inputs and details for configuring and extending stages, statuses, and workbaskets |
Configuring and managing logs | Platform | System Administration | An overview of logging tools in Pega Platform |
Configuring lists with local and external data | Platform | Data Integration | Configuring lists with local and external data |
Configuring persona-specific portals | Platform | User Experience | Configure portal access by personas and permissions |
Configuring search for Pega Knowledge | Customer Service | Knowledge Management | Instructions on how to set up the search functionality in Pega Knowledge |
Configuring search in Pega Smart Claims Engine | Smart Claims Engine | Claims Search | Configuring search fields in Pega Smart Claims Engine |
Controlling who has access to an application and its data | Platform | Security | Defining the authorization model. |
Create a Custom Code Group in Pega Foundation for Healthcare | Foundation for Healthcare | Healthcare | Learn 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 Layer | Foundation for Healthcare | Healthcare | Learn how to create and handle appeals claims in Pega Foundation for Healthcare’s Appeals and Grievances manager layer. |
Creating Guided Troubleshooters | Customer Service | Knowledge Management | Guided Troubleshooting Editorial Best Practices |
Creating New Entities in PGP | Pega Government Platform | Public Sector | Guide to adding a new entity to PGP |
Creating Pega Knowledge articles and leveraging in Customer Service | Customer Service | Knowledge Management | Simplify how information and answers are presented to their agents/CSRs |
Creating a Self-Service application for Pega Customer Service | Customer Service | Self Service Mashup | Best practices for creating self-service apps on Pega Customer Service |
Creating a new implementation application on Pega Customer Service | Customer Service | App Configuration and Behaviors | Understand the options presented while running the New Application wizard to make informed choices when building a new implementation application. |
Creating and extending sequences to customize adjudication | Smart Claims Engine | Healthcare | Description and use of sequences in the Smart Claims Engine application. |
Creating article tags in Pega Knowledge | Customer Service | Knowledge Management | Pega Knowledge article tags |
Creating authentication registration for external users | Platform | Security | Best practices for creating authentication registration for external users |
Creating automations that run in a Citrix context | Robotic Process Automation | Robotic Automation | Learn how to create robotic automations that run in a Citrix context. |
Creating case stages | Platform | Case Management | When to create case stages |
Creating guided event flows using UI patterns | Smart Claims Engine | Healthcare | Learning about the Smart Claims Engine (SCE) guided event resolution flow |
Creating new email channels in customer service | Customer Service | Interaction Management | The email channel template that is included with Pega Customer Service saves time when you create new email channels. |
Creating new event codes for claim adjudication | Smart Claims Engine | Healthcare | Describes the pattern behind adding new event codes |
Creating new, extending existing and bypassing modules | Smart Claims Engine | Healthcare | Optimizing modules for the Smart Claims Engine for Healthcare |
Creating orchestrations to control claim processing | Smart Claims Engine | Healthcare | Describes the role of orchestrations and how they can be used for complex processing scenarios |
Creating sample Financial Services products by using Product Designer for Financial Services | Pega Foundation for Financial Services | Financial Services | Defining a sample financial services product |
Creating service cases in App Studio by using the case template | Pega Customer Service | Case management | Best practices for creating service cases in App Studio by using the service case template |
Customer Service methodolgy for agent interaction and 360 composite data placement | Customer Service | Customer Composite / 360 | Best practices for designing a customer service application |
Customizing the brand and theme of an application | Platform | User Experience | How to customize an application using low code tools App Studio |
Deciding between an unattended or attended robot | Robotic Process Automation | Robotic Automation | How to decide if you should use an attended or unattended robot when designing your automation. |
Defining Pega Scenario Tests | Platform | DevOps | Best practices for defining scenario tests |
Defining and applying case statuses | Platform | Case Management | Defining case statuses |
Defining case dependencies at run time by using the Wait shape | Platform | Case Management | Guidelines for successful definition of case dependencies at run time |
Defining case views specific to case types | Platform | Case Management | Best practices for defining case views specific to case types |
Defining microjourneys, personas, and data | Platform | Low-Code Application Development | Defining Microjourneys, personas, and data in terms of best practices for successful case design |
Defining the age of a work item using pyAgeFromDate | Platform | Case Management | Defining the correct value for the pyAgeFromDate property |
Deploying a Public Facing Application | Platform | Security | Deploying a public facing application |
Designing Pega unit tests | Platform | Low-Code Application Development | Best practices for designing Pega unit tests |
Dividing work with child case types | Platform | Case Management | When to use a sub-case to assist with processing work |
Efficient wrap-up in Pega Customer Service | Customer Service | Interaction Management | Using the interaction wrap-up feature. |
Enabling verbose-level Runtime logging | Robotic Process Automation | Robotic Automation | How to implement verbose-level logging to diagnose issues in Runtime |
Ensuring data integrity for externally sourced data | Platform | Data Integration | Using external data in a Pega application |
Establishing parent-child relationships of cases at run time | Platform | Case Management | Use case for establishing parent-child relationships on case types at run time |
Exporting data to Excel | Workforce Intelligence | Workforce Intelligence | The data export options available from the Analysis tab |
Extend the Add Child Dependent Microjourney | Customer Service | Healthcare | Learn how to extend the Add Child Dependent Microjourney |
Extending coverage data to leverage inheritance | Product Composer for Healthcare | Healthcare | Details about how the coverage data can be extended in PCS |
Extending portals to enhance the claims processing experience | Other Industry-Specific Application | Healthcare | Concepts and considerations for extending claim processing portals. |
Extending real-time container request | Customer Decision Hub | Cross-sell and upsell on digital | Extend the real-time container payload so an external application can pass additional input. |
Extending the Prior Authorization request Microjourney | Care Management | Healthcare | Identify and add extension points in the Prior Authorization request Microjourney |
Extending the View Benefits Microjourney | Customer Service | Healthcare | Learn how to extend View Benefits Microjourney. |
Extending the policy selection and payment information | Customer Service | Insurance | Steps for extending the Make Payment Microjourney with new policy selection and payment information options |
Extensions in "Bill Search" feature | Customer Service | Communications | Different extension points are available in the Bill Search feature. |
Extracting data for reporting, QC, and downstream integration | Product Composer for Healthcare | Healthcare | Design inputs for extracting data for reporting, QC, and downstream integration |
Extracting data from documents and attachments into a case | Platform | Data Integration | Learn more about how to handle documents and attachments, and how to extract their data into your cases |
Gaining analyst and associate adoption | Workforce Intelligence | Workforce Intelligence | A sample script and tips for explaining the adoption of Pega Workforce Intelligence to associates and analysts |
Gauging adoption of Workforce Intelligence | Workforce Intelligence | Workforce Intelligence | How to gauge adoption of Workforce Intelligence within an organization |
How to Configure an express action | Customer Service | Customer Composite / 360 | Configuring an express action |
How to use OCR and NLP to dramatically simplify customer experiences | Customer Service | Communications | Extract text from photos using Pega NLP and Google Vision |
Identifying case types | Platform | Case Management | Identifying the case types for an application. |
Implement Portal Search in Customer Service | Customer Service | Search | Create and customize searches in the Pega Customer Service portal. |
Implementing DocuSign in Pega Customer Service for Insurance | Customer Service | Insurance | Key extension points in implementing DocuSign in Pega Customer Service for Insurance |
Implementing attribute-based access control (ABAC) | Pega Government Platform | Public Sector | Learn how to limit the visibility of sensitive data items through attribute-based access control (ABAC), based on a set of examples. |
Implementing off-computer codes | Workforce Intelligence | Workforce Intelligence | Leveraging off-computer codes to better understand how employees work. |
Implementing the OOTB Insurance Submission Quality Score | Pega Foundation for Insurance | Insurance | Underwriting submission quality score radar chart |
Implementing the SBC Feature | Product Composer for Healthcare | Healthcare | Implementing the Summary of Benefits and coverage (SBC) feature |
Implementing versioning | Product Composer for Healthcare | Healthcare | Design inputs while implementing versioning in PCS |
Importing and exporting data in Pega Customer Decision Hub | Customer Decision Hub | Data management | Learn how to import and export data to and from Pega Customer Decision Hub. |
Importing and exporting data using APIs | Workforce Intelligence | Workforce Intelligence | The business purpose of the different Workforce Intelligence APIs |
Improve sales rep productivity by integrating Pega Sales Automation with the Gmail extension | Sales Automation | Sales Automation | Learn how to improve sales reps' productivity by integrating Pega Sales Automation with the Gmail extension |
Improve sales rep productivity by synching Pega Sales Automation with Microsoft Exchange | Sales Automation | Sales Automation | Learn about the different MS Exchange synchronization capabilities within Pega Sales Automation. |
Improving sales rep productivity by integrating Pega Sales Automation with the Outlook Add-in | Sales Automation | Sales Automation | Learn 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 conversations | Sales Automation | Sales Automation | Use the natural language processing (NLP) capabilities of Pega Sales Automation to provide intelligent suggestions to sales reps |
Improving the user experience of chatbots | Platform | Conversational Channels | Advanced Configuration for Intelligent Virtual Assistants |
Intake and Resolution Email Templates in Customer Service for Financial Services | Customer Service | Financial Services | The rules and components of the new email templates introduced in Pega Customer Service for Financial Services 8.5 |
Integrating Google Cloud Vision | Platform | Data Integration | Integrating 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 pipelines | Platform | DevOps | Guidelines on integrating Pega unit tests and scenario tests into build tools and Jenkins |
Integrating PowerBI and QlikView reports | Platform | User Interface | Emedding external web-based BI/analytic tools such as PowerBI and QlikView into a user's dashboard |
Integrating with external systems using REST APIs | Platform | Data Integration | Guidelines on building Service REST APIs |
Intelligent Guidance - Suggested Task Reviews | Customer Service | Intelligent Guidance | Providing proactive interaction guidance for CSR's |
Intelligent guidance – Dialog, Coaching tips and Alerts | Customer Service | Intelligent Guidance | Best practices for creating dialogs, tips, and alerts for CSRs. |
Intent Task, Category, Data Source and Driver | Customer Service | Interaction Management | Relationships between rule types in Pega Customer Service |
Interaction Portal UX and upgrades - What can I change? | Customer Service | Strategic Apps | UI and UX guidelines for Pega Customer Service 8.5 |
Launching a service case from the composite | Customer Service | Case Management | Instructions on how to launch a service case from the composite screen |
Maintaining Robot Manager History Tables for Robot Manager v8.3.1 and earlier | Robotic Process Automation | Robot Manager | Describes how to manage history data in Robot Manager to prevent system issues. |
Measuring the impact of process improvements | Workforce Intelligence | Workforce Intelligence | Assessing the impact of improvements by utilizing data in the Summary screen |
Modifying the intake process for external data | Platform | Data integration | Best practices for modifying the external system data intake process by editing the file listener and queuing |
Optimizing an application's performance | Platform | Low-Code Application Development | Testing and tuning an application during its application lifecycle to optimize performance. |
Optimizing performance tuning data processing through retrieval and indexing | Other Industry-Specific Application | Healthcare | Guidelines on retrieving and indexing application data for faster processing |
Pega IVR IVA integration with AWS | Customer Service | IVR IVA | Pega IVR IVA integration with AWS |
Performance Checklist | Customer Service, Frameworks, Application development | Performance | A performance checklist to make performant solutions by using Pega Platform |
Planning for sending and receiving emails at scale | Platform | Data Integration | Considerations when planning to send and receive email on a large scale |
Pre-emptively notify customers about benefit issues | Customer Service | Healthcare | Learn how to use data flows |
Preventing circular dependency references in a hierarchical tree | Platform | Validations | Performing validation to optimize hierarchical tree set up |
Processing Fraud Claims in background | Smart Dispute for Issuers | Financial Services | Setting up Claim Processing in background to reduce operator idle time |
Queuing and routing customer requests in Pega Chat | Customer Service | Chat and Messaging | Recommendations for balancing chat queues and agent workloads. |
Reopening a case | Platform | Case Management | Reopening a case after it has been marked as Resolved |
Resolving work with ad hoc cases | Platform | Case Management | Deciding when to use a dynamic case |
Reusing resources with subprocesses | Platform | Case Management | Deciding when to use a sub-process |
Robot Runtime deployment options | Workforce Intelligence | Workforce Intelligence | Different options and strategies for deploying the Workforce Intelligence runtime software |
Search configuration and extension | Product Composer for Healthcare | Healthcare | Search configuration and extension |
Securing application access to specific personas | Platform | Security | Best practices to follow when setting up an application and allowing certain personas to access certain information. |
Sending automated emails using new case template framework | Customer Service | Service Cases / Tasks | Best practices for outbound case emails |
Setting the application perspective to payer or provider in Care Management | Care Management | Healthcare | Customizing data collection for various healthcare uses. |
Setting up Pega Chat | Customer Service | Chat and Messaging | Suggestions for setting up Pega Chat to handle various customer interactions. |
Setting up Visa Financials Accounting | Smart Dispute for Issuers | Financial Services | Defining the process of leveraging Visa Financials and Handling Exchange Rate gains/losses |
Setting up a Citrix environment when automating applications | Robotic Process Automation | Robotic Automation | Setting up and implementing a Citrix environment when creating automations. |
Setting up a system using queue proessors and agents | Platform | Low-Code Application Development | Editing queue processors and agents to optimize setting up a system |
Setting up customers in Pega Sales Automation for B2B selling modes | Sales Automation | Sales Automation | Instructions for configuring customers in Pega Sales Automation for the B2B selling mode |
Setting up customers in Pega Sales Automation for B2C selling modes | Sales Automation | Sales Automation | Instructions for configuring customers in Pega Sales Automation for the B2C selling mode |
Styling a Search Box with magnifying glass icon from a text box | Platform | User Experience | Style a search box to look like standard search boxes |
Telephony integration with Pega Customer Service | Customer Service | Pega Call | Editing Telephony Integration with Pega Customer Service |
Timelines across multiple time zones | Workforce Intelligence | Workforce Intelligence | What to expect from the timeline view in the portal when data collectors are spread across multiple time zones. |
Understanding the types of automations that you can create | Robotic Process Automation | Robotic Automation | Learn about the two types of automations that you can create with Pega RPA. |
Unifying ID across all case types | Platform | Case Management | Unifying ID across all case types |
Updating login and error screens to match the context of your application | Platform | User Experience | Updating login and error screens to match the context of your application |
Using OCR capabilities in your automations | Robotic Process Automation | Robotic Automation | Describes how the OCR and PDF components are used when creating robotic automations. |
Using an Enrichment or Screening MarketPlace Component | Pega Foundation for Financial Services | Financial Services | Explores a unified approach to creating and extending integrations for Financial Services applications. |
Using background processes to achieve consistent outcomes at scale | Platform | System Administration | Guidelines for successful batch processing |
Using email bots for Natural Language Processing and Machine Learning | Platform | Conversational Channels | Using Natural Language Processing and Machine Learning to optimize email bots |
Using personas as representations of users in application design and development | Platform | Low-Code Application Development | Developing personas |
Using priority and urgency to standardize how cases are resolved | Platform | Case Management | Use urgency to standardize how case workers resolve cases. |
Using special operators in ABAC READ policy conditions | Platform | DevOps | Performance remediation options for ABAC READ policy conditions that use special operators. |
Using the Member data type in Pega Customer Service for Healthcare | Customer Service | Healthcare | Learn how you can capture consumer data in Pega Customer Service for Healthcare with the Member data type |
Using the Microsoft Excel connectors in automations | Robotic Process Automation | Robotic Automation | Choosing a connector when automating Microsoft Excel or manipulating Excel files. |
Using the Pega API (DX API) | Platform | User Experience | Guidelines for developing an application interface |
Using third party testing tools with your Pega application | Platform | DevOps | An overview of the testing tools that can be used with your Pega application |
Utilizing action codes to manage SCE processing | Smart Claims Engine | Healthcare | Guidelines for extending processing flows by using action codes |