Portal:Platform Design Patterns

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Portal:Platform Design Patterns /
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thumb text-top Pega Platform's model-driven, unified approach delivers an enterprise-grade, agile application with a no-code authoring experience. Pega Platform design patterns share best practices and insights, supporting the developer community to successfully deliver Pega projects using all the capabilities of Pega Platform.

Featured Patterns
Knowledgebase Links
Featured Capabilities
Design Patterns
Platform PatternsCapability/Industry AreaDescriptionVersion
Apply validations to ensure data integrityLow-Code Application DevelopmentApplying various types of validations in an application8.4
Best practices for non-functional aspects of the end-user experienceApplication developmentBest practices for non-functional aspects of the end-user experience8.5
Chatbot Engine extensionsConversational ChannelsA list of Pega Chatbot engine extension points which you can use to customize the conversational channels behavior.8.6
Define Authorization ModelSecurityDefining the authorization model.8.4
Defining and applying case statusesCase ManagementDefining case statuses8.4
Designing Pega unit testsLow-Code Application DevelopmentBest practices for designing Pega unit tests8.5
Editing file listener vs queuingData integrationBest practices for modifying the external system data intake process by editing the file listener and queuing8.1
Identify Case TypesCase ManagementIdentifying the case types for an application.8.4
Optimize an application's performanceLow-Code Application DevelopmentTesting and tuning an application during its application lifecycle to optimize performance.8.4
PDF document generation patternsCase managementMethods of creating PDF files in Pega Platform8.6
Securing a public facing applicationSecuritySecuring a public facing application8.4
Using email bots for Natural Language Processing and Machine LearningConversational ChannelsUsing Natural Language Processing and Machine Learning to optimize email bots8.4
When to use a dynamic caseCase ManagementDeciding when to use a dynamic case8.4
When to use a sub-caseCase ManagementWhen to use a sub-case to assist with processing work8.4
When to use sub-processesCase ManagementDeciding when to use a sub-process8.4
Knowledge Management
Design PatternsDescriptionVersion
Creating article tags in Pega KnowledgePega Knowledge article tags8.4
Editing Best Practices - Building a Taxonomy for Pega KnowledgeBuilding Taxonomies for Pega Knowledge Editorial Best Practices8.4
Editing Creating Guided TroubleshootersGuided Troubleshooting Editorial Best Practices8.4
Pega Call
Chat and Messaging