PEGA 7.0

Today’s Industry is customer centric ,automation driven and disruption.The pega unified paltform the pega 7.0 is all for the customers with the value added products…

WELL, I am here to start the blog on pega ,the customer relationship management and how it is impacting on the  customer centric  industry……..

Customize your business days in Pega 7

 

Pega allows you to customize your business days and add the business hours in your business application. This makes the business application run flexible and adaptive according to the business. In the production rule sets, Pega delivers the delegated rules which are customizable by the business stakeholder according to there requirement.

 

customizing calendar in Pega :

1. Go to app explorer right click on the class where you want your customized calendar to be work on
2. select create -> organization -> calendar
3. Then add the name of the calendar, description, start date then click create
4. The calendar rule set record form appears then choose the business days starting days.
5. Then click on save.
6. For every SLA and other activity, you choose under that class the customized calendar works.

   The below was the screenshots step-by-step:

   

   

   

 

 

 

 

P.Raghava

 

 

 

How to delete the case type permanently in Pega 7

Pega built upon the principles of object-oriented principles, therefore, every case types create the class implicitly. Every time we run the case type the instance is created that is called the case which is referred as subclasses in Pega. So, deleting the Case type means deleting the case type. Though we delete the classes there instances still perceive with no valid processes to it. While deleting the case type one must be careful by ensuring that no instance exists for the class.

STEPS :

1. Open  Designer sudio
2. Click on designer studio landing page then system -> tools -> refactor -> rules

3. There it opens the wizards then click on delete a case  

3. Continue with the next three steps 1. enter the class name click next 2.The confirmation  3. Displays references  Click done.

here, just click finish then go to case explorer then refresh now you see that no Bank Automation case type is available

Thus Bank Automation case type is permanently deleted,

warnings :

• Ensure that no reference case types were present.
• It will not delete the instances of case types

 

-Raghava

Data Transform in Pega

Pega is all about automating the tasks of the traditional application development. The Data transform is one such feature which helps for the best user experience by auto-filling forms, copying data among fields and even sometimes manipulating the data with the specified conditions. Pega by default inherits the data transform rule called “pydefault” which initializes the property values while creating the case and it also gives the feasibility to create customized data transform rules according to the application requirements. 

Let us take a case where we automate the library process:

BOOK ISSUE 

1. Enter your name & id number
2. Scan the book code authorize it with your id
3. Book Issue mail is sent to the user specifying that the renewal time period is 1 month   

BOOK RENEWAL

After a month the user go to the caseworker asking for the renewal

1. Then, the irony is that the caseworker just types the unique id of the user then the rest of the user details is auto-filled. 
2. Now, If a user returns the book: The  Case is dissolved else case updates.

Now, If we started thinking technically the questions we raise ourselves are

1. Where the data entered in the fields are stored?
2. Will the data in the fields be auto-filled the once after the case is resolved?
3. What if we integrate two case types with Inheritance and we badly want the fields to be transformed?
4. What if we integrate two applications and we still we need the data transform should happen between the steps of two application?

Yes, Fair enough !! rather than calling the Pega as a tool let us assume it as a software machine facilitating the different processes run simultaneously and executing on par with the request. To complete the processes it has execution engine as well as memory units to store the data.

• Pega stores the data in a persistent layer which is the abstract layer and helps to retrieve the case details even after the case is resolved ( Which can be compared with the primary memory of the system).
•   The data storage cannot be permanent always because there is the kind of data which is of no use after a process. Eg: It is obvious and necessary to store the case id in the persistent layer for future use but it is not necessary to store the field values once the case is resolved until that time we store them at the temporary memory called ” Clipboard”.
• Yes, the data transform rules can be implemented at any connector and it is obvious that the fields of base class override the fields of the child class as well. 
• Yes, The data transform can happen even if we integrate the two application. That can be happen using API and some representational state transfer protocol where the data transformation takes place through the internet.

 

// I just articulated what I knew sorry if I went wrong

Naming Conventions in Pega

Usually, we all neglect the naming conventions for attributes, functions, rule types but it gives a lot of impact on software development. The naming conventions help to track the attributes of the project and error solving can be made easier. Pega provides the certain naming conventions for the smooth flow of project development.

• Use short and precise names for defining a rule
• The name should reflect the purpose of the work
• Capitalize every first letter of the word. Use Camel-Case formatting.
• Don’t include any special characters

Data Classes:-
Data class holds the real-time entities Use a proper noun to define its name.For example Data-Org-Contact, Data-Org-Account, Data-Org-Policy etc.

Flow Actions:-
Flow action represents the type of action that is going to perform in the case. So use verb and noun convention. For example CollectDetails, ApproveClaim, process loans, VerifyUser etc.

Add prefix Pre for pre-activity or data transform used in the flow action.
Add prefix Post for post-activity or data transform used in the flow action.
Add prefix Val for validation rules used in the flow action.
Use the same flow action name as section name, if it is called from flow action.

Properties:-
Properties hold the data of an entity. Use nouns to define properties. For example, FirstName, EmailId, PolicyNumber etc.

Case Types:-
Case type reflects the kind of work that customers are going to do. A name should be very intuitive, so use proper qualify noun. For example, use home insurance but not just an Insurance, we need to qualify it with another noun. Some more examples like PersonalLoan, UpdateProfile etc.

Stages & Steps:-
Stages represent the phase of the process, so use the gerund, a noun ending with (ing) as a convention.For example, financing, underwriting, review etc. Steps indicate the kind of work the user will do, the step name should describe the overall purpose. So use noun plus verb like Collect Information, Submit Application, Approve Claims etc.

Functions:-
Use java naming standard for defining a function. Example generateRandomNumbers, calculate amount etc..

Activities/Data transforms:-
Activities or data transform performs calculations or process the work. So start their names with a verb that indicates what does it does. In most cases, follow the verb with a noun or noun phrase indicating what it operates on. For example, GenerateUserId, GetAccountDetails, CreateLoanRequest etc.

 

 

 

Designer Studio shortcut keys

Shortcut keys always help to do our work faster.The designer studio provides a lot of shortcuts to access various actions to fasten development process

Here are the few shortcut keys which may help us…

Operator Preferences – CTRL + ALT + K

Log off – CTRL + ALT + END

Home page – CTRL + ALT + HOME

Expand explorer pane (left) – SHIFT + RIGHT ARROW

Collapse explorer pane (left) – SHIFT + LEFT ARROW

Check In, Check Out, Private Edit – CTRL + ALT + F 

Discard a checked out rule – CTRL + ALT + D

Save As (create a copy) – CTRL + ALT + C

Save record currently in focus – CTRL + S

Close record currently in focus – CTRL + ALT + W

Action menu – shortcuts

Actions > Run – CTRL + ALT + R

Actions > Preview – CTRL + ALT + P

Actions > Refresh – CTRL + ALT + L

Actions > View XML – CTRL + ALT + X

Tool Actions

Launch Tracer – CTRL + ALT + T

Launch Clipboard – CTRL + ALT + B

Enable/Disable Live UI – CTRL + ALT + U

Launch PAL – CTRL + ALT + G

Launch Alerts – CTRL + ALT + A

PEGA EXPRESS !! it expresses the customer needs …

Pega Express is the fastest way to get started with and learn the Pega Platform. Pega Express allows you to use the Pega Platform exposed in a way that allows people to effectively start using and building applications. It is a completely visual-driven application development environment that lets the user deliver applications faster, no coding required. Express helps you prototype simple business applications in an easy to understand and use configuration environment.

KEY FEATURES OF PEGA EXPRESS

1. Pega Express lets you edit the existing case type or create a new case type from scratch. Your case progresses through if you create your own case and you’ll start by laying out the stages. Next, you define the steps that make up each stage. This creates the framework for your business process in way that is easy for anyone to understand. By keeping the interface guided with continuous instructions and suggestions through Pega Express, the user always knows what’s next.

 

2.You can configure your process to automatically run or you can configure certain              conditions under which the process runs. You can route to the current user, a                      specific user, or a shared queue.  In addition, you can add a service level agreement           to any step to make sure work is done in a timely manner.

 

3.Once the stages and steps are configured you are able to quickly and easily add routing to ensure the case is routed to the right person at the right time in the process

Case Type and Case in Pega

Managing all business transactions in an individual way so that it leads you to result in a positive or negative.

In Pega, each business transaction is a Case Type.

 What is case type?

Suppose you are going to open an account in any bank what are the things you follow?

1. First, you will fill the form.
2. Selects Payment mode to open the new account
3. Will submit the required documents
4. After that document verification
5. Approvals from the bank manager

After all these steps you will get the bank account.

If we convert this transaction into Pega it will become case type.

Yes! Each case type has steps. All the steps categorized into some stages.

Like:

1. Form filling is coming under customer details collection category.
2. Payment mode comes under payment category.
3. Documents submission and verification come under document category.
4. Approval from manager falls under approval category.

In every point I mentioned category; in Pega terms, these categories are called as stages.

->So simply every transaction is a case, every category is a stage and every to do the thing is a step.Yes, of course, one transaction has zero or greater than or equal to transactions also will include.For example, if you consider online shopping websites; placing an order, delivery, after delivery taking feedback, giving some offers, lucky draws, lucky 100 customers so on; All together is business.

 

In Pega, if we implement this online shopping business; placing an order, delivery, taking feedback and so on business transactions becomes case types and managing them together; we can call it is a case management.

But each and everyone is different and related to each other.

This case management provides a simple understanding between developers and end-users as the terms are similar to our daily business language. Each and every case has its one track. Which means we can see each and every audit of the business transactions. Even this case management tells how much work a user has or how they are delaying the transactions, what actions you can take on those transactions….. everything you can find so easily.

                                                                            –      Raghava. Pasupunoori

PEGA IS HERE TO STAY ! :)

Pega is there and have seen come and go over decades.

There was not a huge market but as the time is changing so is the requirement for the pega developer.

As I searched I got to know that there is a rise in job requirement now a days.

In last 2 years more and more professionals are getting certified. According to Google trends this is the graph

 graphs showing  job requirement

Now, you can get a clear picture that what will be the future of Pega developer.

According to ZipRecuriter this is the average salary

 

->  Pega systems growth rate is increasing 32 % year by year.

The real automation happens 🙂

Pega’s award-winning case management is your secret weapon for getting work done. Cases are outcome-driven, like an order to be fulfilled or a new account to be opened.They integrate across systems, automatically pulling in the data required to move work through your systems. They bring together AI, BPM, and robotics to automate everything from simple tasks to unpredictable processes. So not only can you think end-to-end, you can work that way too.

Real AI. Real Results.

Pega’s artificial intelligence  has transformed customer engagement. Our proven real-time AI touches hundreds of millions of customers across hundreds of leading brands, and has driven billions of dollars of business value.

We’re happy to see other vendors jump on the AI bandwagon. Unfortunately, many are scrambling to cobble together AI stories – hoping you don’t look under the covers. Don’t be taken by cuddly cartoons and executive tall tales that promise AI futures – yet to be fully released – much less integrated.

Choose real AI. Proven AI. Transparent AI. From Pega. And get real results.

PEGA CLOUD 

With Pega, you deploy on any cloud you like. Pega cloud delivers enterprise-ready services in an environment you don’t have to share. You can also choose to run Pega on another public cloud, a private cloud, or any combination thereof.

Why would ANY business willingly become locked-in to one vendor’s cloud? Avoid the trap.

WHAT IS PEGA PROCESS MANAGEMENT?

The Pega 7 platform provides the enterprise unmatched application agility because it is unified, model-based, and rich in development and deployment capabilities. Pega 7 helps enterprises automate, integrate and improve strategic front and back-office business operations. It is a unified platform with industry-leading capabilities in business process management (BPM), dynamic case management (DCM) 2 , analytics-driven decision management (DM), mobility and user experience (UX), and social collaboration.

 

The simple answer to this question is that Pega 7 (the current major version of the platform) is one of the well-known and pan-industry accepted Business Process Management suites available in the market.

If we adhere to analysts’ typical definition of Business Process Management as ‘a discipline that treats processes as assets and attempts to automate, improve and optimize the same with an objective to contribute to superior organizational productivity, enhanced product or services’ quality and operational cost reduction’ and start reading between the lines, we will soon realize that BPM is not just a ‘technical cure-all’ but a healthy mix of strategic (e.g. BPR), operational (e.g. BPA) and technical (e.g. BPMS) components – and it is the third category ‘BPMS’ that Pega can be pigeonholed into – or wait a second – are we sure ?

Well if we look back at the traditional definition of ‘process’ as a series of steps / activities that need to be performed in cohesion to achieve a business objective, this is definitely something that Pega excels in automating, improving and optimizing given its rich laundry list of features such as workflow orchestration, business rule driven skill based work assignment, SLA management, data interchange with peripheral applications to name a few – having said that, in today’s world, this definition seems to grab our eyeballs from an ‘inside out’ perspective – or in other words it still lays more emphasis on ‘doing things right’ rather than ‘doing the right things’ !

So much for simplicity – now let us step into the maze of complexity the epitomizes today’s typical ecosystem.

With the advent of digital megatrends, two key tenets are influencing today’s IT world considerably (and will continue to do so possibly for some more time) –

1. A sustained thrust on looking at IT applications through the ‘outside in’ lens – effectively this means focusing on the overall customer journey (comprising multiple micro paths traversed in zig zag manner) without losing sight of the ‘moment of truth’ at each and every possible interaction touchpoint
2. Key focus on technology standardization and interoperability

And this is where Pega scores one up on other enterprise wide stacks that are vaunted to offer optimal balance between flexibility and robustness, agility and uniformity and customer centricity and business empowerment.

Pega’s current avatar can be summarized as a ‘Strategic application’ that promotes best in class customer experience by stitching together the key pillars of Marketing, Sales Automation and Customer Service with back office Operations in a truly seamless manner – leveraging not only ‘deep’ process components like the ones mentioned above but also ‘wide’ ones like AI, robotic automation, customer decision hub et al – all these under the same roof is really the USP of Pega !

COGNIZANT IS TOP AMONG THE PEGA PRACTISING FIRMS…

Optimize the customer experience with Cognizant and BPM software from Pegasystems

Pegasystems Inc. (Pega), the leader in Business Process Management (BPM) software, delivers smart ways to help organization transform the way they do business. Pega’s software for customer centricity empowers customers to share their expectations and preferences. Meanwhile, business people can capture their goals and objectives, directly into the system. The company’s solutions are dynamically responsive and context aware, enabling real-time personalization for companies across all channels.

Pega improves operational efficiency and cuts costs through intelligent process automation. Since 1983, Pega has been a pioneer in bringing business rules into BPM technology and is now widely recognized as a leader in the industry. The company’s patented rules technology help companies to aggregate their diverse business practices and lets business managers rapidly implement change across the enterprise and over the Web.

Blue-chip companies in financial services, healthcare, insurance, communications and many other industries, turn to Pega to streamline business processes, to quickly and easily adapt to changing market conditions and to realize significant ROI.

Pega also revolutionizes how leading organizations optimize customer experience and automate operations. The patented Build for Change technology empowers business people to create and evolve their critical business systems. It also empowers IT with a future-proof platform that eliminates manual coding. Global 500 clients report that Pega gives them the fastest time to value, with rapid deployment, efficient re-use and global scale.

Transforming business needs into leading technology solutions

WORKING WITH COGNIZANT

Cognizant and Pegasystems began working on join projects in 1999 and formalized a strategic alliance in 2003. Since then, both companies—and our mutual customers—have reaped man y benefits from the strong relationship and co-development initiatives.

As a Pega platinum alliance partner, Cognizant has a deep Pega practice—both in the number of consultants as well as in the experience and expertise of implementing Pega technology. Specifically, Cognizant BPM and CRM solutions leverage our consultants’ deep expertise and experience on the Pega platform to transform business processes and enable operational efficiencies that unify the customer experience.

Our strong Pega practice

Over the years, Cognizant has invested heavily in its Pega practice, including standard Pega training and enablement as well as advanced instruction in best practices and methodology. In addition, we fully embrace Pega’s Directly Captured Objectives (DCO)—an approach leveraged in Pega’s own solution development to optimize ROI for the client. Cognizant has appointed a DCO enablement point of contact to evangelize the approach within Cognizant as well as to customers. We also have established a Zero-to-LSA (Lead Systems Architect) program that transforms experienced, but non-Pega consultants, into highly proficient Pega experts within just 12 to 18 months.

Finally, Cognizant’s global delivery model supports customers using the Pega platform regardless of geographic location. This extended reach and flexibility, coupled with a strong commitment to Pega training and software, results in collaborative solutions that optimizes return on investment for our customers.