To process cases that come from another application, configure the system
that hosts your destination application as a consumer. As a result, at run time, users
can perform work from multiple applications within the context of one consumer
application, without the need to switch between different products.
example, a customer service representative (CSR) can use a Financial operations application
to work on cases that belong to the Loan requests and Mortgage requests applications. In
this case, the Financial operations application is on a consumer system, while the Loan
requests and Mortgage requests applications operate on a producer system.
Ensure that you configure the consumer system with the same operator ID that the
producer system uses.
Ensure there is at least one unlocked ruleset open in the consumer system to
register the remote case type or to update connection details. For more
information, see Branches and unlocked rulesets.
Configuring a consumer system requires a keystore and
truststore that support connection to the producer system, as well as copying and then
editing a token profile that Pega Platform includes by
Create a truststore with the Remotecasetype_Truststore
name, and then upload the .jks truststore file of the
In the navigation pane of Dev Studio,
Expand the Security category, and then
click Token Profile.
In the list of instances, open the
Remotecasetype_Consumer token profile.
For remote case types to work correctly, configure the token profile
that Pega Platform includes by default instead of
copying or creating a new instance of the token profile.
After an update to a higher version of Pega Platform, you must override the
Remotecasetype_Consumer token profile
In the Security section of the token profile, configure
In the Security configuration list, select
In the Signature type list, select
In the Signature type algorithm field, press the
Down arrow key, and then select RS256.
In the Keystore field, enter the keystore that
you created in step 2.
Tip: The JSON web key set URI from the
Security section of this token profile is
the URL that you use when you create a truststore for the producer
Result: When you select the keystore, the system autpopulates the alias
In the Password field, enter the password
related to the keystore.
For example: The following figure shows security configuration for the token profile of the
consumer system:What to do next: Create a connection between your applications so that you
can publish remote case types. For more information, see Creating remote case types.