To facilitate integration with providers, the module supports three different configurations.

Physical documents and metadata stored in Pega

Default implementation shipped by Requirements application, both document metadata and the physical document are stored in the Pega database. No integration required to support this scenario.

Physical documents stored in DMS and metadata stored in Pega

Under this configuration, the document metadata is maintained in the Pega database tables, while the physical document is stored in DMS. The integration with the external system is established through the out-of-the-box Pega capabilities to store documents in Document Management Systems using CMIS; capabilities that supports Web Storage providers as well (for example, Box, S3).

Physical documents stored in DMS and metadata stored in both Pega and DMS

This model extends the previous configuration by implementing a data propagation mechanism that transfer the metadata captured through the Pega application into the DMS system. The metadata synchronization process ensures that all metadata maintained internally by the Pega module is made available to the enterprise through the DMS application.

The first configuration comes out-of-the-box and no changes are required. The second one can be easily configured using Pega platform capabilities and do not require changes in the Requirements module. For more information, see instructions available at File and content storage). The third one requires, in addition to the configuration for the previous one, the implementation of certain rules. The sections below describe these additional changes.