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Case Reviewer features

Updated on January 18, 2022

Government case workers have various needs when reviewing the case through its lifecycle. Pega Government Platform provides the following features to aid the case review process that can be reused and customized to meet your business needs.

Upload document component

Upload document component allows users to upload documents as part of any case. This component enables business users to dynamically configure the documents to be uploaded for any case with configurations like mandatory or non-mandatory documents, size of the documents.

Verify document component

Verify document component allows the users to view the list of the uploaded documents and provides an option to approve or reject the documents. It also enables the business users to configure the change of stage on rejection.

Nearby location component

Nearby location component allows users to view the list of nearby cases, nearby places and the nearby entities that are issued on a map based on the radius input calculated based on the location address provided in the application. The displayed results can be selected for further processing. This component can be added as a step in any case type and the location source, nearby results can be configured easily from App Studio

Evaluate process

Evaluate process helps an evaluator or reviewer evaluate the application against various criteria that is important to your organization. After the application is evaluated, the system calculates a total evaluation score based on a weighted formula and recommends one or more next actions to take.

Pega Government Platform extends Pega App Studio to provide additional business configuration capabilities for evaluation criteria.

Review checklist

Review checklist is a process through which a reviewer can review the application against various checklist items. The progress can be tracked by selecting the check boxes that correspond to items as they are completed.

Pega Government Platform extends Pega App Studio to provide additional business configuration capabilities for review checklist.

Add interview

Add interview is a component that allows users to add interviews by selecting question templates, entering questions and responses in text areas, and adding participants, locations, attachments, and other details.

Add evidence

Add evidence is a component that allows users to add evidence details, such as category, description, attachments, captured by, and location.


The Assessment configuration feature enables the user to configure the SLA score against each response and interpretation based on the final score.

Conduct assessment enables the user to conduct assessment in any case as a local action and go through the process of completing the answers for the assessment questions, save and return to complete the assessment. Also, on completion view the score, interpretation of the assessment.

Assessment component can also be used as a step in any of the stages of a new case type.

Activity plan

An Activity Plan is a framework for tracking Goals and Tasks assigned to operators associated to an instance of a Case. The Activity plan component can be applied to various business use cases, including procurements, and investigation applications.

Activity plan configuration

Activity plan templates expedite the process of creating a new activity plan. The templates are pre-configured activity plans containing all the details required to implement the activity plan. Activity Plan templates may be used to construct reusable collections of goals and tasks. A reusable template may be associated with a Case, and its goals and tasks may be configured for the specific Case.

Activity plan configuration enables users to configure activity plan templates that consist of goals, tasks, and SLA definitions. The user’s Activity plan edit accessibility helps the user to update the Goals and tasks and sequence them based on priorities using the SLA’s. Also, the existing activity plans can be deactivated if the template is not required.

Activity plan template

An activity plan template Landing Page enables users to create activity plan templates with goals and tasks as a template which can be used for further processes. The users can edit the goals and tasks which can be further used in the investigation case type either by selecting the existing or creating a custom activity plan for the same. The users can also deactivate an Activity plan if the template is no more required. An activity plan so launched in the investigation case type can be appended with additional goals and tasks. This allows the users to add existing Goals or tasks, or custom create them.

Initiation and execution

The component provides support for initiating the activity plans using the existing templates or by creating a custom template based on the use case. The system allows you to make necessary changes to the existing plan before initiation. It also provides the option to assign the goals and tasks to the individual users by selecting from the existing list of users.

For any of the existing cases, activity plan can be initiated through local and case-wide actions and the case owner can assign tasks, goals to the team members and the execution can be monitored as per the configuration. On completion of all the tasks and goals, within an activity plan, the plan gets resolved. Also, the case owner can resolve the activity plan by forced closure if it is not required or is invalid.

Entity merge

Entity merge is a feature that enables the users to merge the data properties of potential duplicates of Person entity or Business entity and create a single Master record. The duplicate entities are marked as inactive and all the properties selected by the user are retained in the Master entity.

The properties that need to be displayed for merging can be pre-configured by the users from option provided under PGP configuration in App Studio.

Entity attachment for entities

The attachment component feature saves file and URL attachments as data items to the entities. It supports attaching multiple file types, such as Word, PDF, Excel, and so on. The features serve as tools to help manage critical attachments stored against any entity, such as person, business, facility, vehicle, and so on.

Mobile Offline features

Mobile Offline features such as conduct interview, evidence, case notes and completion of the tasks in activity plan can be completed on mobile in offline mode. The data gets synced with the case once the users are online again.


Internationalization enables a business architect or a supervisor user to configure the list of countries, the respective state or province labels that an application supports through a simple configuration. It also enables the phone number format validation for different countries.

Case report

A case report is a detailed report of the data that is captured in the case type. You can now generate a Report of Investigation in both PDF and Microsoft Word formats. You can also incorporate tabular data into a Report of Investigation.

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